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TikTok / ByteDance

privateMixed

Chinese technology company operating short-form video platform TikTok and related apps.bytedance.com ↗

1 take · first discussed Jan 18, 2025

Net conviction
Mixed
Who's weighed in
Chamath
Takes
1
First discussed
Jan 18, 2025

Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.

Where they stand now

ChamathChamath
Mixed

Chamath believes TikTok is a genuine national security threat that should be banned, but sees the asset as technically extraordinary and thinks whoever acquires it at a forced-sale price will get an incredible deal cheaply; he favors X absorbing TikTok's creator graph onto a safer substrate.

E211 · Jan 18, 20251 take ↓

The discussion

The hosts' collective view on TikTok/ByteDance is represented solely by Chamath, who holds a mixed but high-conviction position. He acknowledges TikTok as a genuine national security threat warranting a ban, yet simultaneously regards the underlying asset as technically extraordinary. Chamath's core argument is that any forced-sale buyer will acquire it at a steep discount to fair market value — giving them an outsized advantage — since the seller has no negotiating leverage. He specifically favors X absorbing TikTok's creator graph as a way to preserve the asset's value on what he considers a safer platform.

How they got there

ChamathChamath1 take since Jan 18, 2025
MixedE211Jan 18, 2025⚑

Chamath believes TikTok is a genuine national security threat that should be banned, but sees the asset as technically extraordinary and thinks whoever acquires it at a forced-sale price will get an incredible deal cheaply; he favors X absorbing TikTok's creator graph onto a safer substrate.

whoever gets their hands on it gets their hands on an incredible asset. That they will be able to buy extremely cheaply because there is no way that there is a fair market value here deal for that asset because whoever is the buyer is in”1:12:13
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.