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Acquired / episode intelligence

TikTok

9 Dec 2019 28 published claims 2 attributable people
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Speakers in the public record

David RosenthalBen Gilbert

Claim mix

belief 9evaluation 8uncertainty 3recommendation 2commitment 2observation 2preference 2

Evidence policy

Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.

Claim ledger

The useful parts, with receipts.

28 published records

04 / uncertainty

I don’t know, I don’t believe Facebook was involved in this round but Kuaishou, the original short-form video platform in China, and Tencent are really interested in acquiring the company at this point in time.

“I don’t know, I don’t believe Facebook was involved in this round but Kuaishou, the original short-form video platform in China, and Tencent are really interested in acquiring the company at this point in time.”
Speaker
David Rosenthal
Episode
TikTok
Publisher
Acquired

07 / belief

I learned recently that the iTunes charts are actually dictated by the number of subscribers per unit of time in the Apple Podcast app, so if you listen in a different app and you want to help us bumped up the charts, you should go and click subscribe in Apple Podcast.

“I learned recently that the iTunes charts are actually dictated by the number of subscribers per unit of time in the Apple Podcast app, so if you listen in a different app and you want to help us bumped up the charts, you should go and click subscribe in Apple Podcast.”
Speaker
Ben Gilbert
Episode
TikTok
Publisher
Acquired

13 / observation

I would dive into that, but I want to take one step back first and say the way to emerge as a new social network, there's a narrative violation here, whether or not you like the term narrative violation.

“I would dive into that, but I want to take one step back first and say the way to emerge as a new social network, there's a narrative violation here, whether or not you like the term narrative violation.”
Speaker
Ben Gilbert
Episode
TikTok
Publisher
Acquired

17 / belief

I think that's why if you take the top down market view and analyze it based on buying a ticket to attend that billion dollar social network dance, I absolutely think it was a fantastic purchase and probably one that will go down in history as one of the best ever, if (1) TikTok can hold on and can actually, to the point that we are talking about earlier, create lasting value, to have staying power, to be able to make sure that even though they don't really own those personal relationships that are an important part of your life on an ongoing basis, and (2) really start to turn on the gas and monetize like Facebook has been able to.

“I think that's why if you take the top down market view and analyze it based on buying a ticket to attend that billion dollar social network dance, I absolutely think it was a fantastic purchase and probably one that will go down in history as one of the best ever, if (1) TikTok can hold on and can actually, to the point that we are talking about earlier, create lasting value, to have staying power, to be able to make sure that even though they don't really own those personal relationships that are an important part of your life on an ongoing basis, and (2) really start to turn on the gas and monetize like Facebook has been able to.”
Speaker
Ben Gilbert
Episode
TikTok
Publisher
Acquired

18 / observation

As he comes to this realization, he thinks, “Maybe the way to attack this is to make the videos short-form instead of long-form, these educational videos,” and he realizes, “Look, this is not something that an enterprise software company like SAP is going to really be equipped to tackle here,” so he is passionate about the space, though, and he does decide to start a company on the side outside of SAP while he's still working there.

“As he comes to this realization, he thinks, “Maybe the way to attack this is to make the videos short-form instead of long-form, these educational videos,” and he realizes, “Look, this is not something that an enterprise software company like SAP is going to really be equipped to tackle here,” so he is passionate about the space, though, and he does decide to start a company on the side outside of SAP while he's still working there.”
Speaker
David Rosenthal
Episode
TikTok
Publisher
Acquired

19 / evaluation

The flaw in applying this to the Facebooks of the world is that with something like Facebook, it's not actually N squared because when a new person I don't know joins Facebook, it's extremely unlikely that it actually increases the value for me.

“The flaw in applying this to the Facebooks of the world is that with something like Facebook, it's not actually N squared because when a new person I don't know joins Facebook, it's extremely unlikely that it actually increases the value for me.”
Speaker
Ben Gilbert
Episode
TikTok
Publisher
Acquired

20 / evaluation

Certainly the Chinese version doesn’t feel like it’s for people in the US because it’s not, and the American version is so stripped down that it doesn’t feel right either, but Musical.

“Certainly the Chinese version doesn’t feel like it’s for people in the US because it’s not, and the American version is so stripped down that it doesn’t feel right either, but Musical.”
Speaker
Ben Gilbert
Episode
TikTok
Publisher
Acquired

21 / evaluation

ly, TikTok, and Bytedance work, and this really orthogonal view to how all other western social networks operate in having content, being driven by the actual content, and algorithms recommending it as opposed to the people making it.

“ly, TikTok, and Bytedance work, and this really orthogonal view to how all other western social networks operate in having content, being driven by the actual content, and algorithms recommending it as opposed to the people making it.”
Speaker
David Rosenthal
Episode
TikTok
Publisher
Acquired

23 / evaluation

If they put that quality content on a platform because of this recommendation algorithm, platform’s able to find it, surface it to a bunch of people, and make those creators who actually have talent really successful.

“If they put that quality content on a platform because of this recommendation algorithm, platform’s able to find it, surface it to a bunch of people, and make those creators who actually have talent really successful.”
Speaker
David Rosenthal
Episode
TikTok
Publisher
Acquired

26 / evaluation

Arguable I would say with Facebook, it’s better recommending ad content than it is at organic content because so much of the way in the algorithm is who you know and who you follow as opposed to Toutiao and ByteDance.

“Arguable I would say with Facebook, it’s better recommending ad content than it is at organic content because so much of the way in the algorithm is who you know and who you follow as opposed to Toutiao and ByteDance.”
Speaker
David Rosenthal
Episode
TikTok
Publisher
Acquired
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