
Surveillance: Slowing US Growth
Bloomberg Surveillance
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TikTok and Reels: A Masted Story
Nathanson: If TikTok exists today, I believe they're taking share from TikTok. This is just a masted story. No banning of TikTok in our thought process. You know, TikTok's about $10 billion US revenue base. It would flow to meta, a little bit of SNAP. But we've not contemplated that because it just seems so far removed.
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