Sharp China with Bill Bishop TikTok in the Clear; Taiwan Questions and Soybean Angst; The K Visa Goes Live; Jensen Huang on China Hawks
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Oct 1, 2025 The hosts dive into the political dynamics surrounding TikTok's divestiture, highlighting why the deal could advantage ByteDance. They explore unresolved security concerns and the muted congressional response. Next, the discussion shifts to China's push for changes in U.S. Taiwan policy during trade talks, with potential ramifications for soybean farmers. Additionally, the new K Visa program aims to attract foreign tech talent, and there's an intriguing look at Jensen Huang's comments on China hawks and export controls tightening.
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TikTok Deal Is Effectively Done
- The TikTok deal is effectively finished because the president certified the proposal and Congress is unlikely to block it.
- Bill says the outcome is a big win for ByteDance, Oracle, and the Trump administration politically and financially.
Deal Structure Favors ByteDance
- ByteDance retains major economic upside via a 19.9% stake, algorithm licensing fees, and control over ads and e-commerce.
- That structure boosts ByteDance's IPO prospects and reduces risks of similar moves in other markets.
Require Clear Technical And Data Terms
- Demand clear technical and governance details about algorithm transfer, updates, and data custody before accepting the deal.
- Insist on transparency around who holds user data and whether ByteDance can control or disable US operations.