The Information's TITV China-US TikTok Negotiations, AI Bubble, Enterprise AI Search Engine | Sep 15, 2025
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Sep 15, 2025 
Jing Yang, Asia Bureau Chief at The Information, discusses the high-stakes U.S.-China negotiations centered on TikTok and NVIDIA. Didi Das from Menlo Ventures shares insights into the volatile AI valuation landscape and its impact on venture capital. Richard Socher, CEO of You.com, elaborates on the company's pivot towards enterprise AI search and the challenges of corporate data access. The conversation also touches on Perplexity's cautious advertising strategies and the evolving e-commerce landscape driven by AI integration. It's a must-listen for tech enthusiasts!
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TikTok Became A Central Negotiation Chip
- The Spain talks made TikTok and NVIDIA central to U.S.-China negotiations and signaled Beijing's willingness to discuss TikTok.
- Both sides traded moves—U.S. blacklists and Chinese anti-dumping and antitrust actions—raising stakes quickly.
Beijing Views TikTok As A Bargaining Pawn
- China publicly flagged TikTok for the Spain talks, suggesting Beijing saw negotiating value in the app.
- Beijing likely treats TikTok as a bargaining pawn tied to broader tech and semiconductor demands.
Talks Trigger Rapid Reciprocal Trade Moves
- Both governments escalated with trade measures during talks: U.S. added Chinese firms to a blacklist and China opened antitrust and anti-dumping actions.
- These moves show negotiations can quickly turn into reciprocal tech and trade pressure.