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Motley Fool Money
TikTok on the Clock
Jan 17, 2025
David Gardner, co-founder of The Motley Fool, shares his insights alongside Ricky Mulvey. They dive into the looming TikTok ban and its implications for tech giants like Apple and Google. The discussion highlights strong bank performance heading into 2025 and explores the balance of traditional vs. innovative business models in finance. Gardner emphasizes the importance of long-term investment strategies, urging listeners to tune out short-term noise for greater returns.
40:24
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Quick takeaways
- The looming TikTok ban in the U.S. highlights the complex valuation and potential ownership battles for the app's substantial user base.
- Apple's declining smartphone sales in China reveal growing competition and challenges for the company amid shifting market dynamics.
Deep dives
TikTok's Imminent Ban and Its Implications
The potential ban of TikTok in the United States is creating significant urgency as the deadline approaches. ByteDance, the parent company, is facing a January 19 deadline to divest the app or risk losing access to its American user base, which accounts for 170 million monthly users. The Supreme Court's recent affirmation of this law indicates that not only ByteDance but also tech giants like Apple and Google may face hefty fines for enabling the app's download or distribution. This has sparked speculation about the sustainability of TikTok's user base, as users could migrate to platforms like YouTube and Instagram if TikTok is forcibly taken off the market.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode