Motley Fool Money TikTok on the Clock
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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.
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TikTok's Uncertain Future
- TikTok faces a potential ban in the U.S. due to national security concerns over its data practices and ties to China.
- This could create a vacuum in the social media landscape, impacting companies like Apple and Google.
Testing TikTok's Network Effect
- The ban's impact on TikTok's network effect will be revealed if Apple and Google restrict the app.
- Users might migrate to existing platforms like YouTube and Instagram, testing TikTok's sustainability.
Valuing a Standalone TikTok
- A standalone U.S. TikTok business, without its algorithm, could be worth $50 billion.
- With the algorithm, it could reach $175-$200 billion, rivaling YouTube's value.