$50B for TikTok sounds a lot. I am wondering how they want to keep TikTok attractive for the audience. Would it hit a similar fate as Snap?
ByteDance investors value TikTok at $50B in takeover bid
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Re: ByteDance investors value TikTok at $50B in takeover bid
#12Earlier quoted context omitted.
OR could follow Snap fate?
No, it's going to be bigger. I know most people dont use snap but they use tiktok. Everyone young uses tiktok. It's much bigger than snap could have ever hoped. TikTok is FAANG tier company. If I were the founder, I'd go the Chinese government and ask them to ban Tesla and put tariff on Apple in retaliation. Tell the U.S. to play free market like they claim. Or lost access for it's companies. TikTok deserves it's suc…
Re: ByteDance investors value TikTok at $50B in takeover bid
#13Earlier quoted context omitted.
OR could follow Snap fate?
No, it's going to be bigger. I know most people dont use snap but they use tiktok. Everyone young uses tiktok. It's much bigger than snap could have ever hoped. TikTok is FAANG tier company. If I were the founder, I'd go the Chinese government and ask them to ban Tesla and put tariff on Apple in retaliation. Tell the U.S. to play free market like they claim. Or lost access for it's companies. TikTok deserves it's suc…
Huawei is way more valuable to the Chinese government, and they didn't ban US companies in retaliation either.
Re: ByteDance investors value TikTok at $50B in takeover bid
#14If that's the case, do you believe FB is overvalued at $662B? Instagram, as of 2018, was estimated to be worth around $100B on its own (with about 1b MAUs, versus TikTok's 800m).
TikTok seems at least equally addictive, and its algorithm does a fantastic job at quickly showing good content that matches your interests.
Re: ByteDance investors value TikTok at $50B in takeover bid
#15Earlier quoted context omitted.
What fate are you referring to with Snapchat? I’m pretty close to the target audience for both Snapchat and TikTok and nearly everyone I know (edit: close to my age) uses both.
Snapchat monetization strategies? It's easier to be fresh if you don't need to make a buck from ad sales
Re: ByteDance investors value TikTok at $50B in takeover bid
#16Many are suggesting that TikTok would be overvalued at $50B. If that's the case, do you believe FB is overvalued at $662B? Instagram, as of 2018, was estimated to be worth around $100B on its own (with about 1b MAUs, versus TikTok's 800m). TikTok seems at least equally addictive, and its algorithm does a fantastic job at quickly showing good content that matches your interests.
Re: ByteDance investors value TikTok at $50B in takeover bid
#17Overheard on current US war on Tiktok. A thread:
Talks abt ban on Tiktok subsiding a bit because Tiktok in talks with General Atlantic and Sequoia to sell to a US shell company. US demanding that Tiktok technical staff be completely changed, AI algorithm be based in the US...
Continued at https://twitter.com/CarlZha/status/1288284750273114112
Re: ByteDance investors value TikTok at $50B in takeover bid
#18Many are suggesting that TikTok would be overvalued at $50B. If that's the case, do you believe FB is overvalued at $662B? Instagram, as of 2018, was estimated to be worth around $100B on its own (with about 1b MAUs, versus TikTok's 800m). TikTok seems at least equally addictive, and its algorithm does a fantastic job at quickly showing good content that matches your interests.
These companies make apps to try to monetize a community, but communities are fickle and easy to scare off. If I were an investor, I'd value these apps for the computers in their offices and the code their developers write and that's it. Maybe $100mil if you get me on a good day. You can't value them for their reach, because it's not the company or the app that makes them valuable, it's the community.
Re: ByteDance investors value TikTok at $50B in takeover bid
#19Many are suggesting that TikTok would be overvalued at $50B. If that's the case, do you believe FB is overvalued at $662B? Instagram, as of 2018, was estimated to be worth around $100B on its own (with about 1b MAUs, versus TikTok's 800m). TikTok seems at least equally addictive, and its algorithm does a fantastic job at quickly showing good content that matches your interests.
Apps are easy to install... and easy to uninstall. Where's Snapchat these days? What about Vine? What about tumblr? These companies make apps to try to monetize a community, but communities are fickle and easy to scare off. If I were an investor, I'd value these apps for the computers in their offices and the code their developers write and that's it. Maybe $100mil if you get me on a good day. You can't value them fo…
Re: ByteDance investors value TikTok at $50B in takeover bid
#20Snapchat has recovered from the low point at the end of 2018 when FB/Insta had copied the stories feature and all seemed lost. Their traffic is up, stock is up and revenue is growing quickly again ($1.18B in 2018 -> $1.72B in 2019).