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Microsoft is reportedly in talks to buy TikTok's US operations

businessinsider.com

211–220 of 546 posts

Re: Microsoft is reportedly in talks to buy TikTok's US operations

#211

I think it's a clever play. It would help address the spyware concern by moving it to a US company, and give them a better foothold in Social Networking than Linked-in provides. I'd have a few concerns about if MS can keep it growing- For one, I worry that Microsoft may mismanage it, similar to how they treated Skype. We saw Yahoo buy many reasonable smaller social networks (Flickr, Delicious, Tumblr) and was never a…

| give them a better foothold in Social Networking than Linked-in provides.

So you're saying that GitHub isn't a social network for coding?

Re: Microsoft is reportedly in talks to buy TikTok's US operations

#212

I think it's a clever play. It would help address the spyware concern by moving it to a US company, and give them a better foothold in Social Networking than Linked-in provides. I'd have a few concerns about if MS can keep it growing- For one, I worry that Microsoft may mismanage it, similar to how they treated Skype. We saw Yahoo buy many reasonable smaller social networks (Flickr, Delicious, Tumblr) and was never a…

Well, Skype the brand was botched, but Skype is basically what powers Microsoft Teams now. Which is widely successful due to it being bundled with Microsoft 365 (also Teams is pretty decent compared to the comp).

Skype should have been in the position that Zoom has taken over.

Re: Microsoft is reportedly in talks to buy TikTok's US operations

#213
I always suspected that the US government had Microsoft buy Skype so they could centralize it under US authority and monitor the communications. I have a feeling that TikTok is the same scenario - instead of worrying about TikTok spying on Americans, the US will have Microsoft buy it and they it'll move the servers to the US and use it to spy on the Chinese. Google and Facebook will never get broken up as long as Uncle Sam gets access to everyone's communications.

Re: Microsoft is reportedly in talks to buy TikTok's US operations

#215
post #181
post #178

Earlier quoted context omitted.

> It would help address the spyware concern by moving it to a US company Does anyone else remember when housing data in US severs was considered less private than alternatives? It’s incredible that Azure, and the rest of the us based cloud providers, have been able to rebrand American severs as the cloud so successfully that they are well known for being secure and safe.

I think its more of the rebranding from US-gov spying to Chinese-gov spying

Agree. I'm curious if it becoming a US-owned app means it would struggle in China.

Re: Microsoft is reportedly in talks to buy TikTok's US operations

#216

I always suspected that the US government had Microsoft buy Skype so they could centralize it under US authority and monitor the communications. I have a feeling that TikTok is the same scenario - instead of worrying about TikTok spying on Americans, the US will have Microsoft buy it and they it'll move the servers to the US and use it to spy on the Chinese. Google and Facebook will never get broken up as long as Unc…

> and use it to spy on the Chinese

How? Are you suggesting that Douyin will be included in the purchase?

Re: Microsoft is reportedly in talks to buy TikTok's US operations

#217
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post #119

Earlier quoted context omitted.

I believe the trend here is they left them alone...

Github seems to have gotten some fire in their ass in the last 1-2 years. Hard to say whether that is because of Microsoft or competition of Gitlab, or both.

Having the resources of Microsoft and a vision you want to execute on might be why they allowed themselves to get bought.

Re: Microsoft is reportedly in talks to buy TikTok's US operations

#218

Earlier quoted context omitted.

>I guess anything makes sense to a company that paid $26 billion USD for LinkedIn. Is there data to support that this was overvalued? Not personally a big fan of LinkedIn, but it seemed like probably a good long-term buy for Microsoft.

I don't know, tbh. But to my understanding, it was not profitable before the acquisition. It does generate ~5 billion dollars in revenue now, but Microsoft won't tell you how much of that is profit. Even if I charitably apportion 1B profit (which I bet Microsoft would trumpet if that was a thing), that's 20+ years to make the 26B back. My bigger problem with LinkedIn is that it's a cesspool of recruiter spam. Lynda.c…

>I don't know, tbh. But to my understanding, it was not profitable before the acquisition. It does generate ~5 billion dollars in revenue now, but Microsoft won't tell you how much of that is profit.

Isn't a valuation at ~5 years revenue pretty standard for a business acquisition?

Re: Microsoft is reportedly in talks to buy TikTok's US operations

#219

Earlier quoted context omitted.

Though they are separate products with different UIs and features, Teams, Skype consumer version, and (maybe?) Microsoft-hosted Skype for Business all run on the same communications tech stack, made by Microsoft's Intelligent Conversation and Communications Cloud division.* Interestingly, it looks like Teams was at one point code-named "Skype Spaces" - a name which occasionally appears in Teams deep link URLs. * see…

Yeah, if you look at the network requests Teams makes, many of them include 'skype' in the name. Only thing I went off to guess it is a lot of the same services.

The 'skype' name in the network requests is more a remnant of a last minute change from the internal product name (Skype Teams) than a statement of the technologies underpinning the product.

The Teams comms/meeting stack was its own thing - an evolution (or frankenstein's monster mix) of Skype for Business and Skype Consumer technologies. That is one of the reasons why Teams did not have interop capabilities with SfB at launch.

Side note: The Skype for Business communications stack is a descendent of Lync/Office Communicator was completely separate from Skype Consumer (only thing it shared was branding).

Source: worked on Teams

Re: Microsoft is reportedly in talks to buy TikTok's US operations

#220
post #207

Earlier quoted context omitted.

Honestly I don't give a flying fuck about a company's market cap, I care about what it offers to me and the world. Markets are a means to an end, not something to fetishize.

Market cap is actually a quite precise estimation of what company offers to the world. Money is just information about usefulness. If you are useful to other people you've got money. If someone is useful to you, you give money.

Exactly. Unfortunately we humans have a tendency to believe that we can understand what's useful for the rest of the people better than themselves.
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