“We look forward to seeing how the service evolves”
— erin griffith (@eringriffith) September 13, 2020
Translation: GOOD LUCK!! https://t.co/a7zOxEwDvO
Makes the takeover completely redundant. TikTok *is* its recommendation algo https://t.co/5QLjLot4RE
— Kush (@kushdm) September 13, 2020
"Original deal talks involved all of TikTok's operations, including its underlying algorithm, in the U.S., Canada, Australia and New Zealand.... One source says that ByteDance has now limited talks to TikTok's U.S. assets" https://t.co/SM3E1UXQ51
— cmwlsn (@cameronwilson) September 13, 2020
Well there goes 60% of the value. Tiktok's recommendation algorithm is easily one of the best I've seen.
— Clyde (@johan_lieber) September 13, 2020
It's not even close. https://t.co/m8hjWqGSyZ
"I'll sell you this car, but without the engine, transmission, battery, alternator, axles, brakes, steering and suspension" https://t.co/GAg6IlWm7g
— Mike Dudas (@mdudas) September 13, 2020
In related news, I basically cannot imagine a more nightmarish culture fit for TikTok than Larry Ellison's Oracle https://t.co/tqfq01g78S
— Casey Newton (@CaseyNewton) September 13, 2020
Maybe Oracle can work out some sort of deal involving the President moving to TikTok as his sole social media platform. https://t.co/XjPQoxxuj6
— Harry McCracken (@harrymccracken) September 14, 2020
A deal where Oracle takes over hosting without source code and significant operational changes would not address any of the legitimate concerns about TikTok, and the White House accepting such a deal would demonstrate that this exercise was pure grift. https://t.co/3kpwqnEYol
— Alex Stamos (@alexstamos) September 13, 2020
Unending story... https://t.co/Bt0hEyAI3n
— Nasidi Adamu Yahaya (@Nasidi_Kura) September 13, 2020
In other news, China just chose to have their apps banned in the US rather than lose control over the apps in the US.
— FYF_RecoveringAtheist_AWBW (@AwbwFyf) September 13, 2020
TikTok ban incoming... https://t.co/2gTZ38rQR5 pic.twitter.com/zgVALZGPGS
Then there’s truly no point https://t.co/OM3eG2oxAc
— Yashar Ali ? (@yashar) September 13, 2020
For decades China REQUIRED technology transfer as a pre-condition to market access and now thinks homegrown technology is sacred. Funny how that works. https://t.co/gyPyKLpcqG
— hk (@hassankhan) September 13, 2020
Looks like TikTok’s future in the US is safe. @WSJ reporting that Oracle got the winning bid for @tiktok_us’ operations.
— Omid Scobie (@scobie) September 14, 2020
Coincidence that they were the only bidder with a Trump-supporting CEO (who held a huge fundraiser for the US President last year)?https://t.co/2cHve3GZlC
I’m selling my car. It won’t come with the engine, steering wheel or any of the electronics. But you can build them yourself after you buy it. Deal? https://t.co/kgtL1pMHf7
— Alistair Barr (@alistairmbarr) September 13, 2020
RIP Bing Social https://t.co/cyVw4BGRfT
— Jane Manchun Wong (@wongmjane) September 13, 2020
Oracle acquiring TikTok ... it makes more sense if I were to swing w/ Ted Cruz. #ProfGShow #WinnersandLosers #YouTube pic.twitter.com/5sAvwMrXAr
— Scott Galloway (@profgalloway) September 14, 2020
TikTok: Oracle currently leader in the clubhouse.
— Dan Primack (@danprimack) September 13, 2020
Particularly if BD won't sell the algo -- MSFT could consider it still, but goes against all the priorities it stated. Oracle could still make this work, assuming it can get WH buy-in ("Mr. President. Larry Ellison is on line 2")
Breaking News: Microsoft’s bid for TikTok was rejected in a U.S.-China security standoff, officials said, leaving Oracle as the sole known remaining bidder. https://t.co/MJJ6XZ9YPF
— The New York Times (@nytimes) September 13, 2020
Total disagreement on my timeline right now as to whether the value of TikTok is 100 percent in its algorithm, or 100 percent in its user base. Where do you land? (I'm more and more convinced that it's the user base) [POLL]
— Casey Newton (@CaseyNewton) September 13, 2020
As an aside on the MSFT/ORCL/TikTok...
— Dan Primack (@danprimack) September 13, 2020
Yes, Walmart has been working w/ Microsoft. But there's no reason to think Walmart wouldn't at least consider working w/ Oracle, were Oracle to win out.
Wow. The algorithm is what makes @tiktok_us so good https://t.co/xbZBYwhYcm
— Peter Pham (@peterpham) September 13, 2020
Everything about this stinks. Some backstory: https://t.co/1S1Sv2FHQl
— Marlow Stern (@MarlowNYC) September 13, 2020
Here you go. You can buy some air. #tiktok looking like a standoff. This is going to get interesting. $msft $orcl https://t.co/ZydZLRYpun
— Ross Gerber (@GerberKawasaki) September 13, 2020
That's because the Chinese government has ruled this app is a protected national security asset. The Chinese government is taking EVERY face,loaded onto Tic-Tok,and storing them,in the biggest facial recognition database,on the planet. This should end any debate about Tic-Tok,IMO https://t.co/vdyA1RIIBu
— #ZeroFucksGiven (@JedGarren) September 13, 2020
This is not a bad thing for MS. What with US and Chinese government interests in play it would have quickly become an expensive poisoned chalice. https://t.co/iNXLkCWi9l
— Simon Bisson (@sbisson) September 13, 2020
Microsoft statement makes it sound like ByteDance didn't like the "significant changes" Microsoft wanted to make: https://t.co/hbnT6s2UnL pic.twitter.com/RTj0Ya8Bdd
— Sarah Frier (@sarahfrier) September 13, 2020
To be frank, the recommendation algo in TikTok is most likely a borrowed version of an existing recommendation algo and no better than YouTube or Bing.
— Cory Trese (@corytrese) September 13, 2020
TikTok value is in DAU, not algo. TikTok is commodity software with good market penetration.
IMO best miss for $MSFT since Yahoo.
— Matt Rosoff (@MattRosoff) September 13, 2020
Tik Tok Sale: No algorithm, incomplete leadership, Facebook competition... for billions of dollars.
— Alex Kantrowitz (@Kantrowitz) September 13, 2020
Buyer beware. https://t.co/AAcVfDurou https://t.co/kCIF9LteRD
Trump cutting off US teenagers and content creators from the rest of the world. Based on...? https://t.co/7pjg5eAXbQ
— Value Investigator (@value_invest12) September 13, 2020
US will shut TikTok down unless it sells. China won’t let it sell its algorithm. In the balance of this showdown lies the future viability and predictability of foreign tech investment in US markets. ? https://t.co/YPtq06y6wf
— Hadi Partovi (@hadip) September 13, 2020
Microsoft won't buy them if the algorithm isn't included. There's no point. https://t.co/DnuNSggdLP
— Zac Bowden (@zacbowden) September 13, 2020
So you can buy Tik Tok but get NO access to the algorithm
— Rich Greenfield, LightShed (@RichLightShed) September 13, 2020
So your buying a large customer list?!?!?!
Can't imagine Microsoft or Oracle moving forward under these circumstances https://t.co/FjUcPDUXwg
“The car can be sold, but not the engine,” a source close to TikTok told us. https://t.co/XE0kuxvK01
— Stuart Lau (@stuartlauscmp) September 13, 2020
I guess they didn’t want to use SQL Server? https://t.co/DA50qjzkKL
— arnold (@arnold) September 14, 2020
i dont know enough about tikbtok to know, but what does it do differently? must be something if they wont share it "TikTok's recommendation algorithm"
— ComicfromPlanet9 (@Geopilot) September 13, 2020
FYI TikTok signed a three year cloud services deal with Google in May of 2019 for $800m. Whither that? Who knows?
— Kara Swisher (@karaswisher) September 13, 2020
Sure, it seems unusual to have Oracle run TikTok. But who will have the last laugh when the TikTok influencers start recommending HR and Finance systems in all their videos.
— Aaron Levie (@levie) September 14, 2020
If Microsoft acquires TikTok it may do so without a key algorithm that really makes TikTok what it is today, suggesting videos to you every refresh https://t.co/fBpLgOd6KV
— Tom Warren (@tomwarren) September 13, 2020
Hey @carlquintanilla remember when you were surprised when I said a few weeks ago not to count @Oracle out of the @tiktok_us deal? Don’t be. They have less backbone (Bytedance likes), more need (cloud biz) & more Trumpness, despite a much more technically superior @Microsoft.
— Kara Swisher (@karaswisher) September 13, 2020
Yep. Purchase by Oracle is a near worst case scenario for TikTok. Only slightly better than being immediately driven into the ground. https://t.co/T8ONVnU7RB
— Annemarie Bridy (@AnnemarieBridy) September 13, 2020
As an aside: It remains unclear exactly what "the algo" is, in reference to what China won't let BD sell. It sounds simple, but it isn't.
— Dan Primack (@danprimack) September 13, 2020
Could be a good thing for bidders. Drops the asking price. https://t.co/HxpBc9xpWG
— Sameer Singh (@sameer_singh17) September 13, 2020
Despite being $FB shareholder, I am sad only for Zhang Yiming.
— Mostly Borrowed Ideas (@borrowed_ideas) September 13, 2020
It takes blood, sweat, and tears to build something that can dream to rival world's largest tech companies, only to be shut down by the whims of others. https://t.co/5Hzw3b9E3b
I will sell you my Mercedes but I keep the engine. https://t.co/HMJmE4X990
— Ouriel Ohayon (@OurielOhayon) September 13, 2020
I don’t get the algo argument. (so if you’re one of those people, tell me!)
— Farhad Manjoo (@fmanjoo) September 13, 2020
Deleting TikTok account the minute Oracle takes control. Of all the big tech companies, Oracle is the one in which I have the least amount of trust. https://t.co/V7xbzbhJiq
— Dan Gillmor (@dangillmor) September 13, 2020
The whole point of TikTok is getting you videos you'll love without forcing you to curate a follow list. (Cue Twitter's new and casual user quest). That's what differentiates it from the competition and gives it a fighting chance vs. FB Reels.
— Alex Kantrowitz (@Kantrowitz) September 13, 2020
“We would have made significant changes to ensure the service met the highest standards for security, privacy, online safety, and combating disinformation" is an attempt to poison the well against an Oracle deal where they only take over hosting. And MSFT is right to do so. https://t.co/221RLbdEAY
— Alex Stamos (@alexstamos) September 13, 2020
“The car can be sold, but not the engine.”
— Alex Kantrowitz (@Kantrowitz) September 13, 2020
Then it's not a car, it's a tin can on wheels.https://t.co/XcwyoHQ0Wj
TikTok only willing to sell its brand & user base in the U.S. and not the algorithms. If no potential buyers want that deal then it’ll gladly shut down U.S. operations on Tuesday.
— Dare Obasanjo (@Carnage4Life) September 13, 2020
The idea that Trump could just seize such a valuable asset now disproven.https://t.co/Noj15Z4BWJ
we'll soon find out how much algorithms are worth, then. Offers with algo approx. $30bln https://t.co/fhFK9u407h
— Tytus Suski (@tytus_s) September 13, 2020
So is the idea to kill TikTok, as a competitive move? Should we expect DouyinGlobal next year? Because that’s the only reason I can think of for selling to Oracle over Microsoft. https://t.co/QIEAdhT3zT
— Tiffany C. Li (@tiffanycli) September 14, 2020
What an algorithm it must be! First, show underage kids dancing, then branch out based on swipes; the music, location and regression analysis of the content. https://t.co/O2JLGlLsBG
— Emre Sokullu (@EmreSokullu) September 13, 2020
Breaking: Microsoft's bid to buy TikTok US has been rejected by TikTok's parent company ByteDance.
— Jo Ling Kent (@jolingkent) September 13, 2020
"We are confident our proposal would have been good for TikTok’s users, while protecting national security interests."
Full statement: https://t.co/HA7gH1zaXt
Pointless. That's like buying Krusty Krab without the recipe for Krabby Patties. https://t.co/KrILnG1jYb
— Stephen Canning (@EssexCanning) September 13, 2020
So, like, basically the app itself you mean https://t.co/iOD22go9PT
— lozclaws (@lozclaws1) September 13, 2020
In that case, I'll offer $10 and a Mike Laga Topps '87. https://t.co/xDgBNT9wja
— Supercalifragilisticexpialidocious Wears a Mask (@2xAught7) September 13, 2020
Wild thing about TikTok sale is that we might end up with
— James Titcomb (@jamestitcomb) September 13, 2020
-American TikTok owned by Oracle/Microsoft
-Rest Of World TikTok owned by ByteDance
And those two things will exist simultaneously and both be called TikTok but be on different product trajectories and just not interact?
Full of sound and fury, signifying nothing but a sweet cloud deal for a friend of Trump’s: Oracle was chosen as the winner in a deal for TikTok’s U.S. operations https://t.co/5Wy1AAVBJZ
— Kara Swisher (@karaswisher) September 13, 2020
TikTok *is* the For You algorithm. Can’t imagine the app sustaining this level of engagement without it. https://t.co/rQDbcEkrgV
— Taylor Lorenz (@TaylorLorenz) September 13, 2020
All the Cloud leaders want TikTok
— Jason ✨BeKind✨ Lemkin ⚫️ (@jasonlk) September 13, 2020
Hoping for sort of an "out of left field" joint bid by Twilio, Okta and Datadog https://t.co/wtAol1emDW
Microsoft bid for TikTok's U.S. operations rejected by ByteDance https://t.co/fqVA9sXdk8
— CNBC Tech (@CNBCtech) September 13, 2020
おお、algorithmが売却対象に含まれないならMSは買収しないと判断してもおかしくない気がする。ユーザーベースだけであの巨額を支払うかというとどうだろう
— touya (@touya_huji) September 13, 2020
ByteDance won't allow TikTok's algorithm to be part of a sale: Report https://t.co/6GvIT7mrWe via @ZDNet & @maryjofoley
Just in: ByteDance has rejected Microsoft’s bid to buy TikTok’s US operations, the Seattle-based tech company said on Sunday, removing one potential suitor for the Chinese-owned short video app https://t.co/Riq9JsedK4 pic.twitter.com/J4vMH8KsLO
— Financial Times (@FinancialTimes) September 14, 2020
◆TikTok、Microsoftへの売却見送り
— 後藤達也(日経の記者) (@goto_nikkei) September 13, 2020
・Microsoftは下記ブログで「ByteDanceはTikTokの米事業をMicrosoftに売却しないと伝えた」と公表しました。米企業で残る有力な買い手候補者はOracleのみとなります。
▽Microsoftのブログhttps://t.co/gCujNSbyGZ
Microsoft's TikTok takeover offer has been rejected by ByteDance.
— ?Fergus Ryan (@fryan) September 13, 2020
Here's their full statement:https://t.co/q4eGKRnUbo pic.twitter.com/ThFtiTxfAp
期限前2日で、中国政府は米国に渡すより潰すことを選択か…Microsoft、ByteDanceがTikTok事業の売却を拒否したと発表 https://t.co/flVaFR3uoK pic.twitter.com/UuIkMgnBIF
— suizou (@suizou) September 13, 2020
“ByteDance let us know today they would not be selling TikTok’s US operations to Microsoft.”https://t.co/c8qLy4qjQl pic.twitter.com/8mm8WtOsFS
— Rui Ma 马睿同学 (@ruima) September 13, 2020
You can tell Microsoft is upset about the rejection
— Jane Manchun Wong (@wongmjane) September 13, 2020
It’s ends with something like “alrighty then, good luck with that”https://t.co/hAEJnmXaAR pic.twitter.com/ucDqZQct5l
Microsoft said “ByteDance let us know today they would not be selling #TikTok’s US operations to Microsoft.” Now it’s Oracle left in the running https://t.co/XyvNLtQdQ0
— Selina Wang (@selinawangtv) September 13, 2020
Well, at least the crazy saga between TikTok and Microsoft is now over.https://t.co/wlc8TtpS92
— Daniel Rubino (@Daniel_Rubino) September 13, 2020
Young Americans will punish Trump and GOP candidates if this happens https://t.co/VYY6iJLcYU
— Rob Gill (@vote4robgill) September 14, 2020
ByteDance, the Chinese owner of social video app TikTok, has chosen Oracle to be TikTok’s U.S. technology partner, and Oracle will take a significant stake in the business, @JBoorstin & @jordannovet report https://t.co/sV5I2BvpJS
— Arjun Kharpal (@ArjunKharpal) September 14, 2020
ByteDanceからTikTokのアメリカ部門をMicrosoftには売却しない旨の連絡を受けたとMicrosoftが発表。関係者によると、ByteDanceは売却先としてOracleを選んだそう。
— 今村咲 (@saki_imamura) September 14, 2020
TikTokとOracleからはコメントなし。https://t.co/xaOMyJ826w
To be clear: Oracle's not buying TikTok. Sounds like they'll just take a minority stake and do all the cloud stuff for TikTok in the U.S. https://t.co/pA9pntTOU6
— Steve Kovach (@stevekovach) September 14, 2020
Amazing how quickly patronage economics have become the norm in U.S.: “Oracle has important ties to Trump’s admin. Catz was a member of...Trump’s transition team...Ellison hosted a fundraising event for Trump’s...campaign at one of his California homes.” https://t.co/bsWDJbQcbf
— Jasmin Mujanović (@JasminMuj) September 14, 2020
To be clear, I’m told that Microsoft/Wmt dropping isn’t because of Chinese interference — it’s simply that ByteDance/TikTok has chosen the Oracle offer. We’ll likely find more out about why in the coming 24 hours. https://t.co/nNcIS2HQ8f
— Alex Sherman (@sherman4949) September 13, 2020
So it looks like the end point of the TikTok sale saga is Oracle will just do a deal to host TikTok in the US. I’m not sure how that meets the requirements of the executive order that spurred all of this. https://t.co/dTwqjkCmKN
— Martin SFP Bryant (@MartinSFP) September 14, 2020
Oracle Picked as Winning Bid for TikTok U.S. Over Microsoft: WSJ https://t.co/LzzjRMRmbk
— Asela Waidyalankara (@aselawaid) September 14, 2020
Microsoft says ByteDance rejected its bid for TikTok in the U.S. https://t.co/39aVuPVUJU
— choco (@choco_log) September 14, 2020
Tiktokをマイクロソフトに売らない=アメリカには売らない、かと思ったらオラクルに売ることにしたとは驚きw
Oracle Wins Bidding for TikTok in U.S., After Microsoft Proposal Rejected https://t.co/npNzEbXxmj
— GenExDividendInvestor (@GenExDividend) September 14, 2020
オラクルが、TikTokゲット。きちんと経営できるか、注目。
— masa - lifeforearth (仲津正朗) (@mrmasa88) September 14, 2020
Oracle Picked as Winning Bid for TikTok U.S. Over Microsoft: WSJ https://t.co/XTiyeIgr8J
Microsoft Says ByteDance Rejected Its Bid for #TikTok in the U.S. @business @technology https://t.co/J0NRH2uHvb
— Fion Li (@fion_li) September 13, 2020
TikTok買収合戦、マイクロソフトは、ByteDanceから断られ、脱落の模様。オラクルはまだ残っている。
— masa - lifeforearth (仲津正朗) (@mrmasa88) September 13, 2020
Microsoft Says ByteDance Rejected Its Bid for TikTok in the U.S. https://t.co/XTiyeIgr8J
Oracle wins bidding war for TikTok’s US operations https://t.co/FyH6afjHQ8
— FT China (@ftchina) September 14, 2020
Microsoft says ByteDance has rejected its TikTok offer https://t.co/y6zcdBS1rw
— Financial Times (@FT) September 14, 2020
Oracle beats Microsoft bid to enter into "technical partnership" agreement for TikTok's operations in the US. Short of outright sale. Talks still on https://t.co/4ciZuGN0x1
— Sridhar V (@sritara) September 14, 2020
動画投稿サイト「TikTok」買収で動き。運営する中国の「バイトダンス社」は米マイクロソフトにTikTokを売却しないと通知。WSJはオラクルが買収を発表の見通しと伝えている。
— 隅俊之/Toshiyuki Sumi (@spreadarms) September 13, 2020
Microsoft statement on TikTok https://t.co/czsj9wKgtj
It’s official, Microsoft says it’s not buying #Tiktok and that’s too bad. https://t.co/aySQuC2PY8
— • J O N L E V E S Q U E • (@JonJLevesque) September 13, 2020
ByteDance abandoned the sale of TikTok in the United States in pursuit of a partnership with Oracle that it hopes will spare it a U.S. ban while appeasing China's government, according to sources https://t.co/tqQCcU5I2C by @DEER_ECHO_ @GregRoumeliotis $ORCL pic.twitter.com/1MiO7EUx8d
— Reuters Business (@ReutersBiz) September 14, 2020
So Oracle is now the owner and seller of your children's data. Better than the Chinese I guess. https://t.co/bAiuhYBf0x
— ?? Lawrence ?? (@lawrence_hutton) September 14, 2020