Evolving TikTok US Deal Structure and US Investor Involvement

about 1 month ago

SPEAKER_10 / SPEAKER_02

"ByteDance originally had no interest in selling TikTok. ... But now the deal structure is such that American investors will own roughly 80% of TikTok US and hold six out of seven board seats, leaving ByteDance with less than 20% of the equity in the new business. Oracle will oversee the retraining of the algorithm while also taking an equity position, potentially via Oracle Cloud or even Larry Ellison contributing indirectly."

The conversation outlines the complex US restructuring of TikTok, emphasizing the creation of TikTok US with a majority American investor base. The proposed deal will see major tech and media players like Oracle (potential ticker: ORCL) and high-profile investors such as those from the Ellison and Murdoch camps take controlling stakes. Commentary suggests that while the deal remains in flux, the reorganization could realign control of one of the most influential social media platforms in the US, with potential implications for data security, algorithm oversight, and content moderation.

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