I don’t doubt TikTok is wildly valuable. Is it really that high? I know tech valuations at this point basically price in compulsory use of their products, but that’s pretty stiff even by contemporary standards right?

Top hit [1] says $200 billion, which is little more believable, but unlike Meta, TikTok has real competition across its entire surface, Meta can leverage its other monopolies and I’m not sure TikTok will be the first social network ever to avoid being encircled, outlasted, and strangled by Menlo Park.

[1] https://apnews.com/article/tiktok-buyers-divestment-ban-8429...