I'm confused, are you saying the TikTok ban is detrimental to US-based big tech? Seems like a forced sale is beneficial to them.

I was also under the impression we're also entering a regulatory climate where amount of regulation isn't so much decreasing (TikTok ban for example is heavy handed), but that big tech has much more involvement in forming that regulation, which is useful for moat-building.

I'm not too knowledgeable on these, it's just the general gist I've been picking up so far this year, looking for correction if I got the wrong idea.