Discover and read the best of Twitter Threads about #obvi
Most recents (2)
0/ "What is TikTok Worth to Whom and Why?"
NEW post explores this (possible) sale from strictly a biz angle, esp for MSFT/WMT & ORCL, along 5 dimensions:
-product synergy (yep I used "synergy")
-user/data
-tech
-brand
-people
Some nuggets...(thread)
interconnected.blog/what-is-tiktok…
NEW post explores this (possible) sale from strictly a biz angle, esp for MSFT/WMT & ORCL, along 5 dimensions:
-product synergy (yep I used "synergy")
-user/data
-tech
-brand
-people
Some nuggets...(thread)
interconnected.blog/what-is-tiktok…
1/ Product synergy exists w/ either Azure or Oracle Cloud. Running TikTok during hypergrowth w/o issues is legit accomplishment for a cloud, will help differentiate in a heated global cloud race.
E-commerce w/ Walmart is more longterm, could help differentiate Walmart+ later.
E-commerce w/ Walmart is more longterm, could help differentiate Walmart+ later.
2/ User+data valuable #obvi. Data Density determines a lot of the value in a tech biz, *more* valuable IMHO than core AI tech in TikTok.
Easier to build AI engine if you have the data than the other way around. (Buyer may not get the tech anyways due to China's new regulation.)
Easier to build AI engine if you have the data than the other way around. (Buyer may not get the tech anyways due to China's new regulation.)
