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Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare
20VC with Harry Stebbings· 2026-01-29 15:03
Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 Intro 01:10 Brex Acquisition by Capital One for $5.15BN 09:06 Does Brex's Acquisition Help or Hurt R ...
X @Nick Szabo
Nick Szabo· 2026-01-29 08:10
RT JonnyUtd (@Fx1Jonny)Fuck @tiktok_us and Larry Ellison! Delete and move over to @realUpScrolled guys. ...
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Nick Szabo· 2026-01-29 05:56
RT WearThePeace (@WearThePeaceCo)January 22nd: TikTok acquisition closed and finalizedJanuary 28th: Bisan Owda permanently banned from TikTok https://t.co/FqEOcHiH9C ...
X @Nick Szabo
Nick Szabo· 2026-01-29 04:36
RT Ounka (@OunkaOnX)After the U.S. takeover of TikTok was finalized on January 22, 2026, Bisant — one of the most influential pro-Palestine voices — permanently banned with over 1.4 million followers https://t.co/ACjEFAasBF ...
This week's biggest tech news
20VC with Harry Stebbings· 2026-01-28 18:19
Five of the biggest bits of tech news this week. Capital One buys Brex for 5.15% billion. The internet didn't love it.The truth is latestage investors got at least a 1x back. Mickey Maler at Ribbit made a ton of money. Why combinator did very well.The real question is actually they bought it at 7x ARR. If they waited longer, they could have definitely got a higher price. That's an interesting question.Second on the agenda, the Tik Tok deal is finally done. It is over. US investors will now own 80% of the co ...
Meta And Google Go To Trial Over Child Safety — Here's What's At Stake
Youtube· 2026-01-28 17:01
Social media is on trial, with jury selection beginning today at the LA Superior Court here behind me, in this high-profile case against Meta and YouTube. And this case has massive implications for the industry. This is the first case in a wave of trials on the addictive, negative impact of social media on kids and teens, which is drawing comparisons to the attack on Big Tobacco in the 1990s.The plaintiffs in this first trial are a 19-year-old woman and her mother. They claim social companies knowingly desi ...
TikTok设立美国合资公司 甲骨文负责安全主导
Xin Lang Cai Jing· 2026-01-28 16:26
Core Insights - Oracle (ORCL) shares fell by 0.5% in early trading on Wednesday as the company joined a newly established TikTok U.S. data security joint venture as a managing investor and security partner [1] Group 1 - The joint venture aims to ensure the security of U.S. user data and algorithms [1] - The application will continue to serve approximately 200 million U.S. users [1]
为什么说澳新是TikTok公会的下一片蓝海?
Sou Hu Cai Jing· 2026-01-28 11:22
Core Insights - The article highlights the unique position of Australia and New Zealand (ANZ) as a new blue ocean for TikTok's global expansion, characterized by high potential and low competition in the short video and live streaming economy [1] Policy Incentives - TikTok has introduced a "traffic + revenue sharing + compliance" incentive system to lower entry barriers for new agencies in the ANZ market [3] - The platform offers a 30-day exclusive traffic package for new agencies, increasing live stream exposure by 30%-50% and providing a 300% increase in chances of being featured on popular recommendation pages [3] - Compliance support includes an automated VAT declaration system that reduces processing time from 7 days to 1 day, and GDPR compliance tools to ensure content legality [3] Market Potential - ANZ has 8.5 million active TikTok users, accounting for 30% of Australia's population, with an average usage time of 38 hours and 51 minutes per month, significantly higher than the global average [3] - The core demographic of users aged 18-35 makes up over 60% of the user base, particularly concentrated in major cities like Sydney and Melbourne [3] - Users in ANZ have a high GDP per capita exceeding $50,000, with average monthly spending on live streaming tips exceeding $50 [3] Operational Ecosystem - The ANZ market has shifted from a "heavy asset incubation" model to a "light asset + data-driven" operational model [5] - Agencies are leveraging AI digital hosts and quantum computing for traffic prediction, significantly enhancing operational efficiency [5] - Collaboration with local brands and logistics partners has optimized the supply chain, reducing delivery times to 48 hours and lowering return rates to 8% [5] Globalization Strategy - ANZ serves as a strategic hub for agencies to expand into Southeast Asia and the Middle East, with localized content innovations driving engagement [5] - The introduction of virtual idols and AR interaction technologies is expected to create new opportunities for global outreach [5] Case Studies - The @AussieAdventures agency, focusing on outdoor travel, achieved over $30,000 in monthly live streaming revenue through collaboration with local tourism boards [8] - The @KiwiCrafts agency, specializing in New Zealand handicrafts, reported a 60% monthly growth rate by establishing a comprehensive creator training system [8]
中国年引爆东南亚消费潮!TikTok Shop东南亚跨境电商「春节不打烊」多重激励赋能跨境商家
Yang Zi Wan Bao Wang· 2026-01-28 08:05
小风 校对胡妍璐 平台同步提供了"新年装饰"、"清洁用品"、"开斋节服装"等热搜词及备货指引,助力商家精准布局爆品,为春节档及后续3.3大促筑牢增长基础。 中国春节将至,东南亚消费热潮同步开启,正是跨境商家年终冲刺营收的黄金窗口期。而假期临近,不少商家担忧因客服回复延迟、发货效率降低等问 题,导致经营断层、错失东南亚旺季红利。为此,TikTok Shop东南亚跨境电商正式推出"春节不打烊"专项激励计划,鼓励商家提前备货品、攒素材,抢 抓节前布局先机,实现春节经营不断档,精准承接消费需求。 ...
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Nick Szabo· 2026-01-28 07:41
RT Bernie Sanders (@BernieSanders)Thanks to Trump, right-wing multibillionaire Larry Ellison will now control the TikTok algorithm, along with:CBSMTVThe Free PressBETCMTSimon & SchusterNickelodeonParamount+Pluto TVand moreThis is what Oligarchy looks like. ...