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TikTok在美国真的安全了?
虎嗅APP· 2025-09-26 10:21
Core Points - The article discusses the new TikTok plan in the U.S. following President Trump's executive order, which involves the establishment of a joint venture to manage TikTok's data security and content review in the U.S. with ByteDance holding no more than 20% [2][3] - The joint venture is valued at $14 billion and will include several major investors, with Oracle playing a significant role [4] - The control of TikTok's algorithm by U.S. investors raises concerns about its impact on the company's commercialization process and organizational structure [6][8] Commercialization Process - TikTok's commercialization in the U.S. has faced challenges, particularly in the e-commerce sector, where the U.S. market is lagging behind other regions [9][10] - The global GMV for TikTok Shop is projected to reach $45 billion in 2024, with Southeast Asia driving most of the growth, while the U.S. market's target has been significantly reduced from $25 billion to $18 billion due to underperformance [11][12] Organizational Structure - There are ongoing conflicts between Chinese management styles and U.S. employee expectations, leading to employee turnover and instability within the company [13] - A significant restructuring occurred in early 2025, with a shift in leadership towards Chinese personnel due to poor performance in the U.S. market [13] - Internal stakeholders express a sense of resignation regarding the changes, indicating a focus on continuing operations regardless of ownership [14]