Linked trade ideas span 2 sources.
Bullish: ByteDance is believed to be undervalued, with potential fair value estimates ranging from $800 billion to $1 trillion. Bearish: Criticism of TikTok and similar platforms for their addictive nature and negative impact.
“If you think about the fair value for ByteDance, I think most people, although it only trades at, let's call it 300,000,000,000, most people think the fair value of this is closer to a trillion dollars or certainly to 800,000,000,000.”
BG2Pod with Brad Gerstner and Bill Gurley — Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
All-In with Chamath, Jason, Sacks & Friedberg
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BG2Pod with Brad Gerstner and Bill Gurley
1 recent episodes
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