Bloomberg Tech Trump Advances Plans for TikTok US Deal
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Sep 26, 2025 Rachel Tippegraff, Founder and CEO of MicMac, dives into the intricacies of TikTok's potential US sale to investors, valued at $14 billion. She emphasizes how advertisers are navigating uncertainty, looking to shift short-term spending to Meta and Google. The conversation also tackles concerns over TikTok’s algorithm retraining and its impact on user engagement and ad performance metrics. Additionally, she explores the implications of stricter EU and UK ad regulations on market dynamics, highlighting the shifting landscape for digital advertising.
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Compute Demand Creates Counterparty Risk
- The surge in compute demand creates counterparty risk: buyers promise huge payments that may not materialize.
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