January 14, 2025

INTERNET

If TikTok is banned, more than half of the ad dollars spent on the platform in the U.S. would go to Meta and Google-owned properties, Axios' Sara Fischer writes, based on new projections from eMarketer.

  • Meta and Google have invested heavily in their short-video rival products, Reels and Shorts, positioning them to take advantage.
  • Meta's Instagram and Facebook would eat up a combined 40% of TikTok's ad revenues, according to the projections.

⚖️ What to watch: For now, the ban seems likely. The Supreme Court's arguments Friday led court watchers to expect it will uphold the ban law.

  • China has indicated for months that it wouldn't let ByteDance sell TikTok to a U.S. company to skirt a ban.

👀 Plot twist: A Bloomberg exclusive last evening said Chinese officials are discussing the sale of TikTok's U.S. operation to Elon Musk if the company fails to fend off a ban.

Share this story ... Go deeper: What'll happen to TikTok this Sunday, when a ban could kick in.

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