The agreement of Tiktok For the application to remain in force in the United States It is making begg. It is not for less, because it is in the core of a great Commercial War between the US and China. In addition, it also represents something that goes far beyond the application itself or its operation: it establishes a model that could open the doors to other Chinese technologies to operate in US territory.
How Tiktok would survive in the United States. According to the leaks of the Wall Street JournalTiktok will operate in the United States through a new company controlled at 80% by US investors such as Oracle, Silver Lake and Andreessen Horowitz. The remaining 20% will remain in the hands of Bytedance and other previous shareholders. The key is that the US government will have a direct seat in the Board of Directors of the new company.
Why is it important. Until now, Chinese technology companies in the United States only had two options: being prohibited or selling completely American competitors. This “Tiktok template”, as Kevin Xu, founder of the Newsletter Interconnected, mentions it, introduce A third way: technological licensing under American majority control. As the expert explains, “this model opens the door for more critical, strategic and advanced technologies to flow from China to the United States.”
The real award. Beyond Tiktok, this model could be applied to sectors where China dominates the global supply chain. Let’s think about byd wanting Sell electric cars in the United States, Catl supplying batteries To American manufacturers, or Hesai distributing Lidar systems to robotics. These are technologies where Chinese companies have a considerable technological advantage and are ready to deploy today, while US alternatives could take years to be available on a large scale.
The rules of the game. To work, xu Explain That Chinese companies will have to accept staying with a minority and passive participation, renouncing part of the commercial benefits in exchange for the “privilege” of selling in the US market. They must also find the perfect mix of politically related investors and companies with the White House to assemble the company that is responsible for managing the product in the United States.
Between the lines. “This was a purely political problem from the beginning, so it could only be resolved with a political solution,” Recognize XU himself after years chasing the case of Tiktok. The analyst explains that neither technology, nor national security, even the laws matter. According to Xu, what works is to identify the most powerful figures and tie them in a network of conflicting but attractive interests that is difficult to reject.
And now what. The Tiktok agreement, which Trump He says he will confirm this Friday With Xi Jinping, he could mark the beginning of a new era in technological relations between the two countries. That Tiktok continues in the United States is a decision that will not leave anyone indifferent, both for supporters and detractors. The template is ready, now we need to see who uses it first.
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