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Dolphin Research

US TikTok revamp done: what did ByteDance lose vs. gain?

Amid repeated Congressional hearings and mounting legislative pressure, TikTok's U.S. biz has long been mired in 'national security' disputes. Citing cross-border user-data risks and control of its recommendation algorithm, lawmakers have repeatedly pushed ByteDance to divest TikTok's U.S. operations.

On Dec 18, 2025, CEO Shou Zi Chew announced agreements with Oracle and Silver Lake, among other U.S. investors, to establish a dual-entity structure separating 'commercial operations' and 'data security', offering a provisional answer to a years-long standoff. What could this 'grand compromise' mean going forward?

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