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  "documentTitle": "2025 Air Street Capital The State of AI Report 2025",
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      "text": "The TikTok deal sets the benchmark for data sovereignty: algorithm needs to be retrained using local data that is protected and stored locally. The data collection issue is clearly addressed. Indeed, it is hard to see ByteDance exfiltrating data or influencing the US app now that it only has a minority stake.\nWhile not requiring congressional approval, the deal will certainly receive intense congressional scrutiny, not least because of new free speech worries in light of the FCC-Kimmel jawboning controversy. It is the Dept. of Treasury (specifically, the Committee on Foreign Investment in the US) that will oversee and shape Oracle’s retraining and deployment of TikTok USA and may or may not require other *ahem* “precautions.”",
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      "text": "valuation: $14B",
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      "text": "Still, the strangest USG-private sector arrangement comes between the USG and ByteDance. In Sept., the US and China agreed to a deal to end the years-long tease in which the US implemented but never executed a ban on TikTok. TikTok will be allowed to operate in the US with a copy of TikTok’s recommendation algorithm sent to Oracle. Oracle will retrain the algorithm and be responsible for data and algorithmic security. ByteDance will own just under 20% of the new US-based company (at a total valuation of $14B) with a group of new investors, including Oracle, owning a majority. Six of the seven board seats will be filled by Americans (TBD). The USG will also receive an unknown multi-billion dollar fee from investors for its role in the negotiations.",
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