It’s “OLED Display Driver Chips.” This is what happens when writers get lazy.
Denny Schlesinger
TikTok didn’t leave because of geopolitics! You are still kidding yourself. They moved to Akami, another US company headquartered in Massachusetts.
Saul,
I respectfully disagree. Let’s revue the sequence of events:
- Trump administration picks a fight with China
- Trump administration attacks Tik-Tok specifically giving them an ultimatum to sell out to U.S. companies or be banned entirely.
- Oracle agrees to buy Tik-Tok’s U.S. assets
- Tik-Tok hastily moves from Fastly to Akamai
Oracle has an almost 2-decade partnership with with Akamai. They are well known in the tech industry for buying companies and then forcing the acquired company to quickly switch to Oracle’s preferred vendors as well as push their new acquisition’s products on all of their other partners. Oracle is infamous for it’s heavy-handed approach with everything.
So, fundamentally, the impetus for Tik-Tok to move from Fastly to Akamai was geo-political in nature. However, had they been acquired by a different company which didn’t have a partnership with Akamai, they may well have stayed with Fastly. Or, perhaps, they may have moved to Cloudflare instead. But certainly, the reason they moved at all was because the geo-political situation forced them to sell their U.S. assets in the first place.
Context matters a lot here. I think it is a mistake to ignore the fact that the geo-political situation played an integral role in Tik-Tok’s business. And, as such a huge percentage of Fastly’s business, Tik-Tok’s woes clearly impacted Fastly. And it is all because of the geo-political situation, because had that not existed, the chances that Tik-Tok would have switched CDNs so suddenly are extremely low.
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Paul
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