I've had more TikTok conversations in the past few weeks than I’ve had in years. Let’s cut through the noise and give you a clear path forward.
January: U.S. Marine Corps, Air Force, and Coast Guard ban TikTok on government devices.
August 6: President Trump issues Executive Order 13942, attempting to ban transactions between ByteDance and U.S. citizens.
September 19: Oracle partners with TikTok under "Project Texas" to store American data in the U.S.
April: Congress passes a bipartisan law requiring TikTok to sell to a non-Chinese owner or face a ban.
May: President Biden signs legislation giving ByteDance one year to divest TikTok's U.S. operations.
January 17: The U.S. Supreme Court upholds the ban, rejecting TikTok's First Amendment challenge.
January 19:
January 18, 22:30 ET: DNS traffic to TikTok drops by 85%.
Evening: TikTok becomes inaccessible in the U.S., showing a compliance notice.
12:30 ET: TikTok starts restoring service, but traffic remains 7% below pre-shutdown levels.
Ongoing: TikTok is missing from Google and Apple app stores due to potential $850 billion in penalties.
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Even if you're not on TikTok, here’s why it matters:
$10 billion in ad spend went through TikTok in 2024—more than YouTube.
That budget is shifting fast, which means higher ad costs on other platforms (yes, your Meta and Google ads just got pricier).
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Let’s look at the four possible outcomes:
TikTok finds a buyer – Operations resume, but traffic dips by 10-20%.
No buyer, no TikTok – It shuts down in the U.S. by April 4, 2025.
Slow recovery – TikTok returns at some point, but traffic never fully recovers.
Ongoing uncertainty – Legal battles and advertiser distrust keep ad dollars elsewhere.
Sources inside TikTok are betting on Scenario 1. My take? Scenario 4 is the safe bet—because when politics, courts, and billions collide, things get messy.
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Regardless of which scenario you believe, planning for the worst is key. Here’s where to shift your dollars for the best ROI:
Number one, move ad dollars to Meta.
Number two, move dollars to YouTube.
Number three, test new platforms that are vying for TikTok ad dollars.
Snap is offering 20% back in free ad spend to advertisers that spend more than $100,000.
Reddit, is offering 10% in ad credits. Those ad credits apply for brands spending between $150,000 and $1 million on the platform. If you spend over $1 million, you can get 15% back in ad credits, though the incentives are capped at $500,000.
Pinterest has been pitching TikTok advertisers and may have off-rate card deals.
Two reasons:
It’s a different, lower-funnel intent-based channel.
Google's evolving SGE (Search Generative Experience) is impacting traffic and Ad ROI.
Who the hell knows what's going to happen to TikTok. But no matter what, I want you to be ready.
P.S. Kids are amazing. My 3-year-old is going in for her 3rd surgery today and is cool as a cucumber about it. I’m going to be channeling her in my next high-stakes negotiation. 🤣
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