I think JV was on the table, pre tariff. Already talking about "licensing" tiktok algo, i.e. concession to PRC export controlling algo which made full sale non

I think JV was on the table, pre tariff. Already talking about "licensing" tiktok algo, i.e. concession to PRC export controlling algo which made full sale non starter. So it's either ban, or majority US JV, or some other politics to get TikTok US under US control... because as you mentioned Trump seems very intent on keeping TikTok. > both countries can get creative. I did preface "next rung of stupid", as in stupid / creative rungs of trade war escalation ladder. We're already at 100%+ tariffs, I think it's fair to conclude we're entering unseen/stupid/creative territory, hence highlighting increasingly wild options, because at some point the just adding to tariff %s become farcical and need to move onto other intruments. I think we're in the... almost anything short of kinectic war can happen realm. > China will be just fine with right Yes, I think China would actually be fine with substituting imports from EU for US if only to more balance trade with EU and further peel them from US. Under more predictable (slow) transition this would/could happen. But TBH I don't think PRC/EU relations good enough even with Trump/EU breakup. I think we're in very accelerationist trade war scenario and most likely patriotic buying (which is already growing trend in last few years) is going to do a lot of the capturing. Chinese domestic brand influence are growing, Chinese increasingly fine with consuming higher value Chinese brands.