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October 4, 2025 • 13 mins

In this insightful Market Mondays clip, Ian Dunlap and Rashad Bilal dive deep into the high-stakes world of media conglomerates, data acquisition, and the brewing TikTok takeover. The conversation unfolds around the chess moves of industry giants like Oracle, Silver Lake, and enigmatic figures such as Larry Ellison, revealing how power, influence, and data are being consolidated in fewer hands than ever before. You’ll hear Ian break down the wider implications of Silver Lake’s expanding empire—from data centers and major entertainment acquisitions (like Endeavor, WWE, UFC, and EA Sports) to the undeniable impact of the TikTok deal. Together with Rashad, they connect the dots between AI, media, gaming, and cloud infrastructure, highlighting the masterminds behind this web of control and influence. The hosts debate the safety and ethics of shifting TikTok’s algorithm to US hands, questioning whether this really improves user security or simply swaps one set of gatekeepers for another. Ian candidly shares concerns about “stepped-on,” watered-down algorithms and makes colorful analogies to help the audience grasp these layered business plays. Rashad raises the alarm over the societal consequences of letting elite billionaires dominate news and social platforms—pointing to the likes of Elon Musk (X), Mark Zuckerberg (Instagram, Facebook, WhatsApp), Jeff Bezos (Washington Post), and even Rupert Murdoch. Together, they address the very real risk of propaganda and narrative control, especially as X heads further right and TikTok faces similar influences if new ownership goes through. The conversation doesn’t shy away from tough questions: Is this new TikTok group any safer than the previous owners? Are we actually in control of our own data? Both Ian and Rashad illustrate how, through clever business maneuvers, these conglomerates can dominate every aspect of content, gaming, and attention. The summary? Monopoly is nothing new in America, but now it’s more transparent than ever. This clip is packed with hot takes, strategic breakdowns, and a clear-eyed look at what media ownership means for the next decade—plus why everyday users must wake up to what’s really happening behind the scenes. Whether you’re an investor, a creator, or just a concerned citizen, you’ll want to catch every minute. *#MarketMondays #TikTokTakeover #MediaMonopoly #IanDunlap #RashadBilal #Oracle #SilverLake #AI #SocialMedia #TechNews #MediaPower #DataPrivacy #BusinessAnalysis*

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Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:01):
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Speaker 2 (00:43):
How you feel about the TikTok takeover potentially?

Speaker 3 (00:46):
I just want to see this finally get done, to
see what Larry has positioned himself. Well, while I was
talking to stock Club about this, I remember when it
was supposed to be Microsoft and that fell out of favor.

Speaker 4 (00:58):
Thank god they had to open their investment.

Speaker 3 (01:00):
I just wonder what that algorithm will look like and
if it will deliver the same potency of information that
was coming out. I even think TikTok's main algorithm is
getting watered down some But I think it's a great hedge.

Speaker 4 (01:15):
But I think.

Speaker 3 (01:20):
And hid insight it was smarter Microsoft to not to
continue to fight for that and get that the real
ip that matters, which is the partnership wul open Aie. Well,
what do you guys think about it?

Speaker 5 (01:32):
It's interesting the t leaves were there.

Speaker 1 (01:35):
We talked about it in January Posed the clip, talked
about it in July Posed the clip. The t leaves
were there for Oracle, for sure, that was one of
those deep dives. What they already if you watch the
stock from twenty twenty to where they at now, you
can see the impact that they've had in terms of
using the cloud service. But there's another company privately hell
that nobody talks about and we should.

Speaker 5 (01:58):
When you talk about reaction.

Speaker 1 (02:04):
If if you look at the tea leaves of who
the partnerships are, Yes, you see Oracle's name a lot,
you see open Ai. But there's a private company by
the name of silver Lake tilver Lake Capital. So let's
do like now I had to go down to deep dive.
All right, Well, let's think about this right when we
talk about Stargate. It originally started a soft bank open

(02:26):
Ai and Oracle. Later on, silver Lake became a part
of that ownership group and they said, all right, here
comes the data centers. All right, so now silver Lake
has data centers, right with the Stargate thing. Then the
TikTok deal comes around and you look at the names
of the ownership and the staties involved, right, and you
saw Oracle and then you saw silver Lake. All right,

(02:47):
so now they got Stargate, they got the data centers,
they got TikTok.

Speaker 5 (02:51):
Now they have a user base and data from that.

Speaker 1 (02:55):
Then you start pulling that the leaves a little bit further,
and you talk about a company that has had a
great year, right endeavor obviously with the WWE and the UFC,
and you think about who's funded them. Yep, silver Lake again,
so now they have entertainment. This is an entertainment conglomerate.

Speaker 5 (03:17):
Right.

Speaker 1 (03:17):
And then when the news came out today about EA Sports,
and we'll talk about some of the owners that a
billion dollar deal. Some some of those people are close
to the president. Civil likes part of that as well.
And so now you're looking data centers. You're looking at
data from a user standpoint, You've got entertainment right with

(03:39):
Endeavor and now EA, So like, why are they connecting
all of that?

Speaker 5 (03:43):
What does a bigger play here? There's a bigger play
here when we're.

Speaker 1 (03:46):
Talking about what Larry Ellison did and David Elson did
in terms of grabbing paramount right and well potentially next
having Warner Brothers. They've got a media conglomerate that's a
goodmb of the now biggest of all time. That's of
the now we're talking about streaming right, but the next
wave that we might be going down is in this

(04:09):
space of AI in terms of metaverse right al.

Speaker 5 (04:15):
Turnative re up.

Speaker 1 (04:16):
And so now they have the data with TikTok, they
have the data centers to help get the infrastructure off
the ground. They have UFC and entertainment. Now they have
video games.

Speaker 2 (04:24):
Right.

Speaker 1 (04:24):
So if you don't know, and we all grew up
in that era where we played EA sports is in
the game right we that we played live They got
out of field, which most people don't even realize has
past call of duty in terms of amount of users.
They have all of that at their domain to now
create a bigger media conglomerate that will be the media

(04:45):
climate of the future right that the way they're looking
at this is ten to fifteen years down the line.

Speaker 5 (04:52):
Yes, streaming Elise and they've taken that.

Speaker 1 (04:54):
We've seen everybody at the highest level grab media. We
saw Bezos grab Mediabviously Elon has grad media. But this
for the highest level, this is the futuristic way that
I see them thinking about it.

Speaker 5 (05:07):
We took entertainment, we took gaming in AI.

Speaker 1 (05:10):
We have the data centerce we have the user base
with TikTok, We already have what we're going to build
in terms of AI for the infrastructure. They're putting this
whole thing together. Nobody talks about them. I looked up
the CEOs. You would never if they walked past.

Speaker 3 (05:22):
You on you and know and more importantly mind chair,
because if I have you when you get off Battlefield
or whatever game you play on EA and TikTok and
what you're watching I have, I have eighty percent of
your mind share.

Speaker 6 (05:34):
Also, okay from an investment standpoint for sure, But do
you feel comfortable with the TikTok deal.

Speaker 3 (05:42):
That's above my pick grip. I haven't got my build
to Burke left. I got my van guard, but and
what's the what regard.

Speaker 1 (05:50):
And then and then the US I guess investment walking
with this, this new group of investors having the data
as opposed to what they thought China might have the data.

Speaker 5 (06:01):
Shat in that sense.

Speaker 4 (06:02):
Okay, we A part of this.

Speaker 5 (06:05):
Is though, yo, I'm yo, i'mnat.

Speaker 1 (06:08):
You can I tell you something part about conversation yesterday?
Uh so Rabbit tells he's the story and I was
we were talking about cybersecurity because he's made a I mean,
he's probably the number one person in terms of cyber
security in the country. And how you know, we always
talk about safety and safety and safety. He's like, you know,
there was a time in the late nineties where we

(06:32):
won't name the company, fastold company offered a hamburger and
in exchange if you if you.

Speaker 5 (06:39):
Gave them.

Speaker 2 (06:41):
The company company said it.

Speaker 1 (06:43):
So McDonald's had this offer, like, will give you a hamburger, cheeseburger,
whatever it was.

Speaker 5 (06:47):
It was two years ago. I was always a little
longer than that. Two years ago.

Speaker 1 (06:51):
We'll offer you a cheeseburger, hamburger in exchange for your name,
your first name, your last name in your address. And
he said, how many people do you think did that
took the Burger m seventy two percent of the people
gave away the information for Hamburger, And we're thinking about, Hey,

(07:14):
what should we feel comfort or safe with a company
having our data?

Speaker 5 (07:19):
They already have it, so.

Speaker 2 (07:20):
But do we feel comfortable with the TikTok deal?

Speaker 3 (07:24):
To be very honest, I think we're not getting the
purest products, which is a Chinese algorithm. We're getting a
derivative work stepped on those who are in the underworld.

Speaker 4 (07:35):
Do I feel comfortable with it?

Speaker 3 (07:38):
No?

Speaker 4 (07:38):
I get the ideal. But if we are at war
with China and we go to China.

Speaker 3 (07:47):
And say we have to break this up because you're
having influence over American users, that's a double edged sword.
But to then not get the real algorithm, it's interesting.
Unless you want to control the thought process of the
people war on set app in the country, you're still
not getting the real thing. It's like when the Christler,
you getting the Christler three hundred CE.

Speaker 2 (08:08):
So okay.

Speaker 6 (08:09):
So from a standpoint of this, right, the richest person
in the world owns X, the second richest person in
the world is trying to buy TikTok.

Speaker 4 (08:21):
Let's see where you're going. Yeah, Basos with Washington Post.

Speaker 6 (08:24):
The third richest person in the world owns Instagram, Facebook
and WhatsApp. The fourth richest person in the world owns
the Washington Post. We live in a society where less
than ten people control ninety eight percent of the narratives

(08:49):
and stories that we're actually consuming. Buyers of potential buyers
of TikTok. Rupert Murdoch is part of the group. Also, Yeah, yep,
Larry Ellison. X has already been taken over by far

(09:13):
right wing ideology. It's pretty much maga X. Stay should
change the name of X to MEGA. If you go
on it, you know who has the most followers on X.
How's that happen? It is exactly Make sure when you
go on X, you'll see the first thing you'll see

(09:35):
it's the most right wing. It's not by accident. They control.
They control what you actually are seeing on your timeline.
It's a it's a right wing platform, TikTok. It's headed
in that direction for sure if this deal goes through.
So now you have TikTok and you have Twitter X,

(10:02):
which essentially will be used.

Speaker 4 (10:05):
As a propaganda tool for.

Speaker 6 (10:09):
Right wing ideology of this administration for sure, and any
other right wing ideology that needs to be pushed. That's
concerning and it's dangerous. So do you feel comfortable, of
course not. How can I feel comfortable if it's concerning

(10:30):
and dangerous.

Speaker 5 (10:31):
Just making sure.

Speaker 1 (10:32):
I mean, I feel like people are living in it.
I don't even think they're even thinking of it at
that level. And that's just the mind frame of the
person that is Yeah, I'm just trying to survive. They're
not even realizing that these type of chess pieces. It's
like you're controlling the mind of people on every level

(10:54):
like that. If I get the kids at TikTok, if
I don't get them on TikTok, I'm gonna get them
in game.

Speaker 5 (11:00):
I'm gonna grab him there, right.

Speaker 1 (11:02):
So, like Jared Kushner is part of that ownership group
for EA, right Affinity Partners.

Speaker 5 (11:08):
He's the CEO of Affinity Partners.

Speaker 1 (11:09):
For those who are not to know, he's the CEO
of Infinity Partners that just put that that group together
for fifty five billion to acquire EA.

Speaker 5 (11:17):
That's not by mistake, Nope.

Speaker 4 (11:23):
Yeah.

Speaker 3 (11:23):
The name of the game in America has always been
a monopoly, though, it's just not hitting how it.

Speaker 5 (11:27):
Used to be.

Speaker 1 (11:28):
That's true for those who again, let's go for Jared
Kushner is the son in law of the current President
of the United States.

Speaker 6 (11:35):
And for the people that's like, okay, well, it's not
concerning when the left wing has it. I'm just gonna
be honest with you. I'm a black man in America.
I don't agree with a lot of this stuff that
the left does. But the right is way more dangerous.

Speaker 4 (11:48):
And the left never had majority of control of the media.

Speaker 6 (11:51):
That's fucking this shit that we had it too right
now is Kolcus Klan country.

Speaker 2 (11:55):
That's a fact, So pick your poison.

Speaker 6 (12:00):
But anybody that's trying to rationalize racism is dangerous and
that's what's happening every single day.

Speaker 4 (12:12):
That's the core principles of American philosophy.

Speaker 5 (12:15):
Earners, what's up.

Speaker 1 (12:16):
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