{
  "generatedAt": "2026-10-25T04:51:43Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "bytedance",
  "name": "ByteDance",
  "ticker": null,
  "url": "https://deepstack.ltd/companies/bytedance/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/bytedance.json",
  "summary": "ByteDance is named in 1 Part of The Buildout, most recently Part 18: The Fence Stops at the Chip.",
  "parts": [
    {
      "part": 18,
      "headline": "The Fence Stops at the Chip",
      "url": "https://deepstack.ltd/stories/the-fence-stops-at-the-chip/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 18,
      "section": "One market for the token",
      "excerpt": "Alice Han and James Kynge, in an August 18 episode, described Microsoft closing offices in China while still selling Azure and AI services to ByteDance and Shein.",
      "url": "https://deepstack.ltd/stories/the-fence-stops-at-the-chip/"
    }
  ],
  "sides": [
    {
      "part": 14,
      "question": null,
      "side": "the-cash-still-covers-it",
      "sideLabel": "The cash still covers it",
      "claim": "Kakashii estimates that after excluding roughly 200B of legacy and non-AI RPO (including ByteDance's U.S. datacenter deal), Oracle's remaining RPO of 464B is attributable to AI Compute Cloud, of which close to 300B-350B is attributed to OpenAI…",
      "date": "2026-09-24",
      "url": null,
      "linkVerified": false,
      "storyUrl": "https://deepstack.ltd/stories/the-cash-arrives-unevenly/",
      "sidesUrl": "https://deepstack.ltd/sides/the-cash-arrives-unevenly/"
    }
  ],
  "coverage": {
    "creators": 47,
    "claims": 338,
    "texts": 174,
    "asOf": "2026-10-21"
  },
  "lastUpdated": "2026-10-21",
  "market": null
}