The takeaways from this potential acquisition for me: - The splinternet is real - as a foreign business with US interests be aware which side of the splinternet you are positioned. (Stratechery wrote a good piece of the four way split of the internet between US, China, India and EU https://stratechery.com/2020/india-jio-and-the-four-internet...) - While this may appear as a weird adjacency for Microsoft to go into they have successfully run Xbox a consumer business for many years - The consumption ecosystem from user data and behaviour from TikTok acquisition can only bolster Microsoft - Social capital is a lucrative currency for any tech company especially one such as MS who has a lot of catching up to do to other Big Tech -