Is the TikTok threat really about AI?

DALL-E
TikTok’s status in the United States is … complicated.

Four years after President Donald Trump’s initial unsuccessful attempt to ban TikTok on national security grounds, Congress succeeded in passing bipartisan legislation to force the app's removal, which former President Joe Bidensigned into law. The ban, requiring mobile app stores, cloud hosts, and internet service providers to drop TikTok, was upheld by the Supreme Court on Friday despite challenges from TikTok, content creators, and free speech advocates who argued it violated the First Amendment.

Yet TikTok’s presence in America continues through an unusual turn of events. After briefly going offline in the US late Saturday, the app resumed service on Sunday ahead of President Trump’s inauguration on Monday, with the new president issuing an executive order late Monday to keep TikTok operational for another 75 days. This executive intervention, however bizarre since Trump initiated the effort to ban TikTok during his first term, also raises complex legal questions about presidential authority to override — or ignore — congressional legislation.

Throughout this political saga, a fundamental question remains: What exactly is TikTok’s threat to national security? Critics typically focus on two main concerns: China’s potential access to American user data and its ability to influence public opinion through the app’s content algorithm.

While TikTok stands as one of the world’s most sophisticated implementations of artificial intelligence in social media, its role in the broader US-China AI competition is nuanced. The platform’s AI capabilities, though powerful, operate largely parallel to rather than directly within the ongoing technological rivalry between the two nations, which is more focused on large language models, generative AI, and the advanced chips that power these systems.

“TikTok is AI, but not the kind that is fueling today’s global AI race,” explained Tinglong Dai, a professor at Johns Hopkins Carey Business School. “Its recommendation engine is more akin to reinforcement learning, the AI technique behind AlphaGo, the DeepMind system that mastered the board game Go by training against itself. Unlike generative AI models like ChatGPT, TikTok's AI isn’t about creating – it’s about optimizing engagement and influence.”

This distinction is important. While attention has focused on TikTok’s data collection practices, experts suggest the more significant concern lies elsewhere. After all, TikTok collects about as much data from users as any other social media app.

Kenton Thibaut, senior resident China fellow at the Atlantic Council’s Digital Forensic Research Lab, said that data collection would become a bigger issue if the US were to enter formal conflict with China. “Should the US end up in a conflict with China, it is the device-level compromises that the app represents” — such as collecting real-time location data — “that, in my opinion, pose a much greater potential threat than the data-gathering or algorithmic manipulation concerns that are currently at the fore of the conversation surrounding the app,” she said.

But TikTok’s algorithm is more relevant to the AI race than the data it collects, according to Xiaomeng Lu, director of geo-technology at Eurasia Group. “That’s why China indicated that ByteDance can’t sell TikTok’s AI recommendation algorithm without government approval last time around, and is very likely still holding that view,” she said.

The potential value of this algorithm hasn’t gone unnoticed by the private sector. Perplexity AI’s recent bid to merge with TikTok’s US operations, reportedly valued at “well north of $50 billion,” suggests that TikTok’s recommendation system might be valuable for advancing the capabilities of an AI search engine like Perplexity.

However, Anton Dahbura, executive director of the Johns Hopkins University Information Security Institute, offers a more skeptical view: “I have no reason to doubt that TikTok’s algorithm is very good, but given the state of many software technologies today, it isn’t irreproducible,” he said. “However, controlling the flow of information on such a scale and for nefarious purposes by any company should be recognized as unethical, irresponsible, and hopefully someday, illegal.”

The real concern, according to Dai, extends beyond mere technology: “The bigger story isn’t TikTok’s data or even ByteDance's dominance — it’s Xi Jinping’s global ambitions. TikTok gives China an unprecedented ability to shape what Americans see, think, believe, and even dream.”

With TikTok poised to survive in the United States under President Trump’s conditional approval, pending a potential partial sale, the platform represents an unprecedented scenario in American media: Never before has such an influential platform, powered by sophisticated AI and used by millions of Americans, remained under the potential influence of an adversarial nation. But politics makes the strangest bedfellows: TikTok CEO Shou Zi Chewattended Trump’s inauguration on Monday, an assurance that Trump will rewrite the typical bounds of the US-China relationship, perhaps even softening his stance on China if he feels like it serves him well.

More from GZERO Media

FILE PHOTO: A view of a logo during the 54th annual meeting of the World Economic Forum, in Davos, Switzerland, January 19, 2024.
REUTERS/Denis Balibouse/File Photo

GZERO’s very own Tony Maciulis is in the Alps all week to report from the 55th World Economic Forum in Davos, Switzerland.

An illustration shows the US flag with the TikTok logo and a dollar in Shanghai, China, on January 21, 2025.
(Photo Illustration by Costfoto/NurPhoto)

TikTokkers may credit President Donald Trump with the app’s restoration on Sunday, which came 12 hours after a government ban shut it down, but their joy may be short-lived.

Several groups led by DACA recipients gathered at La Placita Olvera in Los Angeles, California, on November 11, 2024, for a rally and march in response to policies President-elect Trump has promised to enforce against immigrants who have entered the country.
(Photo by Jacob Lee Green/Sipa USA)

In his first hours back in office, President Donald Trump signed an executive order denying citizenship to children born to unauthorized immigrants in the US. Eighteen state attorneys general, along with San Francisco and Washington, DC, immediately sued to block the order.

A view shows Israeli tanks near the border with Gaza, amid a ceasefire between Israel and Hamas, as seen from Israel, January 21, 2025.
REUTERS/Amir Cohen

Will the Israel-Hamas ceasefire get to phase two?

FILE PHOTO: Singapore MAERSK TAURUS container ship transits through Cocoli Locks in the Panama Canal, on the outskirts of Panama City, Panama, August 12, 2024.
REUTERS/Enea Lebrun/File Photo/File Photo

Just hours after Donald Trump threatened again to take the Panama Canal in his inaugural address Monday, Panama opened a probe into a Hong Kong-based company that operates ports at both ends of the waterway.

Arauca, Colombia.- The photo shows the site of an attack with explosive devices at a military base located in Puerto Jordán in the department of Arauca, Colombia on September 17, 2024. The president of Colombia, Gustavo Petro, said that "a peace process" that his Government until now maintained with the guerrilla of the National Liberation Army (ELN) is closed, after the attack that left two soldiers dead and 26 wounded in Arauca.
ULAN/Pool / Latin America News Agency via Reuters Connect

Colombian President Gustavo Petro said Monday he will declare a state of emergency after guerilla attacks by the ELN in the northeast of the country killed at least 80 people and forced over 11,000 to flee.

In this new episode of Tools and Weapons, Microsoft's Vice Chair and President Brad Smith and Dr. Fei-Fei Li reflect on poignant moments from her memoir, "The Worlds I See: Curiosity, Exploration, and Discovery at the Dawn of AI," highlighting the crucial role of keeping humanity at the center of AI development. They also explore how government-funded academic research, driven by curiosity rather than profits, can lead to unexpected and profound discoveries that propel innovation and economic opportunities. Dr. Li is a pioneering AI scientist breaking new ground in computer vision, and she is a Stanford professor who is currently leading the innovative start-up World Labs. While her career is deeply rooted in technical expertise, Dr. Li's journey is driven by an insatiable curiosity. Subscribe and find new episodes monthly, wherever you listen to podcasts.

- YouTube

In a rapidly shifting geopolitical landscape, businesses are focusing on adapting to global trade uncertainties. Dr. Nikolaus Lang, global leader of the BCG Henderson Institute, shared his insights with GZERO’s Tony Maciulis during the World Economic Forum in Davos.