VIBE CHECK — A ban on TikTok in the United States took effect late Saturday night, but service wasn’t even suspended for a full day before it came back online. When the social media platform returned Sunday morning, it included a pop up message for users who opened the app: “As a result of President Trump’s efforts, TikTok is back in the U.S.!” Donald Trump, of course, was not technically president yet. But on Monday, he fulfilled a promise to maintain service, signing an executive order that delays enforcement of the ban for 75 days, giving his administration “an opportunity to determine the appropriate course forward in an orderly way that protects national security.” Now comes the hard part. Trump continues to insist that he’d like to see the company sold off — and suggested at a press conference this afternoon he would be open to tech billionaires Elon Musk or Larry Ellison buying it. To get his deal, though, Trump will need to play ball with China. The app is currently owned by the Beijing-based company ByteDance, which has made lawmakers concerned that TikTok’s data could be used by the Chinese government or the app’s algorithm could be manipulated. Trump has taken a circuitous route to his current position. During his first term, he came out in favor of a ban or sale. But following the 2024 election, Trump changed his tune. “I guess I have a warm spot for TikTok I didn’t have originally,” Trump said at a press conference on Monday night. TikTok CEO Shou Zi Chew even got a prime seat at Trump’s inauguration and dined with him in December. But how much Trump is willing to work with China to get a deal done — and how much both the Chinese government and ByteDance want to work with him — remains an open question. To better understand this rapidly evolving story, Nightly spoke with Phelim Kine, who writes the newsletter China Watcher for POLITICO . The following conversation has been edited for length and clarity. TikTok went dark for a short period and then came back online in the U.S. this weekend — all in the span of around 12 hours. Why did Congress pass a law declaring TikTok a threat to national security in the first place? Congress saw a clear and present danger in TikTok’s access — or more specifically its Beijing-based parent firm ByteDance —to the data of its 170-million subscribers in the U.S. That’s because China’s national security laws obligate Chinese companies to obey the diktat of the country’s security agencies, including demands for access to private data. TikTok should have gone dark and stayed that way on Sunday because ByteDance had failed to meet the law’s condition for continuing operations — sale to a non-Chinese buyer by Jan. 19. That didn’t happen because President Trump has thrown the company a lifeline via an executive order on Monday that gives the firm 75 days to work with his administration to “pursue a resolution that protects national security while saving a platform” popular in the U.S. How does the temporary reprieve on the ban impact America’s relationship with China? The stalemate in the legally-dictated pause on TikTok’s phase-out in the U.S. market is a win for Beijing in its protection of an app that former FBI Director Chris Wray described as a possible tool for Chinese government “influence operations” in 2022. TikTok’s 75-day reprieve under Trump’s executive order allows Beijing to switch the framing of the rationale behind Congress’ move to force TikTok’s sale or face closure to a political vendetta against a private company China’s Foreign Ministry said today was “boosting U.S. employment and consumption.” The next 75 days will be a showdown between national security concerns and the desire of TikTok users — including Trump — to keep TikTok in business. In response to a feared TikTok ban, many American users started flocking to an app called RedNote, an app that has ironically made Americans much more directly exposed to China’s culture. How is RedNote regulated in China, and what are some of the implications of Americans on the platform? The shift of so-called “TikTok refugees” to RedNote creates the same national security risks as those posed by TikTok. RedNote — whose Chinese name translates as “Little Red Book” in reference to the Chinese Communist Party’s canonical collection of quotes by former leader Mao Zedong — is owned by Shanghai-based Xingyin Information Technology Ltd. That makes U.S. users of RedNote vulnerable to the same risks of data insecurity as TikTok users. But the influx of U.S. users to the Mandarin Chinese-dominant RedNote platform has caused headaches for Chinese censors suddenly grappling with English-language content on the platform that violates Beijing’s censorship rules. President Trump — who initially supported banning TikTok — said he would intervene in the ban and push to delay it by 75 days. You’ve reported that he spoke with Chinese President Xi Jinping about this TikTok drama. What came out of that call? The executive order Trump issued on Monday buys TikTok — and the Trump administration — 75 days to come to a mutually acceptable resolution that will allow the app to continue to operate in the U.S. TikTok was one of the key talking points of Trump’s call to Xi last week — he put it up there with “fentanyl” and “trade” as one of the three key concerns vexing the U.S.-China relationship in a post-call Truth Social post. But Trump gave no details of that discussion with Xi. And there was zero mention of TikTok in the Chinese Foreign Ministry readout of the call. So we’re left guessing whether there are some back-channel leader-to-leader discussions about TikTok’s future. Trump insists he wants to slap tariffs on Chinese imports. But he’s been open about working with China on the TikTok response. Is this mixed messaging? What does this tell you about how Trump is thinking about China in his second term? Trump’s governance style — and his approach to foreign relations — is fundamentally transactional. He’s geared to seeking deals that allow him to claim a win for himself personally, his administration and thirdly the American people. It’s worth noting that Trump has so far held off on imposing his threatened tariffs on China, has invested political capital to try to keep TikTok online in the U.S and told Xi last week — if we trust the Chinese Foreign Ministry readout — that he wants to meet the Chinese leader “as soon as possible.” All these data points suggest that Trump is angling for some kind of a potential “grand bargain” with Xi that could address multiple bilateral friction points in one deal. Stay tuned. What about Elon Musk? He’s cut a high profile with his comments; then came a report that China might consider selling to him since it considers him an “ally.” But then TikTok seemed to knock that down . Is there any reason to think China might be ok with Musk buying it? What is his relationship with China? Elon Musk has massive investments in China through his ownership of Tesla which produces its trademark electrical vehicles in China for the domestic market. That gives Beijing leverage over Musk given its history of punishing foreign firms perceived as challenging Chinese policy or narratives . U.S. national security experts say that Musk’s ties to Beijing go deeper than just his commercial interests. Musk is “compromised and co-opted by the Chinese…a Chinese sympathizer of high order,” Ret. Adm. Mike Studeman, former commander of the Office of Naval Intelligence, told POLITICO. But for Beijing the prospect of submitting to U.S. law and turning over ownership of TikTok to a foreign owner — even one as potentially friendly to Chinese interests as Musk — would be a bitter pill to swallow and no sure thing at any price. At the end of the day this is a social media app — but could this issue bleed into other aspects of U.S.-China policy? This issue has already bled into U.S.-China policy by underscoring for an already China-hawkish Congress how even something as seemingly benign as a social media app with content hinged to bad dance moves, fitness advice and pranks can have serious national security implications. TikTok has united lawmakers on both sides of the aisle in a recognition of the multi-threat nature of the Chinese national security threat and the need for coordinated bipartisan action to counter it. How the Trump administration honors or aborts the law that requires TikTok’s phase-out in the U.S. could have profound implications for other legislation aimed at fortifying the U.S. against other potential risks that China poses to the U.S. Welcome to POLITICO Nightly. Reach out with news, tips and ideas at nightly@politico.com . Or contact tonight’s author at abianco@politico.com or on X (formerly known as Twitter) at @_alibianco .
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