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VPN use is only about 1/3rd globally and only about 1/4th in the Americas.

Sure, TikTok could mount a massive campaign to get people off of its (in the future) banned in the app stores app and onto the web and then get them to install VPNs, but in the end they'd easily lose 80-90% of their users.

Is TikTok with 10-20% of its users in the US still a problem? Maybe, but not nearly the problem TikTok is with 100% of its users.



Network effects of TT are stronger than anything that's ever come before it. Come to think of it, there any publicly tradable VPN companies?




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