U.S. Threat Against TikTok Is Credible, Says Ives

The transcript discusses the shifting deadline for a potential TikTok ban, now set for November 12. It explores the high-stakes negotiations involving US ownership and source code access, with Walmart and Oracle as key players. The discussion highlights the implications if no deal is reached by September 20, including potential impacts on US-China relations and tech companies like Apple. The conversation also touches on the strategic importance of these negotiations and the potential for increased tensions.

In what ways does the speaker suggest that the situation with TikTok is a 'game of high stakes poker'?

What concerns does the speaker express regarding US companies and their exposure to China?