Tech

TikTok versus the United States

Senate Takes Up Foreign Aid Package Passed By House
Photo by Anna Moneymaker/Getty Images

Here’s how TikTok dies in US courts

Legal challenges to the TikTok ban may not be enough to keep the app from the chopping block in America.

Casey Newton

On Tuesday, the Senate voted overwhelmingly to pass an aid package for Israel, Ukraine, and Taiwan that also includes a measure to force the divestment of TikTok. Observers expect final passage of the bill sometime in the next day or so; President Biden has indicated he will sign it.

When that happens, Congress will have passed the first significant regulation against a tech platform since the backlash against social media began at the end of 2016. TikTok has told employees that it considers the bill a violation of its First Amendment rights, and that it intends to challenge the law’s implementation in court.

Today, let’s talk about how that legal fight is likely to play out. Interviews with legal scholars suggest that the government will have a difficult time proving that its effort to ban TikTok is constitutional. But First Amendment cases are often unpredictable, they say — and it’s possible that the government’s appeals to national security could ultimately lead the Supreme Court to uphold the law.  

The First Amendment prohibits the government from passing laws abridging the freedom of speech. With some narrow exceptions, if US elected officials decide they don’t like the content on a given social app, the First Amendment prevents them from banning the app outright.

That matters in the TikTok case because Congress members have openly criticized the content it hosts. “It’s a propaganda machine that promotes disinformation under the influence of our nation’s greatest foreign competitor,” wrote Rep. Mike Flood, R-Neb., in an op-ed last year.

And they aren’t only concerned about propaganda from China. Members of Congress have also repeatedly accused TikTok — without evidence — of pushing pro-Hamas content related to the war in Israel. (TikTok has denied manipulating recommendations in this way.) 

The Supreme Court has previously held that Congress can’t ban foreign propaganda, including propaganda from China. In Lamont vs. Postmaster General, the court considered a law that required the postmaster general to detain “communist political propaganda” sent through the mail. The Post Office was then required to send the addressee a card asking whether they wanted the propaganda to be delivered, in what the court ultimately ruled had an unconstitutional chilling effect on speech.

If Congress can’t even require people to fill out a form to receive propaganda, the logic goes, it seems even less likely that the Supreme Court would find that Congress could ban TikTok over the still unsupported claims that it is deliberately amplifying pro-China or pro-Hamas content.

“It’s a fundamental principle of the First Amendment that the government can’t ban speech on the basis that they don’t like it, or that they’re convinced it’s going to convince people of ideas they don’t like,” said Evelyn Douek, an assistant professor of Law at Stanford Law School and First Amendment scholar, who pointed me to the Lamont case.

For that reason, the government probably won’t rest its arguments on the idea that it has a right to ban propaganda.

What about data privacy? Another core argument made by Congress in deliberations over the TikTok ban is that the Chinese government could force ByteDance to turn over user data for surveillance or other nefarious purposes.

But the government will likely struggle to make a convincing argument that banning TikTok is necessary for protecting Americans in this way, scholars said. 

“If the Chinese government wants data on Americans, they don’t need TikTok to get it.”

“If the Chinese government wants data on Americans, they don’t need TikTok to get it,” wrote Alan Z. Rozenshtein, an associate professor of law at the University of Minnesota, in a piece for Lawfare on Monday. “They don’t even need to steal it. The United States is a notorious outlier among developed nations for its lack of a national data-privacy law. This means that the Chinese can just buy from data brokers and other third-party aggregators much of the same information that they would get from having access to TikTok user data.”

The data privacy argument may strike courts as particularly weak given the dramatic restriction on speech that will come with banning an app used by 170 million Americans. 

“It’s the worst imaginable means of trying to protect users’ privacy, because it’s going to shut down an entire vibrant platform or require its divestment,” said Genevieve Lakier, a law professor at the University of Chicago. And even if ByteDance were willing to divest from TikTok and preserve the platform as it exists today, forcing it to do so could also be considered an unconstitutional violation of its speech rights, she said.

“If we think the owners own the platforms in part because they want to articulate certain kinds of views, this is effectively saying ‘shut up,’” she said.

That leads to the argument that the government is likely to make the loudest in court: that banning TikTok is necessary to protect national security. China is an adversary of the United States and may one day seek to exploit its control over a major news and information network like TikTok, the argument goes; therefore, Congress has a compelling interest in preventing it from doing so.

Of all the arguments the government could make, this one is most likely to resonate with the Supreme Court, Rozenshtein said in an interview. 

“The government can’t just say ‘national security’ and do whatever it wants. But courts — including the Supreme Court — just give a lot more leeway to the government in First Amendment cases about national security.”

“The government can’t just say ‘national security’ and do whatever it wants.”

What arguments might the government make? Rozenshtein expects to see discussion of China’s active manipulation of domestic media, including sweeping censorship and propaganda efforts. The State Department last year published a comprehensive report on China’s efforts to reshape the global information ecosystem, which found that it “employs a variety of deceptive and coercive methods.”

At the same time, Congress has shared no public evidence that ByteDance or TikTok have manipulated recommendation algorithms to spread pro-China propaganda or otherwise undermine national security.  

For the ban to stick, the government first has to prove that it isn’t about the content of the speech of TikTok. Assuming the courts accept that argument, they would likely apply what is known as “intermediate scrutiny” to the government’s case that this is a privacy and security issue.

And in that case, Lakier said, the government would typically have to provide evidence of a threat large enough to justify eliminating a significant platform for speech.

“First Amendment cases have been clear for a hundred years now that even when regulating speech in a content-neutral way, the government needs to have really good evidence for what it’s doing,” she said. “The thing about intermediate scrutiny is that is that we don’t take the government at its word — it has to show its work.”

Another point TikTok has in its favor is Project Texas, the company’s $1.5 billion effort to move all US user data to the United States and put US-based Oracle in charge of auditing it for compliance. Courts may see that as a good-faith effort to address Congress’ data privacy and security concerns, and the government officials that negotiated Project Texas never said publicly why it was not sufficient. 

“I would not be surprised if TikTok goes into court waving Project Texas around — and the government is going to have to have a good answer,” Rozenshtein said.

The history of First Amendment jurisprudence would suggest that Congress’ effort to ban TikTok could very likely be overturned. And yet all of the scholars I spoke with said they found this case very difficult to predict. First Amendment cases are unpredictable in general, they said, and the current Supreme Court has often shown an active disregard for precedent.

“National security tends to be a context where fundamental constitutional rights unfortunately do give way, and we do see courts bow to the pressure,” Douek said. “So there absolutely is uncertainty. Even if I’m 110 percent confident that the precedents say one thing, that doesn’t make me anywhere near 100 percent confident that that’s what the court will say.”

If it is upheld, Rozenshtein told me, it will likely come down to the fact that the Supreme Court is generally loath to undercut Congress on issues of foreign policy. 

But doing so might have an even more dramatic effect than Congress is intending here, Lakier said: creating a precedent that foreigners do not enjoy the protections of the First Amendment. 

“Are we really going to say that foreign speakers don’t have any rights?” she said. “These are all the questions that this tees up.”


Casey Newton writes Platformer, a daily guide to understanding social networks and their relationships with the world. This piece was originally published on Platformer.

More Tech

See all Tech
tech

Amazon AWS and Google set up rare partnership as rivals try to prevent massive network outages

In October, Amazon AWS suffered a major outage, disrupting services for Snapchat, Reddit, Roblox, Venmo, and United Airlines, among others.

As more and more businesses move their cloud computing to AWS or Google Cloud, the risks of such large outages increase.

To address this, an unusual partnership between rivals AWS and Google seeks to let customers quickly and easily move their data and services between the platforms.

In a press release, Robert Kennedy, VP of network services at AWS, said:

“This collaboration between AWS and Google Cloud represents a fundamental shift in multicloud connectivity. By defining and publishing a standard that removes the complexity of any physical components for customers, with high availability and security fused into that standard, customers no longer need to worry about any heavy lifting to create their desired connectivity. When they need multicloud connectivity, it’s ready to activate in minutes with a simple point and click.”

To address this, an unusual partnership between rivals AWS and Google seeks to let customers quickly and easily move their data and services between the platforms.

In a press release, Robert Kennedy, VP of network services at AWS, said:

“This collaboration between AWS and Google Cloud represents a fundamental shift in multicloud connectivity. By defining and publishing a standard that removes the complexity of any physical components for customers, with high availability and security fused into that standard, customers no longer need to worry about any heavy lifting to create their desired connectivity. When they need multicloud connectivity, it’s ready to activate in minutes with a simple point and click.”

tech

Tesla’s Chinese-made EV sales jumped 10% in November

Tesla sales from its Shanghai plant jumped 10% in November, only the third time those sales have risen in a month this year, Bloomberg reports. These figures don’t break down what share of sales are within China — Tesla’s second-biggest market — or exported, but typically most made there are sold locally.

The news is a rare bright spot these days for the company’s car sales, which are continuing to decline in much of the world amid fierce competition, especially from Chinese automakers, against Tesla’s aging lineup. The FactSet analyst consensus expects Tesla’s global sales to drop 7% in 2025, the second annual decline in a row.

tech

Apple retires AI head to show it’s serious about AI

Yesterday, Apple announced that its AI head, John Giannandrea, who presided over the company’s largely subpar endeavors into generative AI, would retire at the relatively young age of 60.

Giannandrea is set to leave the company this spring — right around the time Apple’s long-delayed, AI-powered Siri is expected to debut, with Microsoft’s corporate VP for AI, Amar Subramanya, taking the reins.

The move signals that Apple, which has invested far less in AI than its Big Tech peers — and has comparatively little to show for it — is finally getting serious about the technology.

“We believe that Subramanya represents the right hire at the right time with the clock ticking on Apple’s AI strategy heading into next year with outside hires a necessary move to improve the AI strategy,” writes Wedbush analyst Dan Ives. “We believe that this was a major reset while expecting more outside hires from Cook & Co. to get Apple on the right track when it comes to AI while further preparing the company for its AI Siri launch by mid 2026 which has been delayed due to development challenges and now represents a major turning point in the company’s history.”

The company put it this way: “This moment marks an exciting new chapter as Apple strengthens its commitment to shaping the future of AI for users everywhere.”

The move signals that Apple, which has invested far less in AI than its Big Tech peers — and has comparatively little to show for it — is finally getting serious about the technology.

“We believe that Subramanya represents the right hire at the right time with the clock ticking on Apple’s AI strategy heading into next year with outside hires a necessary move to improve the AI strategy,” writes Wedbush analyst Dan Ives. “We believe that this was a major reset while expecting more outside hires from Cook & Co. to get Apple on the right track when it comes to AI while further preparing the company for its AI Siri launch by mid 2026 which has been delayed due to development challenges and now represents a major turning point in the company’s history.”

The company put it this way: “This moment marks an exciting new chapter as Apple strengthens its commitment to shaping the future of AI for users everywhere.”

tech

OpenAI declares “code red” on Google three years after Google declared “code red” on OpenAI

Google’s recent AI hot streak, which includes the much-lauded release of Gemini 3 last month, has OpenAI worried — so much so that CEO Sam Altman has declared a “code red” to improve its flagship product, ChatGPT, The Wall Street Journal reports.

Scholars of chatbot history might remember that after OpenAI’s ChatGPT burst onto the scene in late 2022, Google declared a “code red” to fight the existential threat the new AI technology posed to Google’s search dominance.

And here we are today!

Latest Stories

Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, or Robinhood Money, LLC.