Kevin Mayer, Fmr. TikTok CEO & Disney Executive 9/23/25

Nvidia will invest $100B in OpenAI, a deal announcement that boosted chip stocks abroad. After nearly two decades at Disney, Kevin Mayer left to lead TikTok U.S. and serve as COO at its parent Bytedance in 2020. Three months later, amid concerns about Chinese influence and the CCP’s access to the platform’s data, Mayer left his role. Today, he discusses TikTok’s path forward in the U.S., as well as Disney’s decision to suspend and reinstate Jimmy Kimmel’s show on ABC. General Catalyst CEO Hemant Taneja believes it’s time for Silicon Valley to move away from its long-held “move fast and break things” attitude. The investor in Stripe, Snap, Anduril, and Airbnb is betting on intentional building in the fast-paced world of AI innovation. Plus, JPMorgan CEO Jamie Dimon is speaking out on the Trump administration’s proposed H-1B visa policy. Kevin Mayer - 21:32 Hemant Taneja - 33:28 In this episode: Hemant Taneja, @htaneja Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie