Austin, TikTok didn’t leave because of geopolitics! You are still kidding yourself. They moved to Akami, another US company headquartered in Massachusetts. And they probably moved because Akami has portals (or whatever they are called) in many, many, more countries than Fastly, and many countries now want their data to stay in-country as much as possible.
Not to mention the fact it’s entirely possible Akamai simply beat Fastly on price. FSLY’s average enterprise spend has increased from $642K to $716K to $753K during 2020. Given TikTok’s popularity I can only imagine what those costs must look like for ByteDance.
Regardless, my speculation is no better than anyone else’s. I simply chose to put my money somewhere less speculative.