Pause the noise for a moment: Alphabet's results have nothing to do with the realization of the TikTok event. The simplest thing is to see TikTok's announcement as a fact already concrete by its very existence. Licenses, artist participation, or sponsors are the real factors of materialization, not the profits of a competitor. For example, if the US advertising market conditions were generally declining, TikTok's announcement would be concrete even if Alphabet's results were negative.