YouTube

includes YouTube Shorts, YouTube Music, YouTube Music Service

47 statements across 35 episodes · 15 bullish · 19 bearish · 30 people on the record · first statement Feb 13, 2017 by Topher Conway · said 505 times in 211 episodes since 2015 · across every show →

Mentions by year, the whole family

brought up most by Harry Stebbings (100), Shishir Mehrotra (27), Jason Lemkin (11), Cliff Weitzman (10), Victor Riparbelli (9), Jason Calacanis (9), Gustav Söderström (9), Erik Allebest (8)

tap a year for its mentions
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02040201520162017201820192020202120222023202420252026episodes it came up in
005201040201520162017201820192020202120222023202420252026episodesmentions per episode
2026 89 mentions in 26 episodes 3 per episode
2025 82 mentions in 36 episodes 2 per episode
2024 72 mentions in 29 episodes 2 per episode
2023 70 mentions in 33 episodes 2 per episode
2022 52 mentions in 24 episodes 2 per episode
2021 16 mentions in 11 episodes 1 per episode
2020 53 mentions in 6 episodes 9 per episode
2019 13 mentions in 5 episodes 3 per episode
2018 11 mentions in 10 episodes 1 per episode
2017 23 mentions in 14 episodes 2 per episode
2016 18 mentions in 12 episodes 2 per episode
2015 6 mentions in 5 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about YouTube, oldest first

Feb 13, 2017
Assertion Supported
Conway Claims eCal Created YouTube's First Real Episodic Content
“We made shows for YouTube. It was the first real episodic content on YouTube.”
Topher Conway Feb 13, 2017 ▶ 3:46 20VC: Why We Are Valuation & Ownership Insensitive, Why We Do Not Take Board Seats & The Effects Of The Series A Crunch with Topher Conway, Co-Managing Partner @ SV Angel
Aug 4, 2017 neutral
Opinion
Armstrong: Scaling YouTube or Twitter was harder than scaling Bitcoin or Ethereum
“I don't think, like, Bitcoin or Ethereum is on the order of magnitude of that heart of a problem. Like, I think scaling YouTube was probably way harder, or scaling Twitter or something like that was probably way harder than the kind of things we need to do to …”
Brian Armstrong Aug 4, 2017 ▶ 19:28 20VC: Coinbase's Brian Armstrong on The Rise & Short Term Correction in ICOs, The Regulatory Framework Required For Blockchain To Succeed & How The Rise of Blockchain Disrupts The VC Industry
Aug 14, 2017 positive
Opinion
Calacanis: Standalone Instagram and YouTube would be worth $150B–$200B
“Because they knew if that was an independent company right now, Instagram would be worth seventy five billion dollars. YouTube, I think, would be worth a hundred billion dollars in the open market right now. Those two companies were bought for 1000000001.6 bil…”
Jason Calacanis Aug 14, 2017 ▶ 16:11 20VC: Jason Calacanis on The 4 Questions Investors Must Ask Founders, Whether YC Have Scaled Their Process Successfully & Why Early Founder Liquidity Is Good Not Bad
Oct 27, 2017 negative
Assertion Supported
Sideman: YouTube removed hundreds of thousands of Syrian war documentation videos
“I'll give you an example that happened this month. YouTube decided to take down hundreds of thousands of videos that documented the war in Syria.”
Adi Sideman Oct 27, 2017 ▶ 9:17 20VC: Why Decentralisation is Key For Digital Media Distribution, Why Gradual Decentralisation Is The Most Practical Approach and Why Incumbents Are The Biggest Barrier To The Rise of Crypto with Adi Sideman, Founder & CEO @ YouNow
May 4, 2018 positive
Assertion Not checkable as stated
Lumi's YouTube series paid for itself within months via B2B acquisitions
“It was a matter of months for us. I mean, we, you know, my personal project, the Shipping Things YouTube show, started last March, and by early summer, like June, we could point to specific customers who discovered us via that content, had onboarded, and were …”
Jesse Genet May 4, 2018 ▶ 14:16 20VC: Why VCs Are Wrong About Bootstrapped Founders, How Content Can Be Used As A Key Customer Acquisition Tool & How To Use Humour When "S*** Hits The Fan" with Jesse Genet, Founder & CEO @ Lumi
Apr 15, 2019
Assertion Partly supported
YouTube faced a $1 billion copyright lawsuit when Google acquired it
“YouTube was facing a billion dollar copyright lawsuit. I mean, it had growing infrastructure costs, and it had very little revenue, all three of which Google was able to help out with quite a bit.”
Dave Sobota Apr 15, 2019 ▶ 9:44 20VC: So You Want To Be Acquired? Instacart VP of Corp Dev, Dave Sobota on His Biggest Lessons From 10 Years in Google's M&A Team Working on The Acquisitions of Motorola, Waze & Android
Jul 12, 2019 negative
Opinion
Major Social Platforms Intimidate Everyday People From Sharing Creative Work
“Today's dominant platforms, Twitter, Instagram, Facebook, YouTube, they don't really offer a path for folks like that. Folks like that feel like, oh, I'm embarrassed. I'm not going to post my thing on Instagram. Like, no one's going to like it.”
Joseph Gordon-Levitt Jul 12, 2019 ▶ 29:57 20VC: HitRecord's Joseph Gordon-Levitt on How Show Business Prepared Him For Life As An Entrepreneur, What Founders Should Look For Most In Their Investor Base & Why The Current Ad Model of Social Is Harming The World's Creative Spirit
Jul 12, 2019 negative
Opinion
Ad-Driven Social Platforms Corrupt the Creative Motivations of Young People
“So I really think that that ad model, I'm very concerned for the whole world's creative spirit, especially the Creativity of younger people who've spent their whole lives with YouTube or Instagram or other places like that, other ad-driven platforms as the des…”
Joseph Gordon-Levitt Jul 12, 2019 ▶ 22:00 20VC: HitRecord's Joseph Gordon-Levitt on How Show Business Prepared Him For Life As An Entrepreneur, What Founders Should Look For Most In Their Investor Base & Why The Current Ad Model of Social Is Harming The World's Creative Spirit
Sep 25, 2020
Assertion Supported
YouTube set a 2012 target to reach 1 billion daily watch hours
“Basically in 2012, I set a goal for YouTube that we would get to a billion hours a day of watch time by the end of 20 16. It was a four year goal.”
Shishir Mehrotra Sep 25, 2020 ▶ 33:59 20VC: The 4 Phases of Effective Decision-Making, The No 1 Quality of Good Decisions, How To Approach Effective OKR Setting, & How To Optimise and Improve Your Operating Cadence with Shishir Mehrotra, Founder & CEO @ Coda
Sep 25, 2020 negative
Assertion Supported
Apple's original iPhone YouTube app only supported half of YouTube's content
“Apple built the first YouTube app on the iPhone, and they just kept doing it. They kept building the YouTube app, so we actually didn't control the YouTube experience on the iPhone, and over time, it had just fallen out of date. Apple developers couldn't keep …”
Shishir Mehrotra Sep 25, 2020 ▶ 17:09 20VC: The 4 Phases of Effective Decision-Making, The No 1 Quality of Good Decisions, How To Approach Effective OKR Setting, & How To Optimise and Improve Your Operating Cadence with Shishir Mehrotra, Founder & CEO @ Coda
Sep 25, 2020 positive
Assertion Supported
YouTube chose experience consistency over comprehensiveness, refusing to link out
“We said, okay, consistency matters more than comprehensiveness, and we had our sort of 10 principles of YouTube, and this was one of them, I think it was number two, and we made our decision. We're not going to link out”
Shishir Mehrotra Sep 25, 2020 ▶ 16:39 20VC: The 4 Phases of Effective Decision-Making, The No 1 Quality of Good Decisions, How To Approach Effective OKR Setting, & How To Optimise and Improve Your Operating Cadence with Shishir Mehrotra, Founder & CEO @ Coda
Sep 25, 2020 negative
Insight
Shishir Mehrotra argues 13-week quarterly planning is an awkward timeframe
“13 weeks is An awkward planning timeframe. It's not long enough that you can really make long-term bets. It's just too short for that, but it's too long for making commitments.”
Shishir Mehrotra Sep 25, 2020 ▶ 27:26 20VC: The 4 Phases of Effective Decision-Making, The No 1 Quality of Good Decisions, How To Approach Effective OKR Setting, & How To Optimise and Improve Your Operating Cadence with Shishir Mehrotra, Founder & CEO @ Coda
Sep 25, 2020
Assertion Partly supported
YouTube consumed approximately 20% of global internet bandwidth in 2012
“At the time YouTube accounted for something like 20% of the world's bandwidth. That's at least what the ice piece reported to us.”
Shishir Mehrotra Sep 25, 2020 ▶ 37:00 20VC: The 4 Phases of Effective Decision-Making, The No 1 Quality of Good Decisions, How To Approach Effective OKR Setting, & How To Optimise and Improve Your Operating Cadence with Shishir Mehrotra, Founder & CEO @ Coda
Sep 25, 2020 negative
Assertion Not checkable as stated
Tech insiders called YouTube a dead-end product when Shishir Mehrotra joined
“I mean, joining YouTube at that time, every email I got from everybody, including my parents and phone was, why are you doing this? This is a dead-end product in the dead-end space, even people very close to the industry.”
Shishir Mehrotra Sep 25, 2020 ▶ 6:48 20VC: The 4 Phases of Effective Decision-Making, The No 1 Quality of Good Decisions, How To Approach Effective OKR Setting, & How To Optimise and Improve Your Operating Cadence with Shishir Mehrotra, Founder & CEO @ Coda
Sep 25, 2020
Disclosure
Google CFO Patrick Pichette regularly debated divesting YouTube in early meetings
“When I joined YouTube, every press article was, what a big mistake, and every meeting I had with, Patrick was the CFO at the time, and he had just joined Google, every meeting we had was, should we keep this property, or should we get rid of it?”
Shishir Mehrotra Sep 25, 2020 ▶ 6:13 20VC: The 4 Phases of Effective Decision-Making, The No 1 Quality of Good Decisions, How To Approach Effective OKR Setting, & How To Optimise and Improve Your Operating Cadence with Shishir Mehrotra, Founder & CEO @ Coda
Jun 8, 2022 bullish
Prediction Held up
Ian Lee: NFT-Powered Spotify and YouTube Alternatives Will Emerge by 2024
“So good example of this is that I think that like NFT powered commerce in Web three, NFT powered digital media and various kind of social media platforms. That I knew or believed were gonna happen in 10 years or so, I think are now possible in the next two to …”
Ian Lee Jun 8, 2022 ▶ 52:29 Ian Lee: Why DAOs Will Replace Venture Capital; Biggest Threat to Web3 | 20VC #893 · 20VC with Harry Stebbings
Aug 24, 2022 negative
Disclosure
20VC Abandoned 100,000 Snapchat Followers Due to Declining Engagement
“I invested heavily in Snapchat stories when they were big for business. We gained a 100,000 plus fans there, but with the reducing popularity of the platform for business, The audience declined, and it was no longer worth the investment for me over other platf…”
Harry Stebbings Aug 24, 2022 ▶ 6:31 20VC: 10 Lessons on Scaling 20VC to 100M+ Downloads | How To Build an Audience and a Next-Generation Media Company
Oct 13, 2022
Disclosure
Söderström: Spotify designed its free mobile tier to counter-position YouTube
“We licensed a foreground, a background shuffled here where you can play any playlist you want in shuffle mode in the background forever, but you actually can't play on demand in the foreground. So it turns out that Spotify mobile Works exactly where YouTube mo…”
Gustav Söderström Oct 13, 2022 ▶ 24:29 Spotify CTO Gustav Söderström: TikTok's Music; How Olivia Rodrigo Gamed the Algo | 20VC #936 · 20VC with Harry Stebbings
Apr 17, 2023
Assertion Supported
Braun Discovered Ariana Grande via a YouTube Cover of Justin Bieber
“She sang a cover of Justin's called die in your arms. I saw it on YouTube and I was like, why is Nickelodeon not signing this girl?”
Scooter Braun Apr 17, 2023 ▶ 1:37:50 Scooter Braun on Being Enough, Insecurity, Wealth, Investing, Fame, Marriage and Much More | E1002 · 20VC with Harry Stebbings
Jul 19, 2023 neutral
Insight
Isford: YouTube and community strategies fail to drive enterprise discovery
“If you have an amazing YouTube strategy or community strategy, That will bring in lots of passionate folks who want to give your product a try, but it may not actually be the way to get a large enterprise to discover who you are or to learn what you offer.”
Lauryn Isford Jul 19, 2023 ▶ 53:19 Lauryn Isford: Product Growth Secrets from Facebook, Airtable, BlueBottle, Dropbox & Notion | E1037 · 20VC with Harry Stebbings
Jul 24, 2023 positive
Opinion
YouTube Is the Best Platform for Sustained Creator Revenue Payouts
“YouTube is the best at You know, doing sustained, consistent payouts with their ref share program, because long form video is, I think, a lot more conducive to that.”
Adam Mosseri Jul 24, 2023 ▶ 56:05 Adam Mosseri: Why Video Is Bad For Business; Does Feed Matter Anymore? | E1039 · 20VC with Harry Stebbings
Jul 24, 2023 negative
Opinion
TikTok Creator Payouts Are Unpredictable Lottery Checks Compared to YouTube
“If you're kind of getting these lottery-type checks, I think it gets much more harder to plan. I think that's a common complaint I've heard about how TikTok's payments compare to YouTube's payments, for instance, which are much more predictable.”
Adam Mosseri Jul 24, 2023 ▶ 59:56 Adam Mosseri: Why Video Is Bad For Business; Does Feed Matter Anymore? | E1039 · 20VC with Harry Stebbings
Nov 8, 2023 bearish
Assertion Not checkable as stated
Cohen: Long-form video generates far more investor revenue than short-form TikToks
“You know, it's the long form content where the money is as an investor. You know, you're not going to make much unless you're a very highly influential influencer on TikTok. You're not making much at the moment. YouTube, the big YouTube creators, they make mon…”
Danny Cohen Nov 8, 2023 ▶ 11:02 Danny Cohen: From Leading the BBC to Leading Venture Capitalist |E1079 · 20VC with Harry Stebbings
Nov 8, 2023 bullish
Assertion Supported
Cohen: US YouTube connected TV watch time now exceeds Netflix
“One of our very interesting stats I've noticed more recently was, so in the US, more hours are consumed of YouTube on connected TVs than Netflix.”
Danny Cohen Nov 8, 2023 ▶ 5:46 Danny Cohen: From Leading the BBC to Leading Venture Capitalist |E1079 · 20VC with Harry Stebbings
Nov 22, 2023 neutral
Assertion Supported
Seibert: Twitter, Slack, and YouTube originated as completely different products
“Twitter was a podcasting startup. Slack was a game. YouTube was a dating website.”
Jeff Seibert Nov 22, 2023 ▶ 14:00 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Feb 14, 2024 negative
Assertion Not checkable as stated
Gonto: Dedicated YouTube sponsorship video for Clerc generated zero growth
“We went to find a really known YouTuber and we paid them to do an entire video about us, an entire video about Clark. When we did that, that had literally no effect. That didn't work at all.”
Martin Gontovnikas (Gonto) Feb 14, 2024 ▶ 1:09:27 Martin Gontovnikas (Gonto): The Biggest Mistakes Startups Make When Scaling into Enterprises | E1115 · 20VC with Harry Stebbings
Feb 14, 2024 positive
Insight
Gonto: Organic product placement in YouTube tutorial builds outperforms dedicated sponsorships
“Instead of paying them to highlight us as the main thing, as the main focus of the video, what they would do is they would build an app. They would build any type of app. And as they were building it, they would use Clerc without mentioning it and without talk…”
Martin Gontovnikas (Gonto) Feb 14, 2024 ▶ 1:09:45 Martin Gontovnikas (Gonto): The Biggest Mistakes Startups Make When Scaling into Enterprises | E1115 · 20VC with Harry Stebbings
May 20, 2024
Insight
Arora: Top tech companies achieve product-market fit for unexpected reasons
“Very rarely is it that your first incarnation of your product has perfect product market fit. That's very rare. You really, you know, if you look at the largest companies today, they were all created for a different reason and they ended up getting product mar…”
Nikesh Arora May 20, 2024 ▶ 13:41 Nikesh Arora: Lessons from $102BN Market Cap & How to Create & Sustain Competitive Advantage | E1155 · 20VC with Harry Stebbings
Jul 10, 2024 negative
Assertion Not checkable as stated
Stebbings: Delaying 20VC's YouTube launch for six years was my biggest mistake
“The biggest strategic mistake that I made was I waited six years to go to video. I thought that actually people felt much less comfortable on video. I felt that they would close up more and we didn't do YouTube for six years as a result.”
Harry Stebbings Jul 10, 2024 ▶ 42:34 Ara Mahdessian: ServiceTitan Would Not Be the Success if We Raised VC Earlier | E1175 · 20VC with Harry Stebbings
Jul 22, 2024 negative
Disclosure
Hartz dismissed and missed an early investment opportunity in YouTube
“I think of when I was stepping down as CEO of Zoom, Keith and Roloff held a lunch for me in the city, in San Francisco. What was the name of that place? And Keith was talking about this YouTube thing. I was just kind of Burnout of like, you know, it was like a…”
Kevin Hartz Jul 22, 2024 ▶ 34:42 Kevin Hartz: "How I Lost Airbnb at Seed Because of an Exploding Term Sheet" | E1180 · 20VC with Harry Stebbings
Aug 7, 2024
Assertion Not checkable as stated
Ohanian: YouTube heavily relies on MrBeast for platform insights
“It's crazy how much YouTube leans on him for insights.”
Alexis Ohanian Aug 7, 2024 ▶ 1:08:04 Alexis Ohanian: The Full P&L Breakdown of the World's Most Valuable Women's Sports Team | E1187 · 20VC with Harry Stebbings
Dec 13, 2024 negative
What-if
Stebbings: Not starting 20VC on YouTube ten years ago was a major regret
“But I should have, when we started 10 years ago, if I'd just done YouTube, way better. That's a big regret for me.”
Harry Stebbings Dec 13, 2024 ▶ 53:20 Guillaume Moubeche, lempire Founder: Bootsrapping to $30M ARR Through Content & Brand | E1238 · 20VC with Harry Stebbings
Jan 10, 2025 negative
Assertion Supported
Shulman: YouTube is More Engaging Than Spotify Based on Ad ARPU
“Like YouTube is more engaging than Spotify as measured by the amount of, you know, the ARPU for ads, for example, right?”
Mikey Shulman Jan 10, 2025 ▶ 35:00 Mikey Shulman, CEO @Suno: The Future of Music, What is Gonna Happen? | E1244 · 20VC with Harry Stebbings
Feb 14, 2025 negative
Disclosure
Stebbings: Waiting eight years to launch on YouTube was my biggest failure
“My biggest fail, honestly, is, and this is terrible, is we waited eight years to do YouTube, and that is criminal.”
Harry Stebbings Feb 14, 2025 ▶ 29:40 Solly Solomou, Founder & CEO @ LADbible Group: From Penniless Shop Offices to Public Company | E1259 · 20VC with Harry Stebbings
Mar 3, 2025 positive
Opinion
Krieger: Google Gemini benefits significantly from training on YouTube video data
“It's actually clear to me that Gemini benefits from that. Like whenever they have like a good, like video understanding demo, for example, I'm like, well, I, Somebody has like probably the largest repository of video in the world and can likely train on a lot …”
Mike Krieger Mar 3, 2025 ▶ 30:27 Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
Apr 25, 2025 bullish
Opinion
Gupta: YouTube is the most under-leveraged social platform in the world
“YouTube. That's the most under leveraged social platform in the world. Most under leveraged, even though I think it has the highest number of miles.”
Mayur Gupta Apr 25, 2025 ▶ 46:34 20Growth: Inside Kraken's $1.5BN Growth Playbook: What Works, What Doesn't and What No Founders Understand About Growth That Will Change Their Company with Mayur Gupta
May 16, 2025 positive
Opinion
Yamashita: Shishir Mehrotra excels at intentionally designing organizational culture
“He's such an incredible systems thinker. He just knows how to run an organization, and he obsesses over rituals and basically kind of designs. I think a lot of times, you know, you think about building a product and designing a product, but he also thinks abou…”
Yuhki Yamashita May 16, 2025 ▶ 55:48 20Product: Figma CPO on How Figma Builds Products: What Works, What Does Not | How Figma Does Testing and Product Reviews | The Future of Design, Engineering and Product with Yuhki Yamashita
May 16, 2025 negative
Disclosure
Stebbings: Avoiding video podcasting on YouTube was a major strategic mistake
“A good example for me, say, would be I was very much a fan of not doing video. We don't do YouTube. No, we are constrained on audio because we do a lot of shows, but they're very, very good. People don't feel as comfortable on video. The constraint of channel …”
Harry Stebbings May 16, 2025 ▶ 26:16 20Product: Figma CPO on How Figma Builds Products: What Works, What Does Not | How Figma Does Testing and Product Reviews | The Future of Design, Engineering and Product with Yuhki Yamashita
May 30, 2025 neutral
Disclosure
Owner spent millions on an organic YouTube strategy that drove few leads
“We hired people that manage The YouTube experience for like the biggest creators in the entire world. And we were paying millions of dollars for this organic strategy when it was driving like a handful of leads every single month.”
Kyle Norton May 30, 2025 ▶ 33:06 20Sales: From $2M ARR to $40M ARR: The Playbook | How to Use AI To Supercharge Your Sales Team | Why Pipeline Reviews are BS | The Sales Call Script that Closes 99% of Prospects and How to Hire the Best Sales Reps with Kyle Norton, CRO @ Owner
Oct 3, 2025 bullish
Prediction Not checkable as stated
Slonimski: YouTube and Google Demand Gen Can Beat All Discovery Channels
“Google search is, like, overhyped. The whole demand generation piece of Google is underhyped, and YouTube is a huge part of that. We just started entering YouTube with, like, short-term and long-term videos, and it can become huge. It can beat all discovery ch…”
Ketty Slonimski Oct 3, 2025 ▶ 52:41 20Growth: How to Use Influencers to Scale Growth Insanely Fast | How to Optimise User Onboaring for Growth | How the Best Growth Teams Create Organic Growth and Community | Why LTV/CAC Models are BS with Ketty Slonimsky
Oct 3, 2025 bullish
Insight
Slonimski: Organic Growth Opportunities Lie in Discord, Reddit, and YouTube
“With the rest, I believe the current opportunities lie within communities. Building those communities where the users are. Discord, Reddit, YouTube following.”
Ketty Slonimski Oct 3, 2025 ▶ 30:32 20Growth: How to Use Influencers to Scale Growth Insanely Fast | How to Optimise User Onboaring for Growth | How the Best Growth Teams Create Organic Growth and Community | Why LTV/CAC Models are BS with Ketty Slonimsky
Jan 11, 2026 positive
Disclosure
ElevenLabs hired the creator behind their top YouTube search result
“We've actually just hired our first in-house creator, whose only job is to create TikToks, YouTube videos, Instagram shorts, YouTube shorts for 11 Labs, and the way we actually hired this guy is, if you typed in 11 Labs on YouTube, he had the most viewed video…”
Luke Harries Jan 11, 2026 ▶ 31:38 20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
Feb 26, 2026 bearish
Opinion
Lemkin: AI-generated YouTube videos are utterly disruptive to Netflix
“And as of the last 45 days, you can watch an incredible short on YouTube that was entirely AI generated where you can watch Star Wars stories that are better than the crappy last three movies that are AI generated. That's utterly disruptive to Netflix.”
Jason Lemkin Feb 26, 2026 ▶ 31:22 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Apr 2, 2026 bearish
Assertion Open · timeframe Apr 2031
Lemkin: Hollywood entertainment employment is in permanent decline
“The permanent decline of Hollywood. Employment. It's permanently in decline. It's not there. It's on, it's in decline because fewer movies and TV shows are being made. TikToks and YouTubes are doing it, and it's in permanent decline because every other country…”
Jason Lemkin Apr 2, 2026 ▶ 54:40 OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
Jul 6, 2026 bullish
Opinion
Mignano: Suno has unlimited upside potential like YouTube or TikTok
“So we believe that Suno has, you know, I'm using this term loosely, but unlimited upside potential. You know, if you look back at the history of media on the internet, and you think about the generational platforms that truly democratized a medium, right? YouT…”
Mike Mignano Jul 6, 2026 ▶ 57:04 Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
Jul 9, 2026 negative
Assertion Supported
Lemkin: OpenAI and Anthropic Lied About Books and YouTube Training Data
“Open AI, an anthropic, Kind of lied about the books, and they definitely lied about training on YouTube”
Jason Lemkin Jul 9, 2026 ▶ 31:42 Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
Aug 14, 2026 bullish
Insight
Swulinski: YouTube reviews are top citation sources for ChatGPT and AEO
“YouTube reviews, because they're long form, and they rank long tail. They'll essentially beep, they're one of the main things that get picked up by the answer engine. So you'll have your website, PR, external sources talking about you, and one of the biggest, …”
Matt Swulinski Aug 14, 2026 ▶ 48:11 How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
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