YouTube, every mention
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Verbatim, from the transcripts: the passages where YouTube comes up
Disney: The Renaissance and the Empire · Acquired
- ▶ 1:43:42 David Rosenthal We're about to get YouTube consumers have infinite
- ▶ 1:44:39 David Rosenthal Viacom is about to launch a lawsuit against YouTube to try and sue it out of existence.
- ▶ 2:10:55 Ben Gilbert And there's all this great footage on YouTube of, in 1992, the guy who was animating Woody sort of going through motions, or for the army men to figure out how the army men were gonna move in Toy Story, they duct taped ski boots to a s,…
- ▶ 3:03:27 David Rosenthal All of these traditional media companies, with the exception of Disney, have basically all become kind of surfs in the streaming kingdoms of the technology companies, of which Netflix and YouTube are actually the winners here.
- ▶ 3:03:56 Ben Gilbert Netflix, YouTube, and Disney generating the large profit streams.
- ▶ 4:03:07 David Rosenthal Or the YouTube algorithm.
- ▶ 4:09:36 David Rosenthal YouTube is free.
- ▶ 4:19:54 Ben Gilbert So does the world end up where you have Netflix, which is the giant winner-take-all scale economies player in paid streaming, then you have YouTube, which is the giant winner-take-all one in ad-supported free creator-led content instead of…
- ▶ 4:26:20 David Rosenthal Lecture on YouTube.
- ▶ 4:26:22 David Rosenthal Michael was the screenwriter for Toy Story three and shared this lecture on YouTube about how story works at Pixar.
The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
- ▶ 4:24:13 Ben Gilbert I have two YouTube channels.
Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired
- ▶ 3:41:58 David Rosenthal The first one is Michael McKelvey on YouTube is this awesome YouTuber who I've discovered recently.
- ▶ 3:42:06 David Rosenthal He makes these super in depth, usually sports analytics focused YouTube videos, and they're amazing.
Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
- ▶ 3:31:57 Ben Gilbert But with streamers and with YouTube buying meteorites, now you have these tech companies as real viable bidders against the, you know, one or two broadcasters in the country.
- ▶ 4:21:04 Ben Gilbert The Seahawks just won the Superbowl and NFL films released on YouTube, a 40 minute cut of the game called mic'd up.
The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired
- ▶ 2:03 Ben Gilbert We also decided to update the episode with everything that has changed about the league from streaming on YouTube and Netflix and Amazon and all those deals to our updated thinking on the international strategy for the NFL.
- ▶ 44:37 David Rosenthal I mean, we were watching YouTube videos and research of, like, Taylor Swift was at the NFL draft a few years ago when it was in Nashville.
- ▶ 2:32:59 Ben Gilbert That DirecTV has lost NFL Sunday ticket, and that is moving to YouTube TV.
- ▶ 3:20:19 David Rosenthal And this past season, I think it was kickoff weekend, right, was the Sao Paulo game in Brazil, streamed by YouTube for free in front of the paywall globally.
- ▶ 3:20:29 Ben Gilbert Yes, exclusively on YouTube.
- ▶ 3:24:05 Ben Gilbert Or even, you know, if we're included in YouTube TV.
- ▶ 3:32:41 Ben Gilbert There was the YouTube exclusive game that we alluded to.
- ▶ 3:32:50 Ben Gilbert It was their international game, and it was exclusively available on YouTube.
- ▶ 3:32:56 Ben Gilbert Yeah, so that's the sort of big thing here is YouTube is an expansion opportunity for the NFL.
- ▶ 3:33:42 David Rosenthal I mean, if the NFL can figure this out together with YouTube and then also Netflix, now they have the Christmas games with Netflix.
- ▶ 3:34:01 David Rosenthal How many users does YouTube have?
- ▶ 3:34:12 David Rosenthal But yeah, I mean, if they can figure out YouTube and global, and Netflix, of course, will be part of that too, you can understand why they have been steadfast in investing internationally and investing in technology.
10 Years of Acquired (with Michael Lewis) · Acquired
- ▶ 27:22 Ben Gilbert I mean, you think YouTube or Twitter or any of these, when someone clicks follow or subscribe, they're like, it's like signal in the algorithm, but it's not guaranteed.
- ▶ 49:27 Ben Gilbert And you know, you, you then say like, I wonder if I can find this old YouTube video, and then those YouTube videos mention something else, and the, the spider web always starts with the pre-existing canonical work.
- ▶ 1:10:25 Michael Lewis So that's the YouTube.
- ▶ 2:01:39 Ben Gilbert Apple Podcasts not becoming YouTube was actually great for us.
- ▶ 2:01:50 David Rosenthal Spotify is too, but YouTube in its own way too.
- ▶ 2:32:49 David Rosenthal I'm a YouTube guy mostly.
- ▶ 2:32:50 David Rosenthal Um, my, my YouTube, uh, uh, for the year is, is one I've recommended before, a past collab.
Coca-Cola: The Complete History & Strategy (Audio) · Acquired
- ▶ 2:27:06 David Rosenthal We'll link to YouTube footage of these old videos.
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 33:01 David Rosenthal It's on YouTube.
- ▶ 33:05 David Rosenthal This is an artifact of history sitting there on YouTube and people at Google, Sebastian, Jeff Dean, all the other folks who are talking about, they get
- ▶ 41:53 Ben Gilbert What they did was they trained a large nine-layer neural network to recognize cats from unlabeled frames of YouTube videos using 16,000 CPU cores on a thousand different machines.
- ▶ 43:31 David Rosenthal So YouTube had a big problem at this time.
- ▶ 43:41 David Rosenthal But people are really bad at describing what is in the videos that they're uploaded.
- ▶ 43:46 David Rosenthal And YouTube is trying to become more of a destination site, trying to get people to watch more videos, trying to build a feed, increase dwell time, et cetera, et cetera.
- ▶ 44:13 David Rosenthal So the cat paper proves that you can use this technology, a deep neural network running on disbelief to go inside of the videos in the YouTube library and understand what they were about and use that data to then figure out what videos to…
- ▶ 44:45 David Rosenthal We had a system for unsupervised learning on ten million randomly selected YouTube frames, as you were saying, Ben.
- ▶ 45:36 David Rosenthal Yeah, and so then there's a iPhone neuron and a San Francisco Giants neuron and all the things that YouTube recommends.
- ▶ 45:54 David Rosenthal Yeah, this leads to everything in YouTube.
- ▶ 45:57 David Rosenthal Basically puts YouTube on the path to today becoming the single biggest property on the internet and the single biggest media company
- ▶ 46:22 David Rosenthal It's just in the YouTube feed, and then Facebook borrows it, and they hire Jan LeCun, and they start Facebook AI research, and then they bring it into Instagram, and then TikTok and ByteDance take it, and then it goes back to Facebook and…
- ▶ 46:22 David Rosenthal It's just in the YouTube feed, and then Facebook borrows it, and they hire Jan LeCun, and they start Facebook AI research, and then they bring it into Instagram, and then TikTok and ByteDance take it, and then it goes back to Facebook and…
- ▶ 56:25 David Rosenthal Spoiler alert, a couple years later, Astro Teller, who would take over running Google X after Sebastian Thrun left, he would get quoted in the New York Times in a profile of Google X that the gains to Google's core businesses in search and…
- ▶ 57:10 David Rosenthal There is another very important piece of the Google AI story that is an acquisition from outside of Google, the AI equivalent of Google's acquisition of YouTube.
- ▶ 59:57 Ben Gilbert I kind of like your framing, the YouTube of AI.
- ▶ 1:00:01 David Rosenthal The YouTube of AI for Google.
- ▶ 1:00:09 Ben Gilbert I mean, this is as good as Instagram or YouTube in terms of greatest acquisitions of all time.
- ▶ 1:14:24 David Rosenthal And then AlexNet happens, and man, AlexNet's really, really, really good at identifying and classifying images and cat videos on YouTube and the YouTube recommender feed.
- ▶ 1:15:38 David Rosenthal Mark has woken up to everything that's going on at Google after AlexNet and what AI is doing for social media feed recommendations at YouTube.
- ▶ 1:25:52 Ben Gilbert It's on YouTube.
- ▶ 2:14:47 David Rosenthal Obviously your own site, that's always been true, but now with Shopify you can easily sell on Instagram, YouTube, TikTok, Roblox, Roku, ChatGPT, Perplexity, anywhere.
- ▶ 2:37:23 Ben Gilbert They, in fact, use some of Google's strength, all the YouTube training data and stuff like that.
- ▶ 2:41:10 Ben Gilbert To further illustrate this, when Alphabet became Alphabet, they had all these separate companies, but things that were really core to Google, like YouTube actually stayed a part of Google.
- ▶ 3:22:27 David Rosenthal YouTube Premium, NFL Sunday Ticket.
- ▶ 3:34:59 Ben Gilbert Not to mention that serves YouTube.
- ▶ 3:35:35 David Rosenthal We already live in the YouTube internet.
- ▶ 3:36:26 David Rosenthal What is that gonna do for generating videos for YouTube that will increase engagement and add dollars for YouTube?
- ▶ 4:05:16 Ben Gilbert To Shashir Miroda, the CEO of Grammarly, formerly ran product at YouTube.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 1:22 Ben Gilbert Of course, YouTube, then Android, and their own web browser with Chrome.
- ▶ 5:50 David Rosenthal Later this year, in 2006, would buy YouTube for 1.6 billion dollars.
- ▶ 29:43 David Rosenthal Like they'll do with maps, like they'll do with docs, like they'll do with YouTube that we're about to talk about.
- ▶ 54:22 David Rosenthal To YouTube.
- ▶ 56:26 Ben Gilbert All right, David, the YouTube story.
- ▶ 56:33 David Rosenthal The most embarrassing thing in acquired history was our early episode on YouTube.
- ▶ 56:47 Ben Gilbert When we finish this section, we are regrading YouTube.
- ▶ 56:59 David Rosenthal All right, YouTube.
- ▶ 58:38 David Rosenthal Thanks to YouTube.
- ▶ 1:01:53 David Rosenthal So, YouTube.
- ▶ 1:02:06 David Rosenthal Chad Hurley, Javid Kareem, and Steve Chen leave PayPal and create YouTube.
- ▶ 1:02:14 David Rosenthal Ok, Ben, I have two deep cut YouTube corporate history trivia items for you.
- ▶ 1:02:22 David Rosenthal Number one, do you know what YouTube's original tagline was?
- ▶ 1:02:29 David Rosenthal The name of the company was YouTube.
- ▶ 1:03:13 David Rosenthal YouTube.
- ▶ 1:03:51 David Rosenthal So the brilliance of YouTube, and it really was absolutely brilliant, was threefold.
- ▶ 1:04:31 Ben Gilbert YouTube's just like, whatever, upload it.
- ▶ 1:04:48 David Rosenthal Go to youtube.com, find something, or find a link, or number three brilliant thing about YouTube, see a YouTube video embedded on another website, boom, you're watching the video.
- ▶ 1:05:04 David Rosenthal And also, YouTube pretty much from the beginning had great search.
- ▶ 1:05:08 David Rosenthal You can search YouTube and find videos that you're looking for.
- ▶ 1:05:13 David Rosenthal Pretty quickly, YouTube became and still is, Google talks about this all the time, the second largest search engine on earth behind Google.
- ▶ 1:05:24 David Rosenthal Search is happening on YouTube.
- ▶ 1:05:32 David Rosenthal YouTube traffic scaled so fast and so big.
- ▶ 1:05:37 David Rosenthal So you can see how YouTube here, not only are they the correct video platform for the web and just doing it much better than Google's doing it with Google video.
- ▶ 1:05:55 David Rosenthal If all these searches are happening, they could add search for other things on YouTube too.
- ▶ 1:06:38 David Rosenthal YouTube as a small startup has the advantage of, oh, copyright, rules, laws, I don't know, we're just a platform, we're just a startup, anybody upload anything.
- ▶ 1:06:56 Ben Gilbert They actually could do it and stay in business, whereas YouTube can say, eh, whatever, but then they're gonna go out of business, because they're gonna get sued out of business.
- ▶ 1:07:31 David Rosenthal I mean, the embeds were a beautiful distribution growth mechanic for YouTube, but people were just uploading copyrighted video that people could watch for free.
- ▶ 1:07:46 David Rosenthal When your friend tells you about YouTube or just sends you a link or you see an embed page of, whoa, I can go watch Lazy Sunday from Lonely Island and Saturday Night Live in my web browser anytime I want for free with no commercials.
- ▶ 1:08:11 David Rosenthal To YouTube.
- ▶ 1:08:12 David Rosenthal This is in that brief phase where YouTube was an ascendant startup and not yet part of Google.
- ▶ 1:08:17 David Rosenthal That one skit increased YouTube traffic by 83%.
- ▶ 1:09:40 David Rosenthal So, yeah, pretty quickly, within a little over a year of launching, YouTube is in way over its head.
- ▶ 1:10:35 David Rosenthal So, because of these things, YouTube ends up basically putting itself up for sale.
- ▶ 1:10:56 David Rosenthal Google buys YouTube for 1.65 billion dollars in stock.
- ▶ 1:11:23 Ben Gilbert If they had paid in cash, they would have made an extra 20 times multiple on whatever you already think the multiple is on their purchase of YouTube.
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