YouTube, every mention
76 scenes (2022), the whole family · ← back to YouTube
tap a year for its mentions
every year 2022 anyone David Rosenthal 194Ben Gilbert 150Doug DeMuro 30Chenyi Shi 15David Senra 8Daniel Ek 8Emily Chang 7Mitch Lasky 4Jason Calacanis 3Brendan Eich 3
Verbatim, from the transcripts: the passages where YouTube comes up
Holiday Special 2022 · Acquired
- ▶ 57:00 David Rosenthal In the very beginning of Acquired, we did YouTube, and we've been saying for years and years, we gotta redo YouTube.
- ▶ 57:18 David Rosenthal But I was so negative on YouTube in the episode, and the intervening years, I feel like, have just been a journey for me of, like, really coming to appreciate what a
- ▶ 57:28 David Rosenthal Incredible product and business YouTube is.
- ▶ 57:30 David Rosenthal And this year, my big YouTube appreciation has been they enable for many, many creators, people to make their livelihoods with the exact opposite trade off of what we do.
- ▶ 57:44 David Rosenthal You can just focus on content and you, if you have an audience and can build an audience can make a good to great living on YouTube.
- ▶ 1:06:24 David Rosenthal And you can do it on YouTube, too.
- ▶ 2:02:59 David Rosenthal MKBHD fan on YouTube, as I know you have been to, uh, the Waveform podcast that they do is great.
Qualcomm · Acquired
- ▶ 2:25:29 Ben Gilbert If you haven't watched the video version of this, uh, just go check it out on, on YouTube or Spotify or anywhere just to see what that looked like.
ACQ Sessions: Jason Calacanis · Acquired
- ▶ 36:17 Jason Calacanis Because I go on YouTube, and you could type in any topic that you want to learn, and you can learn it, and all the stuff that was at MIT, where I never got to go, and Stanford and Brown is online for free, and I listen to macroeconomic…
- ▶ 1:32:29 Jason Calacanis They're taking a YouTube approach.
- ▶ 1:37:34 Jason Calacanis YouTube.
Benchmark Part I · Acquired
- ▶ 1:49:12 David Rosenthal And one of his very first investments was YouTube.
- ▶ 3:45:33 Ben Gilbert Literally everyone listening to this should go watch Runnin' Down a Dream on YouTube.
Amazon Web Services · Acquired
- ▶ 1:03:07 David Rosenthal That's on YouTube.
Amazon.com · Acquired
- ▶ 1:04:20 David Rosenthal If we were like a YouTube native podcast, that would be the title of the episode.
From NFL to Startup COO to Congressman Regulating Crypto (with Rep. Anthony Gonzalez) · Acquired
- ▶ 53:34 Ben Gilbert Everybody pause this, go to YouTube, search, uh, I'm just a bill, and then come back.
The Playbook: Lessons from 200+ Company Stories · Acquired
- ▶ 1:02:55 David Rosenthal That's the last, you know, cool thing about this, which is that thanks to Substack, podcasting, YouTube, TikTok, Instagram, it's never been easier.
- ▶ 1:06:11 David Rosenthal Everybody should go watch that on YouTube.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 10:48 David Rosenthal The Asianometry YouTube channel.
- ▶ 55:32 Ben Gilbert You could have gotten it in that crash for 34 bucks a share.
- ▶ 1:32:25 Ben Gilbert And when you watch the side by side on all these YouTube videos,
- ▶ 1:57:19 Ben Gilbert You and I mentioned falling down the YouTube rabbit hole with that Asianometry channel, and I was watching a bunch of stuff on how they make the silicon wafers, and my god, floor planning is this just unbelievable exercise at this point in…
Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired
- ▶ 27:47 Chenyi Shi Think about YouTube.
- ▶ 28:22 Ben Gilbert That makes so much sense that basically YouTube will continue to compound the economic value of their lead because even though there's, I'm gonna make up some numbers that seem big, but a hundred billion hours on YouTube and only ten…
- ▶ 28:39 Ben Gilbert The thing I want to watch is so unique to me as a person, how I feel at that moment, if the personality of the creator is interesting to me, that the fact that there's always going to be slightly better content market fit for me on YouTube…
- ▶ 29:01 Chenyi Shi And there's a favorable byproduct of that, which is for something like YouTube's content, it's actually really hard to describe what I'm looking for, right?
- ▶ 29:15 Chenyi Shi So YouTube accumulates this unique set of knowledge about both what you like and watch time of others that attest to the quality of the video.
- ▶ 29:25 Chenyi Shi So that makes the search so much easier on YouTube compared to
- ▶ 29:29 Chenyi Shi A competitive platform, even if it's a complete copycat to YouTube.
- ▶ 29:32 Ben Gilbert So YouTube is a good example where the value they provide to me is high.
- ▶ 29:45 Ben Gilbert And then when you get all the way to that third question of how are they better than competitors, there's lots of ways that they're better than competitors.
- ▶ 29:52 Ben Gilbert I'm curious, as you think about YouTube as a platform, what are the ways that they have power versus other video platforms?
- ▶ 30:37 Hamilton Helmer When you go on YouTube, your tastes are extremely idiosyncratic.
- ▶ 31:07 Chenyi Shi So it's an interesting state about YouTube.
- ▶ 31:10 Chenyi Shi It's very complicated, but extremely intriguing, which is they have accumulated so much heterogeneous content that they are able to charge enough mindshare from their
- ▶ 31:22 Chenyi Shi And they monetize that mindshare with advertising dollars, which they then pay their creators.
- ▶ 31:39 Chenyi Shi So that's why you keep seeing YouTube gets larger and larger.
- ▶ 31:43 Chenyi Shi And that's because there's one source that provides them with that benefit that they can maintain in the long run.
- ▶ 31:49 Ben Gilbert Yeah, it's interesting that there's no real scale that seems to have been reached with YouTube where anything starts getting compressed, any margin starts getting compressed.
- ▶ 31:58 Ben Gilbert There doesn't seem to be any place where a meaningful number of creators are going direct and like publishing to their own video platform that's not YouTube.
- ▶ 32:06 Ben Gilbert That doesn't seem like YouTube is having to pay out a smaller and smaller percent of its profits to creators.
- ▶ 32:39 Ben Gilbert We will multi-home this episode on both Spotify and YouTube.
- ▶ 32:48 Chenyi Shi Why do people keep coming back to YouTube?
- ▶ 32:50 Chenyi Shi And a good thought experiment to go through is, let's say there's a copycat version of YouTube stood up tomorrow, which carried over every single video YouTube has today.
- ▶ 33:11 Chenyi Shi For me to, you know, over time, accumulate the set of influencers I follow and tell YouTube which ones are the content I love to watch, then YouTube knows the watch time, which is a very important input into their algorithm of, you know,…
- ▶ 33:40 Chenyi Shi So there's frictions right there on the viewer end that I think is protecting YouTube's business.
- ▶ 33:51 Hamilton Helmer For me, the reason I go back to YouTube is an expectation that exactly the content that I want is there, and it's not the efficacy of the search, and so that's the dispute.
- ▶ 34:04 Ben Gilbert There seems to be some sort of buried thing in my brain that is aware of their network economy power, where at first I thought it was brand, but it's more like I have the assumption that the latest SNL skit is going to be there because…
- ▶ 34:22 Ben Gilbert I have the same, I'm going to go to YouTube every time because I have the absolute most confidence that the thing that I'm looking for is there because of their network economy power.
- ▶ 35:00 Ben Gilbert David's a real YouTube user.
- ▶ 35:03 David Rosenthal I've become a real YouTube user.
- ▶ 35:05 David Rosenthal I think there is a baked in assumption, Hamilton and Ben, in the way you think about YouTube.
- ▶ 35:20 David Rosenthal The assumption is you both think you are going to YouTube with intent to look for something.
- ▶ 35:25 David Rosenthal I don't go to YouTube with intent to look for something.
- ▶ 35:27 David Rosenthal I go to YouTube with intent for YouTube to surface for me without me doing anything, things that I will enjoy.
- ▶ 35:47 Ben Gilbert I use YouTube the way that one might speculate older generations use YouTube, and David is a little Gen Z in that respect.
- ▶ 36:00 Chenyi Shi But that's a good point for, like, operators to think through, because without being YouTube, you won't know exactly how your customers split between people who search and people who just look for enjoyment on your platform, and every…
- ▶ 36:15 David Rosenthal Yeah, both of those segments exist for YouTube.
- ▶ 36:26 Ben Gilbert Because in analyzing the value created by YouTube to me, but also the power that YouTube as a business has for me as a specific customer is totally dependent on my use case of it.
- ▶ 38:48 David Rosenthal One question I want to ask you all, maybe YouTube is the right one to go back to.
- ▶ 38:53 David Rosenthal I think we can all agree that YouTube has a large power opportunity.
- ▶ 39:08 David Rosenthal Famously, everybody thought that Google was nuts with YouTube because it lost billions of dollars for more than a decade.
- ▶ 45:26 David Rosenthal Well, like, the YouTube example is interesting, right?
- ▶ 45:40 David Rosenthal Users were getting so much value for very little ads on YouTube, and then in recent years, they've been dialing it up quite a bit, and they don't seem to be bleeding customers in doing so.
Nvidia: The GPU Company (1993-2006) · Acquired
- ▶ 1:01:13 David Rosenthal It's like three hours on YouTube.
SONY (75 years of electronics history in 3 hours) · Acquired
- ▶ 1:46:31 Ben Gilbert We will put this up on the video for those of you on Spotify and YouTube.
Super Pumped (with Brian Koppelman and Joseph Gordon-Levitt) · Acquired
- ▶ 42:00 Ben Gilbert While we're on the topic of actors playing real-life people, one person that I noticed, so sometimes someone will be watching a YouTube video, and that YouTube video is the real YouTube video of, like, something that actually happened in…
- ▶ 42:14 Ben Gilbert There's a scene where Travis is watching a YouTube video of Jeff Bezos, and a very familiar actor is playing Jeff Bezos, and I couldn't help but laugh, and I'm like, no way.
- ▶ 58:20 Ben Gilbert For people who don't realize how insanely multi-talented Joe is, open up YouTube and search for The Cure Katy Perry Jimmy Fallon, and you will see a clip of
The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave) · Acquired
- ▶ 40:04 Brendan Eich We're going to just do it whenever you sign in to Gmail or YouTube in a tab.
- ▶ 49:41 Brendan Eich Demonetization of YouTubers in in, in, in in in in in in in in, in in in, in in in in in in in in in in,, in in in in in in in
- ▶ 50:02 David Rosenthal Google changes YouTube algorithms, Facebook changes Instagram or Facebook algorithms, and like, it completely wipes the table of whole, you know, sectors of creators.
- ▶ 1:09:30 Brendan Eich So for our system with users getting ad revenue share and publishers then getting creators on YouTube, getting, you know, tips or recurring donations, just 10 of those or so could fingerprint you as a user, right?
Peloton - the entire history and strategy behind America's trendiest workout · Acquired
- ▶ 10:51 David Rosenthal With Barry McCarthy on the internet is on YouTube with the headmaster of his high school that he went to a school called the hill school.
- ▶ 11:32 David Rosenthal As of yesterday, it had like a hundred views total on YouTube.
Taylor Swift (Acquired’s Version) · Acquired
- ▶ 2:12:32 David Rosenthal I mean, to the extent that, like, stuff like this podcast that we're doing, like, the fact that the fans do so much, there's so much YouTube content and podcast content about Taylor.