MrBeast

“And he told me, he's just like, yeah, well, for my Japanese, like the Japanese versions of my videos, it's like, he doesn't just dub them. He'll hire like a voice actor. That's like the voice is famous in that country.”

“Like, from morning to night, like, the guy, I remember one guy he hired, he was also Jimmy's alarm clock. Like, he would go wake him up, and from the moment Jimmy woke up, they were together, till the moment Jimmy signed off to go to sleep, and he would do tha…”

“Forbes came out with their top creators list and earnings. Mr. Beast was at the top with three hundred million.”

“You know, you kind of had to be there from the start, and that's why you really see with brands that have stuck around at the highest level in social media, it's me, Mr. Beast, and my brother, and there's really no one else.”

“I feel like Mr. Beast is, like, so quantitative and analytical that it doesn't matter if Jimmy's in the video or not. Like, swap him out. For another, you know, game show host, maybe they're not as smooth, but I don't think Jimmy would say that he's even that …”

“Jimmy knows what's going to convert in organic content. He just like, he has the algorithm in his head and it's just data. Like he has spent between the age of the 13 and today just studying what converts and he just like his dialed in on human psychology is i…”

“And we saw, actually, recently, a call sheet, one of the prediction markets, brought two enforcement actions against participants. One involved A contract related to Mr. Beast's YouTube channel, where one of his employees insider traded based on information of…”

“So my hot take is that I am long people that have true cultural affinity to Their viewers versus reliance on stunts and spectacle.”

“Mr. Beast did Mr. Beast Burgers. Bad, and he'll say this himself, bad product to choose, difficult to monitor quality, difficult time delivery.”

“The big mistake that I see with most people's videos is that they put the founder themselves, they do a full five minute monologue themselves about the company mission, and unless you have the editing skills of MrBeast, you're just not going to keep people for…”

“When you're paying someone else, like the reason why that's interesting for consumer products is it's a mispriced asset generally still. I mean, Mr. Beast is not a mispriced asset. He's like getting his value from it. Like he's, you know, but It does seem like…”

“Well, I, I'd have to pull it up, but I was calling Mr. Beast's content manual slop.”

“You probably heard of the beast, Jimmy, Jimmy Donaldson. His team is here. They're running on Salesforce. They're a huge media company now.”

“Mr. Beast has rolled back the launch of his ViewStats AI thumbnail tool.”

“The obvious reason that he should have kept the AI thumbnail tool is you're by, if you can roll out AI in this way, you can save millions of creators that create YouTube videos a lot of money because many of them are not going to be able to afford to commissio…”

“In their case, It does appear that Beast did put some time into making the chocolate actually good.”

“No, he didn't. It's so bad. I could not eat it.”

“Jimmy Donaldson, Mr. Beast, has these five pillars of focus in his studio, in his office. The very first one is YouTube first.”

“And the big mistake that I see with most people's videos is that they put the founder themselves, they do a full five minute monologue themselves about the company mission, And unless you have the editing skills of Mr. Beast, you're just not going to keep peop…”

“I don't even know how many fucking people listen to the podcast. I don't look at analytics. I build what I want for me.”

“Look man, your titles suck, and your thumbnails are even worse.”

“If somebody was young and watching this and wanting to get into consumer electronics, I would urge them to first become a content creator.”

“That's a scale effect. And it's a very weak one. Yeah, no, he's very vulnerable. Just like Buzzfeed was very vulnerable and wasn't going to go anywhere.”

“And he might end up building a brand around that chocolate. Right. But it'll take years, and it'll take hundreds of millions of dollars, and it's not clear that it'll happen.”

“The scale of the ad buy now is like, it's a Super Bowl every time he does anything. So there's like 10 companies that can even possibly afford to do that.”

“Jimmy's getting a deal from Amazon. Amazon paid him for the Beast games.”

“Even if I go onto a Netflix, technically I'm actually, I'm limited in distribution if I'm Mr. Beast.”

“We just hired a new president for my company, and he's gonna chuckle that I'm talking to him about this, but he come, came from this other company, Mr. Beast, right?”

“I think it's a meme stock. It's a meme stock if it gets out, right? It's just a meme coin on steroids.”

“And his audience is so broad and candidly pretty poor, right? Which means that like, they're not great customers, right? Like there's a reason you sell chocolate because it's one of the only things you can sell to everyone that's cheap, right?”

“Like, you know, the, you know, everyone's excited that he gets a hundred million dollar Amazon contract, but then he spends more than that on the show, right?”

“There's a little bit of the, this reversing, like, what will sell out there? What will get attention? And then you reverse engineer and make that content, as opposed to, I have this to say. I want to write this poem. I want to make this song, like, I want to m…”

“We would not invest in general entertainment is too competitive, right? Like I actually wouldn't invest in like beast or things like that. It's much more about these are like niche communities. It's like aviation is a great area to look into or like lawn care …”

“Three years ago when we did the first version of this event, Jimmy, AKA Mr. Beast had launched his chocolate brand feastables. And it was like, okay, selling chocolate to little kids. I had the opportunity to invest. I think I had a forty million dollar valuat…”

“I did the Series A.”

“Oh, I was short that. There's a zero percent chance.”

“Like the world's biggest creator, Mr. Beast, like he'll make a video on like one dollar versus a hundred million dollar private jet. In the thumbnail, there's a solid gold jet. Like it's just solid gold. The whole thing's made of gold. That didn't happen in th…”

“When I worked with Mr. Beast, for example, like, I know that is like a crazy, you know, top of the line example of YouTube strategy, but like, Ideas that would literally be considered like the lifeblood of that company, like video ideas. And you'd have spreads…”

“So I actually, I mean, this is why I would never invest in like Mr. Beast or anyone who's in the attention game, right? I actually think that that is a total war of attrition and not winnable long term.”

“You want to sell something that's differentiated only on the marketing. It's already big on YouTube. Every ad is for VPNs, extremely high margin, extremely low churn.”

“There is something interesting where all of these creators go through this hero's journey where they're deified and then eventually torn down. Mr. Beast recently went through that.”

“And I've always told them like the format is Shark Tank. Like you need to do an episode where you're giving away money at the end of the episode every single time. It's very expensive because you actually have to be giving money away. But that's the way the Mr…”

“Part of the reason Joe Rogan blew up so huge on YouTube originally was because he chose the three hour format. So the algorithm, like the YouTube algorithm is a expected value machine. So it takes the average view duration, which is how long on average someone…”

“That it's better to have no experience than bad experience. Better to have no habits than bad habits.”

“99% of movies or TV shows would flop on YouTube. On top of that, they would be wildly unprofitable, have no flexibility in long lead times that can't adapt to trends.”

“Anytime we do something that no other creator can do that separates us in their mind and makes our videos more special to them.”

“If you ask somebody to do something and you don't follow up and then they don't do it, you can't just say, oh, well I did my job. No, the job is the result. The job is not asking it to be done. The job is getting it done.”

“Do not just tell people on your team or me why something is good. It is infinitely more valuable to tell us why it's not good. And what you could say here is really just tell us the bad news because the good news takes care of itself.”

“The lower the form of communication, the more miscommunication you will face. As I'm typing this to you have no idea if I'm laughing, smiling, happy, mad, or sad. You can't read my body language or my face, and because of that, it's not guaranteed that you'll …”

“Written communication also does not constitute communication unless they confirm they read it.”

“Every veteran here has cost me a million dollars at one point or another, and you can go ask them yourself if I ever held it over their heads.”

“I have zero issues throwing away a multimillion dollar video. If I don't think it's up to my standards”

“If one is watched just a minute and a half longer on average, 90 seconds, 92nd difference at this scale gives you eighty million views.”

“If you've seen every video we've made since ten million, then you will have a lot more context and information that others don't, and it will make you that much more valuable.”

“Mr. Beast is raising a hundred and fifty million dollars at I think a 101.5 billion dollar valuation? And he's doing it to double down on his CPG products.”

“So I'll say, what would Mr. Beast do if he was running our product today? And then what would Johnny Ive do if he was running our product today? And from the same person, you will get multiple different answers with that image of that person in mind.”

“So I got hired for to be the right hand for the CEO over at Night Media, and so Reed was Jimmy's, you know, main manager, and I got recruited to go be Jimmy's number two, or Reed's number two, and I was running day to day with Mr. B.”

“So I think that more companies should do this, have their founders just write what they're feeling about you know, how to do X, Y, Z.”

“All companies need this. All companies need just a really clear goal. In English or whatever language, but like sixth grade, fifth grade, fourth, you know, seventh grade, just really easy to understand”

“I think that there's some people that just are, you know, they don't come out of the womb as A players, right? They need to be groomed and stuff like that, so it feels like a bit much.”