YouTube

“Today, if you split YouTube into a separate company, that wouldn't result in 10 new social media video sharing sites exploding.”

“You should think of any big internet platform as basically a Mechanical Turk. So PageRank is a Mechanical Turk. Because PageRank, the whole point of PageRank is instead of trying to work out what that webpage is, Probably should have said this earlier. Instead…”

“If Instagram was a separate company, that wouldn't make it easier to compete with them. Because the network effects that make it hard to compete with Instagram are part of Instagram. They don't come from it being owned by Facebook. The same thing with YouTube.…”

“Like, I genuinely heard somebody say the other day that if YouTube was a separate The company, the first thing it would do would be make a general purpose web search engine and compete with Google. You're out of your fucking mind. That's like saying that if yo…”

“I would actually argue that Instagram is about people you choose to follow, and mostly people you know, whereas TikTok is about people you don't know. It's a completely different graph, and it's a recommendation-based graph, not a people you've met-based graph…”

“If Instagram was a separate company, that wouldn't have any effect on teenage girls looking at self-harm content on Instagram. If YouTube was a separate company, that wouldn't have any effect on the prevalence of jihadi content. That's not a competition proble…”

“YouTube is a utility that distributes video. But the UX itself, A, it's a Google UX, so Ipso facto is shit, but B, like, the UX is like a utility UX, whereas for TikTok, the whole point is the UX. That's where the innovation is, and the UX is pop culture.”

“The new thing about TikTok is the swiping and the recommendation. So it's the, you could call that a network, but it's the mechanics that you build around how you show people what the video is. As opposed to YouTube, which is a basically a very desktop, very l…”

“But it's clearly, amongst other things, like a Napster for conferences, for conference panels. Something I've said several times before was conferences are like a bundle of, there's presentations, there's panels, there's talking in the hallways, there's the si…”

“The whole cookie apocalypse thing and the privacy thing and all of this stuff is actually only about sort of a quarter to a third of online advertising because there's YouTube. Which is where video advertising is, there's, well, let me put it another way, ther…”

“Most people also reduce it to China's version of YouTube, but when you look at it, it's actually very multifaceted. You know, it gets most of its money from mobile games, it does advertising, it has live streaming, it sells e-commerce product on top of it, so …”

“If Instagram's a separate company, that doesn't make it easier to build an Instagram competitor. If YouTube's a separate company, it's not easier to build a search engine or build a competing video sharing site.”

“This quarter, what had previously been sort of implicit in their results, so they have this line in the back of the account, it's called a breakdown of their revenue, and they had this line called other, which they say is predominantly advertising, and this qu…”

“I think YouTube is blocked, or if it isn't, it will be soon.”

“TikTok is a different kind of format, but it's also a different network. And it's actually much more of a YouTube sort of network where it really isn't people that you know. Obviously it's all about the recommendation because it's partly because it's all about…”

“The challenge, of course, is YouTube and Instagram have forms of media that are much easier to monetize, and much easier to think, how would you create something rich and engaging that you could monetize, whether it's e-commerce, or advertising, or something e…”

“Half of the ad, global ad industry is still on TV. And that's not going to be there in 10 years' time, or it won't be quote unquote TV. I mean, this is this whole, what is TV? You know, is Disney, you know, if you watch it on your smartphone, if you watch YouT…”

“And what you have in TikTok and what you have in Shein is you've got enough people looking at it that you've actually got that feedback loop. So basically the Shein user base or the TikTok user base is almost like a giant mechanical turk. Telling the system wh…”

“Until very recently, or, you know, maybe now, YouTube doesn't know what's in the videos. They have no idea what's in the videos. They know who watched them.”

“And so Amazon did thirty-one billion dollars of advertising last year, which makes it roughly the same size as YouTube.”

“This is another piece of the story is Apple and Google sort of complete strategic failure in TV. What Apple and Google wanted to do and what Apple wanted to do with the Apple TV and indeed with the Apple TV app they have now. And remember the Apple TV original…”

“Netflix is a TV company, not a tech company, because all the questions that it poses, the TV industry questions, and it hasn't actually changed what a TV show is. It's just bought more of them and made more of them. Mr. Beast clearly is not a TV show. It's som…”

“And then of course they pay out 45% of the ad revenue to the creators, which makes, puts their budget somewhere sort of Makes them sort of top three, top four. If you count that as programming budget, comparable to the US media companies, that would put them s…”

“Is TikTok competing with YouTube or Instagram? And it still puzzles me, like everyone always puts it on the chart with Instagram, and I'm like, no, no, no, I think this is YouTube.”

“Everyone from Amazon to YouTube are designing their own chips instead of just buying them off the shelf.”

“TikTok is not Different to YouTube in any sort of fundamental product sense. It's different in UX.”

“Everyone uses YouTube, and everyone sort of knows that TikTok is this big thing, but the sort of tech conversation in general doesn't talk about what's happening on TikTok. I don't think in the way that it talks about Instagram or YouTube or Twitter. And that'…”

“Clearly both Amazon and YouTube have unbundled Google in that sense that you go to Amazon for product and you go to YouTube for not just for quote unquote video, but for a lot of other stuff that might previously have been text.”

“I think there's a sort of it's almost like an incorrect analysis, which was, I'm trying to think of the right word, which is like, we kind of went down the line of thinking that TikTok competed with Instagram and Facebook, as opposed to thinking that it compet…”

“Most people are creating short form content on TikTok, but that doesn't feel like the end goal. It feels like the end goal is then moving to YouTube or moving somewhere else. Whereas I can see more YouTubers being like Marques Brownlee or Mr. Beast was like, n…”

“I don't get the impression that TikTok has that same mechanic of, like, I can build a permanent audience there, and that it's more that you are more dependent on the river, on being thrown up to the river, because, you know, TikTok, YouTube gives you all these…”

“Saying that, like, basically Americans are experiencing what the rest of Europe has experienced over the last 10 years of, yeah, your citizens are loving a piece, a social media app that wasn't designed by Americans for Americans with Americans in mind. yeah,…”