YouTube
includes YouTube Premium
3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jul 9, 2025 by Pieter Levels · said 26 times in 8 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by John Collison (13), Ben Thompson (5), Sundar Pichai (3), Pieter Levels (2), Tobi Lütke (1), Evan Spiegel (1), Anton Osika (1)
tap a year for its mentions
2026 17 mentions in 4 episodes 4 per episode
- Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- The history and future of AI at Google, with Sundar Pichai
- Garrett Langley of Flock Safety on building technology to solve crime
- What comes after smartphones, with Evan Spiegel of Snap
- every mention in 2026, scene by scene →
2025 9 mentions in 4 episodes 2 per episode
Everything said about YouTube, oldest first
Jul 9, 2025
Feb 12, 2026 bullish
Ben Thompson: Google should monetize Gemini data through YouTube and Search
“I think the ideal outcome for Google is they never put ads in Gemini, but they understand so much about you because of what you do in Gemini, that they can then manifest that through ads on YouTube, through ads on Google, through ads on their other properties.”
Feb 12, 2026 neutral
Thompson: In algorithmic media, absolute volume of good content beats hit rate
“What actually matters, and this is a key thing, people get hung up on relative numbers, and what matters is absolute numbers. So it is better to have .one percent of your content is good if your content is like in the billions or trillions, as opposed to, oh, …”