YouTube

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 6, 2026 by Reed Hastings · said 38 times in 14 episodes since 2025 · across every show →

Mentions by year

brought up most by Jeremy Giffon (10), Patrick O'Shaughnessy (5), Dylan Patel (4), Ben Thompson (4), Gustav Söderström (2), Gokul Rajaram (2), Wolfgang Hammer (1), William Hockey (1)

tap a year for its mentions
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2026 28 mentions in 8 episodes 4 per episode
2025 10 mentions in 6 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about YouTube, oldest first

Jan 6, 2026 neutral
Assertion Supported
Hastings: YouTube accounts for about 12% of US television screen time
“No, YouTube is about 12%.”
Reed Hastings Jan 6, 2026 ▶ 33:23 The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview · Invest Like The Best
Jul 7, 2026 negative
Insight
Giffon: Podcasters are naive about optimizing for AI algorithm filters
“The podcast world is still sort of highly naive to serving content to the algorithm. Like, you know, if you get deep into the, like, Twitter group chats, especially now that they've posted the algorithm, like, there are all these, like, very specific things th…”
Jeremy Giffon Jul 7, 2026 ▶ 15:32 Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
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