YouTube
includes YouTube TV
24 statements across 13 episodes · 10 bullish · 6 bearish · 6 people on the record · first statement Nov 10, 2023 by Dave Morin · across every show →
Everything said about YouTube, oldest first
Nov 10, 2023 positive
Dave Morin: Google AI Predicts NFL Pass Rushers Better Than Live Announcers
“Apparently Google I think on YouTube with sports and the NFL, they're basically, like, have these little rings that show up underneath the athletes as they move into position before the play starts, and the AI is actually predicting who's going to rush the qua…”
Jan 19, 2024 neutral
Jan 19, 2024 negative
Feb 2, 2024 positive
Feb 2, 2024 neutral
Feb 2, 2024 positive
Feb 2, 2024 neutral
Apr 5, 2024 bullish
Jun 7, 2024
Dave Morin: Creators Must Diversify Platforms and Build Direct Channels
“What I'm arguing for is that people do not build only for Instagram. I think you've got a lot of people that are out there building only for Instagram, only for TikTok, only for YouTube, whatever. Just like an investor would never invest in a single stock. You…”
Jun 28, 2024 positive
Sep 20, 2024 negative
Sep 20, 2024 bearish
Sam Lessin: YouTube's Hype tipping is driven by junior PMs seeking promotion
“That can't possibly matter. So that's the thing about a company like YouTube. There's absolutely no way. There's some junior, junior product manager who's trying to get promoted. Who's like, this will be revenue. He's like, that will be five dollars of revenue…”
Sep 20, 2024 positive
Sep 20, 2024 neutral
Brit Morin: YouTube introduces 'Hype' mechanics to boost highly ranked videos
“Basically you get like three hype credits every, I don't know the time limit, like every month or so. And it's like a mega like, so it's not just liking a video, it's a mega like, and the videos that get the most mega likes are now ranked in the algorithm high…”
Sep 20, 2024 neutral
Sep 20, 2024 positive
Sam Lessin: Social networks mint new mechanics to combat social currency inflation
“And just to riff on this for one more second, that actually is, I think, one theory of generally product, like social products in general, is that all sorts of features effectively, like there's an inflation rate that exists in social currencies. And so what h…”
Nov 1, 2024 positive
Brit Morin: YouTube's $50B revenue makes it bigger than Netflix's $37B
“Did you guys see that YouTube within Google's earnings is actually now is a fifty billion dollar revenue generating company, which if you don't count Meta as a media company makes YouTube kind of the number one and Netflix now is, is thirty seven billion at nu…”
Aug 8, 2025 positive
Brit Morin: Dude Perfect Is a Top 10 YouTube Channel Globally
“And I just continue to remain fascinated by how a YouTube brand like Dude Perfect, which is one of the top 10 biggest channels globally, can command the adoration and love of young boys in like such a way where they rank it higher than anything they've ever do…”
Aug 22, 2025
Brit Morin: Taylor Swift's New Heights podcast drove 500 million views rapidly
“According to measurement company Mondo Metrics, Taylor Swift and New Heights reached half a billion views across all of the podcast episode across social media in under 24 hours. Three hundred and seventy nine million on Instagram, sixty one million on X, fift…”
May 1, 2026 negative
Aug 28, 2026 negative
Aug 28, 2026 negative
Aug 28, 2026 neutral
Sep 4, 2026 positive