YouTube

includes YouTube Shorts, YouTube Partner Program, YouTube TV, YouTube Kids, YouTube Premium

44 statements across 33 episodes · 17 bullish · 13 bearish · 16 people on the record · first statement Oct 14, 2024 by Jordi Hays · said 687 times in 198 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (277), Jordi Hays (92), Turner Novak (11), Yacine Mtibaa (8), Rob Mohr (8), Shaan Puri (4), Samir Chaudry (4), Ryan Hudson (3)

tap a year for its mentions
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050100202420252026episodes it came up in
003506100202420252026episodesmentions per episode
2026 263 mentions in 89 episodes 3 per episode
2025 301 mentions in 87 episodes 3 per episode
2024 123 mentions in 22 episodes 6 per episode

every mention, scene by scene, with the transcript →

Everything said about YouTube, oldest first

Oct 14, 2024
Assertion Supported
Hays: Roughly 50% of YouTube viewership takes place on TVs
“The people don't realize that, that most, I think it's like 50% of YouTube viewership is on TVs.”
Jordi Hays Oct 14, 2024 ▶ 13:31 The "Switzerland of AI" is Crazy (ep3)
Nov 3, 2024 neutral
Opinion
Coogan: YouTube did not shadowban Joe Rogan's interview with Donald Trump
“I don't think it's shadow banned at all. ... I think it's widely available. I don't think you can get thirty four million views on a shadow band thing. I think it did, I think it was getting pushed in the algorithm and stuff. I think it's, I think YouTube is v…”
John Coogan Nov 3, 2024 ▶ 1:44:13 The Secret Billionaire Party (ep6)
Nov 3, 2024 neutral
Insight
Coogan: YouTube's algorithm favors long-form podcasts by maximizing expected watch time
“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…”
John Coogan Nov 3, 2024 ▶ 1:44:32 The Secret Billionaire Party (ep6)
Nov 3, 2024 neutral
Assertion Contradicted
Hays: YouTube viewership is now predominantly on TV screens
“YouTube viewership is now, I think, predominantly on the TV.”
Jordi Hays Nov 3, 2024 ▶ 1:47:03 The Secret Billionaire Party (ep6)
Nov 6, 2024 positive
Opinion
YouTubers Criticizing BlackRock's Ownership Misunderstand How Funds and ETFs Function
“There's like a cottage industry of YouTubers that just put out endless, like, hit pieces on BlackRock being like, did you know that they own everything, and they don't understand how, like, Fund to Funds or ETFs work.”
John Coogan Nov 6, 2024 ▶ 2:24:18 Trump's Secret Career (ep7)
Nov 12, 2024 positive
Insight
Coogan: Effective YouTube business content requires Shark Tank cash giveaways
“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…”
John Coogan Nov 12, 2024 ▶ 24:17 Inside JD Vance's Portfolio (ep8)
Nov 14, 2024 neutral
Opinion
Coogan: Algorithmic Moderation Pushed Conservative Podcast Growth to RSS Over YouTube
“I think that a lot of the conservatives kind of kept growing very fast on RSS, whereas they were, they weren't able to grow as fast on YouTube.”
John Coogan Nov 14, 2024 ▶ 22:07 Low T levels at Y-Combinator (ep9)
Nov 14, 2024 bullish
Prediction Not checkable as stated
Coogan: Dozens will build million-dollar businesses from AI content
“There are legitimately Dozens of people that are going to build million dollar businesses off of AI related content. Whether it's YouTube videos or how-tos or courses or podcasts”
John Coogan Nov 14, 2024 ▶ 3:08:02 Low T levels at Y-Combinator (ep9)
Nov 19, 2024 positive
Assertion Supported
Coogan highlights Keras powering ML at YouTube, Netflix, and Waymo
“I mean, he built Keras. Powers ML solutions that countless companies touch. It powers your recommendations on YouTube, Netflix, Spotify, the fraud filtering of your credit card transactions, Waymo cars that drive you around San Francisco.”
John Coogan Nov 19, 2024 ▶ 3:12:46 Who's Getting Rich Off Ozempic? (e12)
Nov 23, 2024 positive
Insight
Making the Definitive Best Video on a Big Topic Drives Consistent Virality
“That's what I noticed on YouTube was like at a certain point, it's like pick a big topic. And make the best video about that topic. And it would always go viral.”
John Coogan Nov 23, 2024 ▶ 2:25:42 FACT CHECKERS vs. tech article (ep14)
Nov 30, 2024 neutral
Insight
Coogan: A reasonable YouTube monetization rule of thumb is $1 per subscriber
“The rule of thumb is usually a dollar per subscriber on YouTube is like reasonable, reasonable monetization.”
John Coogan Nov 30, 2024 ▶ 29:51 Taylor Lorenz Trades Teams (ep16)
Nov 30, 2024 neutral
Assertion Supported
Coogan: Rogan can post full episodes on YouTube, unlike Call Her Daddy
“Rogan is now a couple years out from his Spotify deal. He's allowed to post the full episode on YouTube as well as on Spotify. Call Her Daddy's still in that tweener phase where they have to gate it, and so what went out on YouTube from Call Her Daddy was just…”
John Coogan Nov 30, 2024 ▶ 34:55 Taylor Lorenz Trades Teams (ep16)
Jan 9, 2025 negative
Opinion
Hays: Joe Rogan's influence dropped dramatically during Spotify exclusivity
“You remember Joe Rogan's influence fell off a cliff for a few years when he was off YouTube and you basically didn't hear about him.”
Jordi Hays Jan 9, 2025 ▶ 1:03:52 Can This Man Save Los Angeles? (Rick Caruso)
Jan 18, 2025
Insight
Hayes: Price creator sponsorships on lowest-performing videos, not monthly views
“I bought tens of millions of dollars of YouTube creator ads through branded native, my first company creators would always tell me I get five million views a month. And I would tell them, I do not care. Because I'm going to buy an ad on one of those videos. So…”
Jordi Hays Jan 18, 2025 ▶ 51:33 The END of TikTok?
Mar 13, 2025 negative
Opinion
Frank: YouTube pushes young children into terrible short-form content
“I think YouTube, YouTube is quite bad, and it seems to push them into the YouTube shorts, which are just terrible, and even my, like, five-year-old recognizes, like, this is bad. I shouldn't be watching this.”
Chrisman Frank Mar 13, 2025 ▶ 19:51 Chrisman Frank on AI Tutors, the Path to Learning, and Struggles with the Modern School System.
Mar 13, 2025 bearish
Opinion
Mignano doubts RSS remains a viable long-term format for podcasting
“I just don't, I don't know if the format is, is viable longterm as a solution, I think.”
Michael Mignano Mar 13, 2025 ▶ 10:57 Michael Mignano on Building Anchor, Social Podcasting, and the Future of Oboe.
Mar 13, 2025 bearish
Prediction Not checkable as stated
Mignano: Audio-only podcasters have no future as algorithms favor video
“I don't think so, because again, we're talking about Spotify and YouTube being the predominant platforms right now, and we know that those algos, they need the video. They crave the video.”
Michael Mignano Mar 13, 2025 ▶ 12:20 Michael Mignano on Building Anchor, Social Podcasting, and the Future of Oboe.
Mar 13, 2025 positive
Prediction Open · timeframe Mar 2028
Mignano: Spotify's next step is adding non-podcast video content
“You have to imagine the next step is you start to see other types of video content on the platform. And even if they can start chipping away a few market share percentage points here and there, YouTube's catalog, that's a big deal for Spotify.”
Michael Mignano Mar 13, 2025 ▶ 8:46 Michael Mignano on Building Anchor, Social Podcasting, and the Future of Oboe.
Mar 24, 2025 positive
Insight
Putting sweepstakes vehicles in YouTube creator videos boosts performance 3x
“Hey, if we can get the car in a YouTube creators video, things just perform like three times as well, which is like no real surprise.”
Conor Macdonald Mar 24, 2025 ▶ 13:17 Conor Macdonald on "Why Meta Ads Are Failing" and "How AI is Saving E-Commerce".
Mar 28, 2025 neutral
Assertion Not checkable as stated
Half of the Huberman Lab audience watches video instead of listening
“I would say half of our audience is either watching our content on YouTube or on X and, you know, another half is, is is listening.”
Rob Mohr Mar 28, 2025 ▶ 12:13 Rob Mohr on Co-Founding the Huberman Lab Podcast and Scicomm Media
Apr 6, 2025 bullish
Opinion
Valenzuela: Gen-4 Enables Anyone to Match $100M Studio Production Quality
“Now you, anyone, basically anyone out there who has a YouTube channel right now can create a type of content that looks like someone made it in a studio with 50, a hundred million dollars.”
Cristóbal Valenzuela Apr 6, 2025 ▶ 13:44 Cristóbal Valenzuela (Runway) Talks About The Future of Media and Hollywood
Apr 9, 2025 positive
Insight
Hudson breaks down unit economics driving VPN sponsorships on YouTube
“The reason for it is one, it's pretty high recurring revenue, high LTV product. So like you can afford to do marketing spend for a product like that. The second piece is the YouTube audience is like two third international. And so it's an efficient way to reac…”
Ryan Hudson Apr 9, 2025 ▶ 26:57 HONEY Founder Responds to MegaLag -- Ryan Hudson on TBPN
Apr 9, 2025
Disclosure
Hudson: Ad blocker Pi acquired most of its users via YouTube ads
“Most of our acquisition has been through regular YouTube ads of all places.”
Ryan Hudson Apr 9, 2025 ▶ 29:48 HONEY Founder Responds to MegaLag -- Ryan Hudson on TBPN
Apr 25, 2025 negative
Opinion
Srinivas: Google's siloed product teams fail to share lessons
“I think Google is actually the closest to ByteDance of America. If you think about it, they have so many different apps in one umbrella, but they don't share lessons. Like the YouTube team is so different from the Gmail team, sort of from the Chrome team, and …”
Aravind Srinivas Apr 25, 2025 ▶ 33:44 Perplexity Founder Explains What Comes Next - Aravind Srinivas on TBPN April 23rd
Apr 25, 2025 positive
Disclosure
Srinivas: Perplexity will allow user thread publishing on Discover feed
“We have this thing called Discover and we're trying to increase the volume of content on Discover, and once we do that in an automatic way with curation to users interest. Like we're going to let some of the users pub try to like publish it to discover on thei…”
Aravind Srinivas Apr 25, 2025 ▶ 17:09 Perplexity Founder Explains What Comes Next - Aravind Srinivas on TBPN April 23rd
Jun 21, 2025 neutral
Assertion Supported
Moore: OpenAI scrapes YouTube to train its artificial intelligence models
“I mean, we've seen companies like open AI will scrape YouTube as well to train their models.”
Justine Moore Jun 21, 2025 ▶ 1:29:36 Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
Jun 28, 2025 negative
Opinion
Hays: MrBeast should not have pulled 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…”
Jordi Hays Jun 28, 2025 ▶ 2:11:20 Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
Aug 6, 2025 positive
Opinion
Chaudry: Thumbnail designers are YouTube's most powerful viewership gatekeepers
“Thumbnail designers, as a cottage industry of YouTube, are some of, like, the most powerful people on the platform. They literally are the gatekeepers between creators and, like, millions of views.”
Samir Chaudry Aug 6, 2025 ▶ 13:56 SAMIR CHAUDRY: ChatGPT Might Kill YouTube — Here's How
Aug 23, 2025 bearish
Prediction Not checkable as stated
Coogan: Social platforms will automate video clipping, ending human arbitrage
“Like this eventually will get competed down. A lot of this will be taken by platforms, Opus Clip, or maybe even just YouTube will do it. Instagram will do it. You'll just stream to Instagram or Facebook and it will make the clips itself.”
John Coogan Aug 23, 2025 ▶ 12:14 Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping
Nov 26, 2025 neutral
Insight
DeMuro: Car reviews remain evergreen for five years despite missing launch access
“Even if I'm not up on release day with the car, because the automaker didn't invite me to the press launch, doesn't really matter. I can go get it from a dealer when it comes to dealers, 60 days later, and the video is going to be evergreen for five years, the…”
Doug DeMuro Nov 26, 2025 ▶ 14:28 Elon Musk & Tesla's Real Problem | Doug DeMuro Live on TBPN
Feb 6, 2026 bullish
Assertion Supported
Coogan: YouTube generated over $60 billion last year, beating Netflix
“Staying in the content world, Kalshi shared that just in YouTube generated over sixty billion last year, more than Netflix, and Polymath says YouTube is beating Netflix with this really sneaky content strategy in which their creators make stuff people want to …”
John Coogan Feb 6, 2026 ▶ 24:46 Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN
Feb 20, 2026 negative
Opinion
Hays: Platforms intentionally ignore unauthorized AI content to boost engagement
“I don't think they're cooperating that hard. There's so much content of a bunch of individuals on YouTube, on Meta that is using their name and likeness and putting them in situations that they would never, ever, ever agree to. And you can argue that it's not …”
Jordi Hays Feb 20, 2026 ▶ 11:38 The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN
Mar 16, 2026 neutral
Insight
Espiritu: Cross-platform audience funneling usually fails
“As you expand every platform, you think like, okay, well I can get someone from this one to that one. It tends not to work. You tend to have to just play each platform for what it is.”
Kevin Espiritu Mar 16, 2026 ▶ 3:02 FULL INTERVIEW: Kevin Espiritu on Growing Epic Gardening
Mar 16, 2026 bullish
Assertion Partly supported
Espiritu: Epic Gardening grew from 180k to over 1M YouTube subscribers in 2020
“2020 of course was the year. I think we started that year at a 180 K on YouTube. I ended that year at over a million plus another channel, almost at a hundred K.”
Kevin Espiritu Mar 16, 2026 ▶ 22:44 FULL INTERVIEW: Kevin Espiritu on Growing Epic Gardening
Mar 16, 2026 bearish
What-if
Espiritu: Making YouTube videos had higher ROI than filming Magnolia TV show
“If I take those 45 days and just calculate, let's say I was making call even just 15 more videos, it would have been not only more money straight up, but more sort of brand value to the business to just make the YouTube videos.”
Kevin Espiritu Mar 16, 2026 ▶ 22:55 FULL INTERVIEW: Kevin Espiritu on Growing Epic Gardening
Mar 27, 2026 neutral
Assertion Supported
Novak: Over 10,000 injury cases pending against social media platforms
“There are over 10,000 individual personal, personal injury cases, almost 800 school district claims, and 40 state level cases pending nationwide that are similar to KGM Versus Meta and YouTube.”
Turner Novak Mar 27, 2026 ▶ 25:40 Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
Mar 27, 2026 negative
Assertion Supported
Novak: LA jury finds Meta and YouTube liable for algorithmic addiction
“Yesterday, a Los Angeles jury, both meta and YouTube liable Wah, wah. For a twenty-year-old woman's mental health crisis in a bellwether trial that treated platforms as, quote, defective products, and potentially marks the end to the absolute immunity nature o…”
Turner Novak Mar 27, 2026 ▶ 23:29 Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
Apr 1, 2026 negative
Opinion
Cosgrove: Static images can no longer go viral on Instagram and YouTube
“On, on X, it's still very easy for an image to go viral, but if you think about, you know, Instagram, YouTube, like a standalone image just can no longer actually Get that. Escape velocity.”
Tyler Cosgrove Apr 1, 2026 ▶ 3:09 AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN
Apr 2, 2026 positive
Assertion Not checkable as stated
NASA sold roughly $10 million in merch during Artemis II stream
“I think we were doing the back of the envelope just from the main call to action at the bottom of the YouTube stream. They were selling a patch for, I don't know, tens of dollars, and they'd sold, like, hundreds of thousands of them, so as we were watching, th…”
John Coogan Apr 2, 2026 ▶ 2:16 OpenAI Acquires TBPN
Apr 24, 2026 bullish
Prediction Not checkable as stated
Vaynerchuk: TikTok Shop's US surge will force YouTube into live commerce
“TikTok shop and whatnot are doing real numbers in, in the U S and that is clearly going to be popping off any second with what they're going to do, which will lead YouTube to do what they're going to do.”
Gary Vaynerchuk Apr 24, 2026 ▶ 26:15 Gary Vee Says the Smartest Investors Are Going Analog
Jun 27, 2026 positive
Opinion
Coogan: The New York Times successfully cracked YouTube with podcast packaging
“I think the New York Times has done a fantastic job here. You have the Ezra Klein Show and Ross Douthat, who are sort of like the left and right perspectives, and their shows have become really successful on YouTube, a lot due to the packaging.”
John Coogan Jun 27, 2026 ▶ 4:16 Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
Jul 16, 2026 positive
Assertion Supported
Lexus Partners With YouTube Creators Colin and Samir for Deep Integration
“Lexus is now the official car of Colin and Samir. What does that actually mean? They made four ads for them that roll across, the roll out across YouTube. They're sponsoring four videos on their channel.”
John Coogan Jul 16, 2026 ▶ 16:47 Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
Aug 8, 2026 negative
Assertion Supported
LA jury awards $6 million in Meta and Google youth addiction case
“On March, 25th, a Los Angeles jury found Meta and Google slash YouTube negligent for designing platforms harmful to young people. A woman who said she became addicted to social media as a child was awarded 6000004.2 million against Meta and 1.8 million against…”
Jordi Hays Aug 8, 2026 ▶ 15:53 AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
Sep 10, 2026 negative
Opinion
Coogan: The foldable iPhone Duo aspect ratio degrades widescreen video playback
“The aspect ratio is kind of weird for modern content because we have films, which are widescreen and YouTube videos, which are 16 by nine, and those will show black bars at the top and the bottom, or you could zoom in and then you're cropping the sides. Not a …”
John Coogan Sep 10, 2026 ▶ 15:59 AI Safety Timeline Takeover, Bending Spoons Acquires Miro, iPhone Duo Reactions | Diet TBPN
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