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I keep seeing people say this: "I pay for YouTube Premium. For my money, it’s the best bang-for-the-buck subscription service on the market" and I don't understand.

For me, Premium's only value proposition is removing ads. Recommendations are still the same (quite shitty). Search is unusable (4 relevant results then unrelated recommendations). Shorts are pushed aggressively no matter how many times you hide them. Search in history will often not find even something you just watched a few days ago.

It's the same Youtube.

The new thing that YouTube Premium includes is the one button press to skip over "commonly skipped parts of the video"- typically the in-video promotions. This just showed up last week on my nVidia shield connected to my TV. So finally there is a way to remove ads for real. It would be nice if it did it automatically.

The creator is getting paid more from my Premium subscription, so I definitely do not want to see their own ads.

“This space is ripe for disruption”. On the contrary I feel like YouTube is extremely well managed. For an application that is this ubiquitous and this well known, it seems to work pretty well. I can’t remember the last time it was in news for something bad.

Sometimes the answer really is: it is well managed product.

Well managed? Not so sure about that.. the fact that UMG can harass content creators unchecked is a problem, and it's not just UMG abusing the copyright strike system.

Also, the amount of highjacked accounts and the length of time to regain control is absurdly long.

And Shorts. I wish I could disable Shorts from my feed.

I only use YouTube via safari browser and have hidden shorts and community posts using Userscripts.
What is the "product"?

A website? ("platform" for advertising) A website's users? ("you are the product") Paid subscriptions? (insufficient revenue to sustain operations)

If YouTube is a "product" does that mean US products liability laws apply? (Please support your answer with facts not opinions)

History so far has shown website popularity varies over time

https://hosting.com/blog/the-most-visited-websites-every-yea...

Would anyone today claim that, for example, Yahoo.com was "extremely well managed"? Yahoo was #1 for many years. Change is inevitable

It is hilarious to see people obsessed with targeting virtually anything for "disruption" until their favorite website becomes the target

In any organisation there is always room for improvement. Monopoly power reduces, perhaps even eliminates, incentive to improve

I think if anyone disrupts it, its going to be over money.

Either reducing the number of ads (they really have increased quite a lot) or give a bigger piece of the advert pie to creators.

The problem is that if youtube is ever threatened its trivial for them to do both those things, and they can almost certainly outlast any up and coming competitor in a price war.

> YouTube views seem to have fallen off a cliff recently

So they started discounting AI data collection bots?

Wonder what’s the cause of decline in views. One plausible reaction I had was that views might be down because of people using AI search (ChatGPT, etc) which unlike Google don’t show videos prominently. But since likes haven’t gone down that doesn’t seem likely.
Could it be related to mandatory Widevine encryption?

On my phone, the mobile site (m.youtube.com) has introduced Widevine a couple of weeks ago (last week of August IIRC). No idea if I’m just unlucky and part of a shitty A/B experiment, but I definitely had to recompile libc (being on Linux) with patches from Chromium and install Widevine so I could watch videos again.

Whenever I replace my patched libc with the unpatched original, then the Widevine plugin crashes everytime I try to play back a video on m.youtube.com. And it used to work before.

While I have no idea, I just think it would be funny if this is YouTube blocking a massive number of bots/scrapers.
> I think this space is ripe for disruption, but there are only a handful of companies who could make a go of it… and I think they’d lose a lot of money for a long time while they tried.

If you have to lose a lot of money for a long time to compete, how is it ripe for disruption?

YouTube works because it has eyeballs, content/creators, advertisers, a cdn, and has made enough piece with large copyright license holders that it's allowed to continue.

Competing with YouTube is certainly possible, and there's a lot of fun technical work, but there's also a big challenge to attract the people you need to make the thing work. You probably already need to already have two out of four of users, content, advertisers, cdn. And you need to get licenseholders on board quick. And probably law enforcement as well.

I'm not saying it is or isn't a monopoly, but it would be hard to compete with. I think monopoly would depend on the defined market... a broadly defined market might include netflix and even cable tv. A narrowly defined market would include durably published user uploads, which has a lot fewer entrants.

In the UK we have the venerable BBC which is struggling with the revenue model, cost of broadcasting and much else. I am not a fan but I think that under new leadership they could do the disruption.

In what way?

Youtube is not social media. Nobody makes new friends whilst on YT. However, broadcast TV in the olden days before satellite TV and video recorders provided a shared conversation for the whole nation. You could spark up a conversation by asking a friend if they saw something on the TV during the previous evening. Nowadays people say DON'T TELL ME, I HAVEN'T WATCHED IT YET with no further conversation possible without changing topic.

A video platform could build community by letting people know if their friends and family have enjoyed watching the same programmes. Also possible is a mechanism whereby you can have a schedule made just for you. I have two YT faves, one which is fun (parasocial relationship) and another which is intellectual. If it is early in the evening and I am possibly relaxing with food then I will want the former, not the latter. On a daily basis I could have what we had in the olden days, light entertainment in the early evening and stuff that requires some brain cells later.

Revenue is always interesting and the state broadcasters in the English speaking world might as well pool resources and supply content people enjoy as soft propaganda on a free basis with no adverts. If the CDNs are in place with everything cached with a little bit of P2P, the cost model for delivery could be improved on.

I don't know what their licensing deals look like, but they should sell subscriptions in foreign countries.

I pay $5cad/mo to get ad free access to the CBC catalog. I would gladly pay the same or even double for the BBC catalog or iPlayer (whatever its called).

> A video platform could build community by letting people know if their friends and family have enjoyed watching the same programmes.

The answer is "no", which is why YT is so amazing

BBC are going in the opposite direction by locking down BBC Sounds/iPlayer against overseas users, presumably for licensing reasons.

> Youtube is not social media.

But it is (as you point out) parasocial media.

YouTube already has a very big albeit usual competitor - PornHub.
Agree, another point is that video content making is a space full of grifters, unlike other form of media.

Take Kick for example, made to compete against Youtube and Twitch, but ended up with mostly people who are banned by those 2 platforms for a good reason. "Kick streamers" is now a negative words.

So new players on this field has to be specific about curating the people posting on their platforms.

I first thought it would be easy for content creators to start selling their content on other platforms as well. But the algorithms come to play. It is likely valuable that the hardcore fans are watching and liking the videos on YouTube, since that increases the probability of the algorithms to push the videos to new viewers as well.
Views are down reasons: AI bot catchers now live and new ip blocks on vpns and cloud servers.
My personal experience is that the increase in ads has encouraged me to subscribe to creators I like via Patreon and view content on there. If many people are doing this, I wonder if it skews the view statistics and, therefore, lowers the number of recommendations for the best channels. In turn, this makes it less likely for good channels to be discovered. The increase in YouTube ads also makes me much less interested in browsing there, and I am finding other things to do instead.
You just don't make enough money from ads anyway, a lot of creators now see YT as more of top of funnel advertising leading you to a patreon or even more common livestream format where they make the real money from superchats.
YouTube is a marvelous platform. I know how to live life, thanks to the innumerable passionate souls that produced relevant content and put their voice out there. This library of videos never fails to amaze me on how many weird, fun, informative tidbits of humanity it contains. As much as it is a for-profit endeavor, I wholeheartedly support this well managed space.
I watch my son grow up learning to DIY from youtube videos. I'm marveling at the wealth of instructional video he has easy access to, and I wish I had it too when I had my first home, learned to work on my first car, etc.
I was a daily, active, and paying Youtube user until recently and am quitting entirely. I was still able to work around many of Google's dark patterns – like the aggressive bot and adblock measures – but it was a chore I do not care to continue, and the emotional distress caused by the extreme hostility and toxicity around everything Youtube is too high a price to pay for content. I support content creators on Patreon but unfortunately many of them still use Youtube for hosting and those videos are not accessible to me any longer.
>I also think it would take some doing to get advertisers to jump on a new platform when YouTube has almost all the viewers.

Volume isnt even your main issue here. YouTube ads are powered by adwords... that all advertisers already use. It comes with tracking and user-analytics built in.

You can't compete with YouTube by replicating this business model.

Even so.. direct YouTube ad revenue per view is low. Many successful tubers monetize with sponsors. That is replicable, if a (single) tuber has enough views.

I think there can be markets for smaller, paid video sites... but that's not really a competitor to YouTube. It's more like competition for substack.

The way YouTube is managed, including all the reasons for criticism, are why it is successful.

Legible rules have loopholes. Keeping advertisers "on their toes" with mystery rules is a strategy.

It makes sense to keep the platform as unoffensive as possible. Strict nudity rules, and other such "hard" rules. Demonetization gives yotube a chance to implement soft/illegible rules... many of them simply assumed or imagined. It also makes business sense to suppress politics a little. The chilling effect is intentional.. and understandable.

Honestly, I think the more open alternative to YouTube is podcasting. Podcasting has terrible discovery, and video is underdeveloped but... it also has persistence that proves it is a good platform.

Half of "the problem" with YouTube is Google running the platform and pursuing their own interests. These are somewhat restrictive, but they also make sense.

The other half is intense competition for daily attention. That's what a low friction, highly accessible platform does. You can't have everything.

Without all the restrictions and manipulations that YouTube do, the platforms would be 100% nudity, scandals and suchlike.

People still think that Youtube of today is the Youtube of yesterday. But that is not the case ever since the first adpocalypse.

Youtube began as a video hosting platform where creators got a huge cut from ads being shown on their video page. Today, the ads are injected into the videos and creators get only a tiny portion of the profits - if any. The views are gone as only (highly)monetised content is being promoted by the algorithm. Google simply prioritises making money for themselves instead of providing a service that merely breaks even.

Youtube has done what most businesses do - they pay the initial opex costs and provide some kind of freemium, they get huge number of users, then they monetise the sh.. out of them. And it always ends the same - the platform dies as users leave. Youtube is not any different. It's just so big that this process takes much longer than usual. But do not be fooled, it is happening.

Nowadays, people are slowly realising that there is no more free lunch and that you have to pay for the content(see how many streaming services there are compared to just a few years ago). This is why paywall services like Patreon are so popular(and why I have created my own as well as it is one of few viable online businesses left in the digital space).

Content creators who are relying on anonymous views, that Youtube always provided and which is now slowly dying, will end up out of business and many in debt due to costs of the video gear they bought and oversaturated marked/competition. There is plethora of this "i'm broke" videos on YT itself exposing the harsh reality of digital content creation of today.

On the other hand, smart content creators have realised that the way forward is to build smaller community of reliable fans and use paywalls/pay-per-view model, where they can charge tiny amount whilst getting 95% of it for themselves, which incentivises users to pay(ie. i am willing to pay 10 cents directly to my favourite content creator rather than 5$ to youtube). Some are stuck in the middle with injecting sponsored content into their own, but that will die out soon as well and likely YT will ban it straight up sooner or later. There will be some networks that host multiple creators, like we already have with unauthorized.tv, censored.tv and others. The YT alternatives like Odysee or Rumble will not survive as they are using the same outdated business model as Youtube does but they lack the backing of Google(not just money but infrastructure).

It will take time but people will eventually flock to specific content creators instead of relying on algorithms to recommended them content they might be interested in - as this has been completely broken for a decade now and caused huge amount of great content creators to just quit for good. A huge loss to humanity as a whole.

This will be the next generation of content creators whom will understand that the game has changed.

I’m a paying customer, but my biggest issue is that the content and suggestions themselves are still ads. I feel like I am paying to remove ads from within my ads.

The videos I am being recommended are still about how natural McDonalds food is, how this natural supplement from XYZ is disrupting healthcare and how this coffee machine will revolutionize the way I make coffee.

If the recommendation algorithm would be a bit less corporate, I’d be a happy customer. That, plus Apple Watch standalone Youtube Music app.

fwiw I (a YouTube premium subscriber) recently enabled restricted mode myself due to the app showing me completely unrelated and 'scary' videos in searches.

After some searching I found a few threads where others had encountered this and restricted mode was the only thing that seemed to stop these videos and honestly they're jarring and unwanted enough for me to warrant enabling restricted mode and all the features it disables - YouTube please please stop these unrelated 'jump scare' videos!

as an example I'm scrolling through videos on how to fix a leaky tap at 10pm I'll come across a thumbnail 5 videos down with a ghostly face or trypophobia type thumbnail then another 5-10 videos down. in no way are they highlighted as sponsored and I find it hard to believe that Google with it's search skills and other far more relevant videos in the results can be returning these videos as results!

Author here. I woke up to a surprising amount of traffic! Some notes based on the discussion.

This wasn't coordinated between Jeff Geerling and myself. However, I did mention the post in the Bluesky thread that Jeff was included in. [0]

I concluded the piece with “[t]his space is ripe for disruption”. That was a really poor choice of words. I've since updated the piece to better match what I was trying to say. Diffs are available. [1]

On YouTube: as I mention in the piece, I think the service is excellent as a consumer, and I pay for Premium.

This piece was mostly written because I've been frustrated that YouTube is effectively the only place for user submitted video on the internet. I wasn't going to write anything until I saw the video from RedLetterMedia that I mentioned in the post. They have a huge following and were blaming something that might be related? Or might not? It's really hard to tell! I'm not a YouTube creator, but I assume having metrics that determine your livelihood shift out from under you as a creator must feel awful.

[0] https://bsky.app/profile/gavin.anderegg.ca/post/3lyeayuckv22...

[1] https://github.com/gavinanderegg/gavinanderegg.github.io/com...

Linus Tech Tips has also noticed some really odd view to like ratio stuff happening recently as well. They discuss it in last weeks WAN show.

Something is going on.

Structurally there's only a few ways disruption can happen to a platform that has existing centralized hosting of metadata and centralized hosting of data. Either the disruptor also centralizes both, decentralizes just the data or decentralizes both.

The second isn't viable in most real world cases until something changes the huge expense of decentralized CDN fetching. My gut says that the third would be on the losing side of almost every network effect.

> On YouTube: as I mention in the piece, I think the service is excellent as a consumer, and I pay for Premium

Why? Because the tools that allow them to take almost 50% of the revenue (they say you earn) have low friction?

I would say the opposite. There is no customer service. There are endless legal pit traps that allow larger channels and companies to predate on smaller ones alongside the AI channels, which lead to the same end. The entire point of the platform is to push as much advertising as possible, while mutating a user's search habits. Ironically, this leads to videos becoming borderline useless for many use cases, without taking them off youtube. This is not a good platform.

I'm sure I feel this way because I don't have a bunch of content I'm afraid of being yanked from the platform. Another "benefit" of having a big youtube presence, is I would be forever worried about implied retaliation.

I host videos on my own server and there's Vimeo and Mux. I guess you're saying it's the free-as-in-beer service that has a social network and recommendation network attached to uploaded videos.
Mux is new to me. Looks like a video-first headless CMS with some neat AI integrations.

Vimeo does have monetization tools [1] but they’re focused on direct sales.

YouTube is just way ahead… even if you ignore the ads platform, a YouTube premium subscription gives you WAY more ad free content than a Vimeo purchase or Floatplane/Nebula subscription.

[1] https://vimeo.com/solutions/video-monetization

Hmm,

One of the things that is notable about Youtube is there was once competition (Vimeo and Daily Motion) but they effectively outdistanced it. A bit like Amazon and Ebay. There are related things semi-competing like Twitch.TV etc, also, of course.

I suspect that the situation with the earlier video providers is that they were "bleeding cash" for many years until the process finally reversed - if they were the winner (again like Amazon).

I think this long capital investment process is what means that no one wants to or expects to step into the ring with a large, successful player. It took that player a long time to learn to be successful, that player will fight you to keep their relative monopoly and you will have to risk a lot of money.

Youtube content creators are effectively Youtube's suppliers. Youtube is squeezing and its "normal" - squeezing suppliers is part of the monopolist's playbook. Its unfortunately convenient for Youtube that people have been willing to make good quality video for nearly nothing since the tools to do so became cheaply available.

Why there is "no competition" for Nvidia, Amazon, Youtube, etc. Not that I like the situation but it's not an "unnatural" situation.

> This piece was mostly written because I've been frustrated that YouTube is effectively the only place for user submitted video on the internet.

Well, technically there's lots of user submitted videos posted to p*rn sites... Apparently even started posting educational videos there, like math and neural networks and stuff.

> This piece was mostly written because I've been frustrated that YouTube is effectively the only place for user submitted video on the internet.

I realized this back in 2009 and tried really hard to start using other platforms, but wound up just not watching YouTube as often instead. I hope this changes. The only true competitors are places like TikTok and Instagram, but they don't feel like a true replacement to the rest of us who don't want to be tied to "social media" but YouTube shorts are evidence that it does compete with YouTube directly.

I think YouTube even tried to have "IG Stories" at one point iirc.

Good luck competing with youtube. They are something called natural monopoly. Even if you get the technicals right, networks effects will kick in. You would need to bring in something revoliutonary to get people to move. Or youtube to fuck up something really badly.

And getting the technicals right won't be easy. Video delivery is not text. Will need dedicated datacenters if you ever get popular and want to keep prices under control. It's expensive.

Grayjay can neutralize the network effect
TikTok and Instagram seem to be doing just fine..
is it possible that restriced mode is more aggressive for users not logged in?

I feel instead of trying to force google to sell chrome, they should have forced them to spinoff YouTube and other non-search monopolies google has that are insanely profitable.

I'm worried that if one day YouTube dies, all that content will go down as well. At least you can store full Wikipedia archive.

And don't tell me it will never happen, I'm old enough to have heard that a few times already.

You should be locally saving any video you ever think you will want to watch again. Many of the videos I enjoyed in college of regular people just making stuff for fun (when being a content creator wasn't a thing) have been taken out by reruns of copyright searching bots and creators turning 30 and being embarrassed by what they posted in their 20s. One musical artist I followed decided to take down all of their old content because their latest album wasn't getting enough plays.

I save everything with replay value now, especially music.

Anything can disappear in this modern era. Thankfully YouTube is not DRM protected yet and you can do something about it. Any media company can take any video offline and your access to it will be gone. Same for ebooks, not only those tied to your account, but I was thinking, what if Overdrive/Libby terminate the access to particular library.
On a personal level, you don't need the entire platform to go down to notice the bitrot. Over half of my "Watch Later" and other playlists from 8(?) years ago are now "deleted/private" videos.
It has already happened. A lot of content that used to be available on YouTube is gone because of policy changes (unlisted content automatically changed to private, banned users, videos deleted by the site) and more is already only available to logged in users or only in certain countries even though they used to be public.
I worry about that as well. I guess we assume nothing is going to happen because it's Google. But Google just dodged a bullet with Chrome which, if they had been hit, had a real chance to harm the entire web. Youtube could be next.
If things disappear, that is ok. Everything is fleeting.
My bet is that some of these channels actually do real and honest reviews. So what’s the point of companies spending millions on YouTube ads if those same channels they criticized get more views—precisely because they’re better and more honest? I feel like this is a kind of selective nerf.
I don't think this monopoly is really mysterious. Storage costs money. Bandwidth costs money. Someone needs to pay for it and the only way to cover those costs at any meaningful fraction of Youtube's scale is to have a money printing machine like Google's ads.
> Today I saw a video by the RedLetterMedia folks on this topic. If you’re not familiar with their work, be warned that the video is vulgar and juvenile (sorry, I love their stuff).

Huh? RLM is about as inoffensive as it gets

Is it really a monopoly if alternatives like rumble and vimeo exist?
Even without directly visiting the YouTube site, it's impossible to avoid contact with YouTube because its videos are embedded everywhere. In that sense, YouTube's influence is extremely large. I feel that the FTC might have been better off trying to separate YouTube from Google rather than Chrome.

The blog mentioned that the forced activation of Restricted Mode could have reduced video views, and while it's true that Restricted Mode blocks live streams, which could affect those who focus on live content, it basically doesn't block soft porn, violent videos, or political content. So, I don't think it's relevant.