Emily Chang

I'm glad to be here.

I'm glad to be here.

As you could probably tell from the episode, I'm not a wake surfer, but I tried. And Mark is pretty good. And what I did not realize is that you can do a dry start where you, if you're so good, you can just ride the board right off the boat and voila, tuxedo surfing video. And I can personally attest that I did see him do a dry start and he can, I mean, I think it's real. I think.

As you could probably tell from the episode, I'm not a wake surfer, but I tried. And Mark is pretty good. And what I did not realize is that you can do a dry start where you, if you're so good, you can just ride the board right off the boat and voila, tuxedo surfing video. And I can personally attest that I did see him do a dry start and he can, I mean, I think it's real. I think.

By the way, Priscilla's pretty awesome, too. They can both shred. Just have to say that. Because she's here tonight, too.

By the way, Priscilla's pretty awesome, too. They can both shred. Just have to say that. Because she's here tonight, too.

So right now, and A-plus, you guys, for self-reflection, we're going to revisit some of your past episodes. And we decided on some episodes that maybe were a little controversial. In the early days, you would grade every company that you covered, and you made some good calls, but also some questionable calls sometimes.

So right now, and A-plus, you guys, for self-reflection, we're going to revisit some of your past episodes. And we decided on some episodes that maybe were a little controversial. In the early days, you would grade every company that you covered, and you made some good calls, but also some questionable calls sometimes.

So I thought we would go down, do a little memory lane, and start with YouTube, which David, you gave YouTube a C in 2016.

So I thought we would go down, do a little memory lane, and start with YouTube, which David, you gave YouTube a C in 2016.

Right. And you, Ben, said it could be as bad as a C-minus. And I just, I just, I have to, I just question that a little bit.

Right. And you, Ben, said it could be as bad as a C-minus. And I just, I just, I have to, I just question that a little bit.

We were misguided. But let's just twist the knife a little because we have some quotes here. Ben, you said, I'm a little bit bearish on YouTube primarily because it's not a destination. And David said, like, who goes to YouTube and discovers something?

We were misguided. But let's just twist the knife a little because we have some quotes here. Ben, you said, I'm a little bit bearish on YouTube primarily because it's not a destination. And David said, like, who goes to YouTube and discovers something?

Well, today, you have analysts saying if you pulled YouTube out of Google, it would be worth half a trillion dollars, which is almost double where Netflix is. It's on track YouTube TV to be the largest cable provider in the United States.

Well, today, you have analysts saying if you pulled YouTube out of Google, it would be worth half a trillion dollars, which is almost double where Netflix is. It's on track YouTube TV to be the largest cable provider in the United States.

You know, I have a house full of kids in my house. It's the first and the second screen because we have YouTube TV. So the question is, can they really be everything to everyone, right?

You know, I have a house full of kids in my house. It's the first and the second screen because we have YouTube TV. So the question is, can they really be everything to everyone, right?

And it's a direct variable cost. $70 billion to creators over the last three years, which, again, is more than Netflix spends on content.

And it's a direct variable cost. $70 billion to creators over the last three years, which, again, is more than Netflix spends on content.