Julia Alexander

speaker

609 appearances 3 recordings 3 series first heard Nov 2025 last heard 11 Jun

Julia Alexander’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 1.

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The Vergecast · YouTube is taking over Hollywood · 11 Jun 2026 podcast

We're kind of seeing what Sony with Alamo Drafthouse is doing on the fan anime side of the equation.

And so I think we are seeing theaters find ways into community, into intimate memory to then make it more than just a movie that you could watch at home, which is what Grogu, I think, felt like for a lot of people.

It was an extended TV show.

I think there was a Verge headline that's like it should have just been a TV show and it is a TV show.

And I think it's the perfect melding pot for it right now.

It's a great question.

And I come back to a few thoughts on why Neil Mohan doesn't care about losing some attention over a couple of weeks to a exhibitor.

One is that it ultimately benefits theaters

YouTube and the brand around YouTube and this idea that YouTube is a home for premium talent that can convert to a theatrical experience, but that premium content has always been on YouTube and where they started.

His whole thing that he's thinking about, you can tie this to the idea of premium filmmakers, you can tie it to the NFL, you can tie it to the Oscars, is just to convert as much connected TV or CTV ad spending to YouTube.

So as we see kind of the advertisers move away from traditional linear spending into connected TV, which is a combination of digital and streaming, it's basically going to be split across all these different platforms.

You have Netflix, you have Disney, and YouTube wants a larger share of that premium ad spend.

So they look for premium content.

But YouTube also has the benefit of reverse power laws.

So whereas companies like Netflix or Hulu rely on that top 1% of content to drive 90% of all viewing, YouTube is reverse.

So they have 99% of these niche content topics drive so much of the viewership for creators.

And so the idea that a couple of creators go out and make big Hollywood films, that doesn't impact YouTube's bottom line.

It's not a competitor to YouTube in terms of how user behavior operates between a theatrical film and kind of what YouTube operates as.

And it certainly is not going to impact YouTube's growth.

And I think ultimately that is where YouTube is coming from, where if I'm Neil Mohan, I look at all these amazing storylines that are happening in the press, which is just YouTube is minting the next generation of filmmakers.

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