Samir Chaudry

Because the ads get layered on.

Because the ads get layered on.

Talk about Amazing Digital Circus.

Talk about Amazing Digital Circus.

I think probably that if you've seen the Nielsen ratings of connected TV usage, YouTube's at the top at 11%, right? It's the most used streaming app on connected TVs. Netflix is at 8.5%. And in December, after Beast Games Thursday Night Football and that movie that they did with The Rock, Amazon- They've made a move. Moved up to 4%, right? So- But YouTube... Netflix moved up, you mean.

I think probably that if you've seen the Nielsen ratings of connected TV usage, YouTube's at the top at 11%, right? It's the most used streaming app on connected TVs. Netflix is at 8.5%. And in December, after Beast Games Thursday Night Football and that movie that they did with The Rock, Amazon- They've made a move. Moved up to 4%, right? So- But YouTube... Netflix moved up, you mean.

Oh, because of the... Netflix at 8.5%. And YouTube... But YouTube's at 11%, right? Right. The reality is... There's a really interesting quote from Ted Sarandos when Netflix won their first Emmy for House of Cards. Because Netflix was an aggregator beforehand, right? So Netflix goes from aggregator, starts producing original programming. And it was a massive moment when they won an Emmy.

Oh, because of the... Netflix at 8.5%. And YouTube... But YouTube's at 11%, right? Right. The reality is... There's a really interesting quote from Ted Sarandos when Netflix won their first Emmy for House of Cards. Because Netflix was an aggregator beforehand, right? So Netflix goes from aggregator, starts producing original programming. And it was a massive moment when they won an Emmy.

Because that was pretty new, that some internet tech company can win an Emmy. That's very strange, yeah. And Ted Sarandos said, television is television. It doesn't matter which pipe brings it forward. And I think it's a really important thing that the major difference when it comes to YouTube is Netflix is going to spend $18 billion on content this year. YouTube doesn't spend on content.

Because that was pretty new, that some internet tech company can win an Emmy. That's very strange, yeah. And Ted Sarandos said, television is television. It doesn't matter which pipe brings it forward. And I think it's a really important thing that the major difference when it comes to YouTube is Netflix is going to spend $18 billion on content this year. YouTube doesn't spend on content.

YouTube does a revenue share. They actually technically don't know what's going to get uploaded today. And it could be the biggest video of the day. It could be something like Amazing Digital Circus that did 500 million views across three episodes.

YouTube does a revenue share. They actually technically don't know what's going to get uploaded today. And it could be the biggest video of the day. It could be something like Amazing Digital Circus that did 500 million views across three episodes.

That's going to be like a big changing of the guards because that's like a there's some risk mitigation that I don't know if they would be comfortable with. I mean, like Pat McAfee. Yeah, I guess Pat McAfee's a good example on ESPN. He's a sports guy, yeah? Yeah, sports. So ESPN just picked him up. Yeah, that's right. And he does independent.

That's going to be like a big changing of the guards because that's like a there's some risk mitigation that I don't know if they would be comfortable with. I mean, like Pat McAfee. Yeah, I guess Pat McAfee's a good example on ESPN. He's a sports guy, yeah? Yeah, sports. So ESPN just picked him up. Yeah, that's right. And he does independent.

Well, he came onto ESPN, but that also created some, you know, ESPN tried something similar with Barstool a while ago, right? And Barstool got taken off the air within an episode or two, Because, again, there's a risk factor. They said some stuff on air and they were like, we can't do this. Get them off the air. But McAfee's the more mature iteration of that as both spaces have kind of matured.

Well, he came onto ESPN, but that also created some, you know, ESPN tried something similar with Barstool a while ago, right? And Barstool got taken off the air within an episode or two, Because, again, there's a risk factor. They said some stuff on air and they were like, we can't do this. Get them off the air. But McAfee's the more mature iteration of that as both spaces have kind of matured.

That's like a YouTube show that was brought to television. And McAfee's really good where he's doing, I don't know if you guys saw the College Game Day stuff where he's doing the big field goal kicks for $100,000. It's essentially a YouTube title but built for TV that then gets clipped and put onto YouTube. And so I think that's what Colin's saying.

That's like a YouTube show that was brought to television. And McAfee's really good where he's doing, I don't know if you guys saw the College Game Day stuff where he's doing the big field goal kicks for $100,000. It's essentially a YouTube title but built for TV that then gets clipped and put onto YouTube. And so I think that's what Colin's saying.

They have to give irrational deals to creators for that, right? Yeah, versus the talent agent showing up and saying, here's a good... The other problem is distribution. So like Jimmy, for example, like Jimmy is... Yes, he's in the media business, but he's in the chocolate business, right? And so being able to get to 200, 300 million people in a video is really significant.

They have to give irrational deals to creators for that, right? Yeah, versus the talent agent showing up and saying, here's a good... The other problem is distribution. So like Jimmy, for example, like Jimmy is... Yes, he's in the media business, but he's in the chocolate business, right? And so being able to get to 200, 300 million people in a video is really significant.