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[parent] [thread] 4 comments
1. j_maff+(OP)[view] [source] 2024-09-15 20:18:25
How does it fall under the definition of a bubble? Sure, view counts contribute to more views. But that's not the main retention mechanism of these videos.
replies(2): >>hypeat+c1 >>postal+12
2. hypeat+c1[view] [source] 2024-09-15 20:27:22
>>j_maff+(OP)
I see it as a bubble because they don't have to pay anything to host or publish content even though there is a cost there (storage, streaming, etc..) so they're essentially hoping that YT can keep providing a free service with ads even if they're running at a loss.

It's not clear if YouTube is specifically profitable, because Alphabet only separates revenue, not profit. But, I would imagine they're not running huge margins or even at a loss given their recent crackdown on ad-blockers and Google's overall fight against them with things like manifest V3.

replies(1): >>forres+r2
3. postal+12[view] [source] 2024-09-15 20:35:33
>>j_maff+(OP)
When people realize they can spent a fraction of what they pay for advertising and get the same results.
replies(1): >>j_maff+X2
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4. forres+r2[view] [source] [discussion] 2024-09-15 20:38:20
>>hypeat+c1
YouTube just generated over 8 billion in quarterly revenue. YouTube has been a bonafide business for content creators for ~15 years. Nothing about this says “bubble”.

It’s inevitable that every business changes with time. And on a long enough horizon collapse is inevitable. But that doesn’t make it a bubble.

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5. j_maff+X2[view] [source] [discussion] 2024-09-15 20:42:39
>>postal+12
Do you have any proof of that?
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