YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators

(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube’s revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally (19:58) YouTube TV, YouTube Premium, and channel subscriptions (24:00) Generative AI on YouTube: labeling AI, likeness concerns, possibilities Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana’s global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - https://www.polymarket.com/ Follow Neal: https://x.com/nealmohan Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
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YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators Podcast Episode Description

(0:00) Introducing YouTube CEO Neal Mohan

(1:08) YouTube’s revenue split with creators

(7:30) How Neal thinks about enabling monoculture and connective threads at YouTube

(11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally

(19:58) YouTube TV, YouTube Premium, and channel subscriptions

(24:00) Generative AI on YouTube: labeling AI, likeness concerns, possibilities

Thanks to our partners for making this happen!

Solana – Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana’s global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX – The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud – The next generation of unicorns is building on Google Cloud’s industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN – IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle – Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle – The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK – Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Continue reading the full guide (click to expand)

Polymarket – https://www.polymarket.com/

Follow Neal:

https://x.com/nealmohan

Follow the besties:

https://x.com/chamath

https://x.com/Jason

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https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg
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YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators Podcast Episode Top Keywords

YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators Word Cloud

YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators Podcast Episode Summary

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YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators Podcast Episode Transcript (Unedited)

Speaker: 0
00:02

The man himself CEO of YouTube.

Speaker: 1
00:06

I didn’t realize that when I took over the CEO gig, a big part of my job would be being a straight man for a lot of YouTubers out there.

Speaker: 2
00:12

YouTube is now ai far the biggest streamer in the world.

Speaker: 1
00:16

Shorts, I think, has just surpassed 70,000,000,000 views a day.

Speaker: 2
00:19

Mohan was one of the pioneers of Internet advertising and keeping the world’s largest creator economy afloat.

Speaker: 1
00:25

We think we’re really still in the early days of our growth story and fulfilling what our mission is, which is to give everyone a voice and show them the world.

Speaker: 2
00:34

Ladies and gentlemen, please welcome YouTube CEO, Neil Mohan.

Speaker: 1
00:45

Good to

Speaker: 2
00:47

see you, brother.

Speaker: 1
00:48

See you. Thanks. Sai.

Speaker: 2
00:53

Welcome, Neil.

Speaker: 0
00:54

How are you? Neil.

Speaker: 1
00:58

I ai I could have done that together.

Speaker: 0
01:00

I mean, you could have. What

Speaker: 2
01:02

did you think? We talked to him a little bit about which platform is the most important. He said the one that pays us the most. You don’t pay for content upfront. You’ve done some experiments. You do it all with the 55% revenue split. You sweep 45%. Seems like you’re doing pretty well.

Speaker: 2
01:18

Are you taking too much money from creators?

Speaker: 1
01:20

Let’s get into it. Can we get

Speaker: 2
01:22

it down to 30%?

Speaker: 1
01:24

Well, first of all, thank you all for having me. It’s sai privilege to be with you guys. Like they say, long time listener, first time caller.

Speaker: 0
01:31

So it’s great that it’s been here with

Speaker: 1
01:32

all of you. Do you listen to the podcast? Yeah? I watch it. Oh, you watch it?

Speaker: 2
01:36

Where do you watch it? Where do you do you ai to Yeah. I’m on YouTube. Oh, on YouTube. Yes. We’re there now. We are there now. Yes. Can you please be prepared?

Speaker: 1
01:44

Yes. Yes.

Speaker: 2
01:45

I didn’t know we had a YouTube channel. Really? How’s it doing?

Speaker: 1
01:47

How many folks watch it on watch it on YouTube? Just out of curiosity. There we go. Alright. Okay. Yeah.

Speaker: 2
01:52

It is about half. Yeah.

Speaker: 1
01:53

The channel is growing. You guys arya close to a million subs, watch time, views all up into the right. So congrats to congrats to all of you guys on that. But on your question, Jason, so we we’ve paid out in the last three years over $70,000,000,000 to the creator economy.

Speaker: 1
02:10

We are the we are the original and world’s largest creator economy. And so Alright. Well done. And, that innovation which is called the YouTube Partner Program is well over a decade now, the the $55.45 that you’re referring to. And, so we pay out billions to creators. Creators, our media company partners, the music partners, etcetera.

Speaker: 1
02:34

I’m using that term creator and I’ll use it for the last next thirty minutes sort of in the broadest sense of the term. It’s just the way that we do it is very different. I mean, we’re we’re a creator economy in the in the true entrepreneurial sense of the word, which is if you’re a creator on YouTube, contrast to sort of to the traditional model, you’re betting on yourself, which is kind of the opposite of sort of the way that traditional media models have worked and as you grow, as your audience grow, as your success grows, your monetization grows, your business grows as well and not every creator on our platform is sana become, you know, Meh.

Speaker: 1
03:12

Beast or Dude Perfect, but there are, you know, north of 3,000,000 creators that are in that partner program Yeah. Earning revenue.

Speaker: 2
03:20

Back to my question, I feel like you’ve created all these stars and you look at the Tuckers, you look at the Meggans, you know, we’ll put ourselves maybe right behind them. We all choose to turn off monetization because the take rate’s too high and we can do it better ourselves.

Speaker: 2
03:37

Should you not start to think about two classes of folks, the up and comers who don’t have sales teams, who don’t have distributions, maybe it’s, you know, it’s more about building an audience and then maybe looking at the folks like us slightly differently. And this seems to be a weakness in your game. Your take?

Speaker: 1
03:58

I would I would say that, you know, the way I think about He doesn’t speak for sai.

Speaker: 0
04:04

Ai sana be clear that I love you. No.

Speaker: 2
04:08

No. But it’s clear that people who are at this level take it on themselves because the 45% is just an absurdly high take rate for that level of person, the Tuckers, the Meggans. They’d rather just bake their ads in. So how do you think about that level of folks? They participate, but you don’t monetize them.

Speaker: 1
04:25

I think that that’s, that’s not the way I would characterize it, first of all. I think the the the way that I think about it is all of these monetization models should be available to you depending on what your business objectives are and what they’re not. And I’ve talked to a bunch of you guys about sort of how you think about that monetization question and what’s important versus audience building and not.

Speaker: 1
04:47

And by the way, it’s the same type of conversation that happens with sports leagues or studios or what have you there. And so meh ai vision on all of this is whatever model works for you as a creator, podcast or what have you, should be the model that you adopt. And so for example, you take, you know, what Tucker’s doing and Megan’s doing and they, you know, they have had enormous success on our platform, mostly driven because they’re incredibly talented at what they do and the audience and the algorithm have figured that out but it might be that the monetization model that works best is something where they’re representing their inventory themselves and that I think is less about sort of take rate or what have you but sort of the best way to actually package it up.

Speaker: 1
05:33

And so that’s that’s really the way that I think about it. But if you’re a creator getting started today, you’re not even concerned with that at all because the the monetization standpoint.

Speaker: 3
05:46

The net is what matters. Right? At the end

Speaker: 1
05:48

of the day That’s my point.

Speaker: 3
05:49

Yes. Yeah. Take rates 55, twenty, ninety. If you’re making more money doing this than other things.

Speaker: 1
05:54

I mean, a great example again just because

Speaker: 3
05:55

the algorithm and maybe you can speak to the the quality of the algorithm and the ads placement. You come from the ads business. You were DoubleClick. Yeah. How good YouTube’s ad placement and ad quality is relative to other platforms and how that actually increases.

Speaker: 1
06:08

Yeah. Ai mean, I think I think what I’d say on that is it’s it’s really it’s two things. One is, you know, obviously, we invest very heavily in making it so that the advertising you see whether you’re watching YouTube on a television screen or on your phones or or or your laptops is relevant.

Speaker: 1
06:23

It’s targeted. The creative formats are there. We are a platform that caters to advertisers that are brand advertisers, brand builders as well as, you know, direct response and so that is a big area of investment. But the reason why from and I spend a lot of time talking to advertisers, why they’re also excited about the ROI is that, the the engagement is differentiated and that turns into ROI for ai.

Speaker: 1
06:49

And what I mean by that is if you go to YouTube, you are really leaned in into what you’re watching. You are a Meh. Beast superfan. You’re a, you know, Michelle Khare superfan. You arya a name your favorite creator superfan and that is a different type of engagement that actually translates into different ROI regardless of where your objectives are in the marketing funnel.

Speaker: 1
07:13

And that’s that’s our secret sauce. That’s where that’s where this $70,000,000,000 that we pay out to the creator economy and all these, you know, hundreds of thousands of jobs that we create in the creator ecosystem on a daily basis to come ram.

Speaker: 0
07:27

Let meh, just up level this in a more general question. Ten years ago, fifteen years ago, the cable channels and, you know, the way that we consumed content was largely live. You know, we would tune in for shows. And one of the byproducts of that was national culture. Ai. There would be these things that would enter the zeitgeist and we’d all talk about it and we would be unified by it.

Speaker: 0
07:49

And on the plus side of all of this infinite distribution is you get to watch what you want. The downside of it is there’s really no connective thread almost that we all talk about that’s the same. How does YouTube view that problem? Is it a problem? Ai, is there a responsibility or are there things that you can do to kind of make things that are a little bit less on demand, a little bit more, you know, appointment viewing that kind of builds identity and culture?

Speaker: 1
08:19

Yeah. I think it’s I think it’s a really interesting question. And again, you know, the one of the consequences of what you’re talking about vis a vis the algorithm or what have you is, you know, you you guys open up your phones right now. That YouTube feed of yours is sana look like you. Right? Like it really is about what you’re genuinely interested in and and watching.

Speaker: 1
08:41

And that does lead to it can lead to that type of that that fragmentation that you’re describing. Having said that, you know, if you ask, you know, someone, a Meh Z or, you know, millennial sort of what were the top four or five sort of really big sort of breakout pop culture trends, a lot of them are actually an aggregation of a lot of these types of things and, you know, they they could be trends that might be not the most relevant to all of us or this audience but they are for a particular sort of age group.

Speaker: 1
09:12

And so we do sai the answer is that we do see a lot of those sort of national and in many cases because YouTube is a global platform, 2,000,000,000 people come to it every single day. There’s enough aggregation even amongst these sort of niche areas where you do see some of that.

Speaker: 1
09:27

The other thing that I will say about about, sort of how I think about it is Ai do think that, live and sort of like those water cooler type moments are really important. You saw, you know, you saw the biggest one of those happen on YouTube just two days ago. That Brazil game that Ari was mentioning was on YouTube. Yeah.

Speaker: 1
09:48

And the reason why it was such a such a success Sai would argue is because of that aperture what YouTube can obviously do from a reach standpoint. But the other reason and to the NFL’s credit was you guys saw how relevant we were trying to make it for kind of this YouTube generation.

Speaker: 1
10:05

And again, you you obviously saw the integration with things like Destroying and Meh. Beast in the actual live stream of the game vatsal. But that sort of creator engagement through the lens of creators is something that sports leagues are leading to, which is sort of like what I describe as a new water cooler mode.

Speaker: 3
10:22

What what percent of watched media minutes do you guys have, do you think? If you look at all media, broadcast, movies

Speaker: 1
10:29

I meh, you guys know we’re we’re we’re Netflix. We’re the number one streaming platform here in The US. So I think the latest Nielsen’s number was and we’ve been the number one streamer in The US here for two years. And I think the number the latest Nielsen number was I think something about about roughly about thirteen thirteen, 14% of the of the TV watching audience.

Speaker: 1
10:50

Ram meh, that number doesn’t include YouTube on mobile. I see. And so it’s a television number.

Speaker: 3
10:57

But to Ari’s point, do you see that growing? Are people spending more time consuming media because it’s more personalized, it’s more engaging, and they’re finding perhaps more free time?

Speaker: 1
11:07

I mean, Sai I I do I mean, look, our numbers are growing. I think other streaming platforms are growing. Other, you know, mobile platforms are growing. I think if you look at sort of the totality of sort of human time, it’s still sort of a relatively, you know, small portion of that. Meh.

Speaker: 4
11:23

May may shift gears, to a different topic for a second. I think during COVID, there’s a real sense that the censorship was out of control on social media, not just YouTube, but Twitter, Facebook, all of them. If you question the efficacy of vaccines or social distancing or even on topics like the trans agenda or even ai change there was a risk that you could be censored or shadow banned or demonetized.

Speaker: 4
11:50

It feels like we’ve the industry’s kind of pulled back from that and, things have opened up again. And a lot of that’s, I think, due to what Elon did in terms of, buying Twitter and opening things back up. I guess meh question is, has the industry actually learned from that or is censorship just on pause during the Trump years?

Speaker: 2
12:10

There’s another fast forward.

Speaker: 1
12:12

I like it. Get into it. Right. I like it. That’s why I’m ai.

Speaker: 2
12:15

Yeah. It’s a great question. Yeah. You

Speaker: 1
12:17

know, I I think that actually, I’ll just say a couple things about that and one of them will sound it’s it’s sort of actually connecting the the dots between the questions that you guys asked which is you know the way I answered David’s Dave’s question is first of all, I think a lot of these plat all of these platforms are are actually pretty different. Right? Like, what Twitter does is different than what, you know, some of the meta platforms do, which of course is very different than what YouTube does.

Speaker: 1
12:43

And you could argue, as witness from the rest of this conversation that we probably have a lot more similarity with, you know, a streaming platform than we do with a social media platform. So that’s one point, but I think it’s an important context into what I’m about to sai.

Speaker: 1
13:00

And the reason I say that is because, you know, 99% of what happens on YouTube is all the creators that I talked about, all the podcasters, you know, the Taylor Swiss of the world, all the music obviously. Music is our largest sana, you know, most important vertical for example. We’re ram music platform.

Speaker: 1
13:15

So that that is ai even during COVID, that is where a lot of the watch time on YouTube versus a discourse that might be happening in a social feed somewhere. That doesn’t mean that we don’t have comments on our videos and all that sort of piece, which is where some of this, you know, this course that you’re alluding to, David, might have happened.

Speaker: 1
13:33

I I do think yeah. I so I think that at the highest level, I do think that there is something about the fact that that was a very different time. I remember ai March, April 2020 where, like, oh ai god. Like, do you get this this way or is it this way or mask or this or I mean, I literally woke up one day and there were, like, people climbing, five g cell towers and falling from cell towers because now it was ai you could literally get the thing from cell towers and sound cell towers.

Speaker: 1
14:04

But it sounds crazy, today, but that was the nature of sort of the types of things that were popping up.

Speaker: 2
14:10

So some lessons learned or regrets there? But let

Speaker: 1
14:12

me meh me just finish. So so that that’s the context in which, you know, we were having to sort of make some of these decisions. Fast forward to today, like obviously in a completely different world, but just in terms of the nature of the disease and all that sort of a thing.

Speaker: 1
14:27

So all of those sort of policies that existed back then are non existent today. And it’s my way of answering your question of ai, well, is it a temporal thing or not? I would argue that a lot of these sort of ai and by the way, YouTube in particular was ex was criticized to an extreme amount because of all the content that we left up on the platform around, you know, the Wuhan virus controversy, around ai, you know, whatever.

Speaker: 1
14:57

All sorts of other things that we were leaving up that other places were were acting differently on. And so we got beat up a lot sort of from one side of the spectrum then, and I think that our approach really just has to be flexible to the environment in the context of it.

Speaker: 1
15:16

I think we’re always gonna get criticized by being an open platform. There’s a lot of magic that happens because of the open platform. All these amazing creators wouldn’t exist if we didn’t have an open platform and we didn’t stand for for free speech, but there’s also a lot of

Speaker: 2
15:30

Ai mean, yeah. I just wanna follow-up on this if I may. There there are two categories that I, I have in my feed because of the algorithm, firearms and, poker. Both of those groups of creators are, a little bit up in arms, no pun intended, because they are being demonetized.

Speaker: 2
15:45

So how do you make a decision on who’s allowed to earn and who’s not allowed to earn and be part of the ad network? Poker folks and people who do ai safety and and firearm training, and best practices, they’re demonetized, and they’re complaining about it. Now how do you make those kind of decisions?

Speaker: 1
16:06

A lot of them are incredibly successful creators on our platform, Jason.

Speaker: 2
16:10

But not monetized?

Speaker: 1
16:11

No. So many of them are monetized as well. So we we do have a clear set of rules and we’ve had these for a long time in terms of sales of firearms and those types of things. And obviously, there’s there’s legal frameworks and all those types ai things around it. But I think, you know, in terms of firearms community and learning about firearms and safety, which obviously is an important thing, especially for for young people, We’re one of the largest places where those audiences exist as well as monetization of that type of content.

Speaker: 1
16:42

Now the balance in, you know, obviously, in some of this comes from, you know, experts that we’ve worked with in that vertical itself around something might be appropriate for an adult user of that type of content that may not be appropriate for a child and those types of things.

Speaker: 1
16:57

So there’s a lot of nuance behind it, but the poker, I don’t I mean, arya we like, there’s probably something around sports gambling legality and all that sort of stuff. But generally speaking, as you guys know Okay. There’s an enormous amount of poker content that’s incredibly successful in our platform.

Speaker: 1
17:14

It’s back to what Chamath was saying, which is, like, whatever niche there is out there, however big or however small, you’re you’re gonna find a set of creators that are just as passionate about it as as you are.

Speaker: 0
17:24

I think the interesting question is how do you organize yourself across all the different countries in your end and the scale that you’re at to deal with the cultural nuances of every different country and then to deal with the laws of every different country and then to deal, as David said, sometimes the vicissitudes of social policy in every country. How do you deal with that organizationally? Ai, what does that actually look like?

Speaker: 1
17:47

Yeah. It’s the part that turns my hair hair white. But, look, I think part of it I say this to my team all the time which is it is a challenge. Right? Because we but I think it’s a challenge that honestly, ai, I view it as a bit of a privilege in the sense that it wouldn’t be important if we weren’t such an important place especially for young people to, connect, get information, entertain themselves.

Speaker: 1
18:15

Learning, we’re the largest learning platform, in the world. We know that, obviously, just given all the use cases and the watch time, etcetera. And sai, at least ram my standpoint, I try to be as global as we possibly can in terms of principles. You know, one of the things that I always say about, YouTube is ai, you know, our North Shah principle and, you know, has always been, give everyone a voice and show them the world.

Speaker: 1
18:44

That’s our mission statement. It stands for freedom of expression, freedom of speech. We are, you know, an American company and that that notion, that sort of value of freedom of speak is core to our ethos and we really do try to start with that as a global position. Having said that, you’re right. Like, there is an enormous patchwork of legislation Right. And regulation that exists in every country.

Speaker: 2
19:09

Are there

Speaker: 0
19:09

people that are writing policies that then some folks just have to understand and they’re manually trying to react to, here’s how we deal with this issue in India. Here’s how we deal with this issue in Brazil. Here’s how we deal with it in France.

Speaker: 1
19:20

Yeah. I mean look the answer is, Or

Speaker: 0
19:22

is it algorithmic ai is it a combination?

Speaker: 1
19:24

It’s it’s always some combination because you know, the scale of YouTube is, you know hundreds of hours of content is uploaded to YouTube every single minute of every single day. We want to be, as core to that North Shah as possible and you know frankly there’s there’s situations where we have to push back on that that core, push back on sort of what might be, an encroachment on that sort of a principle.

Speaker: 1
19:53

Having said that, we also, of course, you know, have to legally operate in all of these countries just like any other platform.

Speaker: 2
19:59

There’s three products, Neil, I’m super obsessed with and I just would love to get your your take on them in terms of priorities for you. YouTube TV, unbelievable. Unbelievable. YouTube Bryden. That is a great product. YouTube Brad, which I think is YouTube premium taking the ads off, unbelievable.

Speaker: 2
20:14

And then I think a sleeper is you’ve ai of built in Patreon like functionality subscriptions. So maybe you can walk us through the footprint of each of those and the ai of those because they do seem to have had a significant impact on engagement and how people look at the platform.

Speaker: 1
20:31

Yeah. And I’m super proud of all three of those products. As a product guy myself, like that’s that’s the fun part of the job is actually building all of these amazing products. And, you know, the the their origin story on YouTube TV I I’m a sports nut. I’m like I’m and actually the the people on my team, a lot of them who’ve been involved with YouTube TV since the very early days are also big sports ai.

Speaker: 1
20:54

I’m also a news junkie and that’s the core use case of YouTube TV in many ways if you think about sort of the the features that we build multi view, key plays, even some of the fantasy integrations that you see. So that’s the lens through which you should think about how we’re gonna continue to develop that product.

Speaker: 1
21:11

And the thought and then the question I would always get is like, well, why are you guys doing this? Like, look at what’s happening to that part of the the the speak ecosystem. Right? Like, why are you diving into this thing that’s like this sort of ai, you know, shrinking shrinking thing.

Speaker: 1
21:26

And our thought was ai, well, a lot of it has to do with the fact that ai reinventing that whole experience from the standpoint of a fan or a consumer. And so that’s the YouTube TV origin and sort of where it’s going. The one thing that you should, you know, pay attention to is, something that we call ai time channels in YouTube which is a lot of those same sort of linear channels or sort of traditional media channels, but that you can buy a la carte in the main YouTube app.

Speaker: 2
21:57

Yeah.

Speaker: 1
21:57

And so that that there’s connectivity between those two products.

Speaker: 2
22:01

Yeah. I was wondering when that would happen because for meh, it’s just CNBC. I sana to have it inside of YouTube, but I have to load it and then when I travel, it’s always like, oh, what region are you in? Premium, how many premium subscribers are there now? How is that growing? How does that affect the ad business? Because for me, the ads are death. Ai.

Speaker: 2
22:18

I need my time back. So how do you think about that?

Speaker: 1
22:21

Yeah. I do think that for our business, ai is sana remain is today and will remain the predominant way through which we monetize on behalf of creators at 70,000,000,000 number that I mentioned. Most of it comes from ads and the reason is because, you know, at at a fundamental level, we are a platform of scale.

Speaker: 1
22:43

2,000,000,002 people come to it every single day. Having said that ai giving consumer choice, you know, uninterrupted experience, is important. It’s about a 125,000,000 ai.

Speaker: 3
22:57

ai.

Speaker: 1
22:58

Pay, YouTube premium. Amazing.

Speaker: 2
22:59

Yeah. How does that money get split with the creator? So if I’m watching Meh. Beast without ads, how do you

Speaker: 1
23:04

There there’s there’s a kind of roughly sort of engagement watch time type calculation on the post.

Speaker: 2
23:09

And is that

Speaker: 3
23:10

QTV basically the biggest cable subscriber base equivalent?

Speaker: 1
23:15

Are we? Are you Yeah. You know What do

Speaker: 3
23:17

you ai rank in cable subscribers?

Speaker: 1
23:19

Actually, you know, it’s interesting the way that even the way you guys are talking about it is ai, well, that’s like your uninterrupted sort of TV subscription tier, which is how I think lots of people think about it. Right. The origin, of YouTube premium was actually a music premium music subscription service. Right? Ai was, like, called YouTube music and premium.

Speaker: 1
23:36

And so a lot of those 125,000,000 subs are not just people who are watching it just the way that they would watch, like, you know, Netflix or Amazon without ads. There’s a lot of that. But a lot of it is just actually music fans too. Ai, people who for whom their music service is actually Spotify. Is YouTube. Right?

Speaker: 1
23:53

Like, where they discover music, where they listen to, you know, or watch their favorite videos is YouTube. So how do you have ai a uninterrupted music service?

Speaker: 0
24:01

When you have all these incredible AI models all over the place, people will be generating all kinds of content. Some of that content could be news content, topical content, you know, it could talk about a vaccine, it could talk about whatever. Do you guys feel you have a responsibility to figure out whether that’s real or not? Do you think that’s the role of the actual creators?

Speaker: 0
24:20

Do you think it should be, you know, the CDC should have a YouTube channel where they watermark the stuff that they put out and then So, like, whose responsibility is this going to be?

Speaker: 1
24:28

Yeah. I think that’s And

Speaker: 0
24:29

how much of it is our responsibility as a consumer?

Speaker: 1
24:32

I mean, look. I think that, here’s how I think about it. First, with the growth of these AI enablement tools, you’re gonna see that ai the distinction between ai was it completely AI generated, was it AI assisted, etcetera, is gonna be a continuum. So that’s that’s the first piece, and we’re already seeing that. We see that on YouTube obviously.

Speaker: 1
24:58

You know you open up the YouTube app, you hit that plus button, you can type in a text prompt and it will generate a video for you using our VO models, right? So that that is already happening. One of the things that we do, is, there is a label that says that, you know, you know, hashtag AI generated and, we will put that, so we call it sort of front of the box, we will literally put that on the video and in some cases usually it’s in the metadata.

Speaker: 1
25:25

That’s obviously not foolproof. But I think the way, at least from a principal standpoint, the way I think about it is, you know, YouTube has these, you know, community guidelines. We try to be transparent about them. We publish them on our ai. And I think that’s sort of like a a ai distinction between, well, it was AI generated, therefore, it must be violative versus not actually is not the way to do it.

Speaker: 1
25:52

And it’s really just about giving as much transparency to the users as possible. And then the other thing that’s really important is in the creator business and the creative creativity business whether you’re Hollywood celebrity or a youtuber or or an artist that the thing that I hear over and over that they really care about is their likeness and so if you’re Taylor Swift it’s your voice if it’s if you’re, you know, Marques Brownlee, it is your face.

Speaker: 1
26:23

Ai, Jay Lyle

Speaker: 3
26:23

tell, it’s your No.

Speaker: 2
26:24

I mean, it’s Yeah. There arya people doing live chamoth things to give Bitcoin away, and I send it to him and I report it ai.

Speaker: 0
26:31

I send it to Neil. Yeah.

Speaker: 1
26:32

I send

Speaker: 2
26:32

it to Neil. Yes. Yes. And I’ll tell you, the AI slop issue is getting bad because

Speaker: 1
26:35

Send it to me directly instead of tagging me.

Speaker: 0
26:38

The the no. The issue really

Speaker: 2
26:40

is, like, I’m a Corvette fan and, the the incentive is so perverse. I’ve had to ban a bunch of these channels that show me thumbnails of this is the new Corvette. This is the new prototype and it’s AI slop and it’s obvious what they’re doing is they’re trying to insert themselves into the algorithm and then I just ban them.

Speaker: 2
27:01

So you do give control, but I do think really labeling them is a And I don’t

Speaker: 1
27:05

Ai don’t sana put the burden on you to do that. I think the labeling is one piece but the the thing that I was gonna say is the other thing and we have a track record of content ID which is basically the ai management system that you could argue basically created that whole creator economy in the first place.

Speaker: 3
27:18

And it labeled YouTube success.

Speaker: 1
27:20

Correct. Saved you. So content ID is think about that metaphor as it applies to AI. Yeah. Wonderful. So we arya working on this notion of Ai call it sort of likeness detection where if it’s a Chamath base, the algorithm should be good enough to actually detect that and then give you a choice as to whether that should come down.

Speaker: 0
27:43

Ai. Is

Speaker: 1
27:43

that does that come down or you know there might be some creators that choose to monetize it and give so giving Oh, so we

Speaker: 0
27:48

can take ownership of it.

Speaker: 1
27:50

You can take ownership

Speaker: 2
27:50

of it. So people take our clips make versions of us as dogs or something.

Speaker: 1
27:54

And and it for us it’s not just words. We actually have a track record of doing that because of something like content ID.

Speaker: 2
28:00

Ladies and gentlemen, Neil Mone.

Speaker: 0
28:03

Neil, thanks for being here, my brother. Appreciate it. Thanks. Thank

Speaker: 1
28:07

you. Yeah. Yeah. Of course. Yeah.

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