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

Bullish:

• $GOOGL - YouTube demonstrates strong market position as the #1 streaming platform in the US with 13-14% of TV viewing audience, surpassing Netflix for two years. The platform shows massive scale with 70 billion daily Shorts views, has paid $70 billion to creators over three years, and boasts 125 million YouTube Premium subscribers. YouTube is also expanding into live sports streaming and has integrated AI content generation features.

  • “We're Netflix. We're the number one streaming platform here in The US... we've been the number one streamer in The US here for two years.”

    Neal·10:29

  • “We're the number one streaming platform here in The US. So I think the latest Nielsen's number was... roughly about 13-14% of the TV watching audience.”

    Neal·10:57

  • “YouTube is now by far the biggest streamer in the world. Shorts, I think, just surpassed 70 billion views a day.”

    Neal·0:10

  • “We've paid out in the last three years over $70 billion to the creator economy. We are the original and world's largest creator economy.”

    Neal·2:05

  • “It's about a 125 million subscribers... Pay YouTube premium.”

    Neal·23:00

  • “You saw the biggest one of those happen on YouTube just two days ago. That Brazil game that Ari was mentioning was on YouTube.”

    Neal·10:22

  • “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”

    Neal·24:32