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Ask HN: Why doesn't YouTube have a competitor?

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191–200 of 226 posts

Re: Ask HN: Why doesn't YouTube have a competitor?

#191

Because Youtube can only make sense to run within Google. Youtube's actual service of providing free HD streaming video in exchange for showing the viewers ads is not, has never been, and cannot be profitable. Totally free, unlimited HD video streaming is just too expensive. It can only exist as part of a huge conglomerate because the only purpose Youtube can serve is to attract people into the ecosystem it's part of…

The day Google shows a split up between YouTube ad revenue vs the rest, it's going to be an AWS moment. I don't know why people believe YouTube is a loss maker. My guess is that it makes up 25% of the ad income

Fixed expectations from before Google bought them/it was stand-alone profitable perhaps? Although people got over the image of Amazon not making any money.

Re: Ask HN: Why doesn't YouTube have a competitor?

#192

Earlier quoted context omitted.

Well no. For example, you claim that Vimeo "vimeo has all of those [features] to some degree". But it doesn't. Vimeo isn't ad supported (this is literally their main differentiator from youtube). Doesn't appear to do algorithmic curation/recommendation (again, they consider this a differentiator), and has a tiny fraction of the upload rate and watchtime of youtube (so bandwidth and transcoding cost are lower). Those…

you're too focused on product here, which is not strategy. it's exactly the common sort of myopia that needs conscientious correction to understand how markets and market distortions operate.

You're trying really hard to ascribe ill motives to the actual strategy of "let's build a cool thing and figure out how to monetize it later, and I'm not sure why. Doing so makes you do weird things like insist that product strategy isn't strategy, and that real strategy is "be anticompetitive". I don't get it.

Re: Ask HN: Why doesn't YouTube have a competitor?

#193

Earlier quoted context omitted.

you're too focused on product here, which is not strategy. it's exactly the common sort of myopia that needs conscientious correction to understand how markets and market distortions operate.

You're trying really hard to ascribe ill motives to the actual strategy of "let's build a cool thing and figure out how to monetize it later, and I'm not sure why. Doing so makes you do weird things like insist that product strategy isn't strategy, and that real strategy is "be anticompetitive". I don't get it.

your goal seems not to understand but to defend, which is why you seem to avoid engaging in the substance of the argument, but rather resorting to an ad hominem. no one owes you feel-good esteem or deference for choosing google's hoards of cash over ethics.

Re: Ask HN: Why doesn't YouTube have a competitor?

#194
post #119
post #111

Earlier quoted context omitted.

Netflix only provides one very static huge library. As long as you move a few PB around the globe on your video release date, Netflix is fine. It's very easy to build a Netflix in comparison to yt. I would argue that for Netflix going into yt direction would eat up there revenue baseline fast.

Netflix could square the circle by offering "YT for indie filmmakers." More static content than YT. Better viewer:creator ratio. Fewer content headaches. Content moderation is lower volume and amounts to watching the film. And closer to their existing product fit. It's actually kind of mind-boggling that Netflix hasn't pivoted into a turnkey solution (standard deal + optional financing support + broadcast platform) f…

great idea, however I think they would become more like a hosting company with more overheads - so probably better for them to stick to their higher margin service they offer now. also, i bet they doo offer something like "(standard deal + optional financing support + broadcast platform) for mass-market film-making." just not to everyone

Re: Ask HN: Why doesn't YouTube have a competitor?

#195

Earlier quoted context omitted.

You're trying really hard to ascribe ill motives to the actual strategy of "let's build a cool thing and figure out how to monetize it later, and I'm not sure why. Doing so makes you do weird things like insist that product strategy isn't strategy, and that real strategy is "be anticompetitive". I don't get it.

your goal seems not to understand but to defend, which is why you seem to avoid engaging in the substance of the argument, but rather resorting to an ad hominem . no one owes you feel-good esteem or deference for choosing google's hoards of cash over ethics.

When I engaged on the substance of the argument you said "you're too focused on product here, which is not strategy", which isn't a statement that can be engaged with. It's an unusual claim that you didn't justify. I've repeatedly given examples of what I believe to be more coherent strategies, and you've functionally ignored them (and yes replying with "you're not thinking about this with the right mindset" is not engaging)

To be clear, even if we assume Youtube's rise was anticompetitive, your argument relies on that being the explicit strategy, which well, there's decent documentation to believe it wasn't. Assuming that because a bad thing happened, everyone involved is evil, is weird, and requires you to jump through weird hoops to justify.

Re: Ask HN: Why doesn't YouTube have a competitor?

#197

Earlier quoted context omitted.

the parent comment was a list of technical attributes about how youtube got there (used as rationale for why it's impossible to compete). i countered that that's not how it got there, as it's emphasizing tactics, not strategy. it's hard to formulate a coherent competitive strategy if you entirely misunderstand your competitor's successful (if anti-competitive) strategy. it's like playing chess by focusing on taking a…

I think you misinterpreted my original post. My post was a list of some of the capital intensive challenges a competitor would have to solve now to operate a similar business to YouTube as it exists now (many of which aren't even technical, like growing an ad market and getting creators on board). The point was that unless you already have a money printing business in another area that you can use to chase this for y…

You're explaining what youtube's edge is in the market, but not why nobody else has it; it's an important distinction.

Any company has an edge on any non existent company, because they exist - they have the tools, the infrastructure, the knowledge needed to run the business, all things that the non existent company first has to aquire. Doesn't explain why nobody else can do it! Because things, in general, can be aquired. But clarity did: Youtube has Google. Youtube was able to aquire things nobody else could.

Example: You said youtube needs near unlimited bandwidth. This argument doesn't show me why there can't be a competitor. Youtube's business model seems to pay off, so you should be able to convince an investor to pay you, too, unlimited bandwidth, right? Money is immaterial if you can show that you can make more of it at a later stage.

Re: Ask HN: Why doesn't YouTube have a competitor?

#198

YouTube is a huge technical achievement that would require billions of dollars to replicate: 1. It consumes nearly unlimited bandwidth. 2. It consumes nearly unlimited CPU for transcoding and serving media at different bitrates. 3. It consumes massive resources to police, from user moderation to appeasing content owners by building systems and databases like ContentID, etc. 4. It generates endless PR and legal headac…

This actually kind of depresses me, how certain technologies are so entrenched and require so much effort/resources to compete against as to render the entrenched technology as the one and only that we can ever have (for all practical purposes). I feel particulary depressed about this considering how YOUNG the tech industry is, and how stagnant things become when the winners are decided so early.

Re: Ask HN: Why doesn't YouTube have a competitor?

#199
post #38
post #14

> Apart from network effect, and Google's Ad Monopoly This is like asking "why don't we live on the moon except that there is no atmosphere there and it's pretty far away?". Those two reasons are the main reasons Youtube is the clear winner in its field, saying "apart from that" does not make a lot of sense. If you'd want to start a competitor to take on Youtube, you either need to focus on a tiny niche not well serv…

>or porn I'm quite confident you'll find Mindgeek/Pornhub has a Youtube-esque unassailable position in that market segment. Unless you're catering to illegal content, but I think you'll find that market isn't the greatest for building a profitable business on.

There are dozens of sizeable competitors. And I'm not even sure Mindgeek is the biggest player here, at some point Xvideos was even bigger, even though it was never featured in the news.

Re: Ask HN: Why doesn't YouTube have a competitor?

#200
post #14

> Apart from network effect, and Google's Ad Monopoly This is like asking "why don't we live on the moon except that there is no atmosphere there and it's pretty far away?". Those two reasons are the main reasons Youtube is the clear winner in its field, saying "apart from that" does not make a lot of sense. If you'd want to start a competitor to take on Youtube, you either need to focus on a tiny niche not well serv…

> a tiny niche not well served by Youtube TikTok is doing this. Using the same playbook as YT (paying creators for views) and they're creating a unique moat by building great tools for creators. iMovie may have helped YT get started by giving everyone an easy tool for video making, and TT is bringing comparable tools in-house. They're also avoiding the issue of letting creators get too big and dictating the platform…

Yes TikTok is a serious threat to YouTube because they have solved the chicken-and-egg problem. Most YouTube competitors don't have enough users to be worthwhile for content creators, but TikTok now has billions of users. Currently TikTok is limited to short, popular videos but if they can branch into long-term videos it will kill YouTube
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