When YouTube launched, I don't think any of us could have imagined that all of our short clips and videos could replace TV and even dethrone Netflix.

YouTube is now the biggest streamer in the world.

YouTube is 10% of viewing. Netflix is 8.4.

Bigger than Amazon Prime Video, bigger than Hulu.

YouTube is a juggerner.

In this episode, we'll explain how it happened,

and we'll hear what a Hollywood insider thinks about this battle between YouTube and Netflix.

Yeah, I have some strong feelings on that. Lastly, we'll share our predictions and our takes

on what this all means for creators in the next chapter of entertainment. And if you make it to the

deep end, you'll hear from our showrunner,

Hot Take Dave. What is that? What is that? What is that? What is that? This is Hot Take Dave's second appearance on the show. Could be his last. Stop it. I don't know what I'm doing it. All right,

let's get into it. Samar, I want to start this episode with a video that was uploaded to the Netflix

Investors Relations YouTube channel.

Is that a real YouTube channel?

It's a real YouTube channel.

It has 12,000 views, this video that I'm talking about, and it is their Q2-24 earnings report. Now, this is when

they take questions from shareholders. One of the questions that they get is about YouTube

specifically. Does Netflix see YouTube as a competitor? And if so, what are they planning to do

about it? Now, we clearly do compete with YouTube in certain segments of their business,

and we certainly compete with them for time and attention. But our services also feed each other

really well. Our teasers and trailers and behind the scenes clips and all those kind of things

are incredibly popular on YouTube. I think it's also important to note that Netflix fulfills

...