Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
26 Aug 2025 Acquired Google Part II: Alphabet
“I think that happened very quickly. YouTube traffic scaled so fast and so big. You can see how YouTube here, not only are they the correct video platform for the web and just doing it much better than Google’s doing it with Google video.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 26 Aug 2025
- Publisher
- Acquired
- Episode
- Google Part II: Alphabet
Transcript context
…That happened quickly. I always thought that was a more recent, last 10 years’ phenomenon. I think that happened very quickly. YouTube traffic scaled so fast and so big. You can see how YouTube here, not only are they the correct video platform for the web and just doing it much better than Google’s doing it with Google video. There’s actually some version of the world where they might become a real competitor to Google’s core business. If all these searches are happening. They could add search for other things on YouTube too. I don’t think they had any plans to do that, but it’s the same rationale of Mark Zuckerberg saying uh-oh, everyone’s using WhatsApp for messaging. Whether or not they put in a social media feed stream, they always could. So it’s really dangerous to me for them to be out there aggregating all the users and attention and habits when they always could do something like that.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.