Yeah Youtube has no real competitor and AI shouldn't disrupt it that much, aside from the inflow of AI generated content which might be a problem on the storage cost side.

But most of Google's income is from search and AI/LLMs are killing it off pretty fast. Maybe they'll try to more forcibly inject ads into the summary output.

Anthropic, OAI, Meta, xXSpaceXAIXx all will need to put ads in their free models at some point. Google of course will too.

There is no future timeline where people are giving away compute for free. Right now we are still in the "Get them hooked" phase.

or maybe google can create paid plans for their search and stop being free

I think when AIs start summarising YouTube videos it will take a hit too.

I do this a lot already, I run the audio through a transcriber and get an LLM to summarise that. I deeply hate watching videos because I have a short attention span (ADHD). I'm really glad I now have the tools to not have to do that anymore. Because some content is only available in video or podcast format.

i think thats a very specific subset of ppl consuming technical cotent where ai summary makes sense.

most of youtube is pop content that doesnt make sense to summarize. Because ppl are trying to get entertained not gain knowledge. take a look at top trending videos.

All the money is in Shorts now. Lots of channels saying how much money they are making from them, and not their "long form" 15-30 minute videos.