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Show Notes

[00:02:52] - [First question] - How the YouTube ecosystem became what it is today

[00:05:52] - The transition from mobile to professional television quality content

[00:08:58] - How advertising on YouTube works and generates revenue for its creators

[00:11:47] - The moment YouTube had to differentiate itself from Google’s ad auction

[00:13:20] - How the pandemic has accelerated the pace of their ad revenue

[00:16:19] - Why YouTube nailed monetization in a way that other platforms haven’t

[00:18:53] - His background and how he came to learn so much about YouTube

[00:22:57] - Capital deployed and projects financed so far in the YouTube ecosystem

[00:25:13] - Overview of the main ways to fund a YouTube creator

[00:27:30] - Thoughts on pricing and his risk-reward perspective

[00:30:49] - The breadth of uses for proceeds when creators invest in their brands

[00:36:42] - What ad optimization and asset management means in this asset class

[00:38:48] - The order of magnitude people are willing to pay for premium content

[00:40:06] - Where the barriers to entry are that make Spotter so defensible

[00:45:06] - The future of YouTube in the next five to ten years

[00:47:03] - Something he used to believe about YouTube that has shifted