Netflix, Shein and MrBeast

Another fascinating article by Benedict Evans.

“What is MrBeast and his hundred million subscribers in this – is he a star, a show, a showrunner or a network? ‘Yes’.”

Benedict Evans

MrBeast is pretty fascinating. The Lex Fridman Podcast had a great interview with him as well: MrBeast: Future of YouTube, Twitter, TikTok, and Instagram.

More from Benedict Evans:

“YouTube doesn’t buy LA stuff from LA people – it runs a network, and the questions are Silicon Valley questions. YouTube, in both the network and the kinds of content, is a much bigger change to ‘TV’ than Netflix. It’s ‘video’, but it’s also ‘time spent’ and it competes with Netflix and TV but also with Instagram and TikTok (it does puzzle me that people focus on competition between Instagram and TikTok when the form overlaps at least as much with YouTube). And YouTube doesn’t really buy shows or buy users – it pays a revenue share.”

Benedict Evans