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YouTube is under-monetized (reprise)

YouTube is under-monetized (reprise)

And Meta is on god-mode, with deep thoughts from Zuck on the waning import of the social graph

Moses Sternstein's avatar
Moses Sternstein
May 16, 2025
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YouTube is under-monetized (reprise)
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Publishing note: Random Walk is going to experiment with a different publishing cadence over the next few weeks (more details forthcoming). I will endeavor to trade some frequency for depth, at least some of the time.

  • the most watched streaming service, for the least pay

  • shortform video is everywhere, man

  • Meta on god-mode (and deep thoughts from Zuck)


๐Ÿ‘‰๐Ÿ‘‰๐Ÿ‘‰Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun. 

A quick hitter for Friday (that got stuck in scheduled send purgatory)

YouTube is under-monetized (reprise)

Short-form video is everywhere, and itโ€™s increasingly the go-to growth move for content and marketing.

Anyways, because youtube just announced that shorts now had revenue parity with the rest of youtube, itโ€™s another reminder that YouTube is under-monetized.

YT gets the most attention

YouTube gets the most viewer time in the US:

BofA

Thatโ€™s 6 billion hours of watch time for YouTube, which is by far the most for any platform.

Not only is YouTube more watched than Facebook and Insta combined, itโ€™s also growing the most yoy at 7%.1

The biggest is getting bigger at the biggiest rate. Still, there is plenty of room to grow.

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ยฉ 2025 Moses Sternstein
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