The Long & Short of YouTube Video

6 thoughts on “The Long & Short of YouTube Video”

  1. Quote:

    “The long-form video opens up more advertising opportunities for YouTube.”

    I agree on this. However, after reading the piece at HBS review, I wonder:

    1. Can YouTube survive if IPTV takes off completely? Ads in a physcial TV have become a nuisance due to sheer greediness of the distributors.

    2. Consolidation or Merge and Acquisitions (M&A) are not smooth, actually they can be very brutal sometimes, even if there are synergies. Like Quaker Oats took over Snapple (industry being very similar to its Gatorade). But finally sold to Triac for USD 1.5 billion less!

    What kind of consolidation YouTube can think of in its peer industry group?

    Only think they can do is to request Hollywood honchoes or purchase some movie studios or create its own video content. Do you think Google will do that?

    3. Cisco does not shift strategy overnight. They normally own a small stake in the company and if later find it to be valuable, then raise the stake. I do not see Google having the same case here (=acquire step by step). How will Google (hence YouTube) take this up? I do not see YouTube doing that kind of stuff yet.

    4. Finally if the only strategy is to monetize as much as possible, they are left with one option only = create. What additional work they can do in here (I can not think of any other than polishing their tech work, especially on the streaming side)

    Om,

    What will be your take on these?

    Thanks,
    Satya

  2. And yes,

    Google has been an engineering driven company so far unlike Cisco which more of a M & A driven company. And I do not think Google will take the Satchi and Satchi route of mindless acquistions. (we all know what happened to it)

  3. Om, you’re right on man, with this point — “They could easily become a hub for indie movies, smaller and niche television content, and even foreign content…”

    When the fragmented Indie supply meets the pent-up mainstream demand, then perhaps the game changes in a very meaningful way. IFC Media Lab has been a pioneer in this space.
    http://medialab.ifc.com

    FYI, I wrote a column about this phenomenon back in March of 2007, and I sense that we’re getting progressively closer to a storytelling renaissance.
    http://dhdeans.blogspot.com/2007/03/sxsw-2007-digital-storytelling.html

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