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If Roblox, Youtube and Netflix went Android only then I'd be replacing all of our iPads with Android Tablets post-haste.


> if Roblox, Youtube and Netflix went Android only then I'd be replacing all of our iPads with Android Tablets post-haste

Sure. Most wouldn’t. YouTube and Netflix would lose tens of billions of present value overnight. Hell, Apple might capture a good fraction of that surplus.


Yeah sure, people will give up on YouTube and Netflix to use iOS, that's not going to happen. They'll suffer through using Safari to access those and that'll reduce the perceived value of iOS devices for future purchases since it will be seen as clunky and not seamless.

Not being able to use YouTube properly is also one of the reasons (among others) of why Windows mobile failed.

Youtube is a monopoly and there's no way around it.


> people will give up on YouTube and Netflix to use iOS, that's not going to happen

People will swap phones to watch short-form videos? (But not the young; they’re on TikTok. Nor anyone in other streaming demographics.)

> Youtube is a monopoly and there's no way around it

Wat. Where are you getting this? Spotify has better churn statistics than YouTube.


Tiktok is additional to Youtube, it doesn't replace it. Teens are using both TikTok and Youtube. They are different formats.

Youtube Shorts is there especially because it's a different market that they want to capture.

> Wat. Where are you getting this? Spotify has better churn statistics than YouTube.

Unless you live in the few countries where YouTube has a competitor, they have a 100% market share on this kind of format.

Youtubers don't even bother to republish the video somewhere else because they know themselves that its a monopoly.


> they have a 100% market share on this kind of format

YouTube videos being the format?

Google owns YouTube. Google pays Apple tens of billions to keep its search front and centre. If Google thought YouTube had the leverage you do, wouldn’t you think they’d try swinging that around?


> YouTube videos being the format?

Youtube is the TV of the 21th century, it's not only the format but what you find there which is unique.

> If Google thought YouTube had the leverage you do, wouldn’t you think they’d try swinging that around?

Because there's no competition between both companies? Why would they do that? Google is pretty happy about their current position.


YouTube is not a monopoly especially globally.

In fact in countries like Japan and South Korea nobody was using it until the last year or two.

This idea that any mobile device will fail unless it has X app is baseless. Everyone has a different set of X that is important.


Yeah sure there's a few countries where it's not the case, that's why I mentioned that but it's rare.

People can usually replace the app X with an app Y but there's a few apps which are categorically needed on a phone otherwise it hurts the phone itself. Banks & government apps are part of those and Youtube is one as well.

Those are the ones really preventing a third company to join in.


Youtube is somewhere between number 2 and 5 in traffic ranking in Japan. What are you on about?




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