I think you make a good point. Most of these companies have cut out some portion of the streaming market. YouTube just happens to have a slice of market that’s quite huge.
I’d say it’s more likely that we’ll see some competition in some niche that’s currently served by YouTube rather than complete YouTube replacement.
Running a streaming service is incredibly expensive and complex.
Google only really manage it due to it being tied into the rest of their business.
It’s unlikely something of that scale could be achieved by anyone else.
Twitch
Pornhub
Vimeo
Netflix and other streaming services that are already established could try it
I think you make a good point. Most of these companies have cut out some portion of the streaming market. YouTube just happens to have a slice of market that’s quite huge.
I’d say it’s more likely that we’ll see some competition in some niche that’s currently served by YouTube rather than complete YouTube replacement.
Youtube (and Twitch to a degree) are in unique positions because they own their own infra (GCP and AWS).
I’d wager a true competitor would almost be required to operate similarly to avoid being dependent on a IaaS provider.