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DI David Imel Tech YouTube creator and podcaster who joined Waveform as a regular co-host alongside Marques Brownlee and Andrew Manganelli, covering consumer technology, phon...

“I feel like all of this was just made for trying to compete with YouTube. All of these platforms are just trying to be each other. YouTube is trying to be Netflix. So they have the shows and stuff in the YouTube feed now. Netflix wants to be YouTube by putting video podcasts on Netflix. And now Instagram is just like, we see the growth of content viewing on TV because YouTube's TV viewership has just gone like this.”

Waveform: The MKBHD Podcast · Tech Strategy & Big Tech · November 2026

“I feel like all of this was just made for trying to compete with YouTube. All of these platforms are just trying to be each other. YouTube is trying to be Netflix. So they have the shows and stuff in the YouTube feed now. Netflix wants to be YouTube by putting video podcasts on Netflix. And now Instagram is just like, we see the growth of content viewing on TV because YouTube's TV viewership has just gone like this.” — David Imel, Waveform: The MKBHD Podcast

Context

The hosts were discussing Instagram's new long-form widescreen video and its TV apps. Imel widens the point: every video platform is converging on the same TV-driven product.

Transcript

Waveform: The MKBHD Podcast Around 24:55 into the episode
Speaker 2

Okay.

Andrew Manganelli

But yes. And that then they start talking about how these things they wanted to be on TV because of their Instagram TV app. And that previously was mostly just watching reels, which we all know watching vertical content on TV is horrible. Yes, you have that.

David Imel

What was that, Samsung TV that rotated? Oh my God. Well, there's an Apple TV app that launched this month. But I feel like all of this was just made for trying to compete with YouTube. All of these platforms are just trying to be each other. YouTube is trying to be Netflix. So they have the shows and stuff in the YouTube feed now. Netflix wants to be YouTube by putting video podcasts on Netflix. And now Instagram is just like, we see the growth of content viewing on TV because YouTube's TV view viewership has just gone like this. And so they're just like, well, if we have all of this video content that people are watching all the time, why don't we get in on that?

Andrew Manganelli

Yeah. No, they're so clearly like Instagram realizes so much of their stuff is the same content as on other platforms. Like, you know, they stole stories from Snapchat. They're stealing all this short form stuff from TikTok. Now they're doing long form for YouTube. They want everything to be in the…

Speaker 2

is what YouTube does. And it gets us like 0.01% of views because those are an audience. That's a human problem, not a YouTube problem. But yeah, they do offer the link between the short form and the long form. Just people don't click it.

Andrew Manganelli

And I do think they understand that people are sharing long form videos with friends also. Instagram knows one of the best ways that they keep people on the site is, you know, because they have lots of very easy way to share content that's on the site and not leaving it. This is one step further to…

Speaker names come from our own diarization. The position is estimated from where the line sits in the episode.

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