[coldtea]

>I don't necessarily agree with this. If I want to watch well produced online content, I do not think Youtube.com (...) Youtube is great for short videos, interviews and niche interest. IF I want to watch scripted drama like NARCOS, I can't find anything close to that on Youtube.

That's orthogonal though, since people don't split equally their viewing habits based on content types.

So if, e.g. younger generations, watch less "scripted drama like NARCOS" and more "short videos, interviews and niche interest stuff", then Netflix has a YouTube problem, regardless if they have all the "well produced online content".

[skohan]

What remains to be seen is whether the demographic trends here are due to fundamental differences in what gen Z kids are interested in, or whether it's just a function of the fact that YouTube is free, and Teenagers don't have money, and your parents can't see what you've been watching like they can if you use their Netflix login.

It would be like looking at transportation data and concluding that since teenagers tend to take the bus or ride bikes to get places, the auto industry will be doomed in 20 years.

[coldtea]

On the other hand, what teenagers are used to watching, they can take to their adult life.

The same way languages and idioms CS students learn in college influence what happens in the enterprise later on.

A generation back everybody just watched TV -- kids AND parents. So this is new-ish.