[Spivak]

I don't really think so. A turnkey "host your own video site" would pretty much qualify a competitor -- I'm far more loyal to the people I watch on YouTube/Twitch than the platforms themselves. If they moved to their own site it wouldn't matter too much to me assuming I still had a way to get it on my TV.

[stcredzero]

But in the long term, virality, discovery, and monetization matter a great deal. YouTube could simply wait for current creators to become stale, and absolutely control the future of discourse.