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Interestingly, YouTube is on an upward growth trajectory, with analysts suggesting that YouTube TV could potentially become the largest pay-TV service in the United States. This growth is largely driven not merely by traditional streaming but by consumers turning to YouTube as their primary television source—viewing content from favorite channels and creators seamlessly integrated into one platform.
Meanwhile, YouTube’s management, including Neil Mohan, is perceived as becoming increasingly arrogant, pushing for control over the airwaves much like Hollywood studios. This ambition to dominate the streaming landscape has led to aggressive negotiations and a game of chicken: both Disney and YouTube are waiting for the other to blink first.