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>Any competitor will have the same problems as Youtube does

I think there's still plenty of room for innovation in the ad serving front. YouTube is far worse than it used to be. It currently has multiple ads in a 10 minute video many of which have one 5-10 second mandatory clip followed by a much longer clip that can be skipped after 5-10 seconds.

The "you have to have the remote in hand to prevent even more ads" is pretty user hostile.

To make matters worse, on Android TV/Roku, many ads require HDCP so it's pretty normal for the device to require a reboot when ads start playing if the HDCP negotiation fails.

Youtube Premium is pretty expensive for a casual user ($144/yr).

The cost of servers/bandwidth isn't lost on me and Google gets the best rates in the industry, nonetheless. They're sufficiently big they can stick cache devices all over the place directly inside ISP networks (I assume they don't pay power/bandwidth on these since ISPs end up saving money)



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