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YouTube is all-in on AI and TVs in 2024.

Neal Mohan, the CEO of YouTube, just published his annual letter, which is sort of a State of The YouTube Union address. There’s nothing new in here, really: YouTube is big on AI, loves creators, etc. etc. But I was yet again surprised by how big a subscription business YouTube is:

We’re excited to announce that we have more than 8 million subscribers to YouTube TV. And we passed 100 million Music and Premium subscribers, including trials. 

However big you think YouTube is... it’s probably bigger.