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@evan if there was a fragmented ecosystem of video platforms with comparable user share, or of YouTube was losing user growth, then yes.

I don't think a scenario is a foregone conclusion, but I don't see it happening without Alphabet totally fumbling the ball worse than it did during the adpocalypse, or without a large grassroots movement.

I think if you see that in the platforms that have turned on or promise to turn on AP (Threads, Tumblr, Flipboard) vs those that haven't (X, FB, Reddit)