The most telling point (so far) of Netflix’s proposed acquisition of Warner Bros Discovery, HBO and streaming businesses came from the company itself. In pushing back on claims that the deal would be anti-competitive, Netflix co-CEO Greg Peters pointed to YouTube as a bona fide rival that it would still trail with Warner Bros stack — a point that would’ve sounded far-fetched not that long ago.
That framing reflects a broader shift in how competition in video is actually playing out. The fight is no longer just about who owns the biggest library or who can stack the most subscribers. It’s also about who captures attention, who sets the viewing habits and who becomes the default place people go when they open a screen.
Which helps explain why Netflix increasingly frames itself not only against other streamers but to YouTube — a platform that dominates watch time, reaches a far broader audience and is quietly reshaping what “television” even means. Read on to see where that shift is now, in clear graphic detail.
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