In December 2023, Rockstar Games dropped the trailer for the highly anticipated Grand Theft Auto VI. In just 24 hours, it was viewed over 93 million times! In the same period, a deluge of fan content was made about the trailer and it generated 192 million views, more than double that of the official trailer. Youtube’s 2024 Fandom Survey reports that 66% of Gen Z Americans agree that “they often spend more time watching content that discusses or unpacks something than the thing itself.” (Youtube Culture and Trend Report 2024)

Much like the discussions and dissections populating YouTube fan channels, ancient scholarly traditions have long embraced similar practices. This dialogue between the original text and the interpretation is exemplified, for instance, in the Midrash, the collection of rabbinic exegetical writings that interprets the written and oral Torah. Midrashim “discern value in texts, words, and letters, as potential revelatory spaces. They reimagine dominant narratival readings while crafting new ones to stand alongside—not replace—former readings. Midrash also asks questions of the text; sometimes it provides answers, sometimes it leaves the reader to answer the questions”. (Gafney 2017)

The Midrash represents a form of religious para-content. It adds, amends, interprets, extends the text’s meaning in service of a faith-based community. Contemporary para-content plays a similar role in providing insights, context and fan theories surrounding cultural objects of love, oftentimes crafting new parallel narratives and helping fans insert themselves into the work.

highly expressive YouTubers perform an emotional exegesis, punctuating and highlighting the high points and key bars of the song, much like the radio DJ of yore. TikTok is now flooded with reactions to the now unforgettable “Mustard” exclamation in Kendrick’s “TV Off,” affirming to fans that this moment is a pivotal moment in the song, validating that it is culturally resonant.

Para-content makers may be called “creators” or “influencers” but their actual role is that of “contextualizer”, the shapers of a cultural artifact’s horizon. The concept of “horizon” originates from “reception theory” in literary theory which posits that the meaning of a text is not a fixed property inscribed by its creator but a dynamic creation that unfolds at the juncture of the text and its audience.

American economist Tyler Cowen often uses the refrain “Context is that which is scarce” to describe that while art, information and content may be abundant, understanding—the ability to situate that information within a meaningful context—remains a rare and valuable resource. Para-content thrives precisely because it claims to provide this scarce context.

As content proliferates, the challenge isn’t accessing cultural works but understanding how they fit into larger narratives and why they matter. There is simply too much content, context makes salient which deserves our attention.

Your friend’s favorite line in a song became a hook for your own appreciation of it. Seeing how people reacted to a song’s pivotal moment at a house party made clear the song’s high point. Hearing a professor rave about a shot in a movie made you lean in when you watched it. Often, you developed your own unique appreciation for something which you then shared with peers. These are all great examples of organic contextualization. Yet this scarcity of context also illuminates the dangers of para-content. When contextualizers wield disproportionate influence, there is a risk that their exegesis becomes prescriptive rather than suggestive.

The tyranny of the contextualizer online is their constant and immovable presence between the reader and the text, the listener and the music, the viewer and the film. We now reach for context before engaging with the content. When my first interaction with a song is through TikTok reactions, I no longer encounter the work as it is, on my own. It comes with context juxtaposed, pre-packaged. This removes the public’s ability to construct, even if for a moment, their own unique horizons.

Companionship content is long-form content that can be consumed passively — allowing the consumer to be incompletely attentive, and providing a sense of relaxation, comfort, and community.

Interestingly, each individual “unit” of music is short-form (e.g. a 3-5 minute song), but how we consume it tends to be long-form and passive (i.e. via curated stations, lengthy playlists, or algorithms that adapt to our taste).

If you’re rewatching a show or movie, it’s likely to be companionship content. (Life-like conversational sitcoms can be consumed this way too.) As streaming matures, platforms are growing their passive-watch library.

content isn’t always prescriptively passive, rather it’s rooted in how consumers engage it.

That said, some content lends better to being companionship content: Long-form over short. Conversational over action. Simple plot versus complex.

Short-form video requires more attention & action in a few ways: Context switching, i.e. wrapping your head around a new piece of context every 30 seconds, especially if they’re on unrelated topics with different styles Judgment & decision-making, i.e. contemplating whether to keep watching or swipe to the next video effectively the entire time you’re watching a video Multi-sensory attention, i.e. default full-screen and requires visual and audio focus, especially since videos are so short that you can easily lose context Interactive components, e.g. liking, saving, bookmarking,

With how performative, edited, and algorithmically over-optimized it is, TikTok feels sub-human. TikTok has quickly become one of the most goal-seeking places on earth. I could easily describe TikTok as a global focus group for commercials. It’s the product personification of a means to an end, and the end is attention.

even TikTok creators are adapting the historically rigid format to appeal to more companionship-esque emotions and improve retention.

When we search for a YouTube video to watch, we often want the best companion for the next hour and not the most entertaining content.

While short-form content edits are meant to be spectacular and attention-grabbing, long-form content tends to be more subtle in its emotional journey Long-form engagement with any single character or narrative or genre lets you develop stronger understanding, affinity, and parasocial bonds Talk-based content (e.g. talk shows, podcasts, comedy, vlogs, life-like sitcoms) especially evokes a feeling of companionship and is less energy-draining The trends around loneliness and the acceleration of remote work has and will continue to make companionship content even more desirable As we move into new technology frontiers, we might unlock novel types of companionship content itself, but I’d expect this to take 5-10 years at least

TikTok is where you connect with an audience, YouTube is where you consolidate it.5 Long-form content also earns creators more, with YouTube a standout in revenue sharing.

YouTube paid out $16 billion to creators in 2022 (which is 55% of its annual $30 billion in revenue) and the other four social networks paid out about $1 billion each from their respective creator funds. In total, that yields $20 billion.”

Mr. Beast, YouTube’s top creator, says YouTube is now the final destination, not “traditional” hollywood stardom which is the dream of generations past. Creators also want to funnel audiences to apps & community platforms where they can own user relationships, rely less on algorithms, engage more directly and deeply with followers, and enable follower-to-follower engagement too

Interestingly of course, an increasing amount of short-form video, including formats like clips and edits, seems to be made from what originally was long-form content.8 And in return, these recycled short-form videos can drive tremendous traffic to long-form formats and platforms.

90% of people use a second screen while watching TV. We generally talk about “second screen” experiences in the context of multiple devices, but you can have complementary apps and content running on the same device — you can have the “second screen” on the same screen.

YouTube itself also cites a trend of people putting YouTube on their real TV screens: “There are more Americans gathering around the living room TV to watch YouTube than any other platform. Why? Put simply, people want choices and variety … It’s a one stop shop for video viewing. Think about something historically associated with linear TV: Sports. Now, with [our NFL partnership], people can not only watch the games, but watch post-game highlights and commentary in one place.”

If I were to build an on-demand streaming product or any kind of content product for that matter, I’d build for the companionship use case — not only because I think it has a higher ceiling of consumer attention, but also because it can support more authentic, natural, human engagement.

All the creators that are ‘made’ on TikTok are looking for a place to go to consolidate the attention they’ve amassed. TikTok is commercials. YouTube is TV. (Though yes, they’re both trying to become each other).

certainly AI and all the new creator tools enabled by it will help people mix and match and remix long and short formats all day, blurring the historically strict distinctions between them. It’ll take some time before we see a new physical product + content combo thrive, and meanwhile the iPhone and its comps will be competing hard to stay the default device.

The new default seems to be that we’re not lonely as long as we’re streaming. We can view this entirely in a negative light and talk about how much the internet and media is contributing to the loneliness epidemic. Or we could think about how to create media for good. Companionship content can be less the quick dopamine-hit-delivering clips and more of this, and perhaps even truly social.

Long-form wants to become the conversational third space for consumers too. The “comments” sections of TikTok, YouTube and all broadcast platforms are improving, but they still have a long way to go before they become even more community-oriented.

I’m not an “AI-head” but I am more curious about what it’s going to enable in long-form content than all the short-form clips it’s going to help generate and illustrate, etc.

The foreground tends to be utilities or low-cognitive / audio effort (text or silent video). Tiktok is a foreground app for now, YouTube is both (and I’d say trending towards being background).

A Pivot To Video tends to arrive in stages, with each stage being more expensive and producing less interesting content as things progress. Usually it goes like this: The experimentation phase, the factory phase, and the bloat phase. A great editor I worked for during the second Pivot To Video, roughly 2013-2017, who, herself worked through the first, roughly 2003-2007, described it as a massive waste of resources that wastes more resources as it becomes clearer to everyone not directly involved how much of a waste of resources it is.

It’s a fundamental issue with video as a medium that online platforms haven’t fixed and, I suspect, never will because it makes user-generated content platforms feel more professional and consistent. Like TV. The cost to produce video content always balloons as you add more people, more tools, more structure to the workflow, pushing out smaller creators and teams. And even with the pandemic lowering the barrier of entry for making video online considerably, it’s still happening again. We’re in the bloat phase now.

MrBeast, the platform’s biggest star, is spending between $3-$5 million per video right now, up from around $200,000 a video just a few years ago. To put that absolutely outrageous number in perspective, a MrBeast video is roughly the same cost per video as any episode from the first five seasons of Game Of Thrones.

Guides last year were saying you had to capture viewers in the first three seconds. I’ve read a few guides from this year that are now saying hooking a TikTok user has to happen in the first 1.5 seconds. There’s an oft-quoted “shoeshine boy” theory of markets, usually attributed to Joe Kennedy in the late 1920s, who said that when the boy shining his shoes had stock tips, he knew the market was about to collapse. Well, here’s a similar rule for digital video: If you’re trying to optimize your video in microseconds, the video pivot is probably already over.

YouTube is laser-focused on capturing the world’s televisions. In fact, the platform’s CEO, Neal Mohan announced yesterday that the platform is adding even more features for YouTube’s TV app. And TikTok, if it’s not banned or whatever, is trying to use its massive inventory of short-form video content to prop up both a search engine and an e-commerce operation. And we haven’t even talked about Meta’s video products here. There is simply no incentive for these platforms to regress even though users seem to want them to.

Tastes are clearly changing. The Washington Post article pointed to Sam Sulek, a giant muscleman on YouTube who posts 30-minute workout vlogs with barely any editing as a possible direction this is all headed in. I tried watching one of his recent videos and I’m not even sure it has any cuts in it? It’s possible that’s what’s coming next, but it’s less certain if platforms will, or rather can, allow it. Time to find out if they know how to pivot.