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YouTube's Netflix Makeover, Jasontheween Donates, Amazon Layoffs, and Hololive's Holoday

YouTube's Netflix Makeover, Jasontheween Donates, Amazon Layoffs, and Hololive's Holoday

Oh, hey, it's November! Two months left in 2025, so it's time for everyone to lock in! We just wrapped up October, and as expected, the numbers were down compared to September. Hours watched decreased by 1.2%, while average viewership dropped by 4.4%. Some of that can be attributed to Kai Cenat's subathon in September, but it was buoyed by the FaZe members streaming their month-long subathon. Now that said, a decrease is not surprising, as historically, September through December tend to trend negatively in viewership. If there's any hopium take, it's that November is usually a rebound month, meaning we should see an increase in viewership compared to the two previous months. Time will tell!

With that, though, let's jump into last week's stories and updates!

🟪 TWITCH
  • Twitch had another round of layoffs as part of Amazon's major 14,000 layoff. It appears to have affected a few dozen people connected with Twitch.
  • Twitch is experimenting with a promotion where gifting 10 Subs unlocks some Bonus Bits (the amount varies by the user).
  • Some users can claim a 30-Day Trial of Twitch Turbo. The standard trial is usually 7 days.
  • Twitch and Amazon Ads tested the new Live Shopping feature. For the time being, it appears limited to brands willing to advertise on Twitch. I'd prefer seeing creators able to add/share products with it.
  • Head of Community Mary Kish and CPO Mikey Minty were interviewed by CGM about Twitch's mainstream appeal.
  • Twitch has removed the five-monetized-account limitation that it added last week.
  • I posted a video going through Twitch's plans for AI.
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🟥 YOUTUBE
⬛ TIKTOK
  • TikTok has increased the sub split to 70%, and will offer a 20% bonus if you can reach 100,000 views in the last month while also posting three sub-only videos.
  • TikTok is launching Smart Split, a tool that automatically clips, reframes, captions, and transcribes long-form content into multiple short videos.
  • A new AI Outline tool on TikTok is launching to help generate titles, outlines, and hooks for videos.
🟦 DISCORD & TWITTER X
🔲 OTHERS
  • Whatnot has raised $225 million, valuing the livestream shopping platform at $11.5 billion.
  • Kick is launching Drops (functionally a duplicate of Twitch Drops).
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