MG Siegler:
There is a good argument to be made that it’s actually more beneficial to Google that Apple is no longer including the YouTube app (which Apple, not Google, built, by the way) as a standard part of iOS. For one thing, the app hasn’t really been touched in years, even as Google significantly upgraded the YouTube experience on other platforms (and the mobile web). More importantly, Google was not able to monetize those YouTube app views with ads. With its own app, it will be able to.