A11. | September

A11.

September 17, 2025


***  Ross Rant ***

YouTube's $100 billion creator payout: The end of media as we know it

Not long ago, most people saw YouTube creators as hobbyists, nerds, or amateur filmmakers shooting videos in their basements for fun. Fast forward twenty years, and YouTube has paid them $100 billion. That's real money—one hundred billion dollars flowing directly to people who make videos, bypassing the traditional media giants entirely.

This shift isn't an anomaly. 

It's a signal that the creator economy has outgrown its humble beginnings. What started as a quirky corner of the web now rivals Hollywood and major newsrooms. When a single platform pays out more than most countries' entire media budgets, it's time to pay attention.

YouTube's recent push into artificial intelligence amplifies this transformation. These new tools enable anyone to create professional-looking videos without expensive equipment or advanced technical skills. I've been discussing the shift toward more amateur, agile video creation for years, and now we're witnessing it unfold in real time. Anyone with a smartphone can produce content that rivals professional TV studios. The barriers that once protected big media have crumbled.

For decades, traditional media companies controlled the game. They owned the channels, theaters, expensive cameras, and the professionals who operated them. That advantage is rapidly disappearing.

Today, solo creators armed with AI tools can move faster than any corporate team. They don't need sign-off from multiple layers of management. They speak directly to their audiences—no focus groups, no market research required. When people crave authentic voices over corporate messaging, these creators win.

Big Media spends millions producing a single TV episode. Creators make content people love for a fraction of that cost. They don't pay for sprawling offices, high-paid executives, or legacy distribution networks. Every dollar saved can be reinvested in content—or go straight to their pockets.

This wave extends far beyond entertainment. Newsrooms now compete with independent journalists breaking stories on social media. Educational institutions face YouTubers who explain complex topics through engaging, accessible videos. Even corporate trainers struggle to match the reach and effectiveness of online educators.

Policymakers face a significant challenge. Existing broadcast regulations were designed when only a select few could reach mass audiences. Now anyone can reach millions instantly. We need new frameworks for content moderation, information accuracy, and fair competition—the old rules simply don't apply.

TikTok represents another seismic shift. It's not merely social media; it's handheld television on steroids, delivering access to countless global creators through hyper-personalized feeds. Its AI-driven recommendation engine tailors content to individual preferences with unprecedented precision.

Communications experts like Kevin Munger from Penn State University argue that short-form video communicates information more efficiently than traditional text-based content. Given TikTok's television-like influence, there's growing momentum to regulate it similarly to traditional broadcasters under frameworks like the Communications Act of 1934.

Countries from Canada to China have implemented television and communications regulations, highlighting the urgent need for similar oversight of platforms like TikTok.

Civic leaders and communications professionals cannot afford to ignore this transformation. Many still rely on strategies built for a world of media gatekeepers—a world that's rapidly disappearing. Tomorrow's leaders must understand creator economics, AI-powered tools, and direct-to-audience models. 

The $100 billion YouTube payout isn't the conclusion of this story—it's the opening chapter. As AI capabilities expand, content creation will become even more accessible. Traditional media companies face a stark choice: adapt to this new reality or watch their influence diminish. The creators have already moved forward. The rest of us should take note.

-Marc

***  A11. ***

People around the world want political change, but many doubt it can happen: Large shares give politicians low marks on honesty and understanding the needs of ordinary people. Pew

It isn’t just the US. The whole world has soured on climate politics. How do we think about the climate future, now that the era marked by the Paris Agreement has so utterly disappeared? David Wallace-Wells

WP: Trump tariffed the British. They’re still rolling out the red carpet.

The Times: Royals give Trump a spectacular welcome for ‘ultimate’ state visit

Trump has no need of reality, deep in the land of make-believe:
The skies rained on his parade, but the US president seemed to enjoy the pomp and pageantry in a Windsor hermetically sealed from outside protests. Tom Peck

UK and US are two notes of the same chord, says Trump: The Times reports the King praised the special relationship at the state banquet, which also hosted tech leaders from Apple, Microsoft, and Google.

Trump meets with royal family in pomp-filled state visit to Britain: WP reports the day ended with a state banquet at Windsor Castle, where President Donald Trump and King Charles III both toasted to the special relationship between their nations.

+ Trump’s interview from the UK with Fox News’ Martha MacCallum will air at 3:00 pm ET tomorrow

Starmer banks on £150bn investment to placate critics of Trump state visit: Guradian reports the prime minister seeks to make best of difficult state visit by US president with package of commitments by US firms.

US tech groups answer Starmer’s call for AI infrastructure spending: FT reports multibillion-dollar pledges on data centres come during Trump visit despite unresolved issues around digital services tax.

Nvidia invests £500m in Nscale to boost UK AI data centers: The Times reports investment promises 250 jobs and a significant boost to national tech infrastructure as part of a wave of tech deals announced during President Trump’s visit.

Nvidia says Britain will have to burn gas to power technology revolution: The Times reports the company chief executive Jensen Huang says the UK’s costly electricity means new data centres will rely on fossil fuel as well as renewable energy.

It’s Britain’s fault the special relationship isn’t working: The Prime Minister’s woeful record of poor judgment has the Trump administration questioning the value of a friendship with Downing Street. Con Coughlin

Why MAGA’s next project is to fix ‘broken Britain’: President Trump has been vocal about what he perceives as the UK’s shortcomings. After America is fixed, his administration wants to make it great again. The Times

How conservative America turned on Britain: Donald Trump may go easy on Starmer during this week’s state visit, but his supporters see the UK as a stark warning for the US. Telegraph

Won’t the British right stand up for sovereignty? A hatred of interference in national affairs disappears when American conservatives are doing it. Janan Ganesh

The Times: Starmer will recognise Palestine after end of Trump’s state visit

Ukraine’s best hope for influencing Trump? King Charles.
The US president will be lauded with the finest pomp and pageantry Britain has to offer. Politico

TKI: Ukraine aims for Trump meeting during Zelensky’s upcoming New York visit, FM says

Tests show Navalny was poisoned in jail, his widow says:
BBC reports the wife of the late Russian opposition leader Alexei Navalny has said he was killed by poisoning while serving a prison sentence in an Arctic penal colony in 2024. In a video shared on social media, Yulia Navalnaya said analysis of smuggled biological samples carried out by laboratories in two countries showed that her husband had been "murdered."

Germany faces ruin without reform of welfare state, warns economist: Economic adviser says younger workers face an unsustainable burden without radical action to tackle the €400 billion-a-year pensions bill. The Times

EU unveils plan to hit Israel with tariffs, sanctions amid Gaza war outcry: Politico reports European Commission moves to get tough on Israel — but now it needs member countries on board.

EU will present social media regulation bill in 2026, says official: Nikkei reports new law may include restrictions on underage use.

EU's new approach to lure India away from Russia's orbit: DW reports The EU has proposed better strategic ties with India to pull New Delhi closer to Europe and away from Russia. While a trade deal is currently in focus, the EU also looks to boost defense cooperation.

AI is erupting in India: American firms are piling on users—and sucking up mountains of data. Economist

Saudi Arabia signs ‘strategic mutual defence’ pact with Pakistan: FT reports deal with nuclear-armed power comes a week after Gulf states were deeply rattled by Israeli attack on Hamas leaders in Doha.

Scott Bessent’s chief of staff set to move to IMF: FT reports Dan Katz expected to become second to fund chief Kristalina Georgieva.

The Philippines will keep up support for the country’s fishermen near the Scarborough Shoal, said an official on Sept 17, despite China’s increased efforts to assert control after designating the disputed atoll a national nature reserve.

Taiwan unveiled its first missile to be jointly manufactured with a US company on Sept 17, marking a major step in the fast-growing defence cooperation between Taipei and Washington to counter China’s military threat.

Taiwan chipmakers struggle to curtail tech leaks to China: Nikkei reports industrial espionage investigations up 31% as Beijing bolsters companies at home.

Chinese officials urge firms to shun Nvidia AI chip: WSJ reports the world’s most valuable company was dragged further into the US-China trade war after Beijing’s top cybersecurity regulator urged big tech firms not to buy one of its newest chips. 

China bans tech companies from buying Nvidia’s AI chips: FT reports Beijing steps up efforts to boost semiconductor independence and compete with US.

Trump’s China trip may hinge on Boeing and soybean deals, sources say: ‘Significant progress’ made on plans since Beijing’s invitation to US leader for formal state visit, source says. SCMP

See how China is dominating the global EV market WSJ 

Future EVs must be made in Europe, EU president says: WSJ reports EU President von der Leyen said the EU executive will work toward safeguarding a broad range of industries.

Ontario expected to have the worst economic growth in Canada thanks to Trump’s tariffs, report says: The Toronto Star reports that despite Premier Doug Ford's battle against the tariffs, demand for Ontario exports has declined, as has business investment and hiring.

Surge of imports into Southern California ends: WSJ reports retailers and manufacturers pulled back on orders in August after tariffs spurred a rush of cargo into the ports of Los Angeles and Long Beach in previous months.

ARG: Argentine President Javier Milei’s disapproval rating rose for a third straight month to a new high in September amid bribery allegations involving his sister, while his party’s lead in October’s crucial midterm race narrowed in a new poll.

America loves cocaine again—Mexico’s new drug king cashes in: The Trump administration’s war on fentanyl created an opening for ‘El Señor Mencho’ to smuggle cocaine into the US by the ton. WSJ

Trump adopts war on terror tactics to fight drug cartels: WSJ reports the White House has depicted smugglers as terrorists similar to members of al Qaeda and Islamic State who should be neutralized by military force.

Pentagon lawyers raise concerns over Trump’s strikes on alleged drug boats: WSJ reports defense officials worry about the legal implications for military personnel involved in the operation.

Fed lowers rates by quarter-point, signals more cuts are likely: WSJ reports concerns about a job-market slowdown are overriding jitters about inflation in justifying a pivot towards a shallow sequence of rate reductions.

Surging US power costs defy Donald Trump’s pledge to halve bills: FT reports electricity price inflation sparks political debate ahead of elections.

Rising electricity price? Thank Trump: Bigger bills are a direct result of the One Big Beautiful Bill Act, which cut green-energy subsidies. Rahm Emanuel

A seamlessly unserious president: Damage from Trump’s protectionism mounts domestically as danger abroad rises. George Will

‘Department of War’: The branding our soldiers deserve Micheal Keane

Anti-Trump influencers flood the White House’s new TikTok account: WP reports the rocky rollout of the president’s official presence on the social platform showcases the challenges he faces among younger people online, even as he says he’s nearing a deal to get it sold to US owners.

Inside Trumpworld’s reality distortion field: In the immediate aftermath of Charlie Kirk's killing, Donald Trump's advisors were sure who was to blame. That law enforcement says they were wrong didn't, and doesn't, much seem to matter. Wired

‘They’ didn’t kill Charlie Kirk: It insults his memory to blame political opponents for one man’s heinous act. Karl Rove

Obama condemns ‘horrific’ Kirk shooting, urges country to unite: WP reports former president Barack Obama called the killing of Kirk a tragedy and said the Trump administration was wrong to try and sow division after the shooting.

ABC pulls Jimmy Kimmel off air for Charlie Kirk comments: NYT reports Kimmel faced some criticism for comments he made on Monday about the motives of the man who is accused of killing Charlie Kirk.

The constant battle: The first excerpt from 107 Days. Kamala Harris

Bernie Sanders becomes first US senator to say Israel committing genocide in Gaza: Guardian reports the Vermont senator had taken flak for avoiding term as UN panel says Israel’s conduct meets criteria for genocide.

In ‘Dead Center,’ Joe Manchin says he’s been right all along: In a new memoir, the former Democratic senator from West Virginia defends his centrist politics, portraying himself as a high-minded public servant with unshakable convictions. NYT

GA-GOV: Republican Secretary of State Brad Raffensperger, who defied President Donald Trump’s calls to help overturn the 2020 presidential election results in his state, on Wednesday announced he’ll run for governor of Georgia in 2026.

Senators weigh regulating AI chatbots to protect kids: WP reports parents told a Senate Judiciary subcommittee that chatbots had harmed their teens, even contributing to deaths by suicide.

The looming crackdown on AI companionship: The risks posed when kids form bonds with chatbots have turned AI safety from an abstract worry into a political flashpoint. What happens now? James O'Donnell

How to legislate for AI in an age of uncertainty: We need laws that only kick in once we know the impact of the technology. Martin Skladany

AI is making online dating even worse: What happens when users are inundated with machine-generated profiles and pickup lines? Anna Louie Sussman

AI firm DeepSeek writes less-secure code for groups China disfavors: Research by a US security firm points to the country’s leading player in AI providing higher-quality results for some purposes than others. WP

Google DeepMind claims ‘historic’ AI breakthrough in problem solving: Version of company’s Gemini 2.5 AI model solved complex real-world problem that stumped human programmers. Guardian

DeepMind and OpenAI achieve gold at ‘coding Olympics’ in AI milestone: FT reports artificial intelligence labs attain top grade in prestigious programming contest. 

AI agents are getting ready to handle your whole financial life: Artificial intelligence promises to reshape Wall Street—and individual investors—like few other tech changes in its history. WSJ

AI is turning traditional corporate org charts upside down: Teams are getting leaner and flatter, while leaders at the top are overseeing more than ever before. Everyone, everywhere is restructuring. Welcome to the AI age. WSJ

The Japanese business philosophy fueling Microsoft’s AI transformation: Microsoft COO Carolina Dybeck Happe said the principle of kaizen is key to how she’s approaching AI transformation inside the organization. WSJ

Apple explores possible test production of foldable iPhones in Taiwan: Nikkei reports the tech giant eyes new form factor to help boost total shipments by 10% in 2026.

StubHub raised $800 million in its IPO after pricing its shares at $23.50, in the middle of its expected range.

Death & Co. made cocktails cool. Now they’re coming for boutique hotels: Great bars have long been a luxury hotel amenity. For new hospitality brand Midnight Auteur, they’re the entire point. Bloomberg

United Airlines CEO Scott Kirby is trying to lure back customers with a promise: The long-troubled Newark Liberty International Airport will soon be the most dependable New York City-area airport.

‘Rocket Dreams’ recounts the highs and lows of the billionaire space race: Christian Davenport’s second book is a thorough accounting of the growing friction between Jeff Bezos and Elon Musk. WP

Robert Redford’s greatest roles, from ‘Sundance Kid’ to ‘All the President’s Men’: Plus directorial efforts such as “Quiz Show” and “A River Runs Through It.” WP

What the Odeon’s maître d’ wants you to know before you walk through the door: For more than two decades, Roya Shanks has been the quiet force behind the widely recognizable dining room—balancing family meals, fashion crowds, and the theater of hospitality with style all her own. Cultured

A cappuccino war breaks out in Berlin: In the German capital, a coffee chain is booming on the promise of affordable prices. The success is generating as much enthusiasm as hostility, with some seeing it as the work of destructive 'turbo-capitalism.' Le Monde

AFP: Louboutin taps Jaden Smith to lead well-heeled shoemaker's men's line

DC’s $3.7 billion Commanders stadium deal gets final council approval:
WP reports the Commanders stadium project will transform a largely vacant and blighted swath of DC and return the team to the city its owners have described as its “spiritual home.”

Tom Brady is doing too much: The former star quarterback is a television announcer, and he’s also a partial team owner. He shouldn’t be allowed to be both. Barry Svrluga

Testing the latest surf watches on the biggest breakers on earth: Peter Howarth tests his stamina — and an ocean-going Tudor watch — with pros who ride the biggest waves on the planet. The Times

How NIL money changes the game for German basketball: Germany's national basketball teams are enjoying a golden era, but are there concerns domestically that NIL money from US colleges might impact future generations. DW

Enjoy the ride + plan accordingly. 

-Marc 

Marc A. Ross | Chief Communications Strategist @ Caracal