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Substack expands video capabilities amid Tiktok uncertainty

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MUMBAI: The social media landscape is shifting, and Substack is seizing the moment. With Tiktok’s future in the U.S. hanging in the balance, the San Francisco-based startup is doubling down on video, aiming to lure creators looking for new ways to monetise their content. On 20 February, Substack announced that creators can now post video content directly through its app and place videos behind a paywall.

“There’s going to be a world of people who are much more focused on videos,” said Substack co-founder Hamish McKenzie. “That is a huge world that Substack is only starting to penetrate.”

One of those creators is Carla Lalli Music, a food content creator and cookbook author, who made a dramatic switch from Youtube to Substack. After posting nearly 200 videos, amassing hundreds of thousands of followers, and generating millions of views, Music quit Youtube. Why? The numbers didn’t add up. She earned almost $200,000 in revenue in just one year on Substack, a stark contrast to the losses she incurred producing videos for Youtube since 2021.

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“If I published four videos a month on Youtube, I’d earn about $4,000, but each video cost $3,500 to make,” Music said. “I was losing $10,000 a month.” Even with brand deals, the earnings barely covered production costs. Now, with her content behind a paywall, she’s focusing on writing another book, posting exclusive recipes, and selectively producing videos for Substack subscribers.

Founded in 2017, Substack initially served as a newsletter platform where writers could charge readers a monthly subscription fee. The company raised $100 million, with its most recent valuation exceeding $650 million. Today, more than four million paid subscribers and over 50,000 creators generate income on the platform.

With the uncertain future of Tiktok, Substack is aggressively expanding its offerings. Following Tiktok’s brief removal from Apple and Google’s app stores in January, Substack launched a $20 million fund to attract creators looking for a stable platform.

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“If Tiktok gets banned for political reasons, there’s nothing to do with the work you’ve done, but it really affects your life,” McKenzie said. “The only and surefire guard against that is if you don’t place your audience in the hands of some other volatile system who doesn’t care about what happens to your livelihood.”

Now, Substack is courting video-first creators from competing platforms, offering them a place to own their audience without algorithms deciding who sees their content. Already, 82 per cent of Substack’s top 250 revenue-generating creators have integrated audio or video into their content.

Unlike its previous video feature that only allowed clips in Notes-Substack’s front-facing feed—the new update lets creators monetise videos, track viewership, and measure revenue impact.

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For creators burned by unreliable earnings on other platforms, Substack’s paywalled video model offers a sustainable alternative. The company is betting that in a world where direct-to-fan revenue drives more than half of the $290 billion creator economy, the ability to monetise video will make its platform even more attractive.

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iWorld

YouTube rolls out 30-second unskippable ads on smart TVs worldwide

New connected TV format and pause ads push viewers towards longer ad breaks

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MUMBAI: Your trusty skip ad button may soon become a rare sight, at least when you are watching YouTube on the big screen. As of March 2026, the platform has completed the global rollout of 30-second non-skippable advertisements for connected TV apps.

The move affects viewers watching YouTube on smart TVs, gaming consoles and streaming devices such as Roku or Apple TV. Instead of seeing two separate 15-second ads that could sometimes be skipped after a few seconds, users are increasingly being served a single uninterrupted 30-second advertising block.

The change is primarily tied to YouTube Select, the company’s premium advertising inventory that features the top 5 per cent of most-watched content on the platform. For advertisers, it offers a more predictable and television-like experience. For viewers, it means settling in for the full half-minute.

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Behind the scenes, artificial intelligence is also taking on a larger role. Google’s ad systems now dynamically decide which format works best for each viewer. The rotation may include quick 6-second bumper ads, traditional 15-second spots, or the new 30-second connected TV format depending on the content and audience.

Even pressing pause is no longer an escape from advertising. YouTube has started rolling out so-called pause ads, where the video shrinks on the screen and a static or interactive advertisement appears alongside it when a viewer stops playback.

The strategy reflects how YouTube’s viewing habits are changing. Television screens have become the platform’s fastest-growing viewing surface, and in the United States it now ranks as the leading streaming service by watch time, ahead of major subscription platforms.

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There is also a practical reason. Ad-blocking software is far less common on smart TVs than on browsers or mobile devices. By shifting more advertising to the living room screen, YouTube is protecting a crucial source of revenue.

At the same time, the company appears keen to nudge more viewers towards its paid offerings. Longer unskippable ads on the free tier make services such as YouTube Premium and the lower-priced Premium Lite subscription more appealing.

For now, mobile and desktop viewers can breathe a small sigh of relief. The 30-second unskippable format is currently limited to connected TVs, while phones and computers still mostly cap non-skippable ads at around 15 seconds.

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So the next time you lean back on the sofa to watch a video on YouTube, be prepared. The ads might just be settling in for the full half-minute as well.

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