this post was submitted on 18 Nov 2023
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Well, reading that back, the above comment is maybe a bit harsh, because I hardly know anything about Grayjay specifically. They do seem to have a grander vision where they combine all kinds of services, not just YouTube, and maybe they really are hoping that Google won't ToS them.
But yeah, the way I imagine this will go down, is that Grayjay will grow for a bit, until Google notices losses from this new competitor. Then Grayjay will receive a letter that they're in violation of the YouTube ToS. Grayjay will try to get that resolved, but no one at Google responds. Eventually they'll be forced to take out the YouTube integration, making the app significantly less useful, which is its death sentence.
I don't quite understand how their monetization model works, so I don't know who will lose money here, but I imagine someone will.
Ultimately, they're building a business reliant on Google, which has never been a good idea.