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YouTube has taken down 220 million videos since 2018

Now it’s getting a little less strict on what’s allowed on the site, per The New York Times.

Tom Jones

According to a report from The New York Times on Monday, YouTube’s content moderation policies have been quietly relaxed after more lenient new guidelines were introduced in mid-December.

Alphabet’s video platform — which reportedly supported 490,000 jobs and contributed $55 billion to the US economy last year — joins Meta platforms and Elon Musk’s X in revising its approach to content moderation. Unlike those two, however, YouTube hasn’t made any public statement about the move, though a spokesperson told the Times that it continuously updates its guidance for moderators.

New rules

YouTube workers are now advised to keep policy-contravening content up if it’s in the public interest and less than half of the video breaks the site’s code of conduct; previously, that threshold was a quarter of the video. Videos are in the public interest if creators “discuss or debate elections, ideologies, movements, race, gender, sexuality, abortion, immigration, censorship and other issues,” the Times reported from training materials it accessed.

Google’s quarterly transparency report shows that millions of videos are still taken off YouTube every single month.

YouTube total content moderation total chart
Sherwood News

In Q1 2025, the first quarter after YouTube’s new policies had come into play, the site took down some 8.6 million videos for breaching community guidelines. Worryingly, over half of those videos were removed for breaking YouTube’s child safety terms, though almost 55% of the content was actioned before it received a single view, thanks to YouTube’s automatic flagging system.

Indeed, when automated flagging is taken out of the YouTube moderation picture, there’s not actually all that much left. From the start of 2018, just ~19.9 million video removals came from human detection, with more than 90% stemming from the site’s AI-powered moderation system, which has been accused of being a little trigger-happy in the past.

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Microsoft considers suing Amazon and OpenAI over $50 billion deal

Microsoft may be about to take its biggest AI partner to court, the Financial Times reports.

Microsoft, a longtime backer of OpenAI, is weighing legal action over the latter’s $50 billion deal with Amazon tied to its new Frontier AI product, arguing it could violate a key clause in their exclusive cloud deal requiring OpenAI’s models to run through Azure. Amazon and OpenAI say they’ve found a workaround. Microsoft executives disagree.

“We know our contract,” a source told the FT. “We will sue them if they breach it. If Amazon and OpenAI want to take a bet on the creativity of their contractual lawyers, I would back us, not them.”

OpenAI, which is eyeing an IPO this year and under pressure to generate more revenue, is trying to loosen Microsoft’s grip as it scales, while Microsoft increasingly sees OpenAI as both a partner and competitor.

“We know our contract,” a source told the FT. “We will sue them if they breach it. If Amazon and OpenAI want to take a bet on the creativity of their contractual lawyers, I would back us, not them.”

OpenAI, which is eyeing an IPO this year and under pressure to generate more revenue, is trying to loosen Microsoft’s grip as it scales, while Microsoft increasingly sees OpenAI as both a partner and competitor.

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Morgan Stanley says robotaxis could help Tesla sell more cars

Morgan Stanley analysts think Tesla’s robotaxi push could boost more than just a new business line — it could help sell more cars and software, too.

After visiting Giga Texas, analysts said they’re more optimistic about Tesla’s progress toward an unsupervised robotaxi rollout, with improvements in tricky pickup and drop-off scenarios where Tesla doesn’t have as much data from consumer usage. For now, the vast majority of its vehicles still have human supervisors in the front seat, but the analysts say the service is helping Tesla.

“Incremental unsupervised robotaxi miles driven improve the underlying autonomy model, which accelerates the path to personal unsupervised FSD [Full Self-Driving]. This, in turn supports higher FSD attach rates, improves auto demand, and cash flow generation.”

In other words, the more robotaxis drive, the better Tesla’s self-driving gets — and that could make its Full Self-Driving software more appealing and its cars easier to sell, in addition to improving its robotaxi service. Note that Tesla’s vehicle deliveries, which accounts for the lion’s share of the company’s revenue, have dropped two years in a row.

Morgan Stanley also sees a cost advantage. It estimates Tesla’s robotaxis could cost about $0.81 per mile to run today — cheaper than traditional ride-hailing and rival autonomous services — with costs falling further as purpose-built vehicles like the Cybercab scale.

Morgan Stanley maintained its equal-weight rating and $415 price target, about 4% above where the stock is currently trading.

$600B

Amazon CEO Andy Jassy told employees at an all-hands meeting on Tuesday that he sees AI growing AWS sales to $600 billion a year by 2036, Reuters reports — double his prior estimate and more than 4x last year’s revenue.

Shares of Amazon, which were already up for the day, moved modestly higher on the heels of the report.

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OpenAI snags Amazon AWS deal for classified government work with Anthropic pushed aside

Following Anthropic being deemed a “supply chain risk” to national security, the field is clear for OpenAI. The Information is reporting that OpenAI just landed a deal with Amazon AWS to sell its AI services to government employees for both classified and unclassified work.

Previously, OpenAI was contractually obliged to use Microsoft Azure cloud hosting for the government contracts it handled as part of its $13 billion deal with the software giant, but since it restructured as a for-profit public benefit corporation and renegotiated the terms of the deal, OpenAI is free to use AWS, which is more commonly used in government work.

According to the report, contracts that sell AI services through another company like Amazon can be much larger then direct contracts with the government, which is crucial for OpenAI as it chases the success that Anthropic has had with enterprise customers.

Previously, OpenAI was contractually obliged to use Microsoft Azure cloud hosting for the government contracts it handled as part of its $13 billion deal with the software giant, but since it restructured as a for-profit public benefit corporation and renegotiated the terms of the deal, OpenAI is free to use AWS, which is more commonly used in government work.

According to the report, contracts that sell AI services through another company like Amazon can be much larger then direct contracts with the government, which is crucial for OpenAI as it chases the success that Anthropic has had with enterprise customers.

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