My point about YouTube is it gives Google power. They can say “we’re doing this with billions of hours of video” and people must follow. They can demand chips that encode faster. Or decode faster. Or say “No YouTube app on your custom gizmo device without VP1 support.”
They have the power to force changes in the market the way a startup or even Microsoft don’t. Those two would have to convince people the change is worth it to everyone. Google just does it, and others follow because it’s now there.
I’m basically arguing Google abused their position as opposed to Apple.