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Some veteran YouTube staff think Shorts might ruin YouTube
(www.theverge.com)
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Advertisers are also starting to realize this, and are paying less and less for TikTok. If people don't remember the comment they're actively looking for in 5 minutes, they definitely aren't going to remember the ad.
What the format is good for is reaching new subscribers, which actually makes YouTube's approach interesting because it can pull people to the longer content.
But then they go and down the "subscribed" page in shorts, completely nuking the idea.
In the experience of many youtubers, the shorts audience and long format audience is 2 distinctly different groups with almost no overlap.
Shorts may drive subscriptions, but it doesn't significantly translate to more views or watch time on normal videos.