The Google Long Thesis and That Damn Wedding Video

Demonstrating once again how completely culturally adrift I am, I had never seen this JK Wedding video. Despite that, however, the video is up to 19m views on YouTube since July, and today it made the long investment thesis from Mark Mahaney of Citi:

What One Wedding Video Says About YouTube’s Potential – 19MM views later, the user-generated "JK Wedding" video is still showing strong viral growth & likely generating revenue AND profits for Google, given related Advertising and Music Purchase links and our analysis of YT’s infrastructure costs. Seems like GOOG’s biggest loss-leader is turning profitable…

And now, only because I feel like I have to, your moment of wedding … zen?

Related posts:

1. The Real Problem with Google Adsense for Video? Online Video
2. Google, Grouper, and Guba: 50% Growth in Online Video
3. Why Can’t You Link within a Google Embedded Video?
4. The Impending Google Collapse
5. Google Launches YouTube Ads: All Overlays, All the Time