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> I am not sure how twitch intends to benefit from this.

My best guess is that they are trying to keep more communities on Twitch at the cost of letting some viewers leave. The new rules about not combining chats or other features (sub notifications?) means you have some real network effects that will keep many viewers on twitch and keep the streamer primarily focused on Twitch because there's no low-cost migration path for their community anymore.

Power users will probably use extensions that let them watch a higher quality Youtube stream with Twitch chat enabled, and if most of the community is on Twitch they may want to subscribe on Twitch as well. In the best case scenario Twitch gets all the revenue they would have gotten ($2.50/m from the sub) without any of the cost of delivering the video.

Further, IF they can keep the community and the engagement on Twitch then they might have turned their simulcast weakness into a strength. If viewers organically find the stream on Youtube or Kick or whatever and enjoy it but see that all the chat and alerts are from twitch and want to participate then they might jump over. YouTube's live discoverability is awful right now so its kind of moot but it could be a thing in the future.



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