> My take: it's a mix of brand bundling and lack of data. They're roughly equivalent but shorts is bundled with youtube which has its own brand perception and reels are bundled with IG/FB and have their own brand perception. Additionally fewer users means less algorithmic data to keep viewers.
My intuition would work the other way around. I'd expect offerings from more established companies to have a big leg up in terms of usable data. Youtube should be able to use a viewer's entire watch/subscription history to inform itself about what shorts a user might like, even before they've interacted with their first short. Bytedance, on the other hand, has to start from scratch with each truly new user.
The coolness or stodginess of the company would be secondary to its effects. If boring-old-Youtube could promise shorts creators great exposure to an enthusiastic audience, it would win the platform regardless of its brand.