"As people begin to spend less time watching traditional television, and more time watching short form or low cost, low production value content on YouTube, that might present a long term competitive threat to Netflix,"
"'They're basically saying, 'we want to be the king of content, and the only way we're going to do that is if we take a swipe at YouTube,'"
Netflix secured exclusive video rights deals with iHeartMedia and Barstool Sports, completed a deal with Spotify, and is reportedly in talks with SiriusXM. The company seeks to host select podcasts' video versions exclusively to reach viewers on living room devices. YouTube viewers watched over 700 million hours of podcasts on TVs in 2025, up from 400 million the prior year. That shift toward short-form, low-cost content on YouTube creates a competitive threat to traditional streaming. Podcasters expressed mixed reactions: some question long-term value in video podcasts, while others worry the moves could inflate a podcast bubble. Some creators are launching video-first shows on YouTube and Spotify.
Read at TechCrunch
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