The Colin and Samir Show Why Netflix Is Stealing Podcasts from YouTube
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Nov 26, 2025 Netflix is shaking things up by partnering with Spotify to license video podcasts while limiting full uploads on YouTube. The hosts explore how this move is aimed at reclaiming daily viewing time from YouTube and building a library of engaging content at a lower cost. They discuss the hurdles creators face with exclusivity deals and whether long-form podcasts are losing their mass appeal. The potential of podcasts as ad-friendly programming and Netflix's ambition to produce a large number of shows raises questions about audience engagement and creator discoverability.
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Netflix Treats Podcasts As Programming
- Netflix is licensing and commissioning video podcasts to win daily watch time and compete with YouTube.
- Licensed podcasts can't appear in full on YouTube, only clips and short segments are allowed.
After-Shows Can Extend Viewing Time
- Netflix aims to create shoulder programming like after-shows that keep viewers on the platform after primary titles.
- Podcasts tied to Netflix franchises (e.g., Drive to Survive) can extend viewing sessions and cultural relevance.
Watching A Show Leads To Commentary Search
- Colin used after-show behavior after watching Severance as an example of wanting follow-up commentary on YouTube.
- He says he searches YouTube for theory and commentary podcasts after watching shows.