The Rundown Is Spotify in Trouble? New CEOs Face Double Threat from YouTube and Netflix
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Jan 18, 2026 Ashley Carman, a Bloomberg reporter and podcast industry expert, dives into Spotify's current challenges as it faces stiff competition from YouTube and Netflix. She discusses how AI is transforming the creator economy, impacting podcast monetization and audience preferences. The conversation highlights Spotify's leadership changes and pricing struggles, questioning its long-term viability. Carman also examines the rise of video podcasts and the potential saturation of the podcast market, pondering whether the medium can shed its 'nerdy' stigma.
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Podcast Definition Is Fluid
- The podcast industry is undergoing an identity shift as platforms like YouTube and Netflix blur the definition of a podcast.
- Ashley Carman says she still considers shows with RSS audio on Apple Podcasts to be true podcasts despite the changing landscape.
Spotify's Podcast Strategy Evolved
- Spotify shifted from exclusive deals to a more flexible, everywhere strategy after heavy investment in podcasting.
- Carman notes Spotify still attracts creators and has deals like Netflix partnerships despite mixed ROI on its podcast spend.
Leadership Change Shakes Investor Confidence
- Daniel Ek's step back and appointment of co-CEOs triggered investor skepticism and a 30% stock drop.
- Carman says investors want bigger pricing moves and clarity on leadership direction.