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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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.
Niche Podcasts Clash With Paywall Scale
- Video podcasts often serve niche audiences and rarely reach Netflix-scale mass viewership.
- Netflix faces a mismatch: niche podcast audiences may not justify paywalled distribution expectations.
Rogan's Spotify Move Was Precedent
- Colin references Joe Rogan's Spotify exclusivity and eventual return to YouTube as precedent for platform shifts.
- He notes Rogan was exclusive to Spotify for a long period before reappearing on YouTube.