Is YouTube going to kill audio podcasts?

It feels like a lower lift. It's like, "Where do I go for that long form content that I love?" YouTube.

"Where do I go when I'm bored?" YouTube.

Where do I go when it's like, "Do I have the energy to dedicate to a whole TV show right now or a whole movie? Mhmm. No. Do I wanna just scroll TikTok? No."

But I'll open up YouTube and there's gonna be 20 videos recommended for me. It's like, "oh, yeah. I'm gonna watch that. Oh, and I don't like that."

"I'm gonna switch to a different video." It it it just occupies a space in the consumer's life that no other app does. It's a different consumption mode than being on TikTok, than being on Instagram, than listening to a audio podcast. And I think when we talk about "video podcasting," what we are ignoring is how much the consumer's mindset matters. And, like, even Spotify is trying to compete on this.

Yeah. They're trying to say, "like, okay. We're gonna add video. But people are not opening up that Spotify app on their connected TV as much (I know Spotify says they're getting a lot of consumption there) but not as much as they are YouTube.

And there's a reason for that. It occupies a space in the consumer's mind. It occupies a space in their habits, which I think are also underrated when we're talking about consumer behavior. And the podcast industry is ignoring this at their peril. They are misdiagnosing the opportunities and the threats because they are misdiagnosing consumer behavior.

This is not just like something that people are switching to. It's like, "oh, I was an audio podcast listener, but now I'm a video podcast watcher." It's not just "I discovered podcasts on YouTube and now I watch video podcasts on YouTube." There are so much more dynamics to this that people are ignoring. And it's everything from, yeah, maybe I watch a podcast on YouTube.

But then the next video that gets recommended is not a podcast. You know? And then the next five videos I watch are not podcasts. YouTube is an ecosystem all onto its own. And it is just a behemoth in terms of capturing consumer attention in all sorts of ways, in all sorts of modes of life, and at all sorts of stages of development.

Everything from young children to teenagers to working adults to retired baby boomers. They have captured everybody's attention and in all sorts of ways. And I I just think the podcast industry does need to take YouTube seriously. But I think they're misdiagnosing, like, the response is, "well, maybe we should do video in RSS" or "maybe, you know, even Spotify. Maybe we should do video in Spotify."

Sure. You should do all that. But the YouTube is so much bigger than all of this. Yeah.

And which is very different than like, I wanna listen to a podcast because I like this host and I wanna be in this mode right now. It's like, give me something to pass the time. And so I think that that is not something that podcasting can compete with in the traditional way and it's something that there is just, like you said, this user behavior that it's beyond choice, it's beyond even habit, it is just pure addiction that like people have been programmed and conditioned to like pull pull up their phone, pull up the smart TV, pull up their iPad and like reach for that red YouTube button. And yeah, it's I think Spotify and anybody else who's trying to compete with YouTube. There is a huge brand and platform pull.

YouTube is just saying, okay. Well, this is a label that's helpful. This is a type of content that people wanna consume on YouTube right alongside how to videos, right alongside full length stand up comedy specials, right alongside full length documentaries, right alongside traditional cable news, which is now getting broadcast to YouTube. People come to YouTube for full length movies. People come to YouTube Sports.

For sports. People come to YouTube for concerts, for music videos, for like, these things that we used to consume all sorts of different places. YouTube is the ultimate aggregator of everything. They've got music, they've got podcasts, they got movies, they got it all. And that's what we're competing against.

That's that's the the territory we're entering into as podcasters and a podcast industry. This is not our kingdom. This is YouTube's kingdom, and podcasting is a tiny little province in that kingdom. And until we take that position seriously and realistically, I don't think we're going to be able to address the threat or opportunity of YouTube properly. Until we really view this through the lens of consumer behavior and how encompassing YouTube is in that world.

Like 98% of US Internet users use it every month. This is insanity. This is an empire unlike anything else we've seen. And we are podcasts as a label is just a tiny it's a keyword in YouTube. And then we haven't even talked about the advertising side of this.

Like, the truth is, There is a world in which YouTube encompasses every single type of content you can consume. It gets it all. And they serve all the ads. And so that is a world that could exist.

And I think that's the, you know, the ultimate threat is like, what does the podcasting industry look like if YouTube owns it all? And again, the YouTube doesn't care about these as industries. These are just keywords. These are just labels. These are useful labels that consumers recognize in the same way that they recognize comedy special and they go, "oh, I know what that is. That's what I want."

They see podcasting and they go, "oh, I know what that is and that's what I want." So yeah, I think our space has really misdiagnosed what's happening here. I think people view it as something way more niche than it really is. It it really is this all encompassing platform that has completely taken over consumer attention in multiple categories.

But also, we've got this these younger generations. Gen Z and Gen Alpha or whatever. They're gonna need to be educated. And we need to think of creative ways to sell them on audio podcasting. And one could be, hey, your brain needs a break.

You need some calm. You you feel it. You feel like you've had too much sugar. Like here's an idea. Put your your AirPods in.

Go for a walk. And listen to this show. And this show is going to be like a companion for you. It's gonna be talking about the issues and feelings and situations in your life that you're contemplating right now. It's going to add to your life in a totally different way.

In the same way that you might sell someone on meditation. I think there's a version of this of podcasting is the calm alternative. When you need to get out of the house, and you just want to go for a walk, or you want to go for a drive, or you're going to do the dishes, like your eyes are busy.