Why Netflix Is Stealing Podcasts from YouTube

The Colin and Samir Show

Colin and Samir

Business

4.9 • 703 Ratings

🗓️ 26 November 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Netflix just made its biggest move yet against YouTube, and it is happening in podcasts. In this episode, we break down Netflix’s new partnership with Spotify, why they are licensing more than a dozen video podcasts from The Ringer, and what it means that these shows cannot appear in full on YouTube. We explain the real strategy behind the shift. Netflix wants to win back daily watch time, compete with YouTube’s 12.8% share of TV viewing, and build a pipeline of cheaper, more culturally relevant programming. But does any of this actually work? And why would a top creator take their show off YouTube in exchange for a one year Netflix deal under ten million dollars? We dig into the incentives for creators, why long form podcasts may already be past their cultural peak, how volatility on YouTube is shaping creator decisions, and what Netflix needs to do if it wants to become a real home for talk content. We also look at the TikTok and iHeart podcast network, whether exclusives still matter, and what this all signals about the next era of podcasting. If Netflix wants to earn back our time, this is their first move. But is it the right one? Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The Colin and Samir Show is supported by Shopify. So if you use Shopify to run your online business, they just launched a really cool new feature called Sidekick. Sidekick is an AI business partner. It's like having an extremely knowledgeable co-founder that you can just chat with at any point. You can ask it a ton of questions about what's going on with your store, whether that's sales, traffic, abandoned cart data. You can also ask it for help on actually making the store better. If you already use Shopify to run your business, then the Sidekick icon is right next to the notifications button in your dashboard. And if you have an idea and you want to launch a business, there's truly never been a better time to be an entrepreneur than right now. So if you want to check out Shopify, you can get a free trial at Shopify.com
0:38.4	slash Colin and Samir. And you can have a conversation with Sidekick.
0:43.2	There's a new chapter in the battle between Netflix and YouTube. And this battle is for who
0:48.2	gets to be the first app you open when you turn on your TV. Now YouTube is winning this battle right now, commanding 12.8%
0:56.6	of TV watch time while Netflix commands 8%. So what is Netflix doing to try and gain some traction?
1:05.7	Podcasts and podcasts, obviously, a big growing concern. Netflix now wants a big piece of that industry, and they'll
1:11.5	probably end up reshaping the industry as a result. Through a partnership with Spotify,
1:17.4	Netflix is going to serve as the host platform for video versions of popular podcasts that are out
1:23.7	there. Notably, the deal is going to block these podcasts from airing in their entirety
1:29.8	on YouTube, which is, of course, new Netflix's biggest competitor. Now, for Netflix, is actually
1:35.0	a relatively cheap experiment, but a strategic one for them to try and win back some of that time
1:40.0	that they've lost to YouTube. Netflix CEO Ted Sarandos has been crystal clear about his position on YouTube.
1:46.1	He says Netflix is in the spending time business.
1:49.1	YouTube is in the killing time business.
1:51.3	But with this move into podcasts, sounds like he wants to get into the business that YouTube is in.
1:57.1	Seems like this guy wants to kill some time.
2:00.2	So Netflix moving in to video podcasts.
2:03.6	Does this actually matter?
2:05.4	We think it does.
2:06.7	Let's talk about it.
2:11.4	All right.
2:13.7	So let's just first set the stage for what is happening here with Netflix and video podcast.
	...

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