If Spotify chooses to continue on their current path of exclusive content it will break interoperability with other podcast apps and force listeners of those shows to use the Spotify podcast client. I suspect that many listeners will also transfer their existing subscriptions into Spotify to avoid needing two separate podcast clients.

It’s becoming increasingly common to monetize podcasts via a direct connection with listeners, whether via merchandise, donations, live events, or bonus or ad-free content. Big networks and publishers are doing it (e.g., Wondery Plus, Stitcher Premium, Slate Plus) and independent creators are too (via Patreon, Memberful, or other solutions).

I can see a similar future for podcasts: Spotify, if they are successful, may end up being the biggest player, but that doesn’t mean new and different business models that directly link suppliers and consumers won’t emerge. It will, in other words, look like everything else touched by the Internet: very large winners on one end, and small niche... See more