Scott Galloway

Yeah, no, I'm not grabbing that one.

So my prediction is that you're about to see the greatest –

Reality TV was huge, probably the biggest trend in TV through the odds.

I don't know what was bigger than that, original scripted comedies, I don't know.

The biggest trend in television over the next streaming media and broadcast television over the next two years,

is going to be podcasts repurposed as TV shows.

And if you look at recently Netflix's deal with Spotify and podcasts, they've basically said, okay, I mean, how did Netflix win the war?

Yeah, Spotify and Netflix are partnering to bring podcasts to Netflix.

The partnership will bring video versions of 16 different Spotify exclusive podcasts to Netflix.

And this is essentially a shift following Spotify's large investment in the podcast space.

They spent billions for purchasing studios like Podcast, The Ringer and Gimlet Media and signing exclusive deals with people ranging from Joe Rogan to Alex Cooper.

And many of these didn't pan out to be profitable.

Spotify learned that the real value of podcasts isn't just in audio, it's in video and they're not strong in video and YouTube is.

YouTube revealed that over a billion people every month watch and listen to podcasts on YouTube.

I think about 18 percent of our listens and 25 percent of property listens are on a TV and it's people streaming it off of YouTube.

the biggest distribution platform for podcasts.

Netflix has correctly identified that their competition is not Disney Plus or Hulu.

They've beaten them or Paramount Plus.

That just doesn't matter.

Their competition is YouTube.