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Michael Tsai – Blog – Spotifys Podcast Aggregation Play



Spotify:

Therefore, today we announced strategic acquisitions of two podcasting companies, Gimlet and Anchor. These companies have two different, different roles in the industry. Gimlet is one of the best content creators in the world, with unique, famous podcast shows like Homecoming, recently adapted to a critically acclaimed show on Amazon Prime, and the internet culture struck All. And Anker has completely repeated the path of audio creation, making it possible to create for the next generation podcasts worldwide – 15 billion hours of content on the platform in the fourth quarter. These companies are best-in-class and together we will offer differentiated and original content. Gimlet and Anchor will position us to become the leading platform for podcast creators worldwide and the leading podcast manufacturer.

Ben Thompson (Hacker News):

The shift in purpose from "music" to "sound" is, for now anyway, about podcasts. And at least from a user perspective, it's a natural extension: playing music and playing podcasts involves downloading or streaming a kind of digital file, decoding it on a device and playing it through some kind of speaker. The one involved melodies and harmonies, and the other primarily the spoken word (although there are many music podcasts) is from a technical perspective a difference without meaning.

But from a valuation perspective, music and podcasts could not be more different […]

[…]

This significance of centralization to an advertising model is best seen by Spotify driving $ 542 million ($ 616 million) in advertising revenue last year, far from all podcasting, although half of the company's users did not hear any ads at all.

[…]

For that purpose, it is worth considering whether this is good for the podcasting industry in general. After all, to get back to the web analytics, the price of the internet was ultimately making money from the content of centralized platforms like Facebook.

See also: Random Tech Podcast, Download, Exponent, Recode.

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