Every signal in this story, with the reporting each one was drafted from.
A newsletter floats Netflix licensing music videos, since video podcasts are only 6% of YouTube watch time versus 33% for music videos. It suggests an ad-supported tier plus a premium add-on, mirroring how YouTube and Spotify monetize music and audiobooks.
Prime Video Channels now drives nearly 70% of specialty streaming subs, per Puck, with 20% of sign-ups leading to another service within six months. Amazon profits as the aggregator, not just the content spender.