Is Spotify in Trouble? New CEOs Face Double Threat from YouTube and Netflix
Podcast: The RundownPublished On: Sun Jan 18 2026
Description: Ashley Carman, Reporter at Bloomberg, joins The Rundown to break down whether Spotify is entering a more fragile phase under its new co-CEOs. We dig into mounting competitive pressure from YouTube and Netflix, the state of podcast monetization, and whether Spotify still has real pricing power. Carman also explains how AI is quietly reshaping the creator economy—and what it all means for the future of the platform.
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