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Is YouTube finally becoming a "real" podcast player? Today, we analyze YouTube’s aggressive push to dominate the spoken-word market, where it already boasts over 1 billion monthly active viewers. We break down the three massive updates for Premium subscribers: On-the-go mode, which transforms the UI for hands-free listening while commuting; Auto speed, an AI-driven tool that dynamically speeds up during slow speech and slows down for information-dense segments; and the expansion of Ask Music to provide personalized AI podcast recommendations.
We also discuss the context of these features as the spiritual successor to the late Google Podcasts app and the controversial price hike to $15.99/month in the US. Join us as we explore if these tools are enough to pull users away from Spotify and Apple, and why Premium users watched a staggering 800 million hours of podcasts in April 2026 alone.

This episode includes AI-generated content.