Organic winners serve the independent podcaster
Quote
they are successful because they're doubling down on what podcasting core core customer is.
Episode 67: Satoshi stocking stuffer everybody there you go. The last meeting of the (approx., from transcript intro) 00:55:18 (play audio from this timestamp, opens in a new tab)
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Summary
Dave sees the naturally successful hosting companies, the ones not chasing an exit, doubling down on their core customer: independent podcasters, who make up about half the market and may not care about monetizing. They make podcasting enjoyable for them and never mention programmatic ads.