The War Between Netflix & YouTube: How Podcasting & Content is Being Reshaped with Ian Schwartzman

0:00This is an iHeart Podcast. Guaranteed Human.

0:31Such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, a.k.a. neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. A new year doesn't ask us to become someone new. It invites us back home to ourselves. I'm Mike Della Rocha, host of Sacred Lessons, a space for men to pause, reflect, and heal.

1:11This year, we're talking honestly about mental health, relationships, and the patterns we're ready to release. If you're looking for clarity, connection, and healthier ways to show up in your life, Sacred Lessons is here for you. Listen to Sacred Lessons with Mike Della Rocha on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This is Dr. Jesse Mills, host of the Mailroom Podcast. Each January, men promise to get stronger, work harder, and fix what's broken. But what if the real work isn't physical at all? I sat down with psychologist Dr. Steve Poulter to unpack shame, anxiety, and the emotional pain men were never taught how to name.

1:47Part of the way through the valley of despair is realizing this has happened, and you have to make a choice whether you're going to stay in it or move forward. Our two-part conversation is available now. Listen to The Mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows. This episode is brought to you by PNC Bank. A lot of people think podcasts about work are boring. And sure, they definitely can be. But understanding a professional's routine shows us how they achieve their success little by little, day after day. It's like banking with PNC Bank. It might seem boring to save, plan, and make calculated decisions with your bank.

2:24but keeping your money boring is what helps you live a more happily fulfilled life. PNC Bank, brilliantly boring since 1865. Brilliantly boring since 1865 is a service mark of the PNC Financial Service Group, Inc. PNC Bank, National Association, member FDIC. Let's talk about Netflix. Let's get into this conversation. So Netflix, shaking up the industry. They just signed iHeart's, some of the iHeart podcast. Yes. Breakfast Club, Joe and Jada. Like 19 shows. So I spoke to Charlamagne yesterday, actually, about this. Yeah. And he had an interesting take on it. What was his take? His take was that it's beneficial.

3:07You don't really know exactly how it's going to play out, but it's beneficial from the standpoint that YouTube has been taking advantage of creators for a long time and that there's no alternative to YouTube. Netflix, obviously, a higher level of production. So it's... Is it? Conditionally, Netflix showed. Like, even if you're filming a documentary on Netflix, to my understanding, it has to be done with a certain level of camera or they're not going to even... 4K. So YouTube, you could put anything on YouTube. Yes, but... Okay. So keep going. So he was just saying that he felt that... Like you said, he wasn't 100 % sure of the total outcome, but he just feels like, okay, Netflix, it's a situation that could potentially shake up the industry.

3:56That I agree with. Add more options better. I agree. Than having a monopoly, in a sense, as far as just YouTube control and all of the content. And then I look at it from a standpoint of, obviously, that's going to come with a certain level of guarantees as far as money going back to this situation. it also some creators might be a little scared and nervous because it's like me personally i'm gonna be watching a lot less breakfast club content not because i don't like the breakfast club but i'm not on netflix that like i'm on youtube all day on my phone right netflix is something i have to actually take time sit down on my couch 11 o 'clock at night scroll like the television on i make a conscious decision i've never really watched netflix on my phone other if I download a documentary on a plane.

4:40Right. But if I'm watching just a random interview, I'm in the spur of the moment. I just want to listen to it on my car. You want to hit YouTube, get in, get out. But Netflix also, I mean, you know, they have shows that have billions, Diddy documentary has like billions of streams already in a couple of weeks. So they've pushed it to their audience too. So things can go viral on Netflix as well. Things do. Okay. Netflix coming into the podcast industry. You talked about it. It's kind of reminiscent of something that happened a couple of years ago. So let's have this conversation. Sure. I think Netflix and YouTube were at war.

5:18Podcasting changed the habits of listenership and viewership. Netflix and YouTube were at war with cable television viewers and podcast listenership across all DSPs. Vodcasts, which are the video side of the podcast, are becoming... Run a business and not thinking about podcasting? Think again. More Americans listen to podcasts than ad-supported streaming music from Spotify and Pandora. And as the number one podcaster, iHeart's twice as large as the next two combined. So whatever your customers listen to, they'll hear your message. Plus, only iHeart can extend your message to audiences across broadcast radio.

6:04Think podcasting can help your business? Think iHeart. Streaming, radio, and podcasting. Call 844-844-IHEART to get started. That's 844-844-IHEART. Hey, what's up, y 'all? This is Questlove. Recently, I had the opportunity to sit down with A$AP Rocky ahead of his album release, Don't Be Dumb. He reflects on his journey from his Harlem roots to global icon status, discovering the hip-hop origin of his name. The ledge was on the TV. Rakim had the bucket hat Kangol during the past. I was like, that's Rakim. That's who you named after. I just was like, damn, that was I swear. Rocky offers a window into not only a boundary-breaking artist, but as a man committed to fusing creative ideas, community, and remaining unapologetically himself.

6:52Have you ever gotten roasted for any of your outfits? For sure. Some people don't be getting the vision. Look, they can roast me, they can cook me, they can deep-fry me, they can saute whatever they want. because nobody knew what my fashion sense and my taste is impeccable. I'm just like, I impress myself a lot. It's an amazing conversation, one you definitely don't want to miss. So listen to the Questlove show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. A new year doesn't mean erasing who you were. It means honoring what you've survived and choosing how you want to grow.

7:30It means giving ourselves permission to feel what we've been holding and knowing that it's okay to ask for help. I'm Mike Dallarocha, host of Sacred Lessons. This podcast is a space for men to talk openly about mental health, grief, relationships, and the patterns we inherit, but don't have to repeat. Here, we slow down. We listen. We learn how vulnerability becomes strength and how healing happens in community. not in isolation. If you're ready to let go of what no longer serves you and step into the year with clarity, compassion, and purpose, Sacred Lessons is your companion on your healing journey.

8:13Listen to Sacred Lessons with Mike DeLaRocca on America's number one podcast network, iHeart. Follow Sacred Lessons with Mike DeLaRocca and start listening on the free iHeart radio app today. Hey there, this is Dr. Jesse Mills, director of the men's clinic at UCLA Health and host of the Mailroom podcast. Each January, guys everywhere make the same resolutions. Get stronger, work harder, fix what's broken. But what if the real work isn't physical at all? To kick off the new year, I sat down with Dr. Steve Poulter, a psychologist with over 30 years experience helping men unpack shame, anxiety, and emotional pain they were never taught to name.

8:50In a powerful two-part conversation, we discuss why men aren't emotionally bulletproof, why shame hides in plain sight, and how real strength comes from listening to yourself and to others. Guys who are toxic, they're immature, or they've got something they just haven't resolved. Once that gets resolved, then there comes empathy and some compassion. If you want this to be the year you stop powering through pain and start understanding what's underneath, listen to The Mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows. So relevant and so imperative to premium platforms that without it, all you have are 10 to 12 episode programmatic shows like Ozark.

9:38And those take six months, two years to make. And then after three days of being out, what are people watching? What they've realized is what we've been saying for a long time. We're putting out two episodes a week, three hours each. We're giving, this is just publicly. So the Joe Budden podcast gives you six hours of free public and then another six to eight hours paywalled. So we're talking about between 12 and 20 hours a week. We own the market share. Netflix looks now and goes, what Spotify did back in 2018. Holy shit. We're paying the labels all this money for the music licenses we have. But what if we enter the podcast market space and don't have to pay the labels?

10:24their share because we're doing original audio with podcasts that means we don't have to pay the labels we can collect profits every quarter which means our stockholders will invest more money because they'll get a bigger dividend i think the war is starting it's not only between YouTube and Netflix, but it's YouTube and Netflix trying to figure out how to take over the most listened to and watched content in the world, which is podcasting. This goes back to my vision for what my daughter is going to do for her first job. They're betting 10 years down the line right now. They don't give a fuck what show, this is Netflix.

11:13they don't care what works and what doesn't that's why they're not negotiating with individual shows right now now i don't know what your conversation with charlamagne was but he didn't negotiate that deal with netflix right i don't know if he did or not but it was iheart i'm saying i iheart is the beneficiary it was a suite of iheart podcast keyword it's a suite iheart was approached by Netflix. And now I'm speculating. I don't really know if this is how it works, but I'm using my better judgment. iHeart was approached by Netflix. Netflix came up with a really beneficial situation for iHeart to take their vodcasts and put them on a platform like Netflix.

12:01Not one at a time, a suite of them. And we just saw this recently happen with a competitor, or Spotify, Bill Simmons and The Ringer, they announced 14 of, I'm paraphrasing, 14 of his shows were gonna be the first offerings from Spotify to Netflix for their partnership with Netflix. And my first thought was, didn't they buy The Ringer from Bill Simmons? So that means Bill Simmons didn't negotiate with Netflix. I'm sure he's pretty angry right now. I'm sure Spotify gets all the upside of the Netflix deal. I'm sure I heart gets all the upside of the I heart situation with all their shows. And so what they're doing, I heart doesn't own.

12:49We talked about this downstairs. Breakfast club is different because that's the I heart entity. The individual shows. I don't know this for certain, but I know it. What shows are you referencing? Just give me a couple. Joe and Jada. they they own their own show they don't i'm asking yeah so it's interesting you know no i don't know only because i was on the phone with iheart yesterday okay yeah i was literally telling me i i'm because i'm just speculating for it so a lot of what's changed is that what you're talking about is 100 correct when podcasting started it was just the audio experience right and then a lot of shows you we had we started with it became a video experience right exactly in the original contracts there is nothing for the video right those are old school old school contracts so now they've actually started putting language language this guy's good youtube rights inside of the language of their contract or video right or video rights so now if you sign a deal like if i'm joe and jada in 2024 i start my podcast do you think i i don't know who they have a deal with but they have a right oh yeah let's just say they have a deal with some network do you think that their deal didn't include video rights in 2024 and five yeah and i'm sure it did because the language has changed even in negotiating contracts and even with us like in our contracts it was like no no what's the matter no it's real these are real conversations it was like look not something that we're interested in right because we we built this independently right of course and so most people don't have a video component of their pocket today's they do labels know that labels being the powers of the corporations.

14:27The corporations. And so now it's in the contract. Yes, right. And they'll throw a little bit more money in it. Okay, when you say standard, hold on, let's not just lump every, because we can't do that. What's the matter? Are you afraid of offending somebody? What can't we do? What is going on here? I don't know anyone's contract. No, I'm just saying that. What iHeart and the Spotify's of the world are offering now. I'm saying for us, we've never given up any level of video at all. That's what I just said. But I know that there's other people, 85 South, they never gave up their video. Okay. So now think about when did they start?

15:00They started a long time ago. They started a long time ago. Exactly. I'm talking about the newer contracts. You're talking about people that's coming into the game right now. In the past three or four years. You think that they're signing deals off the rip? Yes. That's giving up. No, no, no. Stop. Don't ask the question. Now we're going to sound crazy. You're not going to do this with me. Yes, they are giving up their video rights. Off the rip. Or they don't have any yet. No. Because they want a bigger check. that's that part too and they haven't even experienced what it is to be but they know that they're gonna it's not like youtube is a secret at this point or they know that video is a major part probably more people might even watch the video than they listen to the audio that is a fact well who knows it better they know like you said they're looking at it it's the same thing that you said earlier if they offer you 1.2 and master p told us this 30 years ago if they offer me one i must be worth 100 there you go they know if they offer you 2 million or 10 million for your video rights and your audio rights, they know they're going to make 30 off of it.

15:55No one's investing to get their money back. Right. They're investing to make the profit. There's a margin. Earners, what's up? You ever walk into a small business and everything just works? Like the checkout is fast, the receipts are digital, tipping is a breeze, and you're out the door before the line even builds. Odds are they're using Square. We love supporting businesses that run on Square because it just feels seamless. Whether it's a local coffee shop, a vendor at a pop-up market, or even one of our merch partners. Square makes it easy for them to take payments, manage inventory, and run their business with confidence.

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17:43Can you hypnotically persuade someone to buy a car? When you look at your car, you're going to become overwhelmed with such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, a.k.a. neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

18:42Listen to Sacred Lessons with Mike Delaroach on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This is Dr. Jesse Mills, host of the Mailroom Podcast. Each January, men promise to get stronger, work harder, and fix what's broken. But what if the real work isn't physical at all? I sat down with psychologist Dr. Steve Poulter to unpack shame, anxiety, and the emotional pain men were never taught how to name. Part of the way through the valley of despair is realizing this has happened, and you have to make a choice whether you're going to stay in it or move forward. Our two-part conversation is available now.

19:15Listen to The Mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows. Hey, it's Joel. And Matt. From HowToMoney. If your New Year's resolution is to finally get your finances in shape, we've got your back. Prices, they're still high, and the economy is all over the place. But 2026 is the year for you to get intentional and make real progress. That's right. Each week we break down what's happening with your money, the most important issues to focus on, and the small moves that make a big difference. Kick off the year with confidence. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

19:51This is an iHeart Podcast. Guaranteed human.