SPOT now has video podcasts. Could it eventually challenge YouTube and Netflix?

My favorite podcast, The Big Picture, is now exclusively on Spotify. Are they leaning heavier on video? If so, I could see them dominating video content along with YouTube and Netflix.

YouTube probably is worth $500 billion. Netflix is worth $353 billion. Spotify is worth $103 billion. Spotify revenue growth is projected to accelerate from 9.6% in 2025 to 14.5% in 2026.

[https://finance.yahoo.com/quote/SPOT/analysis/](https://finance.yahoo.com/quote/SPOT/analysis/)