Netflix(US:NFLX) 3 6 Ke·2025-10-26 23:42Core Viewpoint - The rise of video podcasts is a significant trend in the internet industry, with Netflix partnering with Spotify to create its first video podcast programs, reflecting a shift in content consumption preferences [1][4]. Group 1: Industry Trends - Video podcasts are gaining popularity, similar to the earlier rise of short videos, indicating a shift in user engagement and content consumption [1][4]. - Netflix's strategy involves collaborating with established personalities to enhance its video podcast offerings, mirroring practices in the domestic market where influencers support podcast growth [4][13]. Group 2: Challenges in Domestic Market - The podcast format has struggled to gain traction in China due to the late development of car culture and the rapid evolution of internet content from text to video, which has overshadowed traditional audio formats [6][7]. - The combination of video and podcasting aims to leverage the strengths of both mediums, but it also introduces complexities, such as the need for creators to perform well on camera [9][11]. Group 3: Creator Requirements - Successful video podcasts require creators to possess both content knowledge and on-camera charisma, making it essential to have established figures leading the charge in this new format [11][13]. - The competition in the video podcast space is largely about attracting influential creators, as their presence is crucial for market education and audience engagement [13].