...and this is how podcasting dies.
TV shows were always centrally distributed.
The point of spotify moving into podcasts is to make a netflix-like channel that 1) attracts user and so 2) attracts more publishers. In turn, Spotify can do dynamically targeted and unskippable advertising which attracts more advertisers, and so more publishers.
As users and publishers leave the open, rss based, podcast world will have significant downwards pressure.
I am a paid subscriber to Stratechery and Dithering; I hope this model wins. The creators get paid directly.