The shift from podcasts being about audio to video is underpriced.

Do you think it's the video component that is important - or the network effects and user-muscle-memory of the delivery channel (YouTube)?

🐵 ← 🙈🙉🙊 → /phil → phil.cockfield.net, db.team →  ƒ(trust / time) →  ƒ(open-commons) → ƒ( /sys )  ← @cell primitive<T> 🧫

Damn, this is so interesting.
As a medium it feels different.  TV wasn't long form audio (it evolved quickly from initial skeuomorphism "radio with pictures") where as podcasts are essentially just vocal/conversations so the cameras add the "eyes" and "facial expressions".  Perhaps that as an evolutionary tug.