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For all of the changes Spotify has gone through over the past year, there is still more to come. Those three-year podcast deals the company struck are coming up for renewal, and what Spotify decides to do with them could have reverberations across the industry. The Joe Rogan Experience — the first, the biggest, and the most consequential — will expire in 2024. Today, after speaking with podcasters, producers, analysts, agents, and executives (mostly on background, though a few brave souls went on the record), I take a look at how the Spotify / Rogan relationship could play out.
Let me be clear: this is purely a thought exercise. I…