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"Ideally they would create some way for big podcasts to partner into their service, and offer ad-free and/or bonus content to subscribers"

I wrote a bit about this in a post on how Tencent Music generates revenue in China. While the whole post is good for setting context on how different Tencent Music's monetization is compared to Spotify, control+F for the "Spotify Social" section to see the section particularly relevant to your comment above.

TL/DR right now in the west, a lot of podcasts monetize a premium feed via Patreon, etc. That should be native to the podcast players.

https://eastmeetswest.substack.com/p/tencent-music

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