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Spotify would probably argue that Apple has control of the OS, so they can surface all of their apps, pre-install them, whereas Spotify has more pressure to leverage their existing install base by bundling everything into one.

I would bet every dollar of my net worth that they are critically wrong on this; its such a beautiful little package that some VP can sell a higher-up to explain away why something they're responsible for isn't performing as expected. I've heard dozens of people complain about how crowded the Spotify app is becoming. I don't know anyone who actively and regularly uses Spotify as a podcast platform; when Joe Rogan was exclusive to Spotify for a bit, I heard a couple people complain about that, which means they were (begrudgingly) using it; but that isn't the situation anymore.

How these complaints convert into behavior changes, subscription cancellations, etc; I don't know.