(I briefly worked at Gimlet but have no inside information, am just a curious observer)
(Stakes are still way too small, and maniacal focus is built into their DNA)
11) Spotify's data will enable Gimlet to make incredibly smart acquisitions. Listener growth and retention are probably great leading indicators of long-term success.
Spotify is basically conducting a grand A/B test. Is the future of podcasts going to look more like Netflix or YouTube?
Buying these two companies at the same time signals they think it might be both, or they're not sure which it will be.