We break down Apple’s video podcast rollout, why HLS matters for reliability, and what ad skipping really looks like. Then Supercast’s CEO shares how subscriptions scale, followed by a compelling case for narrative audio over flat studio video.

• HLS architecture with separate audio rendition and why the mix must be broadcast‑ready
• What Apple will and won’t enforce on ad skipping and why shorter breaks retain better
• Frame rates, resolutions, and a nod to Vision Pro and immersive options
• Why only a minority can ship video at launch and why YouTube still wins discovery
• Subscription strategy from Supercast: pricing, tiers, AMAs, and creator ownership
• The cost and workflow tradeoffs of video versus the reach and focus of audio
• Narrative podcast strengths: imagination, intimacy, pacing, and sound design
• Platform politics: rankers, missing video data, and measurement gaps
• Events and industry moves that shape the next quarter

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