On the topic of Apple video podcast, I'll go out on a limb and say - Apple has no chance of competing with YouTube.
YouTube's entire ethos revolves around making Creators successful. By that I don't mean they are invested in making every creator successful, but they deeply understand that YouTube's success depends on creators' success taken as a whole. This is super obvious to anybody who has interacted and followed YouTube.
Apple, OTOH, as you all know are the corporate embodiment of a rent extracting landlord. Why would top creators go to this trouble when they already have the top Video serving platform in the world giving them everything they want? And Apple gives ... some additional users in exchange for what exactly? So the reason this will fail is Creators will be unlikely to move unless Apple actually steps up to provide some tangible and ongoing value to Creators.
But the threat of YT to apps like Overcast is real. I'm an Android user, but I'm constantly looking to switch from Pocketcasts. My top reasons:
1. YT makes it easier to share a deep link to segments with friends
2. I want to (*sometimes*) see who is speaking. Even on some podcasts I listen to often, I can't recognise the hosts by voice. Example: the All-in podcast.
3. The comments section of YouTube is actually surprisingly good... .this is impressive all by itself in 2026