Budden's talking about Rogan again. I thought Rogan was pretty clear in saying that the full interview videos will be exclusively on Spotify only, but the clips will still live on his YouTube channel after January 1st.
Rogan used to upload the full interviews on his JRE page, and all of the shorter clips to his JRE Clips YouTube page. But as of a few weeks ago he stopped uploading the full interviews on YouTube completely...and is now uploading interview clips only to his official JRE page. The last full interview he uploaded on YouTube was the Chappelle podcast a few weeks ago.
I think it's safe to assume that was planned.
Rogan's getting Spotify ads promoted all over the place. I don't see any other Spotify podcast ads anywhere (though they might exist). He's getting his Spotify checks, still uploading regularly and owns his intellectual property.
Budden and team are speculating...but are probably secretly praying to God that Rogan ends up hating his Spotify contract just to validate their decision to leave the company.