With Odeo sold to Sonic mountain, the Yahoo podcast ghost town being closed, Podshow financially unviable (I believe so anyway, they raised way too much money and executed poorly), there’s no strong brand in podcasting – except for iTunes. And iTunes doesn’t really care about podcasting. Which means there’s an opportunity there. The podcast format is still brilliant, and there are millions of unserved users out there (it’s still not easy to make or find podcasts).
I was thinking what shape a successful podcast service could take. Creating podcasts still sucks, so that could be part of it. Finding them as well. I’m not sure if you’d need to go in the hardware business – it’s possible.