If a podcast was only ever going to be available to people who paid, it means people using the Apple podcast app might still be able to get it if they can prevent an exclusivity deal.
If a podcast was available both free and paid, it will still be available for free. And maybe the paid option isn’t exclusive.
In either case, Spotify (or whoever) might not be stealing users and market share they could use to force things in their favor further.
I’m not arguing this is good. I don’t like the trend of “you can only listen to it in $APP”, and I would agree with some others those shouldn’t be called podcasts.
I’m just saying Apple isn’t starting the fight, they’re trying not to be caught flat-footed by all the others who were.