The point that it's a different consumption model is still valid and interesting, though. Nobody with a long commute (until self-driving is solid) is/should be watching Netflix to pass the time. Audio-only is feasible, though. Same goes for the gym and during the day at work. Music is common and acceptable, but video is definitely more of a leisure activity since it monopolizes your attention.

Do I think Spotify has anything special over Apple, Google, or Amazon? Call me skeptical. I'm just not sure you can make a direct comparison between an audio service and a video service.