Not only the giants. They will face significant threat from open source too[1]. But they just need to carve their own user base and be profitable in that space.
1. For example, I have built http://gitpodcast.com which can be run for free. Can also be self hosted using free tier of gemini and azure speech.
Note: Your paywall for downloading the video is easily bypassed by Inspect Element :)
My main concern for you is that y'all will get Sherlocked by OpenAI/Anthropic/Google.