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I've read their plan is to become a major player and then act as a sort of Medium for creators.
May be aiming at the benefits of becoming a big platform, if they manage to get there.
I like it old in that regard, the old open RSS (no interest in closed platforms or special superproductions whatosoever, personally). But Apple podcasts lacks tons of features, is worse in searching, sorting, speeding, etc.
At the moment Himalaya looks close to overcast (w/o the smart playback), with no big ads / no fees for listeners.
Today it looks good (not sure about "tomorrow", yet).