Spotify, every mention
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every year anyone Benedict Evans 55Toni Cowan-Brown 1
Verbatim, from the transcripts: the passages where Spotify comes up
Tiktok, Apple and Temu
- ▶ 0:30 Benedict Evans Two billion euros over Spotify, and also there's a bunch of to-ing and fro-ing over exactly how it implements the DMA and rules for third-party apps and Epic and web apps and so on.
- ▶ 1:28 Benedict Evans So, um, the EU fined Apple two billion euros because of the anti-steering rules that it has for in-app payment as a regard to Spotify. 6 times in the scene
Breaking and remaking media
- ▶ 33:56 Benedict Evans Um, so with music, you had a small number of people who were paying a hundred dollars a month or more, whatever it was, and now they can only, for CDs, now they can get everything for 10 dollars a month for Spotify, but there's way huge…
Buzzfeed News, Reddit and OpenAI
- ▶ 11:41 Benedict Evans Let someone train a music generation AI on the Spotify corpus.
AI, copyright and collective knowledge
- ▶ 25:38 Benedict Evans Um, cause as, as, as it's not to go down a rabbit hole, but as you know, basically the formula is that, you know, this is the total amount of money that Spotify gets and you divide it by how many plays you got. 2 times in the scene
How many metaverses?
- ▶ 25:08 Benedict Evans It's not just Google, Apple, Facebook, it's Google, Apple, Facebook, Microsoft, um, Salesforce, um, Shopify, Okta, Spotify, um, pick 20 or 30 other companies.
Wondering about generative AI
- ▶ 32:41 Benedict Evans And that's like Spotify.
Remember AI?
- ▶ 23:03 Benedict Evans Um, this sort of gets you to the idea that maybe you could do this with music, that if you've got enough people listening to Spotify, you might actually be able to mechanical target, which is you have the people do the scoring.
Shein, TikTok and Netflix - thinking about limits
- ▶ 25:26 Benedict Evans And the same thing for Shopify, for Spotify's user base.
Netflix isn't a tech company
- ▶ 16:34 Benedict Evans Um, in the, like, what the tech industry always wanted to do was to turn TV into YouTube or Spotify. 3 times in the scene
Asking the dumb questions
- ▶ 18:05 Benedict Evans Um, you know, how does that model account for everything from Coinbase to Stripe to Shopify to Spotify to, um, you know, Okta to, um, Databricks to UiPath to, you know, there's dozens and dozens and dozens of seriously big tech companies…
Apple's metronome
- ▶ 11:13 Benedict Evans And so that's Spotify can't sign up a user inside the app. 7 times in the scene
- ▶ 18:10 Benedict Evans And so you could kind of look at that and say, so, um, isn't this basically a wealth transfer from Apple to Epic and Epic, EA and Spotify?
Games and Roblox
- ▶ 22:54 Benedict Evans I, I know, if you say, I think, I think basically, I think that Spotlight is right and Epic is wrong in that, in that argument. 2 times in the scene
Creativity and Optimism
- ▶ 22:53 unnamed speaker I mean, just speaking anecdotally about, about Spotify and how it's changed my listening habits.
The Business of publishing
- ▶ 25:23 Benedict Evans As a way for your friends to look at, to share pictures with your friends, and evolved into an interest graph for many people, and now is building, um, has built retail on the back end of that, and a very kind of, actually quite a thin…
Paying attention to Apple again
- ▶ 21:36 Benedict Evans You know, Apple likes to make the thing that they want the way they like it, and this is the thing that you're allowed to do with it, and if you can't build a business on that, well, fine, you can go somewhere else, and you see that with…
App stores: arguing like it's 2009
- ▶ 5:13 Benedict Evans This has become particularly an issue for Spotify because Spotify has this, this, this structure of their, their agreements with the record labels. 3 times in the scene
- ▶ 12:48 Benedict Evans You know, this applies to Spotify. 3 times in the scene
- ▶ 20:27 Benedict Evans Well, the Spotify thing has been around for a while.
- ▶ 26:47 Benedict Evans That you suddenly step back and you're like, hang on a second, this is Apple kneecapping Spotify.
- ▶ 28:38 Benedict Evans Now, so it was part of Spotify was basically the only company that 2 times in the scene
Shopify and digital transformation
- ▶ 27:39 Benedict Evans But this plan has free Spotify, and that plan has free home insurance, and the people who work on the billing system look at you and say, I don't think we can do that, or if we do, that's going to take us six months.
Clubhouse and the endless cycle of social apps
- ▶ 18:01 Benedict Evans You might be looking, you might, people might be listening to this podcast in Spotify or Apple Podcasts or any one of half a dozen other apps. 4 times in the scene
- ▶ 22:05 Benedict Evans The answer was not, I mean, yes, I, I'm not going to judge how well Spotify's push into podcasting is going, which they're clearly doing because it's massively better, has a structurally massively better margin structure than, um, than,… 4 times in the scene
Two Europeans talk about China
- ▶ 6:55 Benedict Evans And a few exceptions like Spotify, um, or Shopify, which I think most Americans think is American.
The paradox of Apple
- ▶ 20:29 Benedict Evans And I think this is the thing with, um, you know, the Apple Music versus Spotify. 2 times in the scene
Is content moderation a dead end?
- ▶ 22:25 Toni Cowan-Brown But I've been thinking a lot about other platforms, whether that's Zoom, Spotify, Clubhouse, Substack, how, and I'm getting a sense that they are not actually learning or paying attention to this.
Amazon and eCommerce
- ▶ 21:10 Benedict Evans And so this is like the missing piece of the Spotify, of the Shopify question.
Is Europe a market?
- ▶ 38:24 Benedict Evans People say this about Spotify.