Spotify has a monopoly over the files and are almost oligoblistic in the structure. The content sis evergreen. And they have these relationships with these customers. They're just well positioned to do it. It looks like an extremely attractive market compared to the business they're already in.
Ben and James discuss the history of podcasts and why Spotify’s recent announcements are so compelling for creators.
Links
- Ben Thompson: Spotify’s Surprise — Stratechery
- Episode 185 — Open, Free, and Spotify — Exponent
- Ben Thompson: Podcasts, Analytics, and Centralization — Stratechery
- Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery
- Ben Thompson: Dithering and Open Versus Free — Stratechery
- Ben Thompson: Spotify Earnings, Podcasts and Lifetime Value, The Ringer Acquisition — Stratechery
- Ben Thompson: The European Super League, Apple Music’s Letter to Artists — Stratechery
- Ben Thompson: Podcast Subscriptions vs. the App Store — Stratechery
- Ben Thompson: Fearing Spotify?, Apple’s Earnings, Margins and Chips — Stratechery
Hosts
Podcast Information