Spotify went from a $14 billion market cap in 2022 to crossing $100 billion toward the end of 2024. A lot has changed in two years, but there’s more to the story than just the past 24 months. Join me and Sleepwell Capital, an investor, to break down Spotify’s journey to profitability. Hope you enjoy!
04:59 Spotify vs Big Tech DSPs
10:16 Spotify's growth signifies change in music distribution.
14:26 Netflix comparisons
21:44 YouTube vs Spotify
28:19 Is Spotify's PE ratio too high?
32:31 Major label’s challenging 2024
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