The Prof G Pod with Scott Galloway Prof G Markets: Spotify’s First Year of Profitability + Is Google Losing its Edge?
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Feb 10, 2025 The discussion kicks off with insights into Spotify's impressive first year of profitability and the challenges it faced in the music industry. The speakers dive into how Chappell Roan's Grammy speech could spark change for artists, while also defending Spotify's role in the ecosystem. Google’s disappointing earnings set the stage for a candid analysis of its waning influence, with sharp critiques and optimistic views on its future. Add some humorous takes on Super Bowl advertising, and you have a lively conversation blending business and culture.
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Disney's Strengths and Weaknesses
- Disney's streaming business faces challenges like high churn rate and dependence on sequels.
- Their strongest asset is their parks business, which is difficult for competitors like Netflix to replicate.
Novo Nordisk's Innovation
- Novo Nordisk's success with weight-loss drugs might be due to luck rather than innovation.
- They need another blockbuster to prove their long-term potential beyond their current diabetes drug.
Uber's Autonomous Advantage
- Uber's partnership with Waymo for autonomous taxis positions them ahead of Tesla in the self-driving race.
- This strategy leverages Waymo's existing technology, avoiding expensive development costs.