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Nov 21, 2025
The latest discussion dives into the surge of AI licensing deals, with major labels partnering with innovative platforms like Klay and Stability AI. Spotify's new tools, including Song DNA and a strategic acquisition, aim to enhance user experience but come with risks. Warner Music's earnings reveal modest growth and significant contributions from concert promotion. Meanwhile, The Weeknd's tour hits the billion-dollar mark, while BeatBread introduces a new interim CEO following a recent leadership change.
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AI Licensing Floodgates Open
- All three majors struck licensing deals with Klay (K) and other AI platforms, signaling an AI deal floodgate has opened.
- Lars Murray highlights that majors are partnering despite unclear product details, prioritizing licensed content access.
Warner Joins AI Partnerships
- Warner followed UMG into deals with Stability AI and Udio, underscoring a competitive rush into AI partnerships.
- Murray and others express skepticism about Udio's ability to survive under its licensing terms.
Protect Acquired Product Value
- Spotify expanded publishing credits via Song DNA and acquired WhoSampled, indicating product moves to improve metadata and discovery.
- Murray implies platforms should preserve acquired services' value rather than repurpose them destructively.