Prof G Markets Spotify’s First Year of Profitability + Is Google Losing its Edge?
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Feb 10, 2025 The hosts dive into the latest earnings from Disney, Novo Nordisk, and Uber, revealing key market trends. Spotify's transformation into profitability is analyzed, alongside a poignant Grammy speech by Chappell Roan that critiques the music industry. They ponder the impact of Spotify's model on artists' earnings. Shifting gears, Google's troubling earnings report sparks a discussion on its competitive standing against newcomers like ChatGPT and the challenges facing its cloud services. The conversation balances humor with insightful analysis.
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Ketamine Curiosity
- Scott Galloway recounts his surprise at friends using ketamine recreationally.
- He expresses his own need to disassociate due to current events and considers trying ketamine.
Churn Challenge
- Streaming services face high churn rates, making subscriber growth crucial.
- Disney's high churn requires constant subscriber base reinvention, unlike Netflix.
Disney's Atom Advantage
- Disney's theme parks offer unique experiences that are difficult for digital platforms to replicate.
- This gives Disney an advantage in the face of competition from companies like Netflix.