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AI Banned-camp, Spotify's target problem, and sometimes the good guys win.

Jan 16, 2026
Bandcamp takes a stand by banning AI-generated music, stirring debates about artist integrity. Spotify faces scrutiny with a price hike that hasn't boosted its stock as anticipated. HYBE executives cash in as BTS gears up for a triumphant return. Calvin Harris scores a massive legal win against his former manager for $13.5 million. Meanwhile, songwriters celebrate a legal victory that expands their rights globally. Lastly, venture capital is bouncing back, with Musical.ai raising funds to promote ethical AI use in the music industry.
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INSIGHT

Bandcamp Stakes A Human-First Claim

  • Bandcamp formally positioned itself against AI-generated music by reserving the right to remove suspected AI submissions.
  • Lars Murray highlights that Bandcamp's stance matters more as a cultural marker than for market share impact.
ANECDOTE

Glenn Peoples Returns With Sphere Story

  • Glenn Peoples returned with a Substack post about James Dolan and Sphere's profitable Wizard of Oz run.
  • Lars Murray frames the show's success as Dolan's revenge and notes it requires fewer human performers.
INSIGHT

Price Hike Won't Cure Spotify's Valuation Problem

  • Spotify raised premium prices in the U.S., Estonia, and Latvia to push revenue as on-demand growth stalls.
  • Lars Murray warns the hike won't meaningfully fix Spotify's market-cap issues amid weak ad performance and user maturity.
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