In this discussion, Sleepwell Capital, an investor in music and tech, dives into Spotify's remarkable rise from a $14 billion market cap to over $100 billion. They explore Spotify's strategic edge over competitors like Apple Music and the implications of its pricing strategies. The talk also highlights Spotify's innovative monetization and podcasting approaches, as well as contrasting its growth trajectory with that of major labels. The conversation is a treasure trove for anyone interested in the future of music distribution and streaming dynamics.