Spotify
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The original definition of Aggregation Theory emphasized the importance of commoditized supply; that makes Spotify more of an Aggregator than Netflix
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Spotify’s new subscription podcast offerings embrace the open ecosystem of podcasts in multiple ways.
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Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.
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Could Spotify Be Netflix?, Calculating Spotify’s LTV and CAC
Spotify is in a much weaker position that Netflix was, because it could not build up a user base before negotiating with its suppliers. However, the company does seem to be acquiring customers efficiently.
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Lessons From Spotify
Spotify has a marginal cost problem, but while the cause is unique to Spotify, the challenges are more applicable than it seems.
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Apple’s Middle Age
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
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More on the Switch, Apple Music and the HomePod, Songwriter Royalties Increase
More on the Nintendo Switch, and how Apple Music is more strategic than I appreciated. Then, Spotify hits another obstacle — is the streaming service an acquisition target?
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Alexa and Operating Systems, Privacy, and Integration; Spotify Follow-up
Three Alexa stories point towards Amazon’s drive — and challenges — in building the operating system of the home. Then, Spotify doesn’t create fake music, it just gives consumers what they want.
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Music Versus Publishing, Spotify’s Increasing Power
News publishers may want to emulate the music industry, but the only similarities that matter work in favor of the aggregators, not suppliers. Spotify is the perfect example.
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SpaceX Reuses a Rocket; The Music Industry: Winning and Whining; Spotify, Universal Agree to New Deal
SpaceX reused a rocket for the first time: it’s an incredible accomplishment. Then, the record labels are winning but can’t stop whining; their short-sightedness is exemplified by the newest deal with Spotify.
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Spotify Follow-up, Nutanix and Hyper-Convergence, The Conservation of Attractive Data-Center Profits
A correction and follow-up on Spotify, and why the streaming service and the labels need each other. Then, the theory behind Nutanix and hyper-convergence in the data center.