Post by Fat Baby Funds | Commonstock | New Blog: On Spotify's Evolving Gamplan

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New Blog: On Spotify's Evolving Gamplan

https://fatbabyfunds.com/2023/03/spotify-from-netflix-to-youtube.html

Spotify: From Netflix to Youtube - Fat Baby Funds

Spotify just had their Stream On event, which gave more insight into Spotify’s vision of the future. In short, that vision is to be less like the audio version of Netflix and instead be Youtube. […]

Dave Ahern

@ifb_podcast March 14

Great insights! Question, do you think this evolution is a statement that the current biz model just isn’t going to get the company where they want to go and they need to change?

Fat Baby Funds

@fatbaby March 14

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@ifb_podcast I think it’s a realization that either the exclusive strategy might have been effective in growing users, but it’s been a drag on the financials. As they rolled out more aggressive financial goals.

Leon

@mavix March 15

Love the App but still highly unsure about the stock

Joey Hirendernath@joeyhirendernath March 15

The future seems to be coming to a point where apps are overlapping each others functionalities and competing viciously for time spent on the platform. Will be interesting to see how Spotify leverages video moving forward

Joshua Simka@tomato 6d

So is Spotify's push into video an admission that there's not as much as was thought to the audio/podcast space?

Fat Baby Funds

@fatbaby 5d

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@tomato maybe, but I’d view it more of a natural progression. Podcast creators want both audio and video options. If $SPOT doesn’t give that to them, someone else will. Still an audio company, but you’ve got to follow the creators.

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