Netflix Inc.

Spotify Technology S.A.

$SPOT tried the $NFLX playbook, it turned out meh, now they are fully leaning into the Youtube playbook.

Takes some time but I still think they end up in a great spot.

They'll do better pursuing the Youtube route

Dissecting the Markets

I just watched the first video podcast in the spotify app. It now really feels like youtube, but without spam comments :D

Leon

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