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Which podcasts are discussing SPOT?
15 ATTRIBUTED IDEAS · 14 EPISODES · 9 SHOWS
The shows
CNBC Fast Money
Motley Fool Money
The Compound and Friends
The Tim Ferriss Show
The Twenty Minute VC
a16z Podcast
Invest Like the Best with Patrick O'Shaughnessy
Prof G Markets
Yet Another Value Podcast
Where the discussion went deepest
29 MAY29 MAYPROF G MARKETS · 02:30
4 AUG1W AGOMOTLEY FOOL MONEY · 30:20
Spotify's transition to mature cash flow story
“The discussion framed Spotify as a company transitioning from high growth to a mature, cash-generating business, where future returns will depend on margin expansion and free cash flow rather than user growth.”
Palantir Makes its Case Against Frontier AI
In depth · 4/5Verify in source →
7 JUL7 JULTHE TIM FERRISS SHOW · 1:07:18
Uncompensated AI music training faces legal risks
“AI music generators that train on copyrighted catalog without compensating rightsholders face substantial legal, regulatory, and licensing liabilities.”
Guy Oseary — The Legendary Hollywood Power Broker on 5-Minute Decisions, 36 Years of Managing Madonna, 26 IPOs, and Spotting Magic First · with Ice-T's
In depth · 4/5Verify in source →
6 JUL6 JULTHE TWENTY MINUTE VC · 34:18
Regulatory moats protect vertical AI application software
“Frontier model providers cannot easily displace specialized vertical AI software due to domain-specific regulatory, relationship, and workflow moats.”
20VC: Why Now is the Time for the Application Layer | Why OpenAI & Anthropic Won't Win the App Layer | Why Startups Should be TokenMaxxing · with Mike Mignano
In depth · 4/5Verify in source →
28 JUN28 JUNYET ANOTHER VALUE PODCAST · 01:20
Video platforms beat audio on ARPU potential
“The speaker presented a bearish case on audio platforms relative to video, arguing that audio ad formats like Spotify face a structural ceiling on average revenue per user and ad monetization.”
$FOX dropped 25% buying $ROKU. Is the market wrong? · with AlphaSense
In depth · 4/5Verify in source →
25 JUN25 JUNA16Z PODCAST
Human-centric services boom in AI economy
“The guest argued that as digital commodities and AI-automated services proliferate, demand and pricing power will shift dramatically to live, human-to-human experiences.”
Marc Andreessen on AI, Technology, and the Future of Humanity · with Marc Andreessen
In depth · 4/5Verify in source →
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