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Invest Like the Best
Deep conversations with investors, founders, and operators about business quality, capital allocation, strategy, and enduring competitive advantage.
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Gustav Söderström - How Spotify Thinks - [Invest Like the Best, EP.424]
Patrick O'ShaughnessyGustav Söderström
Generative AI could shift major consumer products toward conversational interfaces, giving Spotify nearly 700 million users a richer stream of intent than clicks, swipes, and skips.AI Playlist is live in 40 countries, while Spotify’s bundle of music, podcasts, and audiobooks has proved incremental, supporting retention, willingness to pay, and price increases.Inference costs may require usage-based tiers, and Spotify’s capital-allocation system, legacy infrastructure, and willingness to abandon podcast exclusivity remain key execution variables.