Music tech ownership ouroboros, 2025 edition

On the opportunity side, NFTs could unlock special album incentives. You could get access to certain live stream. You can get limited edition albums. That's an interesting kind idea of incremental revenue for these players, but a key role for, as we've talked about, for these labels, is also this VC element to it. Imagine if I was a mid-tier artist... See more

He shared on this memo that a digital-only recorded music company will be a much more profitable one after one-off restructuring costs. It will have lower revenue and higher margins. Its revenue will be very stable and grow with the overall digital music market growth. It will be a much more valuable company with its revenue base solidly coming fro... See more

Because I'm going to have the hottest new songs. The problem is the consumer wants more than that. They want the old stuff to. So all of a sudden the power in that relationship moves from the distributor who can create new content and also has the consumer relationship to who owns the IP that the consumer wants, the IP that consumer wants a lot of ... See more