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Non-Fungible Taylor Swift – Stratechery by Ben Thompson
That’s why I loved her decision to pull out of Spotify. Taylor Swift is not some sort of Luddite futilely standing against the forces of modernity; rather, she is a highly differentiated content creator capturing the immense value she is creating instead of ceding it to an aggregator that treats every piece of content the same.
Ben Thompson • Differentiation and Value Capture in the Internet Age
https://stratechery.com/2022/spotify-netflix-and-aggregation/?access_token=eyJhbGciOiJSUzI1NiIsImtpZCI6InN0cmF0ZWNoZXJ5LnBhc3Nwb3J0Lm9ubGluZSIsInR5cCI6IkpXVCJ9.eyJhdWQiOiJzdHJhdGVjaGVyeS5wYXNzcG9ydC5vbmxpbmUiLCJlbnQiOnsidXJpIjpbImh0dHBzOi8vc3RyYXRlY2hlcnkuY29tLzIwMjIvc3BvdGlmeS1uZXRmbGl4LWFuZC1hZ2dyZWdhdGlvbi8iXX0sImV4cCI6MTY1ODkzNzAzMiwiaWF0IjoxNjU2MzQ1MDMyLCJpc3MiOiJodHRwczovL3N0cmF0ZWNoZXJ5LnBhc3Nwb3J0Lm9ubGluZS9vYXV0aCIsInNjb3BlIjoiYXJ0aWNsZTpyZWFkIGFzc2V0OnJlYWQgY2F0ZWdvcnk6cmVhZCIsInN1YiI6IjdqWkdFeVp
stratechery.comstratechery.com
And so what you've ended up with, not surprisingly, is a few key players that happen to own the majority of the IP that is kind of a must have in this industry to have a product offering and a handful of distributors that have gotten scale on distribution of great user experiences like a Spotify, Amazon, a YouTube, whoever you might want to think a... See more
Colossus • Universal Music Group: The Gatekeepers of Music
This new model takes what we have learned from the Aggregation Era and finds a way to blend it with the independence enjoyed by the “sovereign writer”—or, to be appropriately expansive, let’s call it “sovereign creator.” It is, I believe, the natural model of the internet, taking advantage of the web’s massive scale and interconnectivity and mergin... See more