Streaming Wars

In a stunning rebuke of traditional GOP deregulatory instincts, the Senate voted 99–1 to kill the measure. For the first time in decades, conservative priorities placed local cultural guardianship over the absolute freedom to innovate. That vote showed just how unsteady the old coalitions have become, and how powerful the populist realignment... See more

Lawsuits from major publishers against Suno and Udio are not, as libertarian boosters, VCs and Tech Bros would say, an attack on innovation. They are a warning shot against a business model that turns creative labor into raw machine fuel under the pretense of fair use.

This occurs across a competitive backdrop in the industry that has seen increased M&A activity, be that major labels acquiring indie labels and distributors, or catalogue acquisition. Heritage rights retain a premium, and market share is being bought, arguably, at the cost of investment in new, innovative music. Independent labels talk of it... See more

Major music rights holders and tech companies are now expected to generate profits for a dizzying array of stakeholders sitting outside of industry borders, including banks, private equity firms, big-tech conglomerates, and sovereign wealth funds — not to mention public retail investors.

There has been no central resource tracking these macro shifts... See more