Streaming Wars
sari and
Streaming Wars
The Rule of Threes: The subscription economy from a consumer’s perspective
SparrowAdviserssparrowone.substack.com
The Flaws of "Subscription Fatigue", "SVOD Fatigue", and the "Streaming Wars" — MatthewBall.co
Matthew Ballmatthewball.vc
Screening Room
screeningroom.com
Disney.com | The official home for all things Disney
disney.com
The major labels are finally facing a crucial reality: Independent music's market share keeps climbing, and controlling the infrastructure behind it is becoming as vital as owning rights.
Universal Music Group's Virgin Music Group led this charge in 2024 — snapping up Downtown Music Holdings in a $775M power move (pending regulatory approval), as... See more
Universal Music Group's Virgin Music Group led this charge in 2024 — snapping up Downtown Music Holdings in a $775M power move (pending regulatory approval), as... See more
Music tech ownership ouroboros, 2025 edition
Gen AI for music has captured ~$300M in funding so far this year across several high-profile deals, the majority of which either focus on rights management and attribution (Musical AI, Vermillio, BRIA AI) or emphasize B2B partnerships (Music AI, ElevenLabs).
This suggests that industry alignment, rather than disruption, is the thesis that investors
Source: Water & Music, H1 2025: THE YEAR SO FAR IN MUSIC TECH DEALS