Streaming Wars

Concerns about the commercial data that comes through all these distribution, royalty and other essential services are also growing. Not only does it allow you to snaffle up a rising star, it would be one of the most sophisticated and complete webs of price tracking your rivals imaginable in the music market. And no regulator wants to rely on... See more

Walt Disney Co. just surpassed Netflix in total streaming subs (221.1m vs. 220.7m). And it did so in less than 3 years since launching Disney+. How? By combining great content with a technology it acquired from the MLB (yes, Major League Baseball) for $2.6B. Here’s the story🧵

At a time when cultural homogenisation is on the rise, where generative AI is increasingly putting innovative creativity in competition with mass derivation, we risk a future where music diversity is also being actively commercially suppressed. The introduction of thresholds, especially where they de-monetise repertoire , but also where they apply... See more

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

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