Streaming Wars

Goldman Sachs’ latest Music In The Air report is forecasting that the “superfan” market could be worth $4.3bn globally next year. The subtext here is that this needs to become a priority focus for the music business as recorded music revenues actually fell short of Goldman Sachs’ expectations in 2024, causing it to downgrade its forecasts for this... See more

If the Tech Right sees this fight as the inevitable march of progress, the Populist Right is writing an entirely different anthem. Nowhere is this more visible than in Tennessee, where Governor Bill Lee signed the ELVIS Act, a landmark law recognizing an artist’s voice and likeness as a protected property right, specifically to block unauthorized... See more

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

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🧵