Streaming Wars

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

... See more

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 Apple wanted to offer exclusive music, they would cut a deal with Taylor Swift. They have the cash to do it. They wouldn’t waste time on locking up Kalevi Aho. That’s so obvious I shouldn’t even have to say it, but (given all the smoke and mirrors here), I really do.

So we’re clearly dealing with the bad Apple here. And the fact that the company... See more