Published Feb 10, 2025

Prof G Markets: Spotify’s First Year of Profitability + Is Google Losing its Edge?

Scott Galloway delves into Spotify's breakthrough year of profitability amid scrutiny over artist pay, explores Disney and Uber's strategic moves in the entertainment and transport sectors, and assesses Google's struggle to maintain its dominance as it navigates shifting market dynamics in AI and cloud computing.

Episode Highlights

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Questions from this episode

- Which are the big mega-cap tech companies that are investing the most in AI?
  Asked by 14 people
- Will Disney continue to thrive after the events discussed in the episode Bob Iger’s Bad Day, Trump Media’s Fraudulent Auditor, & Uber’s Venture Investments | Prof G Markets and the clip Disney's Streaming Shift?
  Asked by 11 people
- What are your thoughts on GLP-1 medications?
  Asked by 10 people
- Is there a growing interest in AI as discussed in the episode Netflix’s New Entertainment Venues & Scott’s Takeaways from Cannes | Prof G Markets and the clip AI and Advertising?
  Asked by 10 people
- How did Netflix turn things around?
  Asked by 10 people
- Can AI generate significant revenues as discussed in the episode EP 384: AI News That Matters - October 21st, 2024 and the clip OpenAI's Valuation Surge?
  Asked by 7 people
- Tell me about Scott Galloway in the context of the episode Prof G Markets: Arm’s AI Rally, Lyft’s Earnings Mistake, and Airbnb’s Trading Premium and the clip Boardroom Battles
  Asked by 7 people
- How is Google benefiting from its AI search features in the episode AI, Big Data, and the Power of Framing — with Kenneth Cukier and the clip Data-Driven Mindset?
  Asked by 6 people
- Who are some influential guests on podcasts?
  Asked by 6 people
- How did Netflix turn things around in the episode 787: Mitch Lowe | Lessons in Disruption Part Two and the clip Revolutionizing DVD Rental?
  Asked by 4 people
- What are your thoughts on GLP-1?
  Asked by 4 people
- Tell me more about ZBiotics
  Asked by 4 people
- Which are the big mega-cap tech companies investing the most in AI?
  Asked by 4 people
- How is the podcasting industry evolving?
  Asked by 3 people
- How will AI assistants transform search?
  Asked by 3 people

Episode Highlights

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Prof G Markets: Spotify’s First Year of Profitability + Is Google Losing its Edge?

Topics covered

Popular Clips

Questions from this episode

Episode Highlights

Streaming Industry TrendsScott Galloway and Ed Mylett analyze Disney's reliance on blockbuster sequels and Uber's strategic partnership with Waymo. They explore the sustainability of Disney's business model and Uber's innovative approach to autonomous vehicles.

Streaming Industry Trends

Spotify's ProfitabilitySpotify's first year of profitability marks a major milestone, driven by user growth and strategic innovations. However, the platform faces criticism over artist compensation, reflecting broader industry challenges.

Spotify's Profitability

Google's Market PositionGoogle faces challenges with its declining search market share and strategic investments in AI and cloud computing. The discussion highlights the implications of these shifts for Google's business model and future prospects.

Google's Market Position

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