The elephant in the room: Will Spotify survive the coming wave of generative AI audio content? Wasn't any mentioning on that in the letter.
Seems to me like they would need to ditch a lot of silly investments like original content, platform engineering on Kubernetes and scaled agile which together carry costs in the range of $100s millions, to free up resources to battle new disruptive technologies.
Seems to me like they would need to ditch a lot of silly investments like original content, platform engineering on Kubernetes and scaled agile which together carry costs in the range of $100s millions, to free up resources to battle new disruptive technologies.