Ashley Carman

Well, all right, guys, that's the rundown for today.

Yeah.

Yeah, no, great order.

I think investors, you know, there's a little bit of a loss at one point today.

I think investors really just want to hear that Spotify is going to raise prices in the U.S.

And they didn't exactly hear that.

So there was a little trepidation there.

But otherwise, broadly speaking, things are looking pretty good.

Yeah, so, well, they're focusing on a few things.

AI definitely is a big topic.

Spotify is now partnering with ChatGPT.

So Spotify shows up in ChatGPT.

They talked a lot on their earnings calls about this idea of ubiquity.

So their Apple TV app, ChatGPT, and other places where Spotify can show up to be used everywhere people are.

So AI is a big conversation for sure.

But also, again, those prices.

The investors and the music rights holders want to see higher prices.

Well, and this also relates to Spotify, because Spotify was the first one out of the gate.

They announced that they're licensing some of their video podcasts to Netflix starting in the new year.

Crucially, this means those video podcasts, the full episodes will be removed from YouTube.