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How Spotify Built a Moat on Playlists and Data
In this episode of Business Strategy Talks, Lucas and Luna dig into Spotify's competitive moat. They explore how the company's data-driven personalization, from Discover Weekly to AI DJ, creates switching costs that keep users locked in. They also examine Spotify's shift into podcasts and audiobooks, and whether that strategy deepens or dilutes the moat. Expect concrete numbers, like the billions of playlists and the percentage of listening driven by recommendations, and a healthy debate on whether Spotify's moat is as strong as it once seemed. If you've ever wondered…
The skinny
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