“Ca$htag$: Consumers Tuning Out SPOT in Favor of AAPL”
Spotify's competitive lead is faltering due to Apple Music; caution warranted in short/medium term regarding growth, but long-term execution capability prevents a bearish thesis.
Spotify faced a difficult year. you know that Spotify is a stock we have been optimistic about for a very long time . For years, Spotify has enjoyed a huge advantage over all competitors.
The AI-powered DJ seemed magical at the time, I think because it provided personalized playlists, really made you part of the system, and connected you to it via personal data.
It is an exceptional company, and an exceptional product.