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  1. Hey guys, just a quick response regarding the discussion of the Spotify acquisitions.

    I find in interesting that a key board member of Spotify Ltd is Ted Sarandos, who is the chief content officer of Netflix. I think that Spotify has a very calculated plan regarding the infrastructure provided with Gimlet and Anchor. I do not think it has anything to do with the existing content at all.

    I imagine Spotify believes they will face the same licensing issues that Netflix has faced in recent years as every major studio seems to want their own streaming platforms. I think Spotify is hedging their bets and setting up an infrastructure that allows for creation of their own content (music and podcasting).

    Thanks for all your work and insights,

    Ryan Nelson

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