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nilay patel @reckless
@TimothyBuckSF @basche42 Yes because they own Megaphone — PolitiTweet.org
nilay patel @reckless
@basche42 @TimothyBuckSF So if all the dollars in podcast ads flow through your now vertically-integrated stack.. you would have a…. — PolitiTweet.org
nilay patel @reckless
@TimothyBuckSF What else would you call vertically integrating an entire stack? — PolitiTweet.org
nilay patel @reckless
"The regulatory body that protects investors is mad that I keep saying bonkers things that materially impact my public company and that's free speech" is basically the YER A WIZARD HARRY of free speech arguments, is what I'm saying — PolitiTweet.org
nilay patel @reckless
We need a term for when people say legal phrases like magic words and hope things will happen. Currently I am stuck with "muggle lawyering" https://t.co/1dj22VbnKU — PolitiTweet.org
nilay patel @reckless
I’ll be on a panel with some very smart people after this talk! — PolitiTweet.org
Colorado Law @ColoLaw
Join @SiliconFlatiron this Thursday at 12:30 - 1:45 PM (MST) for a special Fireside Chat between FCC Chairwoman Jes… https://t.co/3iEk29VYln
nilay patel @reckless
RT @blakereid: Super excited to welcome @JRosenworcelFCC back to @SiliconFlatiron for a virtual fireside chat with @pweiser, and an all-sta… — PolitiTweet.org
nilay patel @reckless
@thatautguy I think Amazon is slightly more motivated because it needs to get people to use their smart speakers more, but I would say it's pretty half-hearted overall — PolitiTweet.org
nilay patel @reckless
@thomholwerda Well, let me know when they do something — PolitiTweet.org
nilay patel @reckless
RT @andyjayhawk: top notch reporting by @NicoleWetsman who looked into Uber and Lyft’s efforts to break into the $3B non-emergency medical… — PolitiTweet.org
nilay patel @reckless
@thomholwerda At this point the player apps are irrelevant to the money — PolitiTweet.org
nilay patel @reckless
@thomholwerda They're not competing with Spotify! — PolitiTweet.org
nilay patel @reckless
@desert_session @jan_ekholm Oh, there are other players. But what are you gonna do when the two biggest analytics platforms are owned by Spotify, which is what they are trying to buy now — PolitiTweet.org
nilay patel @reckless
@WTjern This is the maximally optimistic view of tech markets, yes — PolitiTweet.org
nilay patel @reckless
RT @stephenrobles: This is exactly what I was talking about in my video, which I’ve now changed the title to: Spotify is Killing Podcasts… — PolitiTweet.org
nilay patel @reckless
It is truly amazing how no one read the linked story here! Spotify owns almost the entire tech and monetization sta… https://t.co/LflkHvDFXz
nilay patel @reckless
@WTjern But at a certain point, no one can make another YouTube. And then YouTube has a lot of power everyone is pretty uncomfortable with — PolitiTweet.org
nilay patel @reckless
@mcelhearn There’s just no going back, is what I’m saying. At this scale the industry is going to have the same reckonings as every other huge ad business — PolitiTweet.org
nilay patel @reckless
@jan_ekholm I mean https://t.co/Io86GzBubz — PolitiTweet.org
nilay patel @reckless
@WTjern That was my question! Everyone seems to have gotten distracted heh — PolitiTweet.org
nilay patel @reckless
@jan_ekholm Apple is just a directory. The actual hosting platform - where most podcasters upload their audio files and serve them from - is megaphone. — PolitiTweet.org
nilay patel @reckless
@mcelhearn I think those days are long gone my friend — PolitiTweet.org
nilay patel @reckless
@jan_ekholm Take a look at what platform is serving those RSS feeds - it’s Megaphone, owned by… Spotify — PolitiTweet.org
nilay patel @reckless
Anyway we run an entire newsletter about the podcast industry and we have an entire live event coming up next Wednesday! https://t.co/vbOA62t4AF — PolitiTweet.org
nilay patel @reckless
Yes it is easy for anyone to start a podcast. Yes other podcast networks exist. Yes there are many other podcast players. But the *money at scale* (serving, tracking, analysis) almost always requires Spotify’s tools, and neither Apple nor Google has any answer to that — PolitiTweet.org
nilay patel @reckless
It is truly amazing how no one read the linked story here! Spotify owns almost the entire tech and monetization stack for podcasts, and wants to buy more of it. That’s the monopoly - eventually, almost all podcast monetization will flow through their tech. It’s close already! — PolitiTweet.org
nilay patel @reckless
One the one hand, Spotify trying to monopolize the entire podcast industry through acquisition is one of those thin… https://t.co/5jE1ANRax6
nilay patel @reckless
@mlanetrain the competition is indeed the point, the entire Eu framework (borrowed from our pre-80s framework) is to measure competition — PolitiTweet.org
nilay patel @reckless
@urbanstrata @waltmossberg Basically Spotify has been slowly moving to replace all that direct sold with programmatic, just like everything else. It has led to odd results: https://t.co/jIAlBy6tv4 — PolitiTweet.org
nilay patel @reckless
@waltmossberg @stro_b When Congress needs someone to explain RSS… well @backlon will be there — PolitiTweet.org
nilay patel @reckless
@waltmossberg Apple and Google will be left with nice players that are a front end to Spotify’s revenue stream — PolitiTweet.org
nilay patel @reckless
@waltmossberg @Apple @Google @AppleMusic @ApplePodcasts Spotify owns Megaphone, the major audio platform that syndicates to RSS. They own an increasingly large portion of the podcast ad stack. And now they are trying to buy analytics. At some point Spotify will have locked up the podcast creator economy with almost no pushback — PolitiTweet.org
