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Spotify, Netflix, and Aggregation – Stratechery by Ben Thompson
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The original definition of Aggregation Theory emphasized the importance of commoditized supply; that makes Spotify more of an Aggregator than Netflix
Spotify, Netflix, and Aggregation – Stratechery by Ben Thompson Skip to content Spotify, Netflix, and Aggregation Monday, June 27, 2022 When Spotify filed for its direct listing in 2018, it was popular to compare the streaming music service to Netflix, the streaming video service; after all, both were quickly growing subscription-based services that gave consumers media on demand. This comparison was intended as a bullish one for Spotify, given that Netflix’s stock had increased by 1,113% over the preceding five years: The problem with the comparison is that Spotify clearly was a differe
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