Exponential Learning
Music in the Air, Ten Years On: The Business Moves From Adoption to Monetization
19:51
Ten years after streaming rebuilt the music business, the debate has shifted from adoption to monetization. A new long-term industry model — the first upward revision since 2022 — sees global music revenue growing from roughly $112B to about $198B by 2035. Alex and Jordan work through the three debates that will decide who captures it: subscription pricing (paid streaming revenue roughly doubles…