I think the Spotify/Gimlet deal will have the opposite effect on Apple: - They've reached peak iPhone - They need to find growth elsewhere - They're investing hugely in original content for their new streaming service - Gimlet is an original content playhttps://twitter.com/nbashaw/status/1093210862603497474 …
My guess (hope?) is that Spotify is spending "smart money" on Gimlet. Meaning: inside their platform, Spotify could see the stats for all the Gimlet shows. My guess is they saw a connection between that and "more minutes listened to in Spotify." Apple is in this same business!
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