diff --git "a/vtt/episode_029_small.vtt" "b/vtt/episode_029_small.vtt" deleted file mode 100644--- "a/vtt/episode_029_small.vtt" +++ /dev/null @@ -1,8711 +0,0 @@ -WEBVTT - -00:00.000 --> 00:03.920 - The following is a conversation with Gustav Sonastrom. - -00:03.920 --> 00:07.280 - He's the chief research and development officer at Spotify, - -00:07.280 --> 00:11.200 - leading their product design, data, technology, and engineering teams. - -00:11.200 --> 00:15.280 - As I've said before, in my research and in life in general, - -00:15.280 --> 00:18.720 - I love music, listening to it and creating it. - -00:18.720 --> 00:23.600 - And using technology, especially personalization through machine learning - -00:23.600 --> 00:27.920 - to enrich the music discovery and listening experience. - -00:27.920 --> 00:31.920 - That is what Spotify has been doing for years, continually innovating, - -00:31.920 --> 00:36.000 - defining how we experience music as a society in a digital age. - -00:36.000 --> 00:39.280 - That's what Gustav and I talk about among many other topics, - -00:39.280 --> 00:43.280 - including our shared appreciation of the movie True Romance, - -00:43.280 --> 00:46.080 - in my view, one of the great movies of all time. - -00:46.080 --> 00:49.280 - This is the Artificial Intelligence podcast. - -00:49.280 --> 00:53.200 - If you enjoy it, subscribe on YouTube, give five stars on iTunes, - -00:53.200 --> 00:58.000 - support on Patreon, or simply connect with me on Twitter at Lex Freedman, - -00:58.000 --> 01:00.400 - spelled F R I D M A N. - -01:01.280 --> 01:05.120 - And now here's my conversation with Gustav Sonastrom. - -01:06.400 --> 01:10.240 - Spotify has over 50 million songs in its catalog. - -01:10.240 --> 01:13.200 - So let me ask the all important question. - -01:14.160 --> 01:16.320 - I feel like you're the right person to ask. - -01:16.320 --> 01:19.520 - What is the definitive greatest song of all time? - -01:19.520 --> 01:22.880 - It varies for me, personally. - -01:22.880 --> 01:24.960 - So you can't speak definitively for everyone? - -01:26.240 --> 01:29.920 - I wouldn't believe very much in machine learning if I did, - -01:29.920 --> 01:32.640 - right? Because everyone had the same taste. - -01:32.640 --> 01:36.960 - So for you, what is you have to pick? What is the song? - -01:36.960 --> 01:39.280 - All right. So it's it's pretty easy for me. - -01:39.280 --> 01:42.160 - There is this song called You're So Cool, - -01:42.160 --> 01:45.280 - Hans Zimmer, a soundtrack to True Romance. - -01:45.280 --> 01:49.840 - It was a movie that made a big impression on me, - -01:49.840 --> 01:52.720 - and it's kind of been following me through my life. - -01:52.720 --> 01:55.440 - Actually, had to play at my wedding. - -01:56.000 --> 01:59.040 - I sat with the organist and helped him play it on an organ, - -01:59.040 --> 02:01.760 - which was a pretty pretty interesting experience. - -02:01.760 --> 02:06.720 - That is probably my I would say top three movie of all time. - -02:06.720 --> 02:08.320 - Yeah, this is an incredible movie. - -02:08.320 --> 02:11.040 - Yeah. And it came out during my formative years. - -02:11.040 --> 02:13.520 - And as I've discovered in music, - -02:13.520 --> 02:16.560 - you shape your music taste during those years. - -02:16.560 --> 02:18.560 - So it definitely affected me quite a bit. - -02:18.560 --> 02:20.400 - Did it affect you in any other kind of way? - -02:20.960 --> 02:23.440 - Well, the movie itself affected me back then. - -02:23.440 --> 02:24.880 - It was a big part of culture. - -02:25.600 --> 02:27.600 - I didn't really adopt any characters from the movie, - -02:27.600 --> 02:30.400 - but it was it was a great story of love. - -02:30.960 --> 02:32.160 - It's fantastic actors. - -02:33.040 --> 02:36.480 - And and really, I didn't even know who Hans Zimmer was at the time, - -02:36.480 --> 02:37.920 - but fantastic music. - -02:39.040 --> 02:42.160 - And so that song has followed me. - -02:42.160 --> 02:44.480 - And the movie actually has followed me throughout my life. - -02:44.480 --> 02:46.320 - That was Quentin Tarantino, actually, - -02:46.320 --> 02:48.480 - I think directed or produced that. - -02:49.200 --> 02:52.000 - So it's not Stairway to Heaven or Bohemian Rhapsody. - -02:52.000 --> 02:53.600 - It's those are those are great. - -02:53.600 --> 02:54.800 - They're not my personal favorites, - -02:54.800 --> 02:57.760 - but I've realized that people have different tastes. - -02:57.760 --> 03:00.400 - And that's that's a big part of what we do. - -03:00.400 --> 03:02.560 - Well, for me, I don't have to stick with Stairway to Heaven. - -03:04.000 --> 03:09.360 - So 35,000 years ago, I looked this up on Wikipedia, - -03:09.360 --> 03:11.760 - flute like instruments started being used in caves - -03:11.760 --> 03:15.600 - as part of hunting rituals and primitive cultural gatherings, - -03:15.600 --> 03:16.240 - things like that. - -03:16.240 --> 03:17.760 - This is the birth of music. - -03:18.560 --> 03:22.080 - Since then, we had a few folks, Beethoven, Elvis, Beatles, - -03:22.640 --> 03:25.520 - Justin Bieber, of course, Drake. - -03:26.320 --> 03:29.840 - So in your view, let's start like high level philosophical. - -03:29.840 --> 03:34.640 - What is the purpose of music on this planet of ours? - -03:35.760 --> 03:38.800 - I think music has many different purposes. - -03:38.800 --> 03:42.880 - I think there's there's certainly a big purpose, - -03:42.880 --> 03:45.200 - which is the same as much of entertainment, - -03:45.200 --> 03:50.880 - which is escapism and to be able to live in some sort of - -03:50.880 --> 03:52.080 - other mental state for a while. - -03:52.640 --> 03:54.800 - But I also think you have the the opposite of escaping, - -03:54.800 --> 03:57.200 - which is to help you focus on something you are actually doing. - -03:57.760 --> 04:02.560 - As I think people use music as a tool to to tune the brain - -04:03.120 --> 04:05.680 - to the activities that they are actually doing. - -04:05.680 --> 04:10.720 - And it's kind of like in one sense, - -04:10.720 --> 04:12.080 - maybe it's the rawest signal. - -04:12.080 --> 04:14.720 - If you if you think about the brain as neural networks, - -04:14.720 --> 04:16.720 - it's maybe the most efficient hack we can do - -04:16.720 --> 04:19.840 - to actually actively tune it into some state that you want to be. - -04:20.480 --> 04:21.360 - You can do it in other ways. - -04:21.360 --> 04:23.840 - You can tell stories to put people in a certain mood, - -04:23.840 --> 04:25.760 - but music is probably very effective - -04:25.760 --> 04:27.520 - to get to a certain mood very fast. - -04:28.640 --> 04:32.000 - You know, there's a there's a social component historically - -04:32.000 --> 04:34.080 - to music where people listen to music together. - -04:34.080 --> 04:36.160 - I was just thinking about this, - -04:36.160 --> 04:39.440 - that to me, and you mentioned machine learning, - -04:39.440 --> 04:44.400 - but to me personally, music is a really private thing. - -04:45.360 --> 04:47.280 - Like I'm speaking for myself. - -04:47.280 --> 04:50.160 - I listen to music like almost nobody knows - -04:50.160 --> 04:52.080 - the kind of things I have in my library, - -04:52.720 --> 04:54.480 - except people who are really close to me - -04:54.480 --> 04:56.880 - and they really only know a certain percentage. - -04:56.880 --> 04:58.400 - There's like some weird stuff - -04:58.400 --> 05:01.120 - that I'm almost probably embarrassed by, right? - -05:01.120 --> 05:02.480 - It's called the guilty pleasures, right? - -05:02.480 --> 05:04.560 - Everyone has the guilty pleasures, yeah. - -05:04.560 --> 05:05.760 - Hopefully they're not too bad. - -05:07.760 --> 05:08.640 - For me, it's personal. - -05:08.640 --> 05:12.000 - Do you think of music as something that's social - -05:12.640 --> 05:14.880 - or as something that's personal? - -05:14.880 --> 05:15.680 - Or does it vary? - -05:16.720 --> 05:22.720 - So I think it's the same answer that you use it for both. - -05:22.720 --> 05:24.080 - We've thought a lot about this - -05:24.880 --> 05:26.960 - during these 10 years at Spotify, obviously. - -05:27.600 --> 05:31.120 - In one sense, as you said, music is incredibly social. - -05:31.120 --> 05:32.720 - You go to concerts and so forth. - -05:33.440 --> 05:37.280 - On the other hand, it is your escape - -05:37.280 --> 05:41.360 - and everyone has these things that are very personal to them. - -05:42.080 --> 05:47.040 - So what we've found is that when it comes to, - -05:47.040 --> 05:50.640 - to most people claim that they have a friend or two - -05:50.640 --> 05:53.840 - that they are heavily inspired by and that they listen to. - -05:53.840 --> 05:55.680 - So I actually think music is very social, - -05:55.680 --> 05:57.440 - but in a smaller group setting, - -05:57.440 --> 06:03.360 - it's an intimate form of, it's an intimate relationship. - -06:03.360 --> 06:06.400 - It's not something that you necessarily share broadly. - -06:06.400 --> 06:08.000 - Now at concerts, you can argue you do, - -06:08.000 --> 06:10.080 - but then you've gathered a lot of people - -06:10.080 --> 06:11.840 - that you have something in common with. - -06:11.840 --> 06:14.880 - I think this broadcast sharing of music - -06:16.160 --> 06:19.920 - is something we tried on social networks and so forth, - -06:19.920 --> 06:24.400 - but it turns out that people aren't super interested in - -06:24.400 --> 06:26.960 - what their friends listen to. - -06:28.480 --> 06:30.400 - They're interested in understanding - -06:30.400 --> 06:32.880 - if they have something in common perhaps with a friend, - -06:32.880 --> 06:35.040 - but not just as information. - -06:35.680 --> 06:37.360 - Right, that's really interesting. - -06:37.360 --> 06:40.880 - I was just thinking that this morning listening to Spotify, - -06:41.600 --> 06:45.360 - I really have a pretty intimate relationship with Spotify, - -06:45.360 --> 06:47.120 - with my playlists. - -06:48.560 --> 06:51.760 - I've had them for many years now - -06:51.760 --> 06:53.360 - and they've grown with me together. - -06:53.360 --> 06:56.640 - There's an intimate relationship you have - -06:56.640 --> 06:59.520 - with a library of music that you've developed. - -06:59.520 --> 07:01.920 - And we'll talk about different ways we can play with that. - -07:02.480 --> 07:04.640 - Can you do the impossible task - -07:04.640 --> 07:08.240 - and try to give a history of music listening - -07:09.280 --> 07:12.720 - from your perspective, from before the internet - -07:12.720 --> 07:14.160 - and after the internet? - -07:14.160 --> 07:17.760 - And just kind of everything leading up to streaming - -07:17.760 --> 07:18.800 - with Spotify and so on. - -07:18.800 --> 07:20.800 - I'll try, it could be a 100 year podcast. - -07:20.800 --> 07:22.400 - Yeah. - -07:22.400 --> 07:24.480 - I'll try to do a brief version. - -07:24.480 --> 07:27.120 - There are some things that I think are very interesting - -07:27.120 --> 07:28.080 - during the history of music, - -07:28.080 --> 07:31.200 - which is that before recorded music, - -07:31.920 --> 07:33.040 - to be able to enjoy music, - -07:33.040 --> 07:35.440 - you actually had to be where the music was produced - -07:35.440 --> 07:38.640 - because you couldn't record it and time shift it, right? - -07:38.640 --> 07:40.480 - Creation and consumption had to happen at the same time, - -07:40.480 --> 07:41.520 - basically concerts. - -07:42.400 --> 07:45.440 - And so you either had to get to the nearest village - -07:46.080 --> 07:47.280 - to listen to music. - -07:47.280 --> 07:48.960 - And while that was cumbersome - -07:48.960 --> 07:51.760 - and it severely limited the distribution of music, - -07:52.320 --> 07:54.000 - it also had some different qualities, - -07:54.000 --> 07:56.800 - which was that the creator could always interact - -07:56.800 --> 07:57.440 - with the audience. - -07:57.440 --> 07:58.480 - It was always live. - -07:59.280 --> 08:01.520 - And also there was no time cap on the music. - -08:01.520 --> 08:03.040 - So I think it's not a coincidence - -08:03.040 --> 08:05.760 - that these early classical works, - -08:05.760 --> 08:07.520 - they're much longer than the three minutes. - -08:08.320 --> 08:10.960 - The three minutes came in as a restriction - -08:10.960 --> 08:13.520 - of the first wax disc that could only contain - -08:13.520 --> 08:16.000 - a three minute song on one side, right? - -08:16.000 --> 08:20.640 - So actually the recorded music severely limited the, - -08:21.440 --> 08:22.240 - or put constraints. - -08:22.240 --> 08:22.960 - I won't say limit. - -08:22.960 --> 08:24.080 - I mean, constraints are often good, - -08:24.080 --> 08:26.880 - but it put very hard constraints on the music format. - -08:26.880 --> 08:29.760 - So you kind of said, like instead of doing this opus - -08:29.760 --> 08:32.320 - of like many, you know, tens of minutes or something, - -08:33.120 --> 08:34.240 - now you get three and a half minutes - -08:34.240 --> 08:36.240 - because then you're out of wax on this disc. - -08:36.880 --> 08:40.000 - But in return, you get an amazing distribution. - -08:40.000 --> 08:41.920 - Your reach will widen, right? - -08:41.920 --> 08:43.120 - Just on that point real quick, - -08:43.120 --> 08:47.360 - without the mass scale distribution, - -08:47.920 --> 08:52.880 - there's a scarcity component where you kind of look forward to it. - -08:54.000 --> 08:58.800 - We had that, it's like the Netflix versus HBO Game of Thrones. - -08:58.800 --> 09:02.720 - You like wait for the event because you can't really listen to it. - -09:02.720 --> 09:04.640 - So you like look forward to it and then it's, - -09:05.600 --> 09:07.360 - you derive perhaps more pleasure - -09:07.360 --> 09:10.560 - because it's more rare for you to listen to particular piece. - -09:10.560 --> 09:13.040 - You think there's value to that scarcity? - -09:13.040 --> 09:15.280 - Yeah, I think that that is definitely a thing. - -09:15.280 --> 09:17.680 - And there's always this component of - -09:17.680 --> 09:19.680 - if you have something in infinite amount, - -09:19.680 --> 09:21.600 - so will you value it as much? - -09:22.560 --> 09:23.120 - Probably not. - -09:23.680 --> 09:27.040 - Humanity is always seeking some, is relative. - -09:27.040 --> 09:28.480 - So you're always seeking something you didn't have - -09:28.480 --> 09:30.160 - and when you have it, you don't appreciate it as much. - -09:30.160 --> 09:32.240 - So I think that's probably true. - -09:32.240 --> 09:34.000 - But I think that's why concerts exist. - -09:34.000 --> 09:35.520 - So you can actually have both. - -09:36.480 --> 09:39.200 - But I think net, if you couldn't listen to music - -09:39.200 --> 09:42.320 - in your car driving, that'd be worse. - -09:42.320 --> 09:45.600 - That cost will be bigger than the benefit of the anticipation, - -09:45.600 --> 09:46.560 - I think, that you would have. - -09:47.600 --> 09:50.640 - So, yeah, it started with live concerts. - -09:50.640 --> 09:57.040 - Then it's being able to, you know, the photograph invented, right? - -09:57.040 --> 09:59.520 - You start to be able to record music. - -09:59.520 --> 10:00.160 - Exactly. - -10:00.160 --> 10:02.160 - So then you got this massive distribution - -10:02.160 --> 10:04.800 - that made it possible to create two things. - -10:04.800 --> 10:06.640 - I think, first of all, cultural phenomenons. - -10:06.640 --> 10:08.160 - They probably need distribution. - -10:08.160 --> 10:10.800 - Distribution to be able to happen. - -10:11.600 --> 10:16.480 - But it also opened access to, you know, for a new kind of artist. - -10:16.480 --> 10:18.160 - So you started to have these phenomenons, - -10:18.160 --> 10:19.680 - like Beatles and Elvis and so forth, - -10:19.680 --> 10:22.720 - that would really a function of distribution, I think. - -10:22.720 --> 10:24.640 - Obviously, of talent and innovation, - -10:24.640 --> 10:26.080 - but there was also taking a component. - -10:26.720 --> 10:28.800 - And of course, the next big innovation to come along - -10:28.800 --> 10:30.640 - was radio, broadcast radio. - -10:31.520 --> 10:34.480 - And I think radio is interesting - -10:34.480 --> 10:37.040 - because it started not as a music medium. - -10:37.040 --> 10:40.400 - It started as an information medium for news. - -10:40.400 --> 10:44.640 - And then radio needed to find something to fill the time with - -10:44.640 --> 10:47.920 - so that they could honestly play more ads and make more money. - -10:47.920 --> 10:49.440 - And music was free. - -10:49.440 --> 10:52.000 - So then you had this massive distribution - -10:52.000 --> 10:53.280 - where you could program to people. - -10:53.280 --> 10:54.960 - I think those things, that ecosystem, - -10:56.000 --> 11:00.160 - is what created the ability for hits. - -11:00.160 --> 11:02.640 - But it was also a very broadcast medium. - -11:02.640 --> 11:05.040 - So you would tend to get these massive, massive hits, - -11:05.040 --> 11:06.800 - but maybe not such a long tail. - -11:08.400 --> 11:11.520 - In terms of choice of everybody listening to the same stuff. - -11:11.520 --> 11:14.880 - Yeah. And as you said, I think there are some social benefits to that. - -11:15.760 --> 11:19.040 - I think, for example, there is a high statistical chance - -11:19.040 --> 11:21.440 - that if I talk about the latest episode of Game of Thrones, - -11:21.440 --> 11:23.600 - we have something to talk about just statistically. - -11:24.240 --> 11:27.200 - In the age of individual choice, maybe some of that goes away. - -11:27.200 --> 11:33.680 - So I do see the value of shared cultural components. - -11:33.680 --> 11:36.080 - But I also obviously love personalization. - -11:37.440 --> 11:40.080 - And so let's catch this up to the internet. - -11:40.080 --> 11:42.160 - So maybe Napster. - -11:42.160 --> 11:44.000 - Well, first of all, there's like MP3s. - -11:44.000 --> 11:45.680 - Exactly. There's tape, CDs. - -11:45.680 --> 11:48.320 - There was a digitalization of music with a CD, really. - -11:48.320 --> 11:51.280 - It was physical distribution, but the music became digital. - -11:52.080 --> 11:55.440 - And so they were files, but basically boxed software, - -11:55.440 --> 11:56.880 - to use a software analogy. - -11:57.760 --> 11:59.840 - And then you could start downloading these files. - -12:00.880 --> 12:03.440 - And I think there are two interesting things that happened - -12:03.440 --> 12:05.600 - back to music used to be longer - -12:05.600 --> 12:08.160 - before it was constrained by the distribution medium. - -12:08.960 --> 12:10.720 - I don't think that was a coincidence. - -12:10.720 --> 12:14.560 - And then really the only music genre to have developed mostly after - -12:15.360 --> 12:18.000 - music was a file again on the internet is EDM. - -12:18.000 --> 12:21.440 - And EDM is often much longer than the traditional music. - -12:21.440 --> 12:24.480 - I think it's interesting to think about the fact that - -12:24.480 --> 12:28.080 - music is no longer constrained in minutes per song or something. - -12:28.080 --> 12:32.080 - It's a legacy of an old distribution technology. - -12:32.080 --> 12:34.640 - And you see some of this new music that breaks the format, - -12:34.640 --> 12:36.880 - not so much as I would have expected actually by now, - -12:37.680 --> 12:39.200 - but it still happens. - -12:39.200 --> 12:42.080 - So first of all, I don't really know what EDM is. - -12:42.080 --> 12:44.560 - Electronic dance music, you could say. - -12:44.560 --> 12:47.280 - Avicii was one of the biggest in this genre. - -12:47.840 --> 12:50.640 - So the main constraint is of time, - -12:50.640 --> 12:53.280 - something like three, four, five minutes song. - -12:53.280 --> 12:55.440 - So you could have songs that were eight minutes, - -12:55.440 --> 12:56.640 - 10 minutes, and so forth. - -12:57.200 --> 13:00.320 - Because it started as a digital product - -13:00.320 --> 13:03.920 - that you downloaded, so you didn't have this constraint anymore. - -13:04.800 --> 13:06.720 - So I think it's something really interesting - -13:06.720 --> 13:08.480 - that I don't think has fully happened yet. - -13:09.280 --> 13:11.440 - We're kind of jumping ahead a little bit to where we are, - -13:11.440 --> 13:14.960 - but I think there's tons of formal innovation in music - -13:15.760 --> 13:19.040 - that should happen now, that couldn't happen - -13:19.040 --> 13:22.000 - when you needed to really adhere to the distribution constraints. - -13:22.000 --> 13:25.280 - If you didn't adhere to that, you would get no distribution. - -13:25.280 --> 13:28.640 - So Björk, for example, an Icelandic artist, - -13:28.640 --> 13:30.880 - she made a full iPad app as an album. - -13:30.880 --> 13:34.960 - That was very expensive, even though the App Store - -13:34.960 --> 13:38.080 - has great distribution, she gets nowhere near the distribution - -13:38.080 --> 13:40.240 - versus staying within the three minute format. - -13:41.120 --> 13:43.840 - So I think now that music is fully digital - -13:43.840 --> 13:45.840 - inside these streaming services, - -13:45.840 --> 13:48.320 - there is the opportunity to change the format again - -13:48.320 --> 13:51.360 - and allow creators to be much more creative - -13:51.360 --> 13:54.400 - without limiting their distribution ability. - -13:54.400 --> 13:56.320 - That's interesting that you're right. - -13:56.320 --> 13:59.680 - You're right, it's surprising that we don't see - -13:59.680 --> 14:01.680 - that taking advantage more often. - -14:01.680 --> 14:05.040 - It's almost like the constraints of the distribution - -14:05.040 --> 14:08.720 - from the 50s and 60s have molded the culture - -14:08.720 --> 14:12.000 - to where we want the three to five minute song, - -14:12.800 --> 14:14.800 - that anything else, not just... - -14:14.800 --> 14:17.840 - So we want the song as consumers and as artists, - -14:18.640 --> 14:20.400 - like, because I write a lot of music - -14:20.400 --> 14:22.720 - and I never even thought about writing something - -14:22.720 --> 14:25.680 - longer than 10 minutes. - -14:26.960 --> 14:28.720 - It's really interesting that those constraints... - -14:28.720 --> 14:30.160 - Because all your training data - -14:30.160 --> 14:31.920 - has been three and a half minutes long, right? - -14:31.920 --> 14:32.400 - It's right. - -14:32.960 --> 14:38.400 - Okay, so yeah, digitization of data led to then MP3s. - -14:38.400 --> 14:40.400 - Yeah, so I think you had this file then - -14:41.440 --> 14:43.120 - that was distributed physically, - -14:43.680 --> 14:46.400 - but then you had the components of digital distribution - -14:46.400 --> 14:49.680 - and then the internet happened and there was this vacuum - -14:49.680 --> 14:52.560 - where you had a format that could be digitally shipped - -14:52.560 --> 14:53.760 - but there was no business model. - -14:54.320 --> 14:58.000 - And then all these pirate networks happened. - -14:59.040 --> 15:01.600 - Napster and in Sweden, Pirate Bay, - -15:01.600 --> 15:02.960 - which was one of the biggest. - -15:02.960 --> 15:07.120 - And I think from a consumer point of view, - -15:07.120 --> 15:10.560 - which leads up to the inception of Spotify - -15:10.560 --> 15:11.680 - from a consumer point of view, - -15:13.200 --> 15:16.240 - consumers for the first time had this access model to music - -15:17.040 --> 15:21.200 - where they could, without any marginal cost, - -15:21.200 --> 15:24.400 - they could try different tracks. - -15:25.040 --> 15:26.720 - You could use music in new ways. - -15:26.720 --> 15:27.840 - There was no marginal cost. - -15:28.240 --> 15:30.080 - And that was a fantastic consumer experience. - -15:30.080 --> 15:31.840 - They have access to all the music ever made. - -15:31.840 --> 15:33.280 - I think it was fantastic. - -15:33.840 --> 15:35.600 - But it was also horrible for artists - -15:35.600 --> 15:37.280 - because there was no business model around it. - -15:37.280 --> 15:38.640 - So they didn't make any money. - -15:38.640 --> 15:43.840 - So the user need almost drove the user interface - -15:43.840 --> 15:45.280 - before there was a business model. - -15:45.760 --> 15:47.440 - And then there were these download stores - -15:48.640 --> 15:50.400 - that allowed you to download files. - -15:50.400 --> 15:51.920 - Which was a solution, - -15:51.920 --> 15:53.920 - but it didn't solve the access problem. - -15:53.920 --> 15:55.760 - There was still a marginal cost of 99 cents - -15:55.760 --> 15:57.040 - to try one more track. - -15:57.040 --> 16:00.400 - And I think that heavily limits how you listen to music. - -16:00.400 --> 16:04.480 - The example I always give is in Spotify, - -16:04.480 --> 16:07.440 - a huge amount of people listen to music while they sleep, - -16:07.440 --> 16:09.120 - while they go to sleep and while they sleep. - -16:10.000 --> 16:12.160 - If that costed you 99 cents per three minutes, - -16:12.160 --> 16:13.760 - you probably wouldn't do that. - -16:13.760 --> 16:15.760 - And you would be much less adventurous - -16:15.760 --> 16:17.920 - if there was a real dollar cost to explore music. - -16:17.920 --> 16:20.880 - So the access model is interesting in that - -16:20.880 --> 16:22.320 - it changes your music behavior. - -16:22.880 --> 16:25.600 - You can take much more risk - -16:25.600 --> 16:27.120 - because there's no marginal cost to it. - -16:28.240 --> 16:30.480 - Maybe let me linger on piracy for a second. - -16:30.480 --> 16:32.880 - Because I find, especially coming from Russia, - -16:33.840 --> 16:36.080 - piracy is something that's very interesting. - -16:36.640 --> 16:41.520 - To me, not me of course ever, - -16:41.520 --> 16:47.040 - but I have friends who've partook in piracy - -16:47.040 --> 16:52.960 - of music, software, TV shows, sporting events. - -16:53.680 --> 16:55.760 - And usually, to me, what that shows - -16:55.760 --> 16:59.040 - is not that they can actually pay the money - -16:59.600 --> 17:01.040 - and they're not trying to save money. - -17:01.920 --> 17:04.000 - They're choosing the best experience. - -17:05.120 --> 17:07.520 - So what to me, piracy shows - -17:07.520 --> 17:09.920 - is a business opportunity in all these domains. - -17:09.920 --> 17:12.480 - And that's where I think you're right. - -17:12.480 --> 17:14.880 - Spotify stepped in is basically, - -17:14.880 --> 17:17.120 - piracy is an experience. - -17:17.120 --> 17:19.600 - You can explore, find music you like. - -17:20.240 --> 17:24.320 - And actually, the interface of piracy is horrible. - -17:24.960 --> 17:26.800 - Because it's, I mean... - -17:26.800 --> 17:30.960 - Bad metadata, long download times, all kinds of stuff. - -17:30.960 --> 17:33.040 - And what Spotify does is basically - -17:34.880 --> 17:36.160 - first, rewards artists, - -17:36.160 --> 17:38.560 - and second, makes the experience - -17:38.560 --> 17:40.080 - of exploring music much better. - -17:40.080 --> 17:43.920 - I mean, the same is true, I think, for movies and so on. - -17:43.920 --> 17:46.960 - Piracy reveals, in the software space, for example, - -17:46.960 --> 17:49.760 - I'm a huge user and fan of Adobe products. - -17:50.480 --> 17:53.600 - And there was much more incentive - -17:53.600 --> 17:55.360 - to pirate Adobe products - -17:55.360 --> 17:57.680 - before they went to a monthly subscription plan. - -17:58.320 --> 18:01.040 - And now, all of the said friends - -18:01.600 --> 18:05.040 - that used to pirate Adobe products that I know, - -18:05.040 --> 18:08.000 - now actually pay, gladly, for the monthly subscription. - -18:08.000 --> 18:09.280 - Yeah, I think you're right. - -18:09.280 --> 18:11.520 - I think it's a sign of an opportunity - -18:11.520 --> 18:12.960 - for product development. - -18:12.960 --> 18:17.760 - And that sometimes there's a product market fit - -18:17.760 --> 18:21.360 - before there's a business model fit in product development. - -18:21.360 --> 18:23.200 - I think that's a sign of it. - -18:23.200 --> 18:25.760 - In Sweden, I think it was a bit of both. - -18:25.760 --> 18:29.680 - There was a culture where we even had - -18:29.680 --> 18:32.000 - a political party called the Pirate Party. - -18:32.000 --> 18:35.120 - And this was during the time when people said that - -18:35.120 --> 18:36.640 - information should be free. - -18:36.640 --> 18:39.360 - It was somehow wrong to charge for ones and zeros. - -18:39.360 --> 18:42.480 - So I think people felt that artists - -18:42.480 --> 18:44.720 - should probably make some money somehow else - -18:44.720 --> 18:46.240 - in concerts or something. - -18:46.240 --> 18:49.280 - So at least in Sweden, it was part really social acceptance - -18:49.280 --> 18:51.120 - even at the political level. - -18:51.120 --> 18:55.120 - But that also forced Spotify to compete with free, - -18:57.120 --> 18:58.800 - which I don't think could have happened - -18:58.800 --> 19:00.080 - anywhere else in the world. - -19:00.080 --> 19:02.960 - The music industry needed to be doing bad enough - -19:02.960 --> 19:04.400 - to take that risk. - -19:04.400 --> 19:06.240 - And Sweden was like the perfect testing ground. - -19:06.240 --> 19:10.960 - It had government funded high bandwidth, low latency broadband, - -19:10.960 --> 19:12.880 - which meant that the product would work. - -19:12.880 --> 19:15.520 - And it was also, there was no music revenue anyway. - -19:15.520 --> 19:16.800 - So they were kind of like, - -19:16.800 --> 19:19.040 - I don't think this is going to work, but why not? - -19:20.320 --> 19:22.640 - So this product is one that I don't think could have happened - -19:22.640 --> 19:24.800 - in America, the world's largest music market, for example. - -19:24.800 --> 19:27.040 - So how do you compete with free? - -19:27.040 --> 19:29.840 - Because that's an interesting world of the internet - -19:29.840 --> 19:32.960 - where most people don't like to pay for things. - -19:32.960 --> 19:37.120 - So Spotify steps in and tries to, yes, compete with free. - -19:37.120 --> 19:38.320 - How do you do it? - -19:38.320 --> 19:39.760 - So I think two things. - -19:39.760 --> 19:43.360 - One is people are starting to pay for things on the internet. - -19:43.360 --> 19:46.560 - I think one way to think about it was that advertising - -19:46.560 --> 19:48.560 - was the first business model - -19:48.560 --> 19:50.560 - because no one would put the credit card on the internet. - -19:50.560 --> 19:52.720 - Transactional with Amazon was the second. - -19:52.720 --> 19:54.320 - And maybe subscription is the third. - -19:54.320 --> 19:57.520 - And if you look offline, subscription is the biggest of those. - -19:57.520 --> 19:59.120 - So that may still happen. - -19:59.120 --> 20:00.320 - I think people are starting to pay. - -20:00.320 --> 20:03.120 - But definitely back then, we needed to compete with free. - -20:03.120 --> 20:04.960 - And the first thing you need to do is obviously - -20:04.960 --> 20:06.960 - to lower the price to free. - -20:06.960 --> 20:10.160 - And then you need to be better somehow. - -20:10.160 --> 20:13.760 - And the way that Spotify was better was on the user experience, - -20:13.760 --> 20:19.760 - on the actual performance, the latency of, you know, - -20:19.760 --> 20:24.560 - even if you had high band with broadband, - -20:24.560 --> 20:27.360 - it would still take you 30 seconds to a minute - -20:27.360 --> 20:28.960 - to download one of these tracks. - -20:28.960 --> 20:31.360 - So the Spotify experience of starting within the - -20:31.360 --> 20:34.560 - perceptual limit of immediacy, about 250 milliseconds, - -20:34.560 --> 20:37.360 - meant that the whole trick was, - -20:37.360 --> 20:39.760 - it felt as if you had downloaded all of Pirate Bay. - -20:39.760 --> 20:40.960 - It was on your hard drive. - -20:40.960 --> 20:43.360 - It was that fast, even though it wasn't. - -20:43.360 --> 20:44.960 - And it was still free. - -20:44.960 --> 20:48.960 - But somehow you were actually still being a legal citizen. - -20:48.960 --> 20:52.960 - That was the trick that Spotify managed to pull off. - -20:52.960 --> 20:56.560 - So I've actually heard you say this or write this. - -20:56.560 --> 20:58.960 - And I was surprised that I wasn't aware of it, - -20:58.960 --> 21:00.560 - because I just took it for granted. - -21:00.560 --> 21:02.560 - You know, whenever an awesome thing comes along, - -21:02.560 --> 21:04.560 - you just like, oh, of course it has to be this way. - -21:04.560 --> 21:06.560 - That's exactly right. - -21:06.560 --> 21:08.560 - That it felt like the entire world's libraries - -21:08.560 --> 21:12.560 - at my fingertips because of that latency being reduced. - -21:12.560 --> 21:16.560 - What was the technical challenge in reducing the late? - -21:16.560 --> 21:20.560 - So there was a group of really, really talented engineers. - -21:20.560 --> 21:22.560 - One of them called Ludwig Strigius. - -21:22.560 --> 21:26.560 - He wrote the, actually from Gothenburg, - -21:26.560 --> 21:30.560 - he wrote the initial, the UTorrent Clients, - -21:30.560 --> 21:32.560 - which is kind of an interesting backstory to Spotify, - -21:32.560 --> 21:36.560 - you know, that we have one of the top developers - -21:36.560 --> 21:38.560 - from BitTorrent Clients as well. - -21:38.560 --> 21:42.560 - So he wrote UTorrent, the world's smallest BitTorrent Clients. - -21:42.560 --> 21:47.560 - And then he was acquired very early by Daniel and Martin, - -21:47.560 --> 21:50.560 - who founded Spotify, and they actually sold the UTorrent Client - -21:50.560 --> 21:52.560 - to BitTorrent, but kept Ludwig. - -21:52.560 --> 21:58.560 - So Spotify had a lot of experience within peer to peer networking. - -21:58.560 --> 22:02.560 - So the original innovation was a distribution innovation, - -22:02.560 --> 22:05.560 - where Spotify built an end to end media distribution system. - -22:05.560 --> 22:08.560 - Up until only a few years ago, we actually hosted all the music ourselves. - -22:08.560 --> 22:10.560 - So we had both the server side and the client, - -22:10.560 --> 22:14.560 - and that meant that we could do things such as having a peer to peer solution - -22:14.560 --> 22:17.560 - to use local caching on the client side, - -22:17.560 --> 22:20.560 - because back then the world was mostly desktop. - -22:20.560 --> 22:24.560 - But we could also do things like hack the TCP protocols, - -22:24.560 --> 22:28.560 - things like Nagle's algorithm for kind of exponential back off, - -22:28.560 --> 22:32.560 - or ramp up and just go full throttle and optimize for latency - -22:32.560 --> 22:34.560 - at the cost of bandwidth. - -22:34.560 --> 22:38.560 - And all of this end to end control meant that we could do - -22:38.560 --> 22:41.560 - an experience that felt like a step change. - -22:41.560 --> 22:45.560 - These days, we actually are on on GCP. - -22:45.560 --> 22:48.560 - We don't host our own stuff, and everyone is really fast these days. - -22:48.560 --> 22:50.560 - So that was the initial competitive advantage, - -22:50.560 --> 22:52.560 - but then obviously you have to move on over time. - -22:52.560 --> 22:55.560 - And that was over 10 years ago, right? - -22:55.560 --> 22:58.560 - That was in 2008, the product was launched in Sweden. - -22:58.560 --> 23:00.560 - It was in a beta, I think, 2007. - -23:00.560 --> 23:02.560 - And it was on the desktop, right? - -23:02.560 --> 23:03.560 - It was desktop only. - -23:03.560 --> 23:04.560 - There's no phone. - -23:04.560 --> 23:05.560 - There was no phone. - -23:05.560 --> 23:08.560 - The iPhone came out in 2008, - -23:08.560 --> 23:11.560 - but the App Store came out one year later, I think. - -23:11.560 --> 23:14.560 - So the writing was on the wall, but there was no phone yet. - -23:14.560 --> 23:19.560 - You've mentioned that people would use Spotify - -23:19.560 --> 23:20.560 - to discover the songs they like, - -23:20.560 --> 23:23.560 - and then they would torrent those songs - -23:23.560 --> 23:26.560 - so they can copy it to their phone. - -23:26.560 --> 23:27.560 - Just hilarious. - -23:27.560 --> 23:28.560 - Exactly. - -23:28.560 --> 23:29.560 - Or not torrent. - -23:29.560 --> 23:34.560 - Seriously, piracy does seem to be a good guide - -23:34.560 --> 23:36.560 - for business models. - -23:36.560 --> 23:37.560 - Video content. - -23:37.560 --> 23:40.560 - As far as I know, Spotify doesn't have video content. - -23:40.560 --> 23:42.560 - Well, we do have music videos, - -23:42.560 --> 23:44.560 - and we do have videos on the service, - -23:44.560 --> 23:46.560 - but the way we think about ourselves is that - -23:46.560 --> 23:48.560 - we're an audio service, - -23:48.560 --> 23:52.560 - and we think that if you look at the amount of time - -23:52.560 --> 23:53.560 - that people spend on audio, - -23:53.560 --> 23:56.560 - it's actually very similar to the amount of time - -23:56.560 --> 23:57.560 - that people spend on video. - -23:57.560 --> 24:01.560 - So the opportunity should be equally big, - -24:01.560 --> 24:02.560 - but today it's not at all valued. - -24:02.560 --> 24:04.560 - Video is valued much higher. - -24:04.560 --> 24:07.560 - So we think it's basically completely undervalued. - -24:07.560 --> 24:09.560 - We think of ourselves as an audio service, - -24:09.560 --> 24:12.560 - but within that audio service, I think video - -24:12.560 --> 24:13.560 - can make a lot of sense. - -24:13.560 --> 24:16.560 - I think when you're discovering an artist, - -24:16.560 --> 24:17.560 - you probably do want to see them - -24:17.560 --> 24:18.560 - and understand who they are, - -24:18.560 --> 24:20.560 - to understand their identity. - -24:20.560 --> 24:21.560 - Do you want to see that video every time? - -24:21.560 --> 24:22.560 - No. - -24:22.560 --> 24:24.560 - 90% of the time the phone is going to be in your pocket. - -24:24.560 --> 24:26.560 - For podcasters, you use video. - -24:26.560 --> 24:28.560 - I think that can make a ton of sense. - -24:28.560 --> 24:29.560 - So we do have video, - -24:29.560 --> 24:31.560 - but we're an audio service where, - -24:31.560 --> 24:33.560 - think of it as we call it internally, - -24:33.560 --> 24:34.560 - backgroundable video. - -24:34.560 --> 24:35.560 - Video that is helpful, - -24:35.560 --> 24:38.560 - but isn't the driver of the narrative. - -24:38.560 --> 24:42.560 - I think also if you look at YouTube, - -24:42.560 --> 24:43.560 - the way people, - -24:43.560 --> 24:47.560 - there's quite a few folks who listen to music on YouTube. - -24:47.560 --> 24:48.560 - So in some sense, - -24:48.560 --> 24:52.560 - YouTube is a bit of a competitor to Spotify, - -24:52.560 --> 24:55.560 - which is very strange to me that people use YouTube - -24:55.560 --> 24:56.560 - to listen to music. - -24:56.560 --> 24:59.560 - They play essentially the music videos, right? - -24:59.560 --> 25:02.560 - But don't watch the videos and put it in their pocket. - -25:02.560 --> 25:07.560 - Well, I think it's similar to what - -25:07.560 --> 25:11.560 - strangely maybe it's similar to what we were - -25:11.560 --> 25:13.560 - for the Piracy Networks, - -25:13.560 --> 25:17.560 - where YouTube for historical reasons - -25:17.560 --> 25:20.560 - have a lot of music videos. - -25:20.560 --> 25:21.560 - So you use, - -25:21.560 --> 25:23.560 - people use YouTube for a lot of the discovery part - -25:23.560 --> 25:24.560 - of the process, I think. - -25:24.560 --> 25:26.560 - But then it's not a really good - -25:26.560 --> 25:28.560 - sort of quote unquote MP3 player, - -25:28.560 --> 25:29.560 - because it doesn't even background. - -25:29.560 --> 25:31.560 - Then you have to keep the app in the foreground. - -25:31.560 --> 25:32.560 - So the consumption, - -25:32.560 --> 25:34.560 - it's not a good consumption tool, - -25:34.560 --> 25:35.560 - but it's a decently good discovery. - -25:35.560 --> 25:37.560 - I mean, I think YouTube is fantastic products. - -25:37.560 --> 25:39.560 - And I use it for all kinds of purposes. - -25:39.560 --> 25:40.560 - That's true. - -25:40.560 --> 25:42.560 - If I were to admit something, - -25:42.560 --> 25:44.560 - I do use YouTube a little bit for the discovery, - -25:44.560 --> 25:46.560 - to assist in the discovery process of songs. - -25:46.560 --> 25:48.560 - And then if I like it, - -25:48.560 --> 25:50.560 - I'll add it to Spotify. - -25:50.560 --> 25:51.560 - But that's okay. - -25:51.560 --> 25:52.560 - That's okay with us. - -25:52.560 --> 25:53.560 - Okay. - -25:53.560 --> 25:55.560 - So sorry, we're jumping around a little bit. - -25:55.560 --> 25:58.560 - So this kind of incredible, - -25:58.560 --> 25:59.560 - you look at Napster, - -25:59.560 --> 26:01.560 - you look at the early days of Spotify. - -26:01.560 --> 26:02.560 - How do you, - -26:02.560 --> 26:04.560 - one fascinating point is how do you grow - -26:04.560 --> 26:05.560 - a user base? - -26:05.560 --> 26:07.560 - So you're there in Sweden. - -26:07.560 --> 26:09.560 - You have an idea. - -26:09.560 --> 26:12.560 - I saw the initial sketches that looked terrible. - -26:12.560 --> 26:14.560 - How do you grow a user base - -26:14.560 --> 26:18.560 - from a few folks to millions? - -26:18.560 --> 26:21.560 - I think there are a bunch of tactical answers. - -26:21.560 --> 26:22.560 - So first of all, - -26:22.560 --> 26:23.560 - I think you need a great product. - -26:23.560 --> 26:25.560 - I don't think you take a bad product - -26:25.560 --> 26:29.560 - and market it to be successful. - -26:29.560 --> 26:30.560 - So you need a great product. - -26:30.560 --> 26:31.560 - Sorry to interrupt, - -26:31.560 --> 26:33.560 - but it's a totally new way to listen to music. - -26:33.560 --> 26:34.560 - So it's not just, - -26:34.560 --> 26:38.560 - did people realize immediately that Spotify is a great product? - -26:38.560 --> 26:39.560 - I think they did. - -26:39.560 --> 26:41.560 - So back to the point of piracy, - -26:41.560 --> 26:44.560 - it was a totally new way to listen to music legally, - -26:44.560 --> 26:47.560 - but people had been used to the access model in Sweden - -26:47.560 --> 26:49.560 - and the rest of the world for a long time through piracy. - -26:49.560 --> 26:51.560 - So one way to think about Spotify, - -26:51.560 --> 26:53.560 - it was just legal and fast piracy. - -26:53.560 --> 26:55.560 - And so people have been using it for a long time. - -26:55.560 --> 26:57.560 - So they weren't alien to it. - -26:57.560 --> 27:00.560 - They didn't really understand how it could be legal - -27:00.560 --> 27:03.560 - because it seemed too fast and too good to be true, - -27:03.560 --> 27:05.560 - which I think is a great product proposition - -27:05.560 --> 27:07.560 - if you can be too good to be true. - -27:07.560 --> 27:09.560 - But what I saw again and again - -27:09.560 --> 27:10.560 - was people showing each other, - -27:10.560 --> 27:12.560 - clicking the song, showing how fast it started - -27:12.560 --> 27:14.560 - and say, can you believe this? - -27:14.560 --> 27:17.560 - So I really think it was about speed. - -27:17.560 --> 27:20.560 - Then we also had an invite program - -27:20.560 --> 27:22.560 - that was really meant for scaling - -27:22.560 --> 27:24.560 - because we hosted our own servers. - -27:24.560 --> 27:26.560 - We needed to control scaling, - -27:26.560 --> 27:28.560 - but that built a lot of expectation - -27:28.560 --> 27:30.560 - and I don't want to say hype - -27:30.560 --> 27:34.560 - because hype implies that it wasn't true. - -27:34.560 --> 27:37.560 - Expectations, excitement around the product. - -27:37.560 --> 27:40.560 - And we replicated that when we launched in the US. - -27:40.560 --> 27:42.560 - We also built up an invite only program first. - -27:42.560 --> 27:44.560 - There are lots of tactics, - -27:44.560 --> 27:46.560 - but I think you need a great product - -27:46.560 --> 27:48.560 - to solve some problem. - -27:48.560 --> 27:51.560 - And basically the key innovation, - -27:51.560 --> 27:54.560 - there was technology, but on a meta level, - -27:54.560 --> 27:56.560 - the innovation was really the access model - -27:56.560 --> 27:58.560 - versus the ownership model. - -27:58.560 --> 28:00.560 - And that was tricky. - -28:00.560 --> 28:04.560 - A lot of people said that they wanted to own their music. - -28:04.560 --> 28:07.560 - They would never kind of rent it or borrow it. - -28:07.560 --> 28:09.560 - But I think the fact that we had a free tier - -28:09.560 --> 28:12.560 - which meant that you get to keep this music for life as well - -28:12.560 --> 28:14.560 - helped quite a lot. - -28:14.560 --> 28:17.560 - So this is an interesting psychological point - -28:17.560 --> 28:19.560 - that maybe you can speak to. - -28:19.560 --> 28:21.560 - It was a big shift for me. - -28:21.560 --> 28:25.560 - It's almost like to go to therapy for this. - -28:25.560 --> 28:29.560 - I think I would describe my early listening experience - -28:29.560 --> 28:31.560 - and I think a lot of my friends do, - -28:31.560 --> 28:33.560 - is basically hoarding music. - -28:33.560 --> 28:36.560 - As you're slowly one song by one song, - -28:36.560 --> 28:37.560 - or maybe albums, - -28:37.560 --> 28:40.560 - gathering a collection of music that you love. - -28:40.560 --> 28:42.560 - And you own it. - -28:42.560 --> 28:44.560 - Especially with CDs or tape, - -28:44.560 --> 28:46.560 - you physically had it. - -28:46.560 --> 28:48.560 - And what Spotify, - -28:48.560 --> 28:50.560 - what I had to come to grips with, - -28:50.560 --> 28:52.560 - and it was kind of liberating actually, - -28:52.560 --> 28:55.560 - is to throw away all the music. - -28:55.560 --> 28:58.560 - I've had this therapy session with lots of people. - -28:58.560 --> 29:00.560 - And I think the mental trick is, - -29:00.560 --> 29:02.560 - so actually we've seen the user data. - -29:02.560 --> 29:03.560 - When Spotify started, - -29:03.560 --> 29:05.560 - a lot of people did the exact same thing. - -29:05.560 --> 29:06.560 - They started hoarding, - -29:06.560 --> 29:09.560 - as if the music would disappear. - -29:09.560 --> 29:11.560 - Almost the equivalent of downloading. - -29:11.560 --> 29:14.560 - And so we had these playlists that had limits - -29:14.560 --> 29:16.560 - of a few hundred thousand tracks - -29:16.560 --> 29:18.560 - and we figured no one would ever. - -29:18.560 --> 29:19.560 - Well, they do. - -29:19.560 --> 29:21.560 - It's in hundreds and hundreds of thousands of tracks. - -29:21.560 --> 29:23.560 - And to this day, - -29:23.560 --> 29:25.560 - some people want to actually save, - -29:25.560 --> 29:26.560 - quote unquote, - -29:26.560 --> 29:27.560 - and play the entire catalog. - -29:27.560 --> 29:29.560 - But I think that the therapy session - -29:29.560 --> 29:31.560 - goes something like, - -29:31.560 --> 29:34.560 - instead of throwing away your music, - -29:34.560 --> 29:36.560 - if you took your files - -29:36.560 --> 29:39.560 - and you stored them in a locker at Google, - -29:39.560 --> 29:40.560 - it'd be a streaming service. - -29:40.560 --> 29:41.560 - It's just that in that locker, - -29:41.560 --> 29:43.560 - you have all the world's music now for free. - -29:43.560 --> 29:44.560 - So instead of giving away your music, - -29:44.560 --> 29:46.560 - you got all the music. - -29:46.560 --> 29:47.560 - It's yours. - -29:47.560 --> 29:48.560 - You could think of it as having a copy - -29:48.560 --> 29:50.560 - of the world's catalog there forever. - -29:50.560 --> 29:53.560 - So you actually got more music instead of less. - -29:53.560 --> 29:56.560 - It's just that you just took that hard disk - -29:56.560 --> 29:59.560 - and you sent it to someone who stored it for you. - -29:59.560 --> 30:01.560 - And once you go through that mental journey of, - -30:01.560 --> 30:03.560 - like, still my files, they're just over there. - -30:03.560 --> 30:06.560 - And I just have 40 million or 50 million or something now. - -30:06.560 --> 30:08.560 - Then people are like, okay, that's good. - -30:08.560 --> 30:10.560 - The problem is, I think, - -30:10.560 --> 30:12.560 - because you paid us a subscription, - -30:12.560 --> 30:14.560 - if we hadn't had the free tier, - -30:14.560 --> 30:15.560 - where you would feel like, - -30:15.560 --> 30:16.560 - even if I don't want to pay anymore, - -30:16.560 --> 30:18.560 - I still get to keep them. - -30:18.560 --> 30:19.560 - You keep your playlists forever. - -30:19.560 --> 30:21.560 - They don't disappear even though you stop paying. - -30:21.560 --> 30:23.560 - I think that was really important. - -30:23.560 --> 30:25.560 - If we would have started as, you know, - -30:25.560 --> 30:27.560 - you can put in all this time, - -30:27.560 --> 30:29.560 - but if you stop paying, you lose all your work. - -30:29.560 --> 30:31.560 - I think that would have been a big challenge - -30:31.560 --> 30:33.560 - and was the big challenge for a lot of our competitors. - -30:33.560 --> 30:35.560 - That's another reason why I think the free tier - -30:35.560 --> 30:36.560 - is really important, - -30:36.560 --> 30:38.560 - that people need to feel the security - -30:38.560 --> 30:40.560 - that the work they put in, it will never disappear, - -30:40.560 --> 30:42.560 - even if they decide not to pay. - -30:42.560 --> 30:44.560 - I like how you put the work you put in. - -30:44.560 --> 30:46.560 - I actually stopped even thinking of it that way. - -30:46.560 --> 30:49.560 - Spotify taught me to just enjoy music - -30:49.560 --> 30:53.560 - as opposed to what I was doing before, - -30:53.560 --> 30:57.560 - which is like, in an unhealthy way, hoarding music. - -30:57.560 --> 31:00.560 - Which I found that because I was doing that, - -31:00.560 --> 31:03.560 - I was listening to a small selection of songs - -31:03.560 --> 31:06.560 - way too much to where I was getting sick of them. - -31:06.560 --> 31:09.560 - Whereas Spotify, the more liberating kind of approach, - -31:09.560 --> 31:11.560 - I was just enjoying, of course, - -31:11.560 --> 31:13.560 - I listened to Stairway to Heaven over and over, - -31:13.560 --> 31:16.560 - but because of the extra variety, - -31:16.560 --> 31:18.560 - I don't get as sick of them. - -31:18.560 --> 31:21.560 - There's an interesting statistic I saw, - -31:21.560 --> 31:24.560 - so Spotify has, maybe you can correct me, - -31:24.560 --> 31:27.560 - but over 50 million songs, tracks, - -31:27.560 --> 31:31.560 - and over 3 billion playlists. - -31:31.560 --> 31:35.560 - So 50 million songs and 3 billion playlists. - -31:35.560 --> 31:38.560 - 60 times more playlists than songs. - -31:38.560 --> 31:40.560 - What do you make of that? - -31:40.560 --> 31:43.560 - So the way I think about it is that - -31:43.560 --> 31:48.560 - from a statistical machine learning point of view, - -31:48.560 --> 31:50.560 - you have all these, - -31:50.560 --> 31:52.560 - if you want to think about reinforcement learning, - -31:52.560 --> 31:54.560 - you have this state space of all the tracks, - -31:54.560 --> 31:58.560 - and you can take different journeys through this world. - -31:58.560 --> 32:02.560 - And I think of these as like people - -32:02.560 --> 32:05.560 - helping themselves and each other, - -32:05.560 --> 32:08.560 - creating interesting vectors through this space of tracks. - -32:08.560 --> 32:11.560 - And then it's not so surprising that across - -32:11.560 --> 32:14.560 - many tens of millions of atomic units, - -32:14.560 --> 32:17.560 - there will be billions of paths that make sense. - -32:17.560 --> 32:20.560 - And we're probably pretty quite far away from - -32:20.560 --> 32:22.560 - having found all of them. - -32:22.560 --> 32:25.560 - So kind of our job now is, - -32:25.560 --> 32:28.560 - when Spotify started, it was really a search box - -32:28.560 --> 32:30.560 - that was for the time pretty powerful, - -32:30.560 --> 32:33.560 - and then I like to refer to this programming language - -32:33.560 --> 32:35.560 - called playlisting, where if you, - -32:35.560 --> 32:37.560 - as you probably were pretty good at music, - -32:37.560 --> 32:39.560 - you knew your new releases, you knew your back catalog, - -32:39.560 --> 32:41.560 - you knew you're starting with the heaven, - -32:41.560 --> 32:43.560 - you could create a soundtrack for yourself - -32:43.560 --> 32:45.560 - using this playlisting tool that's like metaprogramming language - -32:45.560 --> 32:47.560 - for music to soundtrack your life. - -32:47.560 --> 32:49.560 - And people who are good at music, - -32:49.560 --> 32:51.560 - it's back to how do you scale the product. - -32:51.560 --> 32:53.560 - For people who are good at music, - -32:53.560 --> 32:55.560 - that wasn't actually enough. - -32:55.560 --> 32:57.560 - If you had the catalog and a good search tool, - -32:57.560 --> 32:59.560 - and you can create your own sessions, - -32:59.560 --> 33:02.560 - you could create really good a soundtrack for your entire life. - -33:02.560 --> 33:05.560 - Probably perfectly personalized because you did it yourself. - -33:05.560 --> 33:07.560 - The problem was, many people aren't that good at music. - -33:07.560 --> 33:09.560 - They just can't spend the time. - -33:09.560 --> 33:11.560 - Even if you're very good at music, it's going to be hard to keep up. - -33:11.560 --> 33:14.560 - So what we did to try to scale this - -33:14.560 --> 33:17.560 - was to essentially try to build, - -33:17.560 --> 33:19.560 - you can think of them as agents, - -33:19.560 --> 33:21.560 - this friend that some people had - -33:21.560 --> 33:23.560 - that helped them navigate this music catalog. - -33:23.560 --> 33:25.560 - That's what we're trying to do for you. - -33:25.560 --> 33:30.560 - But also, there is something like - -33:30.560 --> 33:34.560 - 200 million active users on Spotify. - -33:34.560 --> 33:38.560 - So from the machine learning perspective, - -33:38.560 --> 33:42.560 - you have these 200 million people plus. - -33:42.560 --> 33:45.560 - They're creating, - -33:45.560 --> 33:48.560 - it's really interesting to think of playlists - -33:48.560 --> 33:52.560 - as, I don't know if you meant it that way, - -33:52.560 --> 33:54.560 - but it's almost like a programming language. - -33:54.560 --> 33:59.560 - It's released a trace of exploration - -33:59.560 --> 34:03.560 - of those individual agents, the listeners. - -34:03.560 --> 34:06.560 - And you have all this new tracks coming in. - -34:06.560 --> 34:12.560 - So it's a fascinating space that is ripe for machine learning. - -34:12.560 --> 34:18.560 - So how can playlists be used as data - -34:18.560 --> 34:21.560 - in terms of machine learning - -34:21.560 --> 34:24.560 - to help Spotify organize the music? - -34:24.560 --> 34:27.560 - So we found in our data, - -34:27.560 --> 34:30.560 - not surprising that people who playlisted lots, - -34:30.560 --> 34:32.560 - they retained much better. - -34:32.560 --> 34:34.560 - We had a great experience. - -34:34.560 --> 34:37.560 - And so our first attempt was to playlist for users. - -34:37.560 --> 34:40.560 - And so we acquired this company called Tunigo of editors - -34:40.560 --> 34:43.560 - and professional playlisters - -34:43.560 --> 34:47.560 - and kind of leveraged the maximum of human intelligence - -34:47.560 --> 34:50.560 - to help build kind of these vectors - -34:50.560 --> 34:53.560 - through the track space for people. - -34:53.560 --> 34:55.560 - And that brought in the product. - -34:55.560 --> 34:57.560 - Then the obvious next, - -34:57.560 --> 34:59.560 - and we used statistical means - -34:59.560 --> 35:02.560 - where they could see when they created a playlist, - -35:02.560 --> 35:04.560 - how did that playlist perform? - -35:04.560 --> 35:06.560 - They could see skips of the songs, - -35:06.560 --> 35:08.560 - they could see how the songs perform, - -35:08.560 --> 35:10.560 - and they manually iterated the playlist - -35:10.560 --> 35:13.560 - to maximize performance for a large group of people. - -35:13.560 --> 35:16.560 - But there were never enough editors to playlists for you personally. - -35:16.560 --> 35:18.560 - So the promise of machine learning - -35:18.560 --> 35:20.560 - was to go from kind of group personalization, - -35:20.560 --> 35:23.560 - using editors and tools and statistics - -35:23.560 --> 35:25.560 - to individualization. - -35:25.560 --> 35:27.560 - And then what's so interesting - -35:27.560 --> 35:29.560 - about three billion playlists we have is, - -35:29.560 --> 35:31.560 - the truth is we lucked out. - -35:31.560 --> 35:33.560 - This was not a priori strategy, - -35:33.560 --> 35:35.560 - as is often the case. - -35:35.560 --> 35:37.560 - It looks really smart in hindsight, - -35:37.560 --> 35:39.560 - but it was dumb luck. - -35:39.560 --> 35:41.560 - We looked at these playlists - -35:41.560 --> 35:44.560 - and we had some people in the company, - -35:44.560 --> 35:46.560 - a person named Erik Bernhardtson, - -35:46.560 --> 35:48.560 - who was really good at machine learning - -35:48.560 --> 35:51.560 - already back then, in like 2007, 2008. - -35:51.560 --> 35:54.560 - Back then it was mostly collaborative filtering and so forth, - -35:54.560 --> 35:57.560 - we realized that what this is, - -35:57.560 --> 36:00.560 - is people are grouping tracks for themselves - -36:00.560 --> 36:02.560 - that have some semantic meaning to them. - -36:02.560 --> 36:04.560 - And then they actually label it - -36:04.560 --> 36:06.560 - with a playlist name as well. - -36:06.560 --> 36:09.560 - So in a sense, people were grouping tracks - -36:09.560 --> 36:11.560 - along semantic dimensions and labeling them. - -36:11.560 --> 36:14.560 - And so could you use that information - -36:14.560 --> 36:18.560 - to find that latent embedding? - -36:18.560 --> 36:21.560 - And so we started playing around - -36:21.560 --> 36:23.560 - with collaborative filtering - -36:23.560 --> 36:26.560 - and we saw tremendous success with it. - -36:26.560 --> 36:30.560 - Basically trying to extract some of these dimensions. - -36:30.560 --> 36:33.560 - And if you think about it, it's not surprising at all. - -36:33.560 --> 36:35.560 - It would be quite surprising - -36:35.560 --> 36:37.560 - if playlists were actually random, - -36:37.560 --> 36:39.560 - if they had no semantic meaning. - -36:39.560 --> 36:42.560 - For most people, they grouped these tracks for some reason. - -36:42.560 --> 36:45.560 - So we just happened across this incredible data set - -36:45.560 --> 36:48.560 - where people had taken these tens of millions of tracks - -36:48.560 --> 36:52.560 - and grouped them along different semantic vectors. - -36:52.560 --> 36:55.560 - And the semantics being outside the individual user, - -36:55.560 --> 36:57.560 - so it's some kind of universal. - -36:57.560 --> 36:59.560 - There's a universal embedding - -36:59.560 --> 37:02.560 - that holds across people on this earth. - -37:02.560 --> 37:05.560 - Yes, I do think that the embeddings you find - -37:05.560 --> 37:08.560 - are going to be reflective of the people who play listed. - -37:08.560 --> 37:11.560 - So if you have a lot of indie lovers who play list - -37:11.560 --> 37:14.560 - your embedding is going to perform better there. - -37:14.560 --> 37:17.560 - But what we found was that, yes, - -37:17.560 --> 37:20.560 - there were these latent similarities. - -37:20.560 --> 37:22.560 - They were very powerful. - -37:22.560 --> 37:25.560 - And it was interesting because - -37:25.560 --> 37:28.560 - I think that the people who play listed the most initially - -37:28.560 --> 37:31.560 - were the so called music aficionados - -37:31.560 --> 37:33.560 - who were really into music. - -37:33.560 --> 37:35.560 - And they often had a certain... - -37:35.560 --> 37:39.560 - Their taste was often geared towards a certain type of music. - -37:39.560 --> 37:41.560 - And so what surprised us, - -37:41.560 --> 37:43.560 - if you look at the problem from the outside, - -37:43.560 --> 37:46.560 - you might expect that the algorithms - -37:46.560 --> 37:49.560 - would start performing best with mainstreamers first - -37:49.560 --> 37:52.560 - and now feels like an easier problem to solve mainstream taste - -37:52.560 --> 37:54.560 - than really particular taste. - -37:54.560 --> 37:56.560 - It was a complete opposite for us. - -37:56.560 --> 37:58.560 - The recommendations performed fantastically - -37:58.560 --> 38:01.560 - for people who saw themselves as having very unique taste. - -38:01.560 --> 38:04.560 - That's probably because all of them play listed - -38:04.560 --> 38:06.560 - and they didn't perform so well for mainstreamers. - -38:06.560 --> 38:09.560 - They actually thought they were a bit too particular - -38:09.560 --> 38:11.560 - and unorthodox. - -38:11.560 --> 38:13.560 - So we had a complete opposite of what we expected. - -38:13.560 --> 38:15.560 - Success within the hardest problem first - -38:15.560 --> 38:18.560 - and then had to try to scale to more mainstream recommendations. - -38:18.560 --> 38:21.560 - So you've also acquired - -38:21.560 --> 38:23.560 - Echo Nest - -38:23.560 --> 38:25.560 - that analyzes song data. - -38:25.560 --> 38:27.560 - So - -38:27.560 --> 38:29.560 - in your view, maybe you can talk about - -38:29.560 --> 38:31.560 - so what kind of data is there - -38:31.560 --> 38:33.560 - from a machine learning perspective? - -38:33.560 --> 38:35.560 - There's a huge amount, - -38:35.560 --> 38:37.560 - what we're talking about, play listing - -38:37.560 --> 38:39.560 - and just user data - -38:39.560 --> 38:42.560 - of what people are listening to, the playlist they're constructing - -38:42.560 --> 38:44.560 - and so on. - -38:44.560 --> 38:47.560 - And then there is the actual data within a song - -38:47.560 --> 38:49.560 - what makes a song, - -38:49.560 --> 38:52.560 - I don't know, the actual waveforms. - -38:52.560 --> 38:55.560 - How do you mix the two? - -38:55.560 --> 38:57.560 - How much values are in each? - -38:57.560 --> 38:59.560 - To me, it seems like user data - -38:59.560 --> 39:02.560 - is a romantic notion - -39:02.560 --> 39:05.560 - that the song itself would contain useful information - -39:05.560 --> 39:07.560 - but if I were to guess, - -39:07.560 --> 39:09.560 - user data would be much more powerful. - -39:09.560 --> 39:11.560 - Playlists would be much more powerful. - -39:11.560 --> 39:14.560 - Yeah, so we use both. - -39:14.560 --> 39:17.560 - Our biggest success initially was with - -39:17.560 --> 39:20.560 - playlist data without understanding - -39:20.560 --> 39:22.560 - anything about the structure of the song. - -39:22.560 --> 39:24.560 - But when we acquired the Echo Nest, - -39:24.560 --> 39:26.560 - they had the inverse problem. - -39:26.560 --> 39:28.560 - They actually didn't have any play data. - -39:28.560 --> 39:30.560 - They were a provider of recommendations - -39:30.560 --> 39:32.560 - but they didn't actually have any play data. - -39:32.560 --> 39:35.560 - So they looked at the structure of songs - -39:35.560 --> 39:37.560 - sonically - -39:37.560 --> 39:39.560 - and they looked at Wikipedia for cultural references - -39:39.560 --> 39:41.560 - and so forth, right? - -39:41.560 --> 39:43.560 - And did a lot of NLU and so forth. - -39:43.560 --> 39:45.560 - They had that skill into the company - -39:45.560 --> 39:48.560 - and combined our user data - -39:48.560 --> 39:52.560 - with their content based. - -39:52.560 --> 39:54.560 - So you can think of it as we were user based - -39:54.560 --> 39:56.560 - and they were content based in their recommendations. - -39:56.560 --> 39:58.560 - And we combined those two. - -39:58.560 --> 40:00.560 - And for some cases where you have a new song - -40:00.560 --> 40:02.560 - that has no play data, - -40:02.560 --> 40:04.560 - obviously you have to try to go by - -40:04.560 --> 40:06.560 - either who the artist is - -40:06.560 --> 40:09.560 - or the sonic information in the song - -40:09.560 --> 40:11.560 - or what it's similar to. - -40:11.560 --> 40:13.560 - And we do a lot in both. - -40:13.560 --> 40:15.560 - But I would say yes. - -40:15.560 --> 40:17.560 - The user data captures things that - -40:17.560 --> 40:19.560 - have to do with culture in the greater society - -40:19.560 --> 40:21.560 - that you would never see - -40:21.560 --> 40:23.560 - in the content itself. - -40:23.560 --> 40:25.560 - But that said, we have seen - -40:25.560 --> 40:27.560 - we have a research lab in Paris - -40:27.560 --> 40:29.560 - when we can talk about - -40:29.560 --> 40:31.560 - more about that on - -40:31.560 --> 40:33.560 - kind of machine learning on the creator side. - -40:33.560 --> 40:35.560 - What it can do for creators, not just for the consumers. - -40:35.560 --> 40:37.560 - But where we looked at - -40:37.560 --> 40:39.560 - how does the structure of a song actually affect - -40:39.560 --> 40:41.560 - the listening behavior. - -40:41.560 --> 40:43.560 - And it turns out that - -40:43.560 --> 40:45.560 - we can predict things like skips - -40:45.560 --> 40:47.560 - based on the song itself. - -40:47.560 --> 40:49.560 - We could say that - -40:49.560 --> 40:51.560 - maybe you should move that chorus a bit - -40:51.560 --> 40:53.560 - because your skip is going to go up here. - -40:53.560 --> 40:55.560 - There is a lot of latent structure in the music - -40:55.560 --> 40:57.560 - which is not surprising - -40:57.560 --> 40:59.560 - because it is some sort of mind hack. - -40:59.560 --> 41:01.560 - So there should be structure. - -41:01.560 --> 41:03.560 - That's probably what we respond to. - -41:03.560 --> 41:05.560 - You just blew my mind actually - -41:05.560 --> 41:07.560 - from the creator perspective. - -41:07.560 --> 41:09.560 - That probably most creators - -41:09.560 --> 41:11.560 - are not taken advantage of. - -41:11.560 --> 41:13.560 - So I have recently - -41:13.560 --> 41:15.560 - got to interact with a few - -41:15.560 --> 41:17.560 - folks, YouTubers - -41:17.560 --> 41:19.560 - who are - -41:19.560 --> 41:21.560 - obsessed with this idea - -41:21.560 --> 41:23.560 - of what do I - -41:23.560 --> 41:25.560 - do to make sure people - -41:25.560 --> 41:27.560 - keep watching the video. - -41:27.560 --> 41:29.560 - And then you look at the analytics - -41:29.560 --> 41:31.560 - of which point do people turn it off - -41:31.560 --> 41:33.560 - and so on. First of all, - -41:33.560 --> 41:35.560 - I don't think that's healthy. - -41:35.560 --> 41:37.560 - It's because you can do it a little too much. - -41:37.560 --> 41:39.560 - But it is a really - -41:39.560 --> 41:41.560 - powerful tool for helping the creative process. - -41:41.560 --> 41:43.560 - You just made me - -41:43.560 --> 41:45.560 - realize you could do the same thing for - -41:45.560 --> 41:47.560 - creation of music. - -41:47.560 --> 41:49.560 - So is that something you've looked - -41:49.560 --> 41:51.560 - into? - -41:51.560 --> 41:53.560 - Can you speak - -41:53.560 --> 41:55.560 - to how much opportunity there is for that kind of thing? - -41:55.560 --> 41:57.560 - I listened to the podcast - -41:57.560 --> 41:59.560 - with Zirash and I thought it was - -41:59.560 --> 42:01.560 - fantastic and reacted to the same thing - -42:01.560 --> 42:03.560 - where he said he posted something - -42:03.560 --> 42:05.560 - in the morning, immediately - -42:05.560 --> 42:07.560 - watched the feedback where the drop off was - -42:07.560 --> 42:09.560 - and then responded to that in the afternoon. - -42:09.560 --> 42:11.560 - Which is quite different - -42:11.560 --> 42:13.560 - from how people make podcasts, for example. - -42:13.560 --> 42:15.560 - The feedback loop is almost - -42:15.560 --> 42:17.560 - non existent. So if we - -42:17.560 --> 42:19.560 - back out at one level, I think - -42:19.560 --> 42:21.560 - actually both for music - -42:21.560 --> 42:23.560 - and podcasts, which we also - -42:23.560 --> 42:25.560 - do at Spotify, I think there's - -42:25.560 --> 42:27.560 - tremendous opportunity just - -42:27.560 --> 42:29.560 - for the creation workflow. - -42:29.560 --> 42:31.560 - I think it's really interesting - -42:31.560 --> 42:33.560 - speaking to you, because you're - -42:33.560 --> 42:35.560 - a musician, a developer and a - -42:35.560 --> 42:37.560 - podcaster, if you think about those - -42:37.560 --> 42:39.560 - three different roles, - -42:39.560 --> 42:41.560 - if you make the leap as a musician, - -42:41.560 --> 42:43.560 - if you think about it - -42:43.560 --> 42:45.560 - as a software tool chain, really, - -42:45.560 --> 42:47.560 - your door with the stems, - -42:47.560 --> 42:49.560 - that's the IDE, right? - -42:49.560 --> 42:51.560 - That's where you work in source code format - -42:51.560 --> 42:53.560 - with what you're creating. - -42:53.560 --> 42:55.560 - Then you sit around and you play with that - -42:55.560 --> 42:57.560 - and when you're happy you compile that thing into - -42:57.560 --> 42:59.560 - some sort of, you know, AAC, - -42:59.560 --> 43:01.560 - or something, you do that because - -43:01.560 --> 43:03.560 - you get distribution. There are so many run times - -43:03.560 --> 43:05.560 - for that MP3 across the world in car stairs and stuff. - -43:05.560 --> 43:07.560 - So you kind of compile this executable and you ship it out - -43:07.560 --> 43:09.560 - in kind of an old fashioned - -43:09.560 --> 43:11.560 - box software analogy. - -43:11.560 --> 43:13.560 - And then you hope for the best, - -43:13.560 --> 43:15.560 - right? But as - -43:15.560 --> 43:17.560 - a software developer, - -43:17.560 --> 43:19.560 - you would never do that. First you go - -43:19.560 --> 43:21.560 - on GitHub and you collaborate with other creators. - -43:21.560 --> 43:23.560 - And then, you know, - -43:23.560 --> 43:25.560 - you think it would be crazy to just ship one version - -43:25.560 --> 43:27.560 - of your software without doing an A.B. test, - -43:27.560 --> 43:29.560 - without any feedback loop. - -43:29.560 --> 43:31.560 - And then, issue tracking. - -43:31.560 --> 43:33.560 - Exactly. And then you would look at the - -43:33.560 --> 43:35.560 - feedback loops and try to optimize that thing, right? - -43:35.560 --> 43:37.560 - So I think if you think - -43:37.560 --> 43:39.560 - about it as a very specific software tool chain, - -43:39.560 --> 43:41.560 - it looks - -43:41.560 --> 43:43.560 - quite arcane. - -43:43.560 --> 43:45.560 - The tools that a music creator has versus - -43:45.560 --> 43:47.560 - what a software developer has. - -43:47.560 --> 43:49.560 - So that's kind of how we think about it. - -43:49.560 --> 43:51.560 - Why wouldn't - -43:51.560 --> 43:53.560 - a music creator - -43:53.560 --> 43:55.560 - have something like GitHub where you could collaborate - -43:55.560 --> 43:57.560 - much more easily? So we bought - -43:57.560 --> 43:59.560 - this company called Soundtrap, - -43:59.560 --> 44:01.560 - which has a kind of - -44:01.560 --> 44:03.560 - Google Docs for music approach where you can - -44:03.560 --> 44:05.560 - collaborate with other people on the kind of - -44:05.560 --> 44:07.560 - source code format with Stems. - -44:07.560 --> 44:09.560 - And I think introducing things like - -44:09.560 --> 44:11.560 - AI tools there to help you - -44:11.560 --> 44:13.560 - as you're creating music, - -44:13.560 --> 44:15.560 - both in - -44:15.560 --> 44:17.560 - helping you - -44:19.560 --> 44:21.560 - put a component to your music, - -44:21.560 --> 44:23.560 - like drums or something, - -44:23.560 --> 44:25.560 - help you - -44:25.560 --> 44:27.560 - master and mix automatically, - -44:27.560 --> 44:29.560 - help you understand how this track will perform. - -44:29.560 --> 44:31.560 - Exactly what you would expect as a software - -44:31.560 --> 44:33.560 - developer. I think it makes a lot of sense. - -44:33.560 --> 44:35.560 - And I think the same goes for - -44:35.560 --> 44:37.560 - a podcaster. I think podcasters will expect - -44:37.560 --> 44:39.560 - to have the same kind of feedback loop that Sirosh - -44:39.560 --> 44:41.560 - has. Like, - -44:41.560 --> 44:43.560 - why wouldn't you? Maybe it's not healthy, but - -44:43.560 --> 44:45.560 - Sorry, I wanted to - -44:45.560 --> 44:47.560 - criticize the fact because you can overdo it. - -44:47.560 --> 44:49.560 - Because a lot of the - -44:49.560 --> 44:51.560 - and we're in a new era - -44:51.560 --> 44:53.560 - of that. - -44:53.560 --> 44:55.560 - So you can become - -44:55.560 --> 44:57.560 - addicted to it and - -44:57.560 --> 44:59.560 - therefore - -44:59.560 --> 45:01.560 - what people say you become a slave to the YouTube - -45:01.560 --> 45:03.560 - algorithm. - -45:03.560 --> 45:05.560 - It's always a danger - -45:05.560 --> 45:07.560 - of a new technology as opposed to - -45:07.560 --> 45:09.560 - say if you're creating a song - -45:09.560 --> 45:11.560 - becoming too obsessed - -45:11.560 --> 45:13.560 - about the - -45:13.560 --> 45:15.560 - intro riff to the song - -45:15.560 --> 45:17.560 - that keeps people listening versus - -45:17.560 --> 45:19.560 - actually the entirety of the creation process. It's a balance. - -45:19.560 --> 45:21.560 - But the fact that - -45:21.560 --> 45:23.560 - there's zero, I mean you're blowing my mind right now - -45:23.560 --> 45:25.560 - because you're - -45:25.560 --> 45:27.560 - completely right that there's no - -45:27.560 --> 45:29.560 - signal whatsoever. There's no feedback - -45:29.560 --> 45:31.560 - whatsoever on the creation process - -45:31.560 --> 45:33.560 - and musical podcasting - -45:33.560 --> 45:35.560 - almost at all. - -45:35.560 --> 45:37.560 - And are you saying - -45:37.560 --> 45:39.560 - that Spotify - -45:39.560 --> 45:41.560 - is hoping to help create tools - -45:41.560 --> 45:43.560 - to, not tools, but - -45:43.560 --> 45:45.560 - No, tools actually. - -45:45.560 --> 45:47.560 - Actually tools for creators. - -45:47.560 --> 45:49.560 - Absolutely. - -45:49.560 --> 45:51.560 - So we have - -45:51.560 --> 45:53.560 - we've made some acquisitions the last few years around music creation - -45:53.560 --> 45:55.560 - this company called Soundtrap - -45:55.560 --> 45:57.560 - which is a digital audio workstation - -45:57.560 --> 45:59.560 - that is browser based - -45:59.560 --> 46:01.560 - and their focus was really the Google Docs approach. - -46:01.560 --> 46:03.560 - We can collaborate with people much more easily - -46:03.560 --> 46:05.560 - than you could in previous tools. - -46:05.560 --> 46:07.560 - So we have some of these tools - -46:07.560 --> 46:09.560 - that we're working with that we want to make accessible - -46:09.560 --> 46:11.560 - and then we can connect it - -46:11.560 --> 46:13.560 - with our consumption data. - -46:13.560 --> 46:15.560 - We can create this feedback loop where - -46:15.560 --> 46:17.560 - we could help you understand - -46:17.560 --> 46:19.560 - we could help you create - -46:19.560 --> 46:21.560 - and help you understand how you will perform. - -46:21.560 --> 46:23.560 - We also acquired this other company - -46:23.560 --> 46:25.560 - with a podcasting called Anchor - -46:25.560 --> 46:27.560 - which is one of the biggest podcasting tools - -46:27.560 --> 46:29.560 - mobile focused. - -46:29.560 --> 46:31.560 - So really focused on simple creation - -46:31.560 --> 46:33.560 - or easy access to creation - -46:33.560 --> 46:35.560 - but that also gives us this feedback loop - -46:35.560 --> 46:37.560 - and even before that - -46:37.560 --> 46:39.560 - we invested in something called - -46:39.560 --> 46:41.560 - Spotify for Artists - -46:41.560 --> 46:43.560 - and Spotify for Podcasters - -46:43.560 --> 46:45.560 - which is an app that you can download - -46:45.560 --> 46:47.560 - you can verify that you are that creator - -46:47.560 --> 46:49.560 - and then you get - -46:49.560 --> 46:51.560 - things that - -46:51.560 --> 46:53.560 - software developers have had for years. - -46:53.560 --> 46:55.560 - You can see where - -46:55.560 --> 46:57.560 - if you look at your podcast for example on Spotify - -46:57.560 --> 46:59.560 - or a song that you released - -46:59.560 --> 47:01.560 - you can see how it's performing - -47:01.560 --> 47:03.560 - which citizen it's performing in - -47:03.560 --> 47:05.560 - who's listening to it, what's the demographic breakup - -47:05.560 --> 47:07.560 - so similar in the sense that - -47:07.560 --> 47:09.560 - you can understand how you're actually doing on the platform. - -47:09.560 --> 47:11.560 - So we definitely want - -47:11.560 --> 47:13.560 - to build tools. I think - -47:13.560 --> 47:15.560 - you also interviewed - -47:15.560 --> 47:17.560 - the head of research for Adobe - -47:17.560 --> 47:19.560 - and I think that's - -47:19.560 --> 47:21.560 - back to Photoshop that you like. - -47:21.560 --> 47:23.560 - I think that's an interesting analogy as well. - -47:23.560 --> 47:25.560 - Photoshop I think has been - -47:25.560 --> 47:27.560 - very innovative in helping - -47:27.560 --> 47:29.560 - photographers and artists - -47:29.560 --> 47:31.560 - and I think there should be - -47:31.560 --> 47:33.560 - the same kind of tools for - -47:33.560 --> 47:35.560 - music creators where you could get - -47:35.560 --> 47:37.560 - AI assistants for example as you're creating music - -47:37.560 --> 47:39.560 - as you can do - -47:39.560 --> 47:41.560 - with Adobe where you can - -47:41.560 --> 47:43.560 - I want a sky over here and you can get help creating that sky. - -47:43.560 --> 47:45.560 - The really fascinating thing is - -47:45.560 --> 47:47.560 - what Adobe - -47:47.560 --> 47:49.560 - doesn't have - -47:49.560 --> 47:51.560 - is a distribution for the content - -47:51.560 --> 47:53.560 - you create. So you don't have - -47:53.560 --> 47:55.560 - the data of if I create - -47:55.560 --> 47:57.560 - if I - -47:57.560 --> 47:59.560 - you know whatever creation I make - -47:59.560 --> 48:01.560 - in Photoshop or Premiere - -48:01.560 --> 48:03.560 - I can't get like immediate feedback - -48:03.560 --> 48:05.560 - like I can on YouTube for example about - -48:05.560 --> 48:07.560 - the way people are responding - -48:07.560 --> 48:09.560 - and if Spotify is creating those tools - -48:09.560 --> 48:11.560 - that's a really exciting - -48:11.560 --> 48:13.560 - actually world - -48:13.560 --> 48:15.560 - but - -48:15.560 --> 48:17.560 - let's talk a little about podcasts - -48:17.560 --> 48:19.560 - so I have trouble - -48:19.560 --> 48:21.560 - talking to one person - -48:21.560 --> 48:23.560 - so it's a bit terrifying - -48:23.560 --> 48:25.560 - and kind of hard to fathom - -48:25.560 --> 48:27.560 - but on average - -48:27.560 --> 48:29.560 - 60 to 100,000 - -48:29.560 --> 48:31.560 - people will listen to this episode - -48:31.560 --> 48:33.560 - okay so - -48:33.560 --> 48:35.560 - it's intimidating - -48:35.560 --> 48:37.560 - so I hosted on Blueberry - -48:37.560 --> 48:39.560 - I don't know if I'm pronouncing - -48:39.560 --> 48:41.560 - that correctly actually - -48:41.560 --> 48:43.560 - it looks like most people listen to it on Apple - -48:43.560 --> 48:45.560 - Podcast, Cast Box and Pocket - -48:45.560 --> 48:47.560 - Cast and only about - -48:47.560 --> 48:49.560 - a thousand - -48:49.560 --> 48:51.560 - listen on Spotify - -48:51.560 --> 48:53.560 - just my podcast right - -48:53.560 --> 48:55.560 - so - -48:55.560 --> 48:57.560 - where - -48:57.560 --> 48:59.560 - do you see a time when Spotify - -48:59.560 --> 49:01.560 - will dominate this so Spotify - -49:01.560 --> 49:03.560 - is relatively new - -49:03.560 --> 49:05.560 - in podcasting - -49:05.560 --> 49:07.560 - so yeah in podcasting - -49:07.560 --> 49:09.560 - what's the deal with podcasting in Spotify - -49:09.560 --> 49:11.560 - how serious - -49:11.560 --> 49:13.560 - is Spotify about podcasting - -49:13.560 --> 49:15.560 - do you see a time where everybody would listen - -49:15.560 --> 49:17.560 - to you know probably - -49:17.560 --> 49:19.560 - a huge amount of people, majority perhaps - -49:19.560 --> 49:21.560 - listen to music on Spotify - -49:21.560 --> 49:23.560 - do you see a time - -49:23.560 --> 49:25.560 - when the same is true for - -49:25.560 --> 49:27.560 - podcasting - -49:27.560 --> 49:29.560 - well I certainly hope so that is our mission - -49:29.560 --> 49:31.560 - our mission as a company is actually to - -49:31.560 --> 49:33.560 - enable a million creators to live - -49:33.560 --> 49:35.560 - off of their art and a billion people inspired - -49:35.560 --> 49:37.560 - by it and what I think is interesting about that mission - -49:37.560 --> 49:39.560 - is it actually puts the creators - -49:39.560 --> 49:41.560 - first even though it started as a - -49:41.560 --> 49:43.560 - consumer focused company and it says - -49:43.560 --> 49:45.560 - to be able to live off of their art not just - -49:45.560 --> 49:47.560 - make some money off of their art as well - -49:47.560 --> 49:49.560 - so it's quite an ambitious - -49:49.560 --> 49:51.560 - product and - -49:51.560 --> 49:53.560 - so we think about creators of all kinds - -49:53.560 --> 49:55.560 - and - -49:55.560 --> 49:57.560 - we kind of expanded our mission from - -49:57.560 --> 49:59.560 - being music to being audio - -49:59.560 --> 50:01.560 - a while back - -50:01.560 --> 50:03.560 - and that's not - -50:03.560 --> 50:05.560 - so much because - -50:05.560 --> 50:07.560 - we think we made that decision - -50:07.560 --> 50:09.560 - we think that decision - -50:09.560 --> 50:11.560 - was made for us - -50:11.560 --> 50:13.560 - we think the world made that decision - -50:13.560 --> 50:15.560 - whether we like it or not - -50:15.560 --> 50:17.560 - when you put in your headphones - -50:17.560 --> 50:19.560 - you're going to make a choice between - -50:19.560 --> 50:21.560 - music - -50:21.560 --> 50:23.560 - and a new episode of - -50:23.560 --> 50:25.560 - your podcast or something else - -50:25.560 --> 50:27.560 - we're in that world whether we like it or not - -50:27.560 --> 50:29.560 - that's how radio work - -50:29.560 --> 50:31.560 - so we decided that - -50:31.560 --> 50:33.560 - we think it's about audio you can see the - -50:33.560 --> 50:35.560 - rights of audio books and so forth - -50:35.560 --> 50:37.560 - we think audio is this great opportunity - -50:37.560 --> 50:39.560 - so we decided to enter it and obviously - -50:39.560 --> 50:41.560 - Apple - -50:41.560 --> 50:43.560 - and Apple podcast is absolutely - -50:43.560 --> 50:45.560 - dominating in - -50:45.560 --> 50:47.560 - podcasting and we didn't have - -50:47.560 --> 50:49.560 - a single podcast only like two years ago - -50:49.560 --> 50:51.560 - what we did though was - -50:51.560 --> 50:53.560 - we - -50:53.560 --> 50:55.560 - we looked at this and said - -50:55.560 --> 50:57.560 - bring something to this - -50:57.560 --> 50:59.560 - we want to do this but back to the original - -50:59.560 --> 51:01.560 - Spotify we had to do something that consumers actually value - -51:03.560 --> 51:05.560 - to be able to do this and the reason - -51:05.560 --> 51:07.560 - we've gone from not existing at all - -51:07.560 --> 51:09.560 - to being the - -51:09.560 --> 51:11.560 - quite a wide margin the second largest podcast - -51:11.560 --> 51:13.560 - consumption - -51:13.560 --> 51:15.560 - still wide gap to iTunes but we're growing - -51:15.560 --> 51:17.560 - quite fast - -51:17.560 --> 51:19.560 - I think it's because when we looked at the consumer - -51:19.560 --> 51:21.560 - problem - -51:21.560 --> 51:23.560 - people said surprisingly that they wanted their podcasts - -51:23.560 --> 51:25.560 - and music in the same - -51:25.560 --> 51:27.560 - in the same application - -51:27.560 --> 51:29.560 - so what we did was we took a little bit of a different - -51:29.560 --> 51:31.560 - approach what we said instead of building a separate podcast - -51:31.560 --> 51:33.560 - app - -51:33.560 --> 51:35.560 - we thought is there a consumer problem to solve here - -51:35.560 --> 51:37.560 - because the others are very successful already - -51:37.560 --> 51:39.560 - and we thought there was in making a more - -51:39.560 --> 51:41.560 - seamless experience where you can have your podcasts - -51:41.560 --> 51:43.560 - and your music - -51:43.560 --> 51:45.560 - in the same application - -51:45.560 --> 51:47.560 - because we think it's audio to you - -51:47.560 --> 51:49.560 - and that has been successful and that meant that - -51:49.560 --> 51:51.560 - we actually had 200 million people - -51:51.560 --> 51:53.560 - to offer this to instead of starting from zero - -51:53.560 --> 51:55.560 - so I think we have a good - -51:55.560 --> 51:57.560 - chance because we're taking a different approach - -51:57.560 --> 51:59.560 - than the competition and back to the other thing - -51:59.560 --> 52:01.560 - I mentioned about - -52:01.560 --> 52:03.560 - creators - -52:03.560 --> 52:05.560 - because we're looking at the end to end flow - -52:05.560 --> 52:07.560 - I think there's a tremendous amount of innovation - -52:07.560 --> 52:09.560 - to do around podcast as a format - -52:09.560 --> 52:11.560 - when we have creation tools and consumption - -52:11.560 --> 52:13.560 - I think we could - -52:13.560 --> 52:15.560 - start improving what podcasting is - -52:15.560 --> 52:17.560 - I mean podcast is this - -52:17.560 --> 52:19.560 - this opaque big like one to - -52:19.560 --> 52:21.560 - your file - -52:21.560 --> 52:23.560 - that you're streaming - -52:23.560 --> 52:25.560 - which it really doesn't make that much sense in 2019 - -52:25.560 --> 52:27.560 - that it's not interactive - -52:27.560 --> 52:29.560 - there's no feedback loops nothing like that - -52:29.560 --> 52:31.560 - so I think if we're going to win it's going to have to be - -52:31.560 --> 52:33.560 - because we build a better product - -52:33.560 --> 52:35.560 - for creators and for consumers - -52:35.560 --> 52:37.560 - so we'll see but it's certainly our goal - -52:37.560 --> 52:39.560 - we have a long way to go - -52:39.560 --> 52:41.560 - well the creators part is really exciting - -52:41.560 --> 52:43.560 - you got me hooked there - -52:43.560 --> 52:45.560 - it's the only stats I have - -52:45.560 --> 52:47.560 - Blueberry just recently added the stats of - -52:47.560 --> 52:49.560 - it's listen to the end - -52:49.560 --> 52:51.560 - or not - -52:51.560 --> 52:53.560 - and that's like a huge improvement - -52:53.560 --> 52:55.560 - but that's still - -52:55.560 --> 52:57.560 - nowhere to where you could possibly - -52:57.560 --> 52:59.560 - go into statistics - -52:59.560 --> 53:01.560 - just download the Spotify podcasters up and verify - -53:01.560 --> 53:03.560 - and then you'll know where people dropped out in this episode - -53:03.560 --> 53:05.560 - oh wow okay - -53:05.560 --> 53:07.560 - the moment I started talking - -53:07.560 --> 53:09.560 - I might be depressed by this - -53:09.560 --> 53:11.560 - but okay so one - -53:11.560 --> 53:13.560 - one other question - -53:13.560 --> 53:15.560 - the original - -53:15.560 --> 53:17.560 - Spotify for music - -53:17.560 --> 53:19.560 - and I have a question about - -53:19.560 --> 53:21.560 - podcasting in this line - -53:21.560 --> 53:23.560 - is the idea of albums - -53:23.560 --> 53:25.560 - I have - -53:25.560 --> 53:27.560 - music aficionados - -53:27.560 --> 53:29.560 - friends who are really - -53:29.560 --> 53:31.560 - big fans of music - -53:31.560 --> 53:33.560 - often really enjoy albums - -53:33.560 --> 53:35.560 - listening to entire albums of - -53:35.560 --> 53:37.560 - an artist correct me if I'm wrong - -53:37.560 --> 53:39.560 - but I feel like - -53:39.560 --> 53:41.560 - Spotify has helped - -53:41.560 --> 53:43.560 - replace the idea of an album with playlists - -53:43.560 --> 53:45.560 - so you create your own albums - -53:45.560 --> 53:47.560 - that's kind of the way - -53:47.560 --> 53:49.560 - at least I've experienced music - -53:49.560 --> 53:51.560 - and I've really enjoyed it that way - -53:51.560 --> 53:53.560 - one of the things that was missing - -53:53.560 --> 53:55.560 - in podcasting for me - -53:55.560 --> 53:57.560 - I don't know if it's missing I don't know - -53:57.560 --> 53:59.560 - it's an open question for me - -53:59.560 --> 54:01.560 - but the way I listen to podcasts is the way I would listen to albums - -54:01.560 --> 54:03.560 - so I take - -54:03.560 --> 54:05.560 - Joe Rogan Experience - -54:05.560 --> 54:07.560 - and that's an album and I listen - -54:07.560 --> 54:09.560 - I put that on - -54:09.560 --> 54:11.560 - and I listen one episode after the next - -54:11.560 --> 54:13.560 - and there's a sequence and so on - -54:13.560 --> 54:15.560 - is there room for - -54:15.560 --> 54:17.560 - doing - -54:17.560 --> 54:19.560 - what Spotify did for music - -54:19.560 --> 54:21.560 - but creating - -54:21.560 --> 54:23.560 - playlists - -54:23.560 --> 54:25.560 - sort of this kind of playlisting - -54:25.560 --> 54:27.560 - idea of breaking apart from podcasting - -54:27.560 --> 54:29.560 - from individual - -54:29.560 --> 54:31.560 - podcasts and creating kind of - -54:31.560 --> 54:33.560 - this interplay - -54:33.560 --> 54:35.560 - or have you thought about that - -54:35.560 --> 54:37.560 - it's a great question so I think in - -54:37.560 --> 54:39.560 - music - -54:39.560 --> 54:41.560 - you're right basically you bought an album - -54:41.560 --> 54:43.560 - so it was like you bought a small catalog of - -54:43.560 --> 54:45.560 - 10 tracks - -54:45.560 --> 54:47.560 - again it was actually a lot of consumption - -54:47.560 --> 54:49.560 - you think it's about what you like - -54:49.560 --> 54:51.560 - but it's based on the business model - -54:51.560 --> 54:53.560 - you paid for this 10 track - -54:53.560 --> 54:55.560 - service and then you listen to that for a while - -54:55.560 --> 54:57.560 - and then when everything was flat - -54:57.560 --> 54:59.560 - priced you tended to listen differently - -54:59.560 --> 55:01.560 - now so I think - -55:01.560 --> 55:03.560 - the album is still tremendously important that's why we have it - -55:03.560 --> 55:05.560 - and you can save albums and so forth - -55:05.560 --> 55:07.560 - and you have a huge amount of people who really listen - -55:07.560 --> 55:09.560 - according to albums and I like that because - -55:09.560 --> 55:11.560 - it is a creator format you can tell a longer - -55:11.560 --> 55:13.560 - story over several tracks - -55:13.560 --> 55:15.560 - and so some people listen to just one track - -55:15.560 --> 55:17.560 - some people actually want to hear that whole - -55:17.560 --> 55:19.560 - story - -55:19.560 --> 55:21.560 - now in podcast I think - -55:21.560 --> 55:23.560 - I think it's different - -55:23.560 --> 55:25.560 - you can argue that podcasts might be more - -55:25.560 --> 55:27.560 - like shows on Netflix - -55:27.560 --> 55:29.560 - you have like a full season of Narcos - -55:29.560 --> 55:31.560 - and you're probably not going to do like one - -55:31.560 --> 55:33.560 - episode of Narcos and then one of House of Cards - -55:33.560 --> 55:35.560 - like you know - -55:35.560 --> 55:37.560 - there's a narrative there - -55:37.560 --> 55:39.560 - and you love the cast - -55:39.560 --> 55:41.560 - and you love these characters - -55:41.560 --> 55:43.560 - so I think people love shows - -55:43.560 --> 55:45.560 - and I think they will - -55:45.560 --> 55:47.560 - listen to those shows - -55:47.560 --> 55:49.560 - I do think you follow a bunch of shows at the same time - -55:49.560 --> 55:51.560 - so there's certainly an opportunity to bring you the - -55:51.560 --> 55:53.560 - latest episode of - -55:53.560 --> 55:55.560 - whatever the 5, 6, 10 things that you're into - -55:55.560 --> 55:57.560 - but I think - -55:57.560 --> 55:59.560 - I think people are going to listen - -55:59.560 --> 56:01.560 - to specific hosts - -56:01.560 --> 56:03.560 - and love those hosts - -56:03.560 --> 56:05.560 - for a long time because I think there's something - -56:05.560 --> 56:07.560 - different with podcasts - -56:07.560 --> 56:09.560 - where this format - -56:09.560 --> 56:11.560 - of the - -56:11.560 --> 56:13.560 - experience of the audience - -56:13.560 --> 56:15.560 - is actually standing here right between us - -56:15.560 --> 56:17.560 - whereas if you look at something on TV - -56:17.560 --> 56:19.560 - the audio actually would come from - -56:19.560 --> 56:21.560 - you would sit over there and the audio would come to you - -56:21.560 --> 56:23.560 - from both of us as if you were watching - -56:23.560 --> 56:25.560 - not as if you were part of the conversation - -56:25.560 --> 56:27.560 - so my experience of having to listen to podcasts - -56:27.560 --> 56:29.560 - like yours and Joe Rogan - -56:29.560 --> 56:31.560 - I feel like I know all of these people - -56:31.560 --> 56:33.560 - and I have no idea who I am - -56:33.560 --> 56:35.560 - but I feel like I've listened to so many hours of them - -56:35.560 --> 56:37.560 - it's very different from me watching - -56:37.560 --> 56:39.560 - like a TV show or an interview - -56:39.560 --> 56:41.560 - so I think you kind of - -56:41.560 --> 56:43.560 - fall in love with people - -56:43.560 --> 56:45.560 - and experience in a different way - -56:45.560 --> 56:47.560 - so I think shows and hosts - -56:47.560 --> 56:49.560 - are going to be very important - -56:49.560 --> 56:51.560 - I don't think that's going to go away into some sort of thing - -56:51.560 --> 56:53.560 - where you don't even know who you're listening to - -56:53.560 --> 56:55.560 - I don't think that's going to happen - -56:55.560 --> 56:57.560 - what I do think is, I think there's a tremendous - -56:57.560 --> 56:59.560 - discovery opportunity - -56:59.560 --> 57:01.560 - in podcasts because - -57:01.560 --> 57:03.560 - the catalogue is growing quite quickly - -57:03.560 --> 57:05.560 - and - -57:05.560 --> 57:07.560 - I think podcasts is only - -57:07.560 --> 57:09.560 - a few like five, six hundred thousand - -57:09.560 --> 57:11.560 - shows right now - -57:11.560 --> 57:13.560 - if you look back to YouTube as another analogy - -57:13.560 --> 57:15.560 - for creators, no one really knows - -57:15.560 --> 57:17.560 - if you would lift the lid on - -57:17.560 --> 57:19.560 - YouTube but it's probably billions - -57:19.560 --> 57:21.560 - of episodes - -57:21.560 --> 57:23.560 - and so I think the podcast catalogue would probably grow - -57:23.560 --> 57:25.560 - tremendously because the creation - -57:25.560 --> 57:27.560 - tools are getting easier - -57:27.560 --> 57:29.560 - and you're going to have this - -57:29.560 --> 57:31.560 - discovery opportunity that I think is really big - -57:31.560 --> 57:33.560 - so a lot of people tell me that they love their shows - -57:33.560 --> 57:35.560 - but discovering - -57:35.560 --> 57:37.560 - podcasts kind of suck - -57:37.560 --> 57:39.560 - it's really hard to get into new show - -57:39.560 --> 57:41.560 - they're usually quite long, it's a big time investment - -57:41.560 --> 57:43.560 - so I think there's plenty of opportunity - -57:43.560 --> 57:45.560 - in the discovery part - -57:45.560 --> 57:47.560 - yeah for sure, a hundred percent - -57:47.560 --> 57:49.560 - and even the dumbest - -57:49.560 --> 57:51.560 - there's so many low hanging fruit too - -57:51.560 --> 57:53.560 - for example - -57:53.560 --> 57:55.560 - just knowing - -57:55.560 --> 57:57.560 - what episode to listen to first - -57:57.560 --> 57:59.560 - to try out a podcast - -57:59.560 --> 58:01.560 - exactly because most podcasts - -58:01.560 --> 58:03.560 - don't have an order to them - -58:03.560 --> 58:05.560 - they can be listened to out of order - -58:05.560 --> 58:07.560 - and - -58:07.560 --> 58:09.560 - sorry to say - -58:09.560 --> 58:11.560 - some are better than others - -58:11.560 --> 58:13.560 - episodes so some episodes of Joe Rogan - -58:13.560 --> 58:15.560 - are better than others - -58:15.560 --> 58:17.560 - and it's nice to know - -58:17.560 --> 58:19.560 - which you should listen to - -58:19.560 --> 58:21.560 - to try it out and there's as far - -58:21.560 --> 58:23.560 - as I know almost no information - -58:23.560 --> 58:25.560 - in terms of - -58:25.560 --> 58:27.560 - like upvotes - -58:27.560 --> 58:29.560 - on how good an episode is - -58:29.560 --> 58:31.560 - so I think part of the problem is - -58:31.560 --> 58:33.560 - it's kind of like music - -58:33.560 --> 58:35.560 - there isn't one answer, people use music for different things - -58:35.560 --> 58:37.560 - and there's actually many different types of music - -58:37.560 --> 58:39.560 - there's workout music and there's classical piano music - -58:39.560 --> 58:41.560 - and focus music and - -58:41.560 --> 58:43.560 - and so forth - -58:43.560 --> 58:45.560 - I think the same with podcasts, some podcasts are sequential - -58:45.560 --> 58:47.560 - they're supposed to be listened to - -58:47.560 --> 58:49.560 - in order - -58:49.560 --> 58:51.560 - it's actually telling and narrative - -58:51.560 --> 58:53.560 - podcasts are one topic - -58:53.560 --> 58:55.560 - kind of like yours but different guests - -58:55.560 --> 58:57.560 - so you could jump in anywhere - -58:57.560 --> 58:59.560 - some podcasts actually have completely different topics - -58:59.560 --> 59:01.560 - and for those podcasts it might be that - -59:01.560 --> 59:03.560 - we should recommend - -59:03.560 --> 59:05.560 - one episode because it's about AI - -59:05.560 --> 59:07.560 - from someone - -59:07.560 --> 59:09.560 - but then they talk about something that you're not interested in - -59:09.560 --> 59:11.560 - the rest of the episode - -59:11.560 --> 59:13.560 - so I think what we're spending a lot of time on now - -59:13.560 --> 59:15.560 - is just first understanding the domain - -59:15.560 --> 59:17.560 - and creating kind of the knowledge graph - -59:17.560 --> 59:19.560 - of - -59:19.560 --> 59:21.560 - how do these objects relate - -59:21.560 --> 59:23.560 - and how do people consume and I think we'll find that it's going to be - -59:23.560 --> 59:25.560 - it's going to be different - -59:25.560 --> 59:27.560 - I'm excited - -59:27.560 --> 59:29.560 - Spotify is the first - -59:29.560 --> 59:31.560 - people I'm aware of that are - -59:31.560 --> 59:33.560 - trying to do this - -59:33.560 --> 59:35.560 - for podcasting - -59:35.560 --> 59:37.560 - podcasting has been like a wild west - -59:37.560 --> 59:39.560 - until now - -59:39.560 --> 59:41.560 - we want to be very careful though - -59:41.560 --> 59:43.560 - because it's been a very good wild west - -59:43.560 --> 59:45.560 - I think it's this fragile ecosystem - -59:45.560 --> 59:47.560 - and - -59:47.560 --> 59:49.560 - we want to make sure that - -59:49.560 --> 59:51.560 - you don't barge in and say - -59:51.560 --> 59:53.560 - we're going to internetize this thing - -59:53.560 --> 59:55.560 - and you have to think about - -59:55.560 --> 59:57.560 - the creators, you have to understand - -59:57.560 --> 59:59.560 - how they get distribution today - -59:59.560 --> 1:00:01.560 - who listens to how they make money today - -1:00:01.560 --> 1:00:03.560 - try to - -1:00:03.560 --> 1:00:05.560 - make sure that their business model works, that they understand - -1:00:05.560 --> 1:00:07.560 - I think it's back to doing something - -1:00:07.560 --> 1:00:09.560 - improving their products - -1:00:09.560 --> 1:00:11.560 - like feedback loops and distribution - -1:00:13.560 --> 1:00:15.560 - jumping back into terms of this - -1:00:15.560 --> 1:00:17.560 - fascinating world of - -1:00:17.560 --> 1:00:19.560 - recommender system and listening to music - -1:00:19.560 --> 1:00:21.560 - and using machine learning to analyze things - -1:00:21.560 --> 1:00:23.560 - do you think it's better - -1:00:23.560 --> 1:00:25.560 - to - -1:00:25.560 --> 1:00:27.560 - what currently - -1:00:27.560 --> 1:00:29.560 - correct me if I'm wrong but - -1:00:29.560 --> 1:00:31.560 - Spotify lets people pick what they listen to - -1:00:31.560 --> 1:00:33.560 - for the most part - -1:00:33.560 --> 1:00:35.560 - there's a discovery process but you kind of - -1:00:35.560 --> 1:00:37.560 - organize playlists - -1:00:37.560 --> 1:00:39.560 - is it better to let people pick - -1:00:39.560 --> 1:00:41.560 - what they listen to or recommend - -1:00:41.560 --> 1:00:43.560 - what they should listen to - -1:00:43.560 --> 1:00:45.560 - something like stations by Spotify - -1:00:45.560 --> 1:00:47.560 - that I saw that you're playing around with - -1:00:47.560 --> 1:00:49.560 - maybe you can tell me - -1:00:49.560 --> 1:00:51.560 - what's the status of that - -1:00:51.560 --> 1:00:53.560 - this is a Pandora style app - -1:00:53.560 --> 1:00:55.560 - that just kind of as opposed to you select - -1:00:55.560 --> 1:00:57.560 - the music you listen to - -1:00:57.560 --> 1:00:59.560 - it kind of feeds you - -1:00:59.560 --> 1:01:01.560 - the music you listen to - -1:01:01.560 --> 1:01:03.560 - what's the status of stations by Spotify - -1:01:03.560 --> 1:01:05.560 - what's its future - -1:01:05.560 --> 1:01:07.560 - the store is Spotify as we have grown - -1:01:07.560 --> 1:01:09.560 - has been that we made it more accessible - -1:01:09.560 --> 1:01:11.560 - to different audiences - -1:01:11.560 --> 1:01:13.560 - and - -1:01:13.560 --> 1:01:15.560 - stations is another one of those where - -1:01:15.560 --> 1:01:17.560 - the question is - -1:01:17.560 --> 1:01:19.560 - some people want to be very specific - -1:01:19.560 --> 1:01:21.560 - they actually want to start with heaven right now - -1:01:21.560 --> 1:01:23.560 - that needs to be very easy to do - -1:01:23.560 --> 1:01:25.560 - and some people or even the same person - -1:01:25.560 --> 1:01:27.560 - at some point might say - -1:01:27.560 --> 1:01:29.560 - I want to feel upbeat - -1:01:29.560 --> 1:01:31.560 - or I want to feel happy - -1:01:31.560 --> 1:01:33.560 - or I want songs to sing in the car - -1:01:33.560 --> 1:01:35.560 - so they put in the information - -1:01:35.560 --> 1:01:37.560 - at a very different level - -1:01:37.560 --> 1:01:39.560 - and then we need to translate that into - -1:01:39.560 --> 1:01:41.560 - musically - -1:01:41.560 --> 1:01:43.560 - so stations is a test to - -1:01:43.560 --> 1:01:45.560 - create like a consumption input vector - -1:01:45.560 --> 1:01:47.560 - that is much simpler where you can just tune it a little bit - -1:01:47.560 --> 1:01:49.560 - and see if that increases the overall reach - -1:01:49.560 --> 1:01:51.560 - but we're trying to kind of serve - -1:01:51.560 --> 1:01:53.560 - the entire gamut of super advanced - -1:01:53.560 --> 1:01:55.560 - so called music aficionados - -1:01:55.560 --> 1:01:57.560 - all the way to - -1:01:57.560 --> 1:01:59.560 - to people who - -1:01:59.560 --> 1:02:01.560 - they love listening to music but it's not - -1:02:01.560 --> 1:02:03.560 - their number one priority in life - -1:02:03.560 --> 1:02:05.560 - they're not going to sit and follow every new release - -1:02:05.560 --> 1:02:07.560 - from every new artist - -1:02:07.560 --> 1:02:09.560 - to influence music at - -1:02:09.560 --> 1:02:11.560 - at a different level - -1:02:11.560 --> 1:02:13.560 - so we're trying, you can think of it as different - -1:02:13.560 --> 1:02:15.560 - products and I think when - -1:02:15.560 --> 1:02:17.560 - one of the interesting things - -1:02:17.560 --> 1:02:19.560 - to answer your question on - -1:02:19.560 --> 1:02:21.560 - if it's better to lift the user choose - -1:02:21.560 --> 1:02:23.560 - or to play I think the answer is - -1:02:23.560 --> 1:02:25.560 - the challenge when you - -1:02:25.560 --> 1:02:27.560 - when machine learning kind of came along - -1:02:27.560 --> 1:02:29.560 - there was a lot of thinking about - -1:02:29.560 --> 1:02:31.560 - what does product development mean - -1:02:31.560 --> 1:02:33.560 - in a machine learning context - -1:02:33.560 --> 1:02:35.560 - people like Andrew Eng for example - -1:02:35.560 --> 1:02:37.560 - when he went to Baidu - -1:02:37.560 --> 1:02:39.560 - he started doing a lot of practical machine learning - -1:02:39.560 --> 1:02:41.560 - went from academia and he thought a lot about this - -1:02:41.560 --> 1:02:43.560 - and he had this notion that - -1:02:43.560 --> 1:02:45.560 - you know product manager, designer - -1:02:45.560 --> 1:02:47.560 - and they used to work around this wireframe - -1:02:47.560 --> 1:02:49.560 - kind of describe what the product should look like - -1:02:49.560 --> 1:02:51.560 - was something to talk about when you're doing - -1:02:51.560 --> 1:02:53.560 - like a chat bot or a playlist - -1:02:53.560 --> 1:02:55.560 - what are you going to say like it should be good - -1:02:55.560 --> 1:02:57.560 - that's not a good product description - -1:02:57.560 --> 1:02:59.560 - so how do you do that and he came up with this notion - -1:02:59.560 --> 1:03:01.560 - that - -1:03:01.560 --> 1:03:03.560 - the test set is the new wireframe - -1:03:03.560 --> 1:03:05.560 - and the job of the product manager is to source - -1:03:05.560 --> 1:03:07.560 - a good test set that is representative of what - -1:03:07.560 --> 1:03:09.560 - like if you say like I want to play this - -1:03:09.560 --> 1:03:11.560 - that is songsticing in the car - -1:03:11.560 --> 1:03:13.560 - job of the product manager to go and source - -1:03:13.560 --> 1:03:15.560 - like a good test set of what that means - -1:03:15.560 --> 1:03:17.560 - then you can work with engineering to have algorithms - -1:03:17.560 --> 1:03:19.560 - to try to produce that right - -1:03:19.560 --> 1:03:21.560 - so we try to think a lot about - -1:03:21.560 --> 1:03:23.560 - how to structure product development - -1:03:23.560 --> 1:03:25.560 - for machine learning - -1:03:25.560 --> 1:03:27.560 - age and what we discovered - -1:03:27.560 --> 1:03:29.560 - was that a lot of it is actually in the expectation - -1:03:29.560 --> 1:03:31.560 - and you can go - -1:03:31.560 --> 1:03:33.560 - you can go two ways so - -1:03:35.560 --> 1:03:37.560 - let's say that - -1:03:37.560 --> 1:03:39.560 - if you set the expectation with the user - -1:03:39.560 --> 1:03:41.560 - that this is a discovery product like Discover Weekly - -1:03:41.560 --> 1:03:43.560 - you're actually setting - -1:03:43.560 --> 1:03:45.560 - the expectation that most of what we show you will not be - -1:03:45.560 --> 1:03:47.560 - relevant when you're in the discovery - -1:03:47.560 --> 1:03:49.560 - process you're going to accept that - -1:03:49.560 --> 1:03:51.560 - actually if you find one gem every Monday - -1:03:51.560 --> 1:03:53.560 - that you totally love - -1:03:53.560 --> 1:03:55.560 - you're probably going to be happy - -1:03:55.560 --> 1:03:57.560 - even though the statistical meaning - -1:03:57.560 --> 1:03:59.560 - 1 out of 10 is terrible or 1 out of 20 - -1:03:59.560 --> 1:04:01.560 - is terrible from a user point of view - -1:04:01.560 --> 1:04:03.560 - because the setting was discovered it's fine - -1:04:03.560 --> 1:04:05.560 - can I start to interrupt real quick - -1:04:05.560 --> 1:04:07.560 - I just actually learned about Discover Weekly - -1:04:07.560 --> 1:04:09.560 - which is a Spotify - -1:04:09.560 --> 1:04:11.560 - I don't know - -1:04:11.560 --> 1:04:13.560 - it's a feature of Spotify that shows you - -1:04:13.560 --> 1:04:15.560 - cool songs to listen - -1:04:15.560 --> 1:04:17.560 - maybe I can do - -1:04:17.560 --> 1:04:19.560 - issue tracking I couldn't find it on my Spotify app - -1:04:19.560 --> 1:04:21.560 - it's in your library - -1:04:21.560 --> 1:04:23.560 - it's in the library it's in the list of live - -1:04:23.560 --> 1:04:25.560 - because I was like whoa this is cool I didn't know this existed - -1:04:25.560 --> 1:04:27.560 - and I tried to find it - -1:04:27.560 --> 1:04:29.560 - but I would show it to you - -1:04:29.560 --> 1:04:31.560 - and feed it back to our product teams - -1:04:31.560 --> 1:04:33.560 - there you go - -1:04:33.560 --> 1:04:35.560 - so yeah sorry - -1:04:35.560 --> 1:04:37.560 - just to mention - -1:04:37.560 --> 1:04:39.560 - the expectation there is - -1:04:39.560 --> 1:04:41.560 - basically you're going to - -1:04:41.560 --> 1:04:43.560 - discover new songs - -1:04:43.560 --> 1:04:45.560 - so then you can be quite adventurous - -1:04:45.560 --> 1:04:47.560 - in the recommendations you do - -1:04:47.560 --> 1:04:49.560 - but we have - -1:04:49.560 --> 1:04:51.560 - another product called Daily Mix - -1:04:51.560 --> 1:04:53.560 - which kind of implies that these are only going to be your favorites - -1:04:53.560 --> 1:04:55.560 - so if you have - -1:04:55.560 --> 1:04:57.560 - 9 out of 10 that is good - -1:04:57.560 --> 1:04:59.560 - and 9 out of 10 that doesn't work for you - -1:04:59.560 --> 1:05:01.560 - you're going to think it's a horrible product - -1:05:01.560 --> 1:05:03.560 - so actually a lot of the product development - -1:05:03.560 --> 1:05:05.560 - we learned over the years is about setting the right expectations - -1:05:05.560 --> 1:05:07.560 - so for Daily Mix - -1:05:07.560 --> 1:05:09.560 - you know algorithmically - -1:05:09.560 --> 1:05:11.560 - we would pick among things that feel very safe - -1:05:11.560 --> 1:05:13.560 - in your taste space - -1:05:13.560 --> 1:05:15.560 - or discover weekly we go kind of wild - -1:05:15.560 --> 1:05:17.560 - because the expectation is - -1:05:17.560 --> 1:05:19.560 - most of this is not going to - -1:05:19.560 --> 1:05:21.560 - so a lot of that a lot of to answer your question there - -1:05:21.560 --> 1:05:23.560 - a lot of - -1:05:23.560 --> 1:05:25.560 - we have some products where the whole point is - -1:05:25.560 --> 1:05:27.560 - that the user can click play put the phone in the pocket - -1:05:27.560 --> 1:05:29.560 - and it should be really good music for like an hour - -1:05:29.560 --> 1:05:31.560 - we have other products where - -1:05:31.560 --> 1:05:33.560 - you probably need to say like no - -1:05:33.560 --> 1:05:35.560 - save, no, no - -1:05:35.560 --> 1:05:37.560 - and it's very interactive - -1:05:37.560 --> 1:05:39.560 - that makes sense and then the radio product - -1:05:39.560 --> 1:05:41.560 - the stations product is one of these like click play - -1:05:41.560 --> 1:05:43.560 - put in your pocket for hours - -1:05:43.560 --> 1:05:45.560 - that's really interesting so you're thinking of - -1:05:45.560 --> 1:05:47.560 - different test sets - -1:05:47.560 --> 1:05:49.560 - for different users - -1:05:49.560 --> 1:05:51.560 - and trying to create products that sort of - -1:05:51.560 --> 1:05:53.560 - optimize - -1:05:53.560 --> 1:05:55.560 - optimize for those test sets - -1:05:55.560 --> 1:05:57.560 - that represents a specific set of - -1:05:57.560 --> 1:05:59.560 - users yes I think - -1:05:59.560 --> 1:06:01.560 - one thing that I think is interesting - -1:06:01.560 --> 1:06:03.560 - is - -1:06:03.560 --> 1:06:05.560 - we invested quite heavily in editorial - -1:06:05.560 --> 1:06:07.560 - in people creating playlists - -1:06:07.560 --> 1:06:09.560 - using statistical data - -1:06:09.560 --> 1:06:11.560 - and that was successful for us and then we also - -1:06:11.560 --> 1:06:13.560 - invested in machine learning - -1:06:13.560 --> 1:06:15.560 - and for the longest time - -1:06:15.560 --> 1:06:17.560 - within Spotify and within the rest of the - -1:06:17.560 --> 1:06:19.560 - industry there was always this narrative of - -1:06:19.560 --> 1:06:21.560 - humans versus the machine - -1:06:21.560 --> 1:06:23.560 - algo versus editorial - -1:06:23.560 --> 1:06:25.560 - and editors would say like well - -1:06:25.560 --> 1:06:27.560 - if I had that data if I could see your - -1:06:27.560 --> 1:06:29.560 - playlisting history and I made a choice - -1:06:29.560 --> 1:06:31.560 - for you I would have made a better choice - -1:06:31.560 --> 1:06:33.560 - and they would have because they're - -1:06:33.560 --> 1:06:35.560 - much smarter than these algorithms - -1:06:35.560 --> 1:06:37.560 - human is incredibly smart compared to our - -1:06:37.560 --> 1:06:39.560 - algorithms they can take - -1:06:39.560 --> 1:06:41.560 - culture into account and so forth - -1:06:41.560 --> 1:06:43.560 - the problem is that they can't make 200 million - -1:06:43.560 --> 1:06:45.560 - decisions - -1:06:45.560 --> 1:06:47.560 - per hour for every user that logs - -1:06:47.560 --> 1:06:49.560 - in so the algo may be - -1:06:49.560 --> 1:06:51.560 - not as sophisticated but much more efficient - -1:06:51.560 --> 1:06:53.560 - so there was this contradiction - -1:06:53.560 --> 1:06:55.560 - but then a few years ago - -1:06:55.560 --> 1:06:57.560 - we started - -1:06:57.560 --> 1:06:59.560 - focusing on this kind of human in the loop - -1:06:59.560 --> 1:07:01.560 - thinking around machine learning - -1:07:01.560 --> 1:07:03.560 - and we actually coined an internal - -1:07:03.560 --> 1:07:05.560 - term for it called algotorial - -1:07:05.560 --> 1:07:07.560 - the combination of algorithms and editors - -1:07:07.560 --> 1:07:09.560 - where if we take a concrete - -1:07:09.560 --> 1:07:11.560 - example you think - -1:07:11.560 --> 1:07:13.560 - of the editor this - -1:07:13.560 --> 1:07:15.560 - paid expert that we have - -1:07:15.560 --> 1:07:17.560 - there's really good at something like - -1:07:17.560 --> 1:07:19.560 - soul, hip hop - -1:07:19.560 --> 1:07:21.560 - EDM something right there are two experts - -1:07:21.560 --> 1:07:23.560 - no one in the industry - -1:07:23.560 --> 1:07:25.560 - so they have all the cultural knowledge - -1:07:25.560 --> 1:07:27.560 - you think of them as the product manager - -1:07:27.560 --> 1:07:29.560 - and you say that - -1:07:29.560 --> 1:07:31.560 - let's say that you want to create - -1:07:31.560 --> 1:07:33.560 - you think that there's a product - -1:07:33.560 --> 1:07:35.560 - need in the world for something like songs to sing - -1:07:35.560 --> 1:07:37.560 - in the car or songs to sing in the shower - -1:07:37.560 --> 1:07:39.560 - I'm taking that example because it exists - -1:07:39.560 --> 1:07:41.560 - people love to scream songs in the car - -1:07:41.560 --> 1:07:43.560 - when they drive right - -1:07:43.560 --> 1:07:45.560 - so you want to create that product and you have this product manager - -1:07:45.560 --> 1:07:47.560 - who's a musical expert - -1:07:47.560 --> 1:07:49.560 - they create, they come up with a concept - -1:07:49.560 --> 1:07:51.560 - like I think this is a missing thing in humanity - -1:07:51.560 --> 1:07:53.560 - like a playlist called songs to sing in the car - -1:07:53.560 --> 1:07:55.560 - they create - -1:07:55.560 --> 1:07:57.560 - the framing, the image - -1:07:57.560 --> 1:07:59.560 - the title and they create a test set - -1:07:59.560 --> 1:08:01.560 - they create a group of songs - -1:08:01.560 --> 1:08:03.560 - like a few thousand songs out of the catalog - -1:08:03.560 --> 1:08:05.560 - that they manually curate - -1:08:05.560 --> 1:08:07.560 - that are known songs that are great to sing in the car - -1:08:07.560 --> 1:08:09.560 - and they can take like - -1:08:09.560 --> 1:08:11.560 - through romance into account they understand things - -1:08:11.560 --> 1:08:13.560 - that algorithms do not at all - -1:08:13.560 --> 1:08:15.560 - so they have this huge set of tracks - -1:08:15.560 --> 1:08:17.560 - then when we deliver that to you - -1:08:17.560 --> 1:08:19.560 - we look at your taste vectors - -1:08:19.560 --> 1:08:21.560 - and you get the 20 tracks that are songs to sing in the car - -1:08:21.560 --> 1:08:23.560 - in your taste - -1:08:23.560 --> 1:08:25.560 - so you have personalization - -1:08:25.560 --> 1:08:27.560 - and editorial input - -1:08:27.560 --> 1:08:29.560 - in the same process - -1:08:29.560 --> 1:08:31.560 - if that makes sense - -1:08:31.560 --> 1:08:33.560 - it makes total sense and I have several questions around that - -1:08:33.560 --> 1:08:35.560 - this is like - -1:08:35.560 --> 1:08:37.560 - fascinating - -1:08:37.560 --> 1:08:39.560 - so first it is a little bit surprising - -1:08:39.560 --> 1:08:41.560 - to me - -1:08:41.560 --> 1:08:43.560 - that the world expert - -1:08:43.560 --> 1:08:45.560 - humans are outperforming - -1:08:45.560 --> 1:08:47.560 - machines - -1:08:47.560 --> 1:08:49.560 - at specifying - -1:08:49.560 --> 1:08:51.560 - songs to sing in the car - -1:08:51.560 --> 1:08:53.560 - so - -1:08:53.560 --> 1:08:55.560 - maybe you could talk to that a little bit - -1:08:55.560 --> 1:08:57.560 - I don't know if you can put it into words but - -1:08:57.560 --> 1:08:59.560 - what is it - -1:08:59.560 --> 1:09:01.560 - how difficult is this problem - -1:09:01.560 --> 1:09:03.560 - of - -1:09:03.560 --> 1:09:05.560 - I guess what I'm trying to ask - -1:09:05.560 --> 1:09:07.560 - is there how difficult is it to encode - -1:09:07.560 --> 1:09:09.560 - the cultural references - -1:09:09.560 --> 1:09:11.560 - the context - -1:09:11.560 --> 1:09:13.560 - of the song, the artists - -1:09:13.560 --> 1:09:15.560 - all those things together - -1:09:15.560 --> 1:09:17.560 - can machine learning really not do that - -1:09:17.560 --> 1:09:19.560 - I mean I think machine learning is great - -1:09:19.560 --> 1:09:21.560 - at replicating patterns - -1:09:21.560 --> 1:09:23.560 - if you have the patterns - -1:09:23.560 --> 1:09:25.560 - but if you try to write - -1:09:25.560 --> 1:09:27.560 - a spec of what song is great - -1:09:27.560 --> 1:09:29.560 - to sing in the car definition is - -1:09:29.560 --> 1:09:31.560 - is it loud - -1:09:31.560 --> 1:09:33.560 - does it have many choruses to have been in movies - -1:09:33.560 --> 1:09:35.560 - it quickly gets incredibly complicated - -1:09:35.560 --> 1:09:37.560 - right - -1:09:37.560 --> 1:09:39.560 - and a lot of it may not be - -1:09:39.560 --> 1:09:41.560 - in the structure of the song or the title - -1:09:41.560 --> 1:09:43.560 - it could be cultural references because - -1:09:43.560 --> 1:09:45.560 - it was a hasty one - -1:09:45.560 --> 1:09:47.560 - so the definition problems - -1:09:47.560 --> 1:09:49.560 - quickly get - -1:09:49.560 --> 1:09:51.560 - and I think that was the insight of Andrew Eng - -1:09:51.560 --> 1:09:53.560 - when he said that job of the product manager - -1:09:53.560 --> 1:09:55.560 - is to understand these things that - -1:09:55.560 --> 1:09:57.560 - algorithms don't and then - -1:09:57.560 --> 1:09:59.560 - define what that looks like - -1:09:59.560 --> 1:10:01.560 - and then you have something to train towards - -1:10:01.560 --> 1:10:03.560 - then you have kind of the test set - -1:10:03.560 --> 1:10:05.560 - but today the editors create this - -1:10:05.560 --> 1:10:07.560 - pool of tracks and then we personalize - -1:10:07.560 --> 1:10:09.560 - you could easily imagine that once you have this set - -1:10:09.560 --> 1:10:11.560 - you could have some automatic exploration - -1:10:11.560 --> 1:10:13.560 - of the rest of the catalog because then you understand - -1:10:13.560 --> 1:10:15.560 - what it is - -1:10:15.560 --> 1:10:17.560 - and then the other side of it when machine learning - -1:10:17.560 --> 1:10:19.560 - does help is this taste - -1:10:19.560 --> 1:10:21.560 - vector - -1:10:21.560 --> 1:10:23.560 - how hard is it to construct - -1:10:23.560 --> 1:10:25.560 - a vector that represents the things - -1:10:25.560 --> 1:10:27.560 - an individual human likes - -1:10:27.560 --> 1:10:29.560 - this human preference - -1:10:29.560 --> 1:10:31.560 - so you can - -1:10:31.560 --> 1:10:33.560 - you know music isn't like - -1:10:33.560 --> 1:10:35.560 - it's not like Amazon - -1:10:35.560 --> 1:10:37.560 - like things you usually buy - -1:10:37.560 --> 1:10:39.560 - music seems more amorphous - -1:10:39.560 --> 1:10:41.560 - like it's this thing - -1:10:41.560 --> 1:10:43.560 - that's hard to specify like - -1:10:43.560 --> 1:10:45.560 - what is - -1:10:45.560 --> 1:10:47.560 - if you look at my playlist what is the music - -1:10:47.560 --> 1:10:49.560 - that I love it's harder - -1:10:49.560 --> 1:10:51.560 - it seems to be - -1:10:51.560 --> 1:10:53.560 - much more difficult to specify concretely - -1:10:53.560 --> 1:10:55.560 - so how hard is it - -1:10:55.560 --> 1:10:57.560 - to build a taste vector - -1:10:57.560 --> 1:10:59.560 - it is very hard in the sense that you need a lot of - -1:10:59.560 --> 1:11:01.560 - data - -1:11:01.560 --> 1:11:03.560 - and I think what we found was that - -1:11:03.560 --> 1:11:05.560 - so it's not a stationary problem - -1:11:05.560 --> 1:11:07.560 - it changes over time - -1:11:07.560 --> 1:11:09.560 - and so - -1:11:09.560 --> 1:11:11.560 - we've gone - -1:11:11.560 --> 1:11:13.560 - through the journey of if - -1:11:13.560 --> 1:11:15.560 - you've done a lot of computer vision - -1:11:15.560 --> 1:11:17.560 - obviously I've done a bunch of computer vision - -1:11:17.560 --> 1:11:19.560 - in my past and we started - -1:11:19.560 --> 1:11:21.560 - kind of with the handcrafted heuristics - -1:11:21.560 --> 1:11:23.560 - for you know - -1:11:23.560 --> 1:11:25.560 - this is kind of in the music this is this - -1:11:25.560 --> 1:11:27.560 - and if you consume this you probably like this - -1:11:27.560 --> 1:11:29.560 - so we have - -1:11:29.560 --> 1:11:31.560 - we started there and we have some of that still - -1:11:31.560 --> 1:11:33.560 - then what was interesting about the playlist data - -1:11:33.560 --> 1:11:35.560 - was that you could find these latent things that - -1:11:35.560 --> 1:11:37.560 - wouldn't necessarily even make sense to you - -1:11:37.560 --> 1:11:39.560 - that could - -1:11:39.560 --> 1:11:41.560 - could even capture maybe cultural references - -1:11:41.560 --> 1:11:43.560 - because they co occurred things that - -1:11:43.560 --> 1:11:45.560 - that wouldn't have appeared - -1:11:45.560 --> 1:11:47.560 - kind of mechanistically either in the content - -1:11:47.560 --> 1:11:49.560 - or so forth so - -1:11:49.560 --> 1:11:51.560 - um - -1:11:51.560 --> 1:11:53.560 - I think that - -1:11:53.560 --> 1:11:55.560 - um - -1:11:55.560 --> 1:11:57.560 - I think the core assumption - -1:11:57.560 --> 1:11:59.560 - is that - -1:11:59.560 --> 1:12:01.560 - there are patterns - -1:12:01.560 --> 1:12:03.560 - in almost everything - -1:12:03.560 --> 1:12:05.560 - and if there are patterns - -1:12:05.560 --> 1:12:07.560 - these embedding techniques are getting better and better - -1:12:07.560 --> 1:12:09.560 - now as everyone else - -1:12:09.560 --> 1:12:11.560 - we're also using - -1:12:11.560 --> 1:12:13.560 - kind of deep embeddings where you can encode binary - -1:12:13.560 --> 1:12:15.560 - values and so forth - -1:12:15.560 --> 1:12:17.560 - and what I think - -1:12:17.560 --> 1:12:19.560 - is interesting is this process - -1:12:19.560 --> 1:12:21.560 - to try to find things that - -1:12:21.560 --> 1:12:23.560 - um - -1:12:23.560 --> 1:12:25.560 - necessarily you wouldn't actually have - -1:12:25.560 --> 1:12:27.560 - guest so it is very - -1:12:27.560 --> 1:12:29.560 - hard in an engineering - -1:12:29.560 --> 1:12:31.560 - sense to find the right dimensions - -1:12:31.560 --> 1:12:33.560 - it's an incredible scalability - -1:12:33.560 --> 1:12:35.560 - problem to do for hundreds of millions - -1:12:35.560 --> 1:12:37.560 - of users and to update it every day - -1:12:37.560 --> 1:12:39.560 - but in - -1:12:39.560 --> 1:12:41.560 - theory - -1:12:41.560 --> 1:12:43.560 - in theory embeddings isn't that - -1:12:43.560 --> 1:12:45.560 - complicated the fact - -1:12:45.560 --> 1:12:47.560 - that you try to find some principle components - -1:12:47.560 --> 1:12:49.560 - or something like that dimensionality reduction - -1:12:49.560 --> 1:12:51.560 - and so forth so the theory I guess is easy - -1:12:51.560 --> 1:12:53.560 - because it's very very hard - -1:12:53.560 --> 1:12:55.560 - and it's a huge - -1:12:55.560 --> 1:12:57.560 - engineering challenge but fortunately we have - -1:12:57.560 --> 1:12:59.560 - some amazing both research and - -1:12:59.560 --> 1:13:01.560 - engineering teams in this space - -1:13:01.560 --> 1:13:03.560 - yeah I guess the - -1:13:03.560 --> 1:13:05.560 - question is all - -1:13:05.560 --> 1:13:07.560 - I mean it's similar I deal with the autonomous - -1:13:07.560 --> 1:13:09.560 - vehicle space is the question is - -1:13:09.560 --> 1:13:11.560 - how hard is driving - -1:13:11.560 --> 1:13:13.560 - and here is - -1:13:13.560 --> 1:13:15.560 - basically the question is of - -1:13:15.560 --> 1:13:17.560 - edge cases - -1:13:17.560 --> 1:13:19.560 - so embedding - -1:13:19.560 --> 1:13:21.560 - probably works - -1:13:21.560 --> 1:13:23.560 - not probably but - -1:13:23.560 --> 1:13:25.560 - I would imagine works well - -1:13:25.560 --> 1:13:27.560 - in a lot of cases - -1:13:27.560 --> 1:13:29.560 - so there's a bunch of questions that arise then - -1:13:29.560 --> 1:13:31.560 - so do song - -1:13:31.560 --> 1:13:33.560 - preferences does your taste vector - -1:13:33.560 --> 1:13:35.560 - depend on context - -1:13:35.560 --> 1:13:37.560 - like mood - -1:13:37.560 --> 1:13:39.560 - right so there's - -1:13:39.560 --> 1:13:41.560 - different moods and - -1:13:41.560 --> 1:13:43.560 - absolutely so how does that - -1:13:43.560 --> 1:13:45.560 - take in - -1:13:45.560 --> 1:13:47.560 - is it is it possible to take that - -1:13:47.560 --> 1:13:49.560 - consideration or do you just leave - -1:13:49.560 --> 1:13:51.560 - that as a interface - -1:13:51.560 --> 1:13:53.560 - problem that allows the user to just control - -1:13:53.560 --> 1:13:55.560 - it so when I'm looking for a work - -1:13:55.560 --> 1:13:57.560 - out music I kind of specify it - -1:13:57.560 --> 1:13:59.560 - by choosing certain playlists - -1:13:59.560 --> 1:14:01.560 - doing certain search yeah - -1:14:01.560 --> 1:14:03.560 - so that's a great point and back to the product - -1:14:03.560 --> 1:14:05.560 - development you could try - -1:14:05.560 --> 1:14:07.560 - to spend a few years trying to predict - -1:14:07.560 --> 1:14:09.560 - which mood you're in automatically when you open - -1:14:09.560 --> 1:14:11.560 - Spotify or you create a tab - -1:14:11.560 --> 1:14:13.560 - which is happy and sad right and you're going to be - -1:14:13.560 --> 1:14:15.560 - right 100% of the time with one click - -1:14:15.560 --> 1:14:17.560 - now probably much better to let - -1:14:17.560 --> 1:14:19.560 - the user tell you if they're happy or sad - -1:14:19.560 --> 1:14:21.560 - or if they want to work out on the other hand - -1:14:21.560 --> 1:14:23.560 - if your user interface become 2000 - -1:14:23.560 --> 1:14:25.560 - tabs you're introducing so much friction - -1:14:25.560 --> 1:14:27.560 - so no one will use the product so then you have to - -1:14:27.560 --> 1:14:29.560 - get better so it's this - -1:14:29.560 --> 1:14:31.560 - thing where I think it maybe was - -1:14:31.560 --> 1:14:33.560 - I remember who coined it but it's - -1:14:33.560 --> 1:14:35.560 - called full tolerant UIs right to build a UI - -1:14:35.560 --> 1:14:37.560 - that is tolerant to being wrong - -1:14:37.560 --> 1:14:39.560 - and then you can be much - -1:14:39.560 --> 1:14:41.560 - less right in your - -1:14:41.560 --> 1:14:43.560 - in your algorithms so - -1:14:43.560 --> 1:14:45.560 - we had to learn a lot of that - -1:14:45.560 --> 1:14:47.560 - building the right UI that fits - -1:14:47.560 --> 1:14:49.560 - where the machine learning is - -1:14:49.560 --> 1:14:51.560 - and a great - -1:14:51.560 --> 1:14:53.560 - discovery there which was - -1:14:53.560 --> 1:14:55.560 - by the teams during - -1:14:55.560 --> 1:14:57.560 - one of our hack days was this - -1:14:57.560 --> 1:14:59.560 - thing of taking discovery packaging - -1:14:59.560 --> 1:15:01.560 - into a playlist and saying that - -1:15:01.560 --> 1:15:03.560 - these are new tracks - -1:15:03.560 --> 1:15:05.560 - that we think you might like - -1:15:05.560 --> 1:15:07.560 - based on this and setting the right expectation - -1:15:07.560 --> 1:15:09.560 - made it a great product - -1:15:09.560 --> 1:15:11.560 - so I think we have this benefit that for example - -1:15:11.560 --> 1:15:13.560 - Tesla doesn't have - -1:15:13.560 --> 1:15:15.560 - that we can - -1:15:15.560 --> 1:15:17.560 - we can change the expectation we can build - -1:15:17.560 --> 1:15:19.560 - a full tolerant setting it's very hard to be - -1:15:19.560 --> 1:15:21.560 - full tolerant when you're driving at - -1:15:21.560 --> 1:15:23.560 - 100 miles per hour or something - -1:15:23.560 --> 1:15:25.560 - and we have the luxury of - -1:15:25.560 --> 1:15:27.560 - being able to say that - -1:15:27.560 --> 1:15:29.560 - of being wrong if we have the right - -1:15:29.560 --> 1:15:31.560 - UI which gives us - -1:15:31.560 --> 1:15:33.560 - different abilities to take more risk - -1:15:33.560 --> 1:15:35.560 - so I actually think the self driving - -1:15:35.560 --> 1:15:37.560 - problem is much harder - -1:15:37.560 --> 1:15:39.560 - oh yeah for sure - -1:15:39.560 --> 1:15:41.560 - it's much less fun - -1:15:41.560 --> 1:15:43.560 - because - -1:15:43.560 --> 1:15:45.560 - people die exactly - -1:15:45.560 --> 1:15:47.560 - and in Spotify - -1:15:47.560 --> 1:15:49.560 - it's - -1:15:49.560 --> 1:15:51.560 - such a more fun problem because - -1:15:51.560 --> 1:15:53.560 - failure will - -1:15:53.560 --> 1:15:55.560 - I mean failure is beautiful in a way - -1:15:55.560 --> 1:15:57.560 - at least exploration so it's a really fun - -1:15:57.560 --> 1:15:59.560 - reinforcement learning problem and the worst - -1:15:59.560 --> 1:16:01.560 - case scenario is you get these WTF tweets - -1:16:01.560 --> 1:16:03.560 - like how did I get this - -1:16:03.560 --> 1:16:05.560 - which is a lot better than the self - -1:16:05.560 --> 1:16:07.560 - driving failure - -1:16:07.560 --> 1:16:09.560 - so - -1:16:09.560 --> 1:16:11.560 - what's the feedback that a user - -1:16:11.560 --> 1:16:13.560 - what's the signal - -1:16:13.560 --> 1:16:15.560 - that a user provides - -1:16:15.560 --> 1:16:17.560 - into the system so - -1:16:17.560 --> 1:16:19.560 - you mentioned skipping - -1:16:19.560 --> 1:16:21.560 - what is like the strongest signal - -1:16:21.560 --> 1:16:23.560 - you didn't mention clicking - -1:16:23.560 --> 1:16:25.560 - like - -1:16:25.560 --> 1:16:27.560 - so we have a few signals that are important - -1:16:27.560 --> 1:16:29.560 - obviously playing - -1:16:29.560 --> 1:16:31.560 - playing through - -1:16:31.560 --> 1:16:33.560 - so one of the benefits of music actually - -1:16:33.560 --> 1:16:35.560 - even compared to podcasts or - -1:16:35.560 --> 1:16:37.560 - movies is the object itself - -1:16:37.560 --> 1:16:39.560 - is really only about three minutes - -1:16:39.560 --> 1:16:41.560 - so you get a lot of chances to recommend - -1:16:41.560 --> 1:16:43.560 - and the feedback loop is - -1:16:43.560 --> 1:16:45.560 - every three minutes instead of every two hours - -1:16:45.560 --> 1:16:47.560 - or something so you actually get - -1:16:47.560 --> 1:16:49.560 - kind of noisy but - -1:16:49.560 --> 1:16:51.560 - quite fast feedback and so you can see - -1:16:51.560 --> 1:16:53.560 - if people played through or if the - -1:16:53.560 --> 1:16:55.560 - which is the inverse of skip really - -1:16:55.560 --> 1:16:57.560 - that's an important signal on the other hand - -1:16:57.560 --> 1:16:59.560 - much of the consumption happens - -1:16:59.560 --> 1:17:01.560 - when your phone is in your pocket maybe you're running - -1:17:01.560 --> 1:17:03.560 - or driving or you're playing on a speaker - -1:17:03.560 --> 1:17:05.560 - and you're not skipping doesn't mean that you love that song - -1:17:05.560 --> 1:17:07.560 - it might be that it wasn't bad enough - -1:17:07.560 --> 1:17:09.560 - that you would walk up and skip - -1:17:09.560 --> 1:17:11.560 - so it's a noisy signal - -1:17:11.560 --> 1:17:13.560 - then we have the equivalent of the like - -1:17:13.560 --> 1:17:15.560 - which is you save it to your library - -1:17:15.560 --> 1:17:17.560 - that's a pretty strong signal of affection - -1:17:17.560 --> 1:17:19.560 - and then - -1:17:19.560 --> 1:17:21.560 - we have the more explicit signal - -1:17:21.560 --> 1:17:23.560 - of play listing like you took the time - -1:17:23.560 --> 1:17:25.560 - to create a playlist you put it in there - -1:17:25.560 --> 1:17:27.560 - there's a very little small chance that - -1:17:27.560 --> 1:17:29.560 - if you took all that trouble this is not - -1:17:29.560 --> 1:17:31.560 - a really important track to you - -1:17:31.560 --> 1:17:33.560 - but also - -1:17:33.560 --> 1:17:35.560 - what are the tracks it relates to so we have - -1:17:35.560 --> 1:17:37.560 - we have the play listing we have the like and then we have - -1:17:37.560 --> 1:17:39.560 - the listening or skip - -1:17:39.560 --> 1:17:41.560 - and you have to - -1:17:41.560 --> 1:17:43.560 - have very different approaches to all of them because - -1:17:43.560 --> 1:17:45.560 - at different levels of noise - -1:17:45.560 --> 1:17:47.560 - one is very voluminous but noisy - -1:17:47.560 --> 1:17:49.560 - and the other is rare but - -1:17:49.560 --> 1:17:51.560 - you can probably trust it - -1:17:51.560 --> 1:17:53.560 - yeah it's interesting because - -1:17:53.560 --> 1:17:55.560 - I think between those signals captures - -1:17:55.560 --> 1:17:57.560 - all the information you'd want to capture - -1:17:57.560 --> 1:17:59.560 - I mean there's a feeling - -1:17:59.560 --> 1:18:01.560 - for me that there's sometimes that I'll - -1:18:01.560 --> 1:18:03.560 - hear a song that's like yes this is - -1:18:03.560 --> 1:18:05.560 - you know this was the right song for the moment - -1:18:05.560 --> 1:18:07.560 - but there's really no way to express - -1:18:07.560 --> 1:18:09.560 - that fact except by - -1:18:09.560 --> 1:18:11.560 - listening through it all the way - -1:18:11.560 --> 1:18:13.560 - and maybe playing it again at that time - -1:18:13.560 --> 1:18:15.560 - or something but there's - -1:18:15.560 --> 1:18:17.560 - no need for a button that says - -1:18:17.560 --> 1:18:19.560 - this was the best song could have - -1:18:19.560 --> 1:18:21.560 - heard at this moment well we're playing around - -1:18:21.560 --> 1:18:23.560 - with that with kind of the thumbs up - -1:18:23.560 --> 1:18:25.560 - concept saying like I really like this - -1:18:25.560 --> 1:18:27.560 - just kind of talking to the algorithm - -1:18:27.560 --> 1:18:29.560 - it's unclear if that's the best way - -1:18:29.560 --> 1:18:31.560 - for humans to interact maybe it is - -1:18:31.560 --> 1:18:33.560 - maybe they should think of Spotify - -1:18:33.560 --> 1:18:35.560 - as a person an agent sitting there - -1:18:35.560 --> 1:18:37.560 - trying to serve you and you can say like - -1:18:37.560 --> 1:18:39.560 - that's Spotify, good Spotify - -1:18:39.560 --> 1:18:41.560 - right now the analogy we've had is more - -1:18:41.560 --> 1:18:43.560 - you shouldn't think of us - -1:18:43.560 --> 1:18:45.560 - we should be investable and the feedback - -1:18:45.560 --> 1:18:47.560 - is if you save it - -1:18:47.560 --> 1:18:49.560 - you work for yourself you do a playlist - -1:18:49.560 --> 1:18:51.560 - because you think is great and we can learn from that - -1:18:51.560 --> 1:18:53.560 - it's kind of back to Tesla - -1:18:53.560 --> 1:18:55.560 - how they kind of have this shadow mode - -1:18:55.560 --> 1:18:57.560 - we sit in what you drive - -1:18:57.560 --> 1:18:59.560 - we kind of took the same analogy - -1:18:59.560 --> 1:19:01.560 - we sit in what you playlist - -1:19:01.560 --> 1:19:03.560 - and then maybe we can offer you an autopilot - -1:19:03.560 --> 1:19:05.560 - we can take over for a while or something like that - -1:19:05.560 --> 1:19:07.560 - and then back off if you say like - -1:19:07.560 --> 1:19:09.560 - that's not good enough - -1:19:09.560 --> 1:19:11.560 - but I think it's interesting to figure out - -1:19:11.560 --> 1:19:13.560 - what your mental model is - -1:19:13.560 --> 1:19:15.560 - if Spotify is an AI that you talk to - -1:19:15.560 --> 1:19:17.560 - which I think might be a bit too abstract - -1:19:17.560 --> 1:19:19.560 - for many consumers - -1:19:19.560 --> 1:19:21.560 - or if you still think of it as - -1:19:21.560 --> 1:19:23.560 - it's my music app - -1:19:23.560 --> 1:19:25.560 - it's more helpful - -1:19:25.560 --> 1:19:27.560 - and depends on the device it's running on - -1:19:27.560 --> 1:19:29.560 - which brings us to - -1:19:29.560 --> 1:19:31.560 - smart speakers - -1:19:31.560 --> 1:19:33.560 - so I have a lot of the Spotify listening I do - -1:19:33.560 --> 1:19:35.560 - is on - -1:19:35.560 --> 1:19:37.560 - things on devices I can talk to - -1:19:37.560 --> 1:19:39.560 - whether it's from Amazon, Google - -1:19:39.560 --> 1:19:41.560 - or Apple - -1:19:41.560 --> 1:19:43.560 - what's the role of Spotify in those devices - -1:19:43.560 --> 1:19:45.560 - how do you think of it differently than - -1:19:45.560 --> 1:19:47.560 - on the phone or on the desktop - -1:19:47.560 --> 1:19:49.560 - there are a few things - -1:19:49.560 --> 1:19:51.560 - to say about the first of all - -1:19:51.560 --> 1:19:53.560 - it's incredibly exciting they're growing like crazy - -1:19:53.560 --> 1:19:55.560 - especially here in the US - -1:19:59.560 --> 1:20:01.560 - and it's solving - -1:20:01.560 --> 1:20:03.560 - a consumer need that I think is - -1:20:05.560 --> 1:20:07.560 - you can think of it as - -1:20:07.560 --> 1:20:09.560 - just remote interactivity - -1:20:09.560 --> 1:20:11.560 - you can control this thing from - -1:20:11.560 --> 1:20:13.560 - across the room and it may - -1:20:13.560 --> 1:20:15.560 - feel like a small thing but it turns out - -1:20:15.560 --> 1:20:17.560 - that friction matters to consumers - -1:20:17.560 --> 1:20:19.560 - being able to say play, pause - -1:20:19.560 --> 1:20:21.560 - and so forth from across the room - -1:20:21.560 --> 1:20:23.560 - is very powerful so basically - -1:20:23.560 --> 1:20:25.560 - you made the living room interactive - -1:20:25.560 --> 1:20:27.560 - now - -1:20:27.560 --> 1:20:29.560 - and - -1:20:29.560 --> 1:20:31.560 - what we see in our data is that - -1:20:31.560 --> 1:20:33.560 - the number one use case for these speakers - -1:20:33.560 --> 1:20:35.560 - is music, music and podcast - -1:20:35.560 --> 1:20:37.560 - so - -1:20:37.560 --> 1:20:39.560 - fortunately for us it's been important - -1:20:39.560 --> 1:20:41.560 - to these companies to have those use case - -1:20:41.560 --> 1:20:43.560 - covered so they want to Spotify on this - -1:20:43.560 --> 1:20:45.560 - we have very good relationships with - -1:20:45.560 --> 1:20:47.560 - them - -1:20:47.560 --> 1:20:49.560 - and we're seeing tremendous - -1:20:49.560 --> 1:20:51.560 - success with them - -1:20:51.560 --> 1:20:53.560 - what I think is interesting - -1:20:53.560 --> 1:20:55.560 - about them is - -1:20:55.560 --> 1:20:57.560 - it's already working - -1:20:57.560 --> 1:20:59.560 - we kind of had this - -1:20:59.560 --> 1:21:01.560 - epiphany - -1:21:01.560 --> 1:21:03.560 - many years ago back when we started - -1:21:03.560 --> 1:21:05.560 - using Sonos if you went through all the - -1:21:05.560 --> 1:21:07.560 - trouble of setting up your Sonos system - -1:21:07.560 --> 1:21:09.560 - you had this magical experience where you had - -1:21:09.560 --> 1:21:11.560 - all the music ever made in your living room - -1:21:11.560 --> 1:21:13.560 - and we - -1:21:13.560 --> 1:21:15.560 - made this assumption that - -1:21:15.560 --> 1:21:17.560 - at home everyone used to have a CD player at home - -1:21:17.560 --> 1:21:19.560 - but they never managed to get their files - -1:21:19.560 --> 1:21:21.560 - working in the home having this network attached - -1:21:21.560 --> 1:21:23.560 - storage was too cumbersome for most consumers - -1:21:23.560 --> 1:21:25.560 - so we made the assumption that - -1:21:25.560 --> 1:21:27.560 - the home would skip from the CD all the way to - -1:21:27.560 --> 1:21:29.560 - streaming box - -1:21:29.560 --> 1:21:31.560 - where you would buy the steering wheel without - -1:21:31.560 --> 1:21:33.560 - all the music built in that took longer than we - -1:21:33.560 --> 1:21:35.560 - thought but with the voice speakers that was the - -1:21:35.560 --> 1:21:37.560 - unlocking that made kind of the connected speaker - -1:21:37.560 --> 1:21:39.560 - happen in the home - -1:21:39.560 --> 1:21:41.560 - so it really - -1:21:41.560 --> 1:21:43.560 - it really exploded and - -1:21:43.560 --> 1:21:45.560 - we saw this engagement that we - -1:21:45.560 --> 1:21:47.560 - predicted would happen - -1:21:47.560 --> 1:21:49.560 - what I think is interesting though is where it's going - -1:21:49.560 --> 1:21:51.560 - from now - -1:21:51.560 --> 1:21:53.560 - right now you think of them as voice speakers - -1:21:53.560 --> 1:21:55.560 - but I think if you look at - -1:21:55.560 --> 1:21:57.560 - Google I.O. for example - -1:21:57.560 --> 1:21:59.560 - they just added a camera - -1:21:59.560 --> 1:22:01.560 - to it where when the alarm goes off - -1:22:01.560 --> 1:22:03.560 - instead of saying - -1:22:03.560 --> 1:22:05.560 - hey Google stop you can just - -1:22:05.560 --> 1:22:07.560 - wave your hand - -1:22:07.560 --> 1:22:09.560 - so I think they're going to think more of it as - -1:22:09.560 --> 1:22:11.560 - an agent - -1:22:11.560 --> 1:22:13.560 - as an assistant truly an assistant - -1:22:13.560 --> 1:22:15.560 - and an assistant that can see you - -1:22:15.560 --> 1:22:17.560 - is going to be much more effective than a blind - -1:22:17.560 --> 1:22:19.560 - assistant so I think these things will - -1:22:19.560 --> 1:22:21.560 - morph and we won't necessarily think of them as - -1:22:21.560 --> 1:22:23.560 - quote unquote voice speakers anymore - -1:22:23.560 --> 1:22:25.560 - just as - -1:22:25.560 --> 1:22:27.560 - interactive - -1:22:27.560 --> 1:22:29.560 - access to the internet in the home - -1:22:29.560 --> 1:22:31.560 - but I still think that - -1:22:31.560 --> 1:22:33.560 - the biggest use case for those will be - -1:22:33.560 --> 1:22:35.560 - will be audio so - -1:22:35.560 --> 1:22:37.560 - for that reason we're investing heavily in it - -1:22:37.560 --> 1:22:39.560 - and we built our own NLU stack - -1:22:39.560 --> 1:22:41.560 - to be able to - -1:22:41.560 --> 1:22:43.560 - the challenge here is - -1:22:43.560 --> 1:22:45.560 - how do you innovate in that world - -1:22:45.560 --> 1:22:47.560 - it lowers friction for consumers - -1:22:47.560 --> 1:22:49.560 - but it's also much more constrained - -1:22:49.560 --> 1:22:51.560 - you have no pixels to play with - -1:22:51.560 --> 1:22:53.560 - in an audio only world - -1:22:53.560 --> 1:22:55.560 - it's really the vocabulary that is the interface - -1:22:55.560 --> 1:22:57.560 - so we started investing - -1:22:57.560 --> 1:22:59.560 - and playing around quite a lot with that - -1:22:59.560 --> 1:23:01.560 - trying to understand what the future will be - -1:23:01.560 --> 1:23:03.560 - of you speaking and gesturing - -1:23:03.560 --> 1:23:05.560 - and waving at your music - -1:23:05.560 --> 1:23:07.560 - and actually you're actually nudging closer - -1:23:07.560 --> 1:23:09.560 - to autonomous vehicle space - -1:23:09.560 --> 1:23:11.560 - because from everything I've seen - -1:23:11.560 --> 1:23:13.560 - the level of frustration people experience - -1:23:13.560 --> 1:23:15.560 - upon failure of natural language - -1:23:15.560 --> 1:23:17.560 - understanding is much higher - -1:23:17.560 --> 1:23:19.560 - than failure in other context - -1:23:19.560 --> 1:23:21.560 - people get frustrated really fast - -1:23:21.560 --> 1:23:23.560 - so if you screw that - -1:23:23.560 --> 1:23:25.560 - experience up even just a little bit - -1:23:25.560 --> 1:23:27.560 - they give up really quickly - -1:23:27.560 --> 1:23:29.560 - and I think you see that in the data - -1:23:29.560 --> 1:23:31.560 - while it's tremendously successful - -1:23:31.560 --> 1:23:33.560 - the most common interactions - -1:23:33.560 --> 1:23:35.560 - are play, pause - -1:23:35.560 --> 1:23:37.560 - and you know next - -1:23:37.560 --> 1:23:39.560 - the things where if you compare it to taking up your phone - -1:23:39.560 --> 1:23:41.560 - unlocking it, bringing up the app and skipping - -1:23:41.560 --> 1:23:43.560 - clicking skip - -1:23:43.560 --> 1:23:45.560 - it was much lower friction - -1:23:45.560 --> 1:23:47.560 - but then - -1:23:47.560 --> 1:23:49.560 - for longer more complicated things - -1:23:49.560 --> 1:23:51.560 - can you find me that song about people still bring up their phone - -1:23:51.560 --> 1:23:53.560 - and search and then play it on their speaker - -1:23:53.560 --> 1:23:55.560 - so we tried again to build a fault tolerant UI - -1:23:55.560 --> 1:23:57.560 - where for the more - -1:23:57.560 --> 1:23:59.560 - complicated things you can still pick up your phone - -1:23:59.560 --> 1:24:01.560 - have powerful full keyboard search - -1:24:01.560 --> 1:24:03.560 - and then try to optimize - -1:24:03.560 --> 1:24:05.560 - for where there is actually lower friction - -1:24:05.560 --> 1:24:07.560 - and try to, it's kind of like the - -1:24:07.560 --> 1:24:09.560 - test autopilot thing - -1:24:09.560 --> 1:24:11.560 - you have to be at the level where - -1:24:11.560 --> 1:24:13.560 - you're helpful if you're too smart - -1:24:13.560 --> 1:24:15.560 - and just in the way people are going to get frustrated - -1:24:15.560 --> 1:24:17.560 - and first of all - -1:24:17.560 --> 1:24:19.560 - I'm not obsessed with where it happens - -1:24:19.560 --> 1:24:21.560 - it's just a good song but let me mention that as a use case - -1:24:21.560 --> 1:24:23.560 - because it's an interesting one - -1:24:23.560 --> 1:24:25.560 - I've literally told - -1:24:25.560 --> 1:24:27.560 - I don't want to say the name of the speaker - -1:24:27.560 --> 1:24:29.560 - because when people are listening to it - -1:24:29.560 --> 1:24:31.560 - it'll make their speaker go off - -1:24:31.560 --> 1:24:33.560 - but I talk to the speaker - -1:24:33.560 --> 1:24:35.560 - and I say play - -1:24:35.560 --> 1:24:37.560 - Stairway to Heaven - -1:24:37.560 --> 1:24:39.560 - and every time - -1:24:39.560 --> 1:24:41.560 - but a large percentage of the time plays the wrong - -1:24:41.560 --> 1:24:43.560 - Stairway to Heaven - -1:24:43.560 --> 1:24:45.560 - it plays some cover of the - -1:24:45.560 --> 1:24:47.560 - and - -1:24:47.560 --> 1:24:49.560 - that part of the experience - -1:24:49.560 --> 1:24:51.560 - I actually wonder from a business perspective - -1:24:51.560 --> 1:24:53.560 - the Spotify control - -1:24:53.560 --> 1:24:55.560 - that entire experience - -1:24:55.560 --> 1:24:57.560 - or no - -1:24:57.560 --> 1:24:59.560 - it seems like the NLU - -1:24:59.560 --> 1:25:01.560 - stuff is controlled by the speaker - -1:25:01.560 --> 1:25:03.560 - and then Spotify stays - -1:25:03.560 --> 1:25:05.560 - at a layer below that - -1:25:05.560 --> 1:25:07.560 - it's a good and complicated question - -1:25:07.560 --> 1:25:09.560 - some of which is dependent - -1:25:09.560 --> 1:25:11.560 - on the - -1:25:11.560 --> 1:25:13.560 - partners so it's hard to comment on the specifics - -1:25:13.560 --> 1:25:15.560 - but - -1:25:15.560 --> 1:25:17.560 - the question is the right one - -1:25:17.560 --> 1:25:19.560 - the challenge is - -1:25:19.560 --> 1:25:21.560 - if you can't use any of the personalization - -1:25:21.560 --> 1:25:23.560 - we know which Stairway to Heaven - -1:25:23.560 --> 1:25:25.560 - and the truth is maybe for one person - -1:25:25.560 --> 1:25:27.560 - it is exactly the cover that they want - -1:25:27.560 --> 1:25:29.560 - to be very frustrated - -1:25:29.560 --> 1:25:31.560 - I think - -1:25:31.560 --> 1:25:33.560 - we default to the right version - -1:25:33.560 --> 1:25:35.560 - but you actually want to be able to do the cover - -1:25:35.560 --> 1:25:37.560 - for the person that just played the cover 50 times - -1:25:37.560 --> 1:25:39.560 - or Spotify is just going to seem stupid - -1:25:39.560 --> 1:25:41.560 - so you want to be able to leverage the personalization - -1:25:41.560 --> 1:25:43.560 - but you have this stack - -1:25:43.560 --> 1:25:45.560 - where you have the - -1:25:45.560 --> 1:25:47.560 - the ASR and this thing called the end best list - -1:25:47.560 --> 1:25:49.560 - or the end best guesses - -1:25:49.560 --> 1:25:51.560 - here and then the personalization comes in at the end - -1:25:51.560 --> 1:25:53.560 - you actually want the personalization to be here - -1:25:53.560 --> 1:25:55.560 - when you're guessing about what they actually meant - -1:25:55.560 --> 1:25:57.560 - we're working with these partners - -1:25:57.560 --> 1:25:59.560 - and it's a complicated - -1:25:59.560 --> 1:26:01.560 - it's a complicated thing - -1:26:01.560 --> 1:26:03.560 - where you want to - -1:26:03.560 --> 1:26:05.560 - so first of all you want to be very - -1:26:05.560 --> 1:26:07.560 - careful with your users data - -1:26:07.560 --> 1:26:09.560 - you don't want to share your users data without the permission - -1:26:09.560 --> 1:26:11.560 - but you want to share some data so that their experience gets better - -1:26:11.560 --> 1:26:13.560 - so that these partners - -1:26:13.560 --> 1:26:15.560 - can understand enough but not too much and so forth - -1:26:15.560 --> 1:26:17.560 - so - -1:26:17.560 --> 1:26:19.560 - it's really the trick is that - -1:26:19.560 --> 1:26:21.560 - it's like a business driven relationship - -1:26:21.560 --> 1:26:23.560 - where you're doing product development across companies - -1:26:23.560 --> 1:26:25.560 - together - -1:26:25.560 --> 1:26:27.560 - which is really complicated - -1:26:27.560 --> 1:26:29.560 - but this is exactly why we built our own NLU - -1:26:29.560 --> 1:26:31.560 - so that we actually - -1:26:31.560 --> 1:26:33.560 - can make personalized guesses - -1:26:33.560 --> 1:26:35.560 - because this is the biggest frustration - -1:26:35.560 --> 1:26:37.560 - from a user point of view they don't understand - -1:26:37.560 --> 1:26:39.560 - about ASRs and end best lists - -1:26:39.560 --> 1:26:41.560 - and business deals they're like how hard can it be - -1:26:41.560 --> 1:26:43.560 - I've told this thing 50 times - -1:26:43.560 --> 1:26:45.560 - this version and still it plays the wrong thing - -1:26:45.560 --> 1:26:47.560 - it can't be hard - -1:26:47.560 --> 1:26:49.560 - so we try to take that user approach - -1:26:49.560 --> 1:26:51.560 - if the user is not going to understand - -1:26:51.560 --> 1:26:53.560 - the implications of business we have to - -1:26:53.560 --> 1:26:55.560 - solve it - -1:26:55.560 --> 1:26:57.560 - let's talk about sort of a complicated subject - -1:26:57.560 --> 1:26:59.560 - that I myself - -1:26:59.560 --> 1:27:01.560 - I'm quite - -1:27:01.560 --> 1:27:03.560 - torn about - -1:27:03.560 --> 1:27:05.560 - the idea sort of of - -1:27:05.560 --> 1:27:07.560 - paying - -1:27:07.560 --> 1:27:09.560 - artists - -1:27:09.560 --> 1:27:11.560 - I saw as of August 31 - -1:27:11.560 --> 1:27:13.560 - 2018 - -1:27:13.560 --> 1:27:15.560 - over 11 billion dollars - -1:27:15.560 --> 1:27:17.560 - were paid to rights holders - -1:27:17.560 --> 1:27:19.560 - and further distributed - -1:27:19.560 --> 1:27:21.560 - to artists from Spotify - -1:27:21.560 --> 1:27:23.560 - so a lot of money is being paid to artists - -1:27:23.560 --> 1:27:25.560 - first of all - -1:27:25.560 --> 1:27:27.560 - the whole time as a consumer for me - -1:27:27.560 --> 1:27:29.560 - when I look at Spotify - -1:27:29.560 --> 1:27:31.560 - I'm not sure I'm remembering - -1:27:31.560 --> 1:27:33.560 - correctly but I think you said exactly how I feel - -1:27:33.560 --> 1:27:35.560 - which is this is too good to be true - -1:27:35.560 --> 1:27:37.560 - like - -1:27:37.560 --> 1:27:39.560 - when I started using Spotify - -1:27:39.560 --> 1:27:41.560 - I assumed you guys would go bankrupt - -1:27:41.560 --> 1:27:43.560 - in like a month - -1:27:43.560 --> 1:27:45.560 - it's like this is too good - -1:27:45.560 --> 1:27:47.560 - a lot of people did - -1:27:47.560 --> 1:27:49.560 - this is amazing - -1:27:49.560 --> 1:27:51.560 - so one question I have - -1:27:51.560 --> 1:27:53.560 - is sort of the bigger question - -1:27:53.560 --> 1:27:55.560 - how do you make money in this complicated world - -1:27:55.560 --> 1:27:57.560 - how do you deal with the relationship - -1:27:57.560 --> 1:27:59.560 - with record labels - -1:27:59.560 --> 1:28:01.560 - who - -1:28:01.560 --> 1:28:03.560 - are - -1:28:03.560 --> 1:28:05.560 - complicated - -1:28:05.560 --> 1:28:07.560 - these big - -1:28:07.560 --> 1:28:09.560 - you essentially have the task - -1:28:09.560 --> 1:28:11.560 - of hurting - -1:28:11.560 --> 1:28:13.560 - cats but like rich - -1:28:13.560 --> 1:28:15.560 - and powerful cats - -1:28:15.560 --> 1:28:17.560 - and also - -1:28:17.560 --> 1:28:19.560 - have the task of paying artists enough - -1:28:19.560 --> 1:28:21.560 - and paying those labels enough - -1:28:21.560 --> 1:28:23.560 - and still making money in the internet - -1:28:23.560 --> 1:28:25.560 - space where people are not willing to pay - -1:28:25.560 --> 1:28:27.560 - hundreds of dollars a month - -1:28:27.560 --> 1:28:29.560 - so - -1:28:29.560 --> 1:28:31.560 - how do you navigate the space - -1:28:31.560 --> 1:28:33.560 - that's a beautiful description, hurting rich cats - -1:28:33.560 --> 1:28:35.560 - I've never heard that before - -1:28:35.560 --> 1:28:37.560 - it is - -1:28:37.560 --> 1:28:39.560 - very complicated and I think - -1:28:39.560 --> 1:28:41.560 - certainly - -1:28:41.560 --> 1:28:43.560 - actually betting against Spotify has been statistically - -1:28:43.560 --> 1:28:45.560 - a very smart thing to do - -1:28:45.560 --> 1:28:47.560 - just looking at the - -1:28:47.560 --> 1:28:49.560 - line of roadkill in music streaming services - -1:28:51.560 --> 1:28:53.560 - it's kind of - -1:28:53.560 --> 1:28:55.560 - I think if I understood the complexity - -1:28:55.560 --> 1:28:57.560 - when I joined Spotify - -1:28:57.560 --> 1:28:59.560 - fortunately I didn't know enough - -1:28:59.560 --> 1:29:01.560 - about - -1:29:01.560 --> 1:29:03.560 - the music industry to understand the complexities - -1:29:03.560 --> 1:29:05.560 - because then I would have made a more rational guess - -1:29:05.560 --> 1:29:07.560 - that it wouldn't work - -1:29:07.560 --> 1:29:09.560 - so ignorance is bliss - -1:29:09.560 --> 1:29:11.560 - but I think - -1:29:11.560 --> 1:29:13.560 - there have been a few distinct challenges - -1:29:13.560 --> 1:29:15.560 - I think as I said - -1:29:15.560 --> 1:29:17.560 - one of the things that made it work at all - -1:29:17.560 --> 1:29:19.560 - was that Sweden and the Nordics - -1:29:19.560 --> 1:29:21.560 - was a lost market - -1:29:21.560 --> 1:29:23.560 - so there was - -1:29:23.560 --> 1:29:25.560 - no risk for labels to try this - -1:29:25.560 --> 1:29:27.560 - I don't think it would have worked - -1:29:27.560 --> 1:29:29.560 - if the market was - -1:29:29.560 --> 1:29:31.560 - healthy - -1:29:31.560 --> 1:29:33.560 - so that was the initial condition - -1:29:33.560 --> 1:29:35.560 - then we had this tremendous - -1:29:35.560 --> 1:29:37.560 - challenge with the model itself - -1:29:37.560 --> 1:29:39.560 - so now - -1:29:39.560 --> 1:29:41.560 - we're pirating but for the people who bought - -1:29:41.560 --> 1:29:43.560 - a download or a CD - -1:29:43.560 --> 1:29:45.560 - the artist would get - -1:29:45.560 --> 1:29:47.560 - all the revenue for all the future plays - -1:29:47.560 --> 1:29:49.560 - then right so you got it all up front - -1:29:49.560 --> 1:29:51.560 - whereas the streaming model was like - -1:29:51.560 --> 1:29:53.560 - almost nothing they won almost nothing they too - -1:29:53.560 --> 1:29:55.560 - and then at some point this curve - -1:29:55.560 --> 1:29:57.560 - of incremental revenue - -1:29:57.560 --> 1:29:59.560 - would intersect with your day one payment - -1:29:59.560 --> 1:30:01.560 - and that took a long time to play out - -1:30:01.560 --> 1:30:03.560 - before - -1:30:03.560 --> 1:30:05.560 - the music labels - -1:30:05.560 --> 1:30:07.560 - they understood that but on the artist side - -1:30:07.560 --> 1:30:09.560 - it took a lot of time to understand - -1:30:09.560 --> 1:30:11.560 - that actually if I have a big hit that is going to be played - -1:30:11.560 --> 1:30:13.560 - for many years this is a much better model - -1:30:13.560 --> 1:30:15.560 - because I get paid based - -1:30:15.560 --> 1:30:17.560 - on how much people use the product - -1:30:17.560 --> 1:30:19.560 - not how much they thought they would use it day one - -1:30:19.560 --> 1:30:21.560 - or so forth - -1:30:21.560 --> 1:30:23.560 - so it was a complicated model to get across - -1:30:23.560 --> 1:30:25.560 - but time helped with that - -1:30:25.560 --> 1:30:27.560 - and now - -1:30:27.560 --> 1:30:29.560 - the revenues to the music industry actually are bigger - -1:30:29.560 --> 1:30:31.560 - again - -1:30:31.560 --> 1:30:33.560 - it's gone through this incredible dip and now they're back up - -1:30:33.560 --> 1:30:35.560 - and so we're very proud - -1:30:35.560 --> 1:30:37.560 - of having been - -1:30:37.560 --> 1:30:39.560 - a part of that - -1:30:39.560 --> 1:30:41.560 - so there have been distinct problems - -1:30:41.560 --> 1:30:43.560 - I think when it comes to the - -1:30:43.560 --> 1:30:45.560 - labels - -1:30:45.560 --> 1:30:47.560 - we have taken the painful approach - -1:30:47.560 --> 1:30:49.560 - some of our competition at the time - -1:30:49.560 --> 1:30:51.560 - they kind of - -1:30:51.560 --> 1:30:53.560 - looked at other companies and said - -1:30:53.560 --> 1:30:55.560 - if we just ignore the rights - -1:30:55.560 --> 1:30:57.560 - we get really big really fast - -1:30:57.560 --> 1:30:59.560 - we're going to be too big for the - -1:30:59.560 --> 1:31:01.560 - labels to fail - -1:31:01.560 --> 1:31:03.560 - they're not going to kill us - -1:31:03.560 --> 1:31:05.560 - we're going to take that approach - -1:31:05.560 --> 1:31:07.560 - we went legal from day one - -1:31:07.560 --> 1:31:09.560 - and we negotiated - -1:31:09.560 --> 1:31:11.560 - and negotiated and negotiated - -1:31:11.560 --> 1:31:13.560 - it was very slow, very frustrating - -1:31:13.560 --> 1:31:15.560 - we were angry at seeing other companies - -1:31:15.560 --> 1:31:17.560 - taking shortcuts and seeming to get away with it - -1:31:17.560 --> 1:31:19.560 - it was this game theory thing - -1:31:19.560 --> 1:31:21.560 - where over many rounds of playing the game - -1:31:21.560 --> 1:31:23.560 - this would be the right strategy - -1:31:23.560 --> 1:31:25.560 - and even though - -1:31:25.560 --> 1:31:27.560 - clearly there's a lot of frustrations - -1:31:27.560 --> 1:31:29.560 - at times during renegotiations - -1:31:29.560 --> 1:31:31.560 - there is this weird trust - -1:31:31.560 --> 1:31:33.560 - honest and fair - -1:31:33.560 --> 1:31:35.560 - we've never screwed them, they've never screwed us - -1:31:35.560 --> 1:31:37.560 - it's ten years but - -1:31:37.560 --> 1:31:39.560 - there's this trust in like - -1:31:39.560 --> 1:31:41.560 - they know that if music doesn't get really big - -1:31:41.560 --> 1:31:43.560 - if lots of people do not want to listen - -1:31:43.560 --> 1:31:45.560 - to music and want to pay for it - -1:31:45.560 --> 1:31:47.560 - Spotify has no business model - -1:31:47.560 --> 1:31:49.560 - so we actually are incredibly aligned - -1:31:49.560 --> 1:31:51.560 - right? - -1:31:51.560 --> 1:31:53.560 - other companies have other business models - -1:31:53.560 --> 1:31:55.560 - where even if they made new music - -1:31:55.560 --> 1:31:57.560 - no money for music - -1:31:57.560 --> 1:31:59.560 - they'd still be profitable companies - -1:31:59.560 --> 1:32:01.560 - and I think the industry sees that - -1:32:01.560 --> 1:32:03.560 - we are actually aligned - -1:32:03.560 --> 1:32:05.560 - business wise - -1:32:05.560 --> 1:32:07.560 - so there is this trust - -1:32:07.560 --> 1:32:09.560 - that allows us to do - -1:32:09.560 --> 1:32:11.560 - product development even if it's scary - -1:32:11.560 --> 1:32:13.560 - you know - -1:32:13.560 --> 1:32:15.560 - taking risks - -1:32:15.560 --> 1:32:17.560 - the free model itself was an incredible risk - -1:32:17.560 --> 1:32:19.560 - for the music industry to take - -1:32:19.560 --> 1:32:21.560 - that they should get credit for - -1:32:21.560 --> 1:32:23.560 - now some of it was that they had nothing to lose in Sweden - -1:32:23.560 --> 1:32:25.560 - but frankly a lot of the labels also took risk - -1:32:25.560 --> 1:32:27.560 - and so I think we built up that trust - -1:32:27.560 --> 1:32:29.560 - with - -1:32:29.560 --> 1:32:31.560 - I think hurting a cat sounds a bit - -1:32:31.560 --> 1:32:33.560 - what's the word - -1:32:33.560 --> 1:32:35.560 - it sounds like - -1:32:35.560 --> 1:32:37.560 - dismissive? no every cat matter - -1:32:37.560 --> 1:32:39.560 - they are all beautiful and very important - -1:32:39.560 --> 1:32:41.560 - exactly they've taken a lot of risks - -1:32:41.560 --> 1:32:43.560 - and certainly it's been frustrating on both sides - -1:32:45.560 --> 1:32:47.560 - it's really like playing - -1:32:47.560 --> 1:32:49.560 - it's game theory if you play the - -1:32:49.560 --> 1:32:51.560 - if you play the game many times - -1:32:51.560 --> 1:32:53.560 - then you can have the statistical outcome - -1:32:53.560 --> 1:32:55.560 - that you bet on and it feels very painful - -1:32:55.560 --> 1:32:57.560 - when you're in the middle of that - -1:32:57.560 --> 1:32:59.560 - I mean there's risk there's trust - -1:32:59.560 --> 1:33:01.560 - there's relationships from - -1:33:01.560 --> 1:33:03.560 - just having read the biography - -1:33:03.560 --> 1:33:05.560 - of Steve Jobs - -1:33:05.560 --> 1:33:07.560 - similar kind of relationship were discussed - -1:33:07.560 --> 1:33:09.560 - in iTunes the idea of selling - -1:33:09.560 --> 1:33:11.560 - a song for a dollar was very uncomfortable - -1:33:11.560 --> 1:33:13.560 - for labels and - -1:33:13.560 --> 1:33:15.560 - and there was no - -1:33:15.560 --> 1:33:17.560 - it was the same kind of thing it was trust - -1:33:17.560 --> 1:33:19.560 - it was game theory - -1:33:19.560 --> 1:33:21.560 - as a lot of relationships that had to be built - -1:33:21.560 --> 1:33:23.560 - and it's really - -1:33:23.560 --> 1:33:25.560 - terrifyingly difficult - -1:33:25.560 --> 1:33:27.560 - process - -1:33:27.560 --> 1:33:29.560 - that Apple could go through a little bit - -1:33:29.560 --> 1:33:31.560 - because they could afford for that process - -1:33:31.560 --> 1:33:33.560 - to fail - -1:33:33.560 --> 1:33:35.560 - for Spotify it seems terrifying because - -1:33:35.560 --> 1:33:37.560 - you can't - -1:33:37.560 --> 1:33:39.560 - initially - -1:33:39.560 --> 1:33:41.560 - I think a lot of it comes down to - -1:33:41.560 --> 1:33:43.560 - honestly Daniel and his tenacity - -1:33:43.560 --> 1:33:45.560 - in negotiating which seems like an impossible - -1:33:45.560 --> 1:33:47.560 - discipline task - -1:33:47.560 --> 1:33:49.560 - because - -1:33:49.560 --> 1:33:51.560 - he was completely unknown and so forth - -1:33:51.560 --> 1:33:53.560 - and also the reason that - -1:33:53.560 --> 1:33:55.560 - it worked - -1:33:55.560 --> 1:33:57.560 - but I think - -1:34:01.560 --> 1:34:03.560 - I think game theory is probably the best way to think about it - -1:34:03.560 --> 1:34:05.560 - you could straight go straight for this like Nash - -1:34:05.560 --> 1:34:07.560 - equilibrium that someone is going to defect - -1:34:07.560 --> 1:34:09.560 - or you play many times - -1:34:09.560 --> 1:34:11.560 - and you try to actually go for the top left - -1:34:11.560 --> 1:34:13.560 - the corporations sell - -1:34:13.560 --> 1:34:15.560 - is there any magical - -1:34:15.560 --> 1:34:17.560 - reason why Spotify - -1:34:17.560 --> 1:34:19.560 - seems to have won - -1:34:19.560 --> 1:34:21.560 - so a lot of people have tried to do - -1:34:21.560 --> 1:34:23.560 - what Spotify tried to do - -1:34:23.560 --> 1:34:25.560 - and Spotify has come out - -1:34:25.560 --> 1:34:27.560 - well so the answer is that - -1:34:27.560 --> 1:34:29.560 - there's no magical reason because I don't believe in magic - -1:34:29.560 --> 1:34:31.560 - but I think there are - -1:34:31.560 --> 1:34:33.560 - there are reasons - -1:34:33.560 --> 1:34:35.560 - and I think some of them are that - -1:34:35.560 --> 1:34:37.560 - people have - -1:34:37.560 --> 1:34:39.560 - misunderstood - -1:34:39.560 --> 1:34:41.560 - a lot of what we actually do - -1:34:41.560 --> 1:34:43.560 - the actual - -1:34:43.560 --> 1:34:45.560 - Spotify model is very complicated - -1:34:45.560 --> 1:34:47.560 - they've looked at the premium model - -1:34:47.560 --> 1:34:49.560 - like you can charge 9.99 - -1:34:49.560 --> 1:34:51.560 - for music and people are going to pay - -1:34:51.560 --> 1:34:53.560 - but that's not what happened - -1:34:53.560 --> 1:34:55.560 - actually when we launched the original mobile product - -1:34:55.560 --> 1:34:57.560 - everyone said they would never pay - -1:34:57.560 --> 1:34:59.560 - what happened was they started on the free product - -1:34:59.560 --> 1:35:01.560 - and then their engagement - -1:35:01.560 --> 1:35:03.560 - grew so much that eventually - -1:35:03.560 --> 1:35:05.560 - they said maybe it is worth - -1:35:05.560 --> 1:35:07.560 - 9.99 right it's - -1:35:07.560 --> 1:35:09.560 - your propensity to pay gross with your engagement - -1:35:09.560 --> 1:35:11.560 - so we had this super complicated - -1:35:11.560 --> 1:35:13.560 - business model where you operate - -1:35:13.560 --> 1:35:15.560 - two different business model advertising and premium - -1:35:15.560 --> 1:35:17.560 - products at the same time - -1:35:17.560 --> 1:35:19.560 - and I think that is hard to replicate - -1:35:19.560 --> 1:35:21.560 - I struggle to think of other companies - -1:35:21.560 --> 1:35:23.560 - that run large scale advertising - -1:35:23.560 --> 1:35:25.560 - and subscription products at the same time - -1:35:25.560 --> 1:35:27.560 - so I think the business model is actually - -1:35:27.560 --> 1:35:29.560 - much more complicated than people think it is - -1:35:29.560 --> 1:35:31.560 - and so - -1:35:31.560 --> 1:35:33.560 - some people went after just the premium part - -1:35:33.560 --> 1:35:35.560 - without the free part and ran into a wall - -1:35:35.560 --> 1:35:37.560 - where no one wanted to pay - -1:35:37.560 --> 1:35:39.560 - some people went after just - -1:35:39.560 --> 1:35:41.560 - music should be free just ads - -1:35:41.560 --> 1:35:43.560 - which doesn't give you enough revenue - -1:35:43.560 --> 1:35:45.560 - for the music industry - -1:35:45.560 --> 1:35:47.560 - so I think that combination is - -1:35:47.560 --> 1:35:49.560 - kind of opaque from the outside - -1:35:49.560 --> 1:35:51.560 - so maybe I shouldn't say it here and reveal the secret - -1:35:51.560 --> 1:35:53.560 - but that turns out to be hard - -1:35:53.560 --> 1:35:55.560 - to replicate - -1:35:55.560 --> 1:35:57.560 - than you would think - -1:35:57.560 --> 1:35:59.560 - so there is a lot of brilliant business strategy here - -1:35:59.560 --> 1:36:01.560 - brilliance or luck - -1:36:01.560 --> 1:36:03.560 - probably more luck but it doesn't really matter - -1:36:03.560 --> 1:36:05.560 - it looks brilliant in retrospect - -1:36:05.560 --> 1:36:07.560 - so let's call it brilliant - -1:36:07.560 --> 1:36:09.560 - yeah when the books are written it will be brilliant - -1:36:09.560 --> 1:36:11.560 - you have - -1:36:11.560 --> 1:36:13.560 - mentioned that your philosophy is to - -1:36:13.560 --> 1:36:15.560 - embrace change - -1:36:15.560 --> 1:36:17.560 - so how will the music streaming - -1:36:17.560 --> 1:36:19.560 - and music listening - -1:36:19.560 --> 1:36:21.560 - world change over the next - -1:36:21.560 --> 1:36:23.560 - 10 years, 20 years - -1:36:23.560 --> 1:36:25.560 - you look out into the far future - -1:36:25.560 --> 1:36:27.560 - what do you think? - -1:36:27.560 --> 1:36:29.560 - I think that music - -1:36:29.560 --> 1:36:31.560 - and for that matter audio - -1:36:31.560 --> 1:36:33.560 - podcast audio books - -1:36:33.560 --> 1:36:35.560 - I think it's one of the few - -1:36:35.560 --> 1:36:37.560 - core human needs - -1:36:37.560 --> 1:36:39.560 - I think there is no good reason to me - -1:36:39.560 --> 1:36:41.560 - why it shouldn't be at the scale - -1:36:41.560 --> 1:36:43.560 - of something like messaging or social networking - -1:36:43.560 --> 1:36:45.560 - I don't think it's a niche thing - -1:36:45.560 --> 1:36:47.560 - to listen to music or news or something - -1:36:47.560 --> 1:36:49.560 - so I think scale is obviously one of the things - -1:36:49.560 --> 1:36:51.560 - that I really hope for - -1:36:51.560 --> 1:36:53.560 - I hope that it's going to be - -1:36:53.560 --> 1:36:55.560 - billions of users, I hope eventually - -1:36:55.560 --> 1:36:57.560 - everyone in the world gets access to - -1:36:57.560 --> 1:36:59.560 - all the world's music ever made - -1:36:59.560 --> 1:37:01.560 - so obviously I think it's going to be a much bigger business - -1:37:01.560 --> 1:37:03.560 - otherwise we wouldn't be betting this big - -1:37:05.560 --> 1:37:07.560 - now if you look more at how - -1:37:07.560 --> 1:37:09.560 - it is consumed - -1:37:09.560 --> 1:37:11.560 - what I'm hoping is back to this - -1:37:11.560 --> 1:37:13.560 - analogy of the - -1:37:13.560 --> 1:37:15.560 - software tool chain - -1:37:15.560 --> 1:37:17.560 - where I think - -1:37:17.560 --> 1:37:19.560 - sometimes internally - -1:37:19.560 --> 1:37:21.560 - I make this analogy to - -1:37:21.560 --> 1:37:23.560 - text messaging - -1:37:23.560 --> 1:37:25.560 - text messaging was also based on - -1:37:25.560 --> 1:37:27.560 - standards - -1:37:27.560 --> 1:37:29.560 - in the area of mobile carriers - -1:37:29.560 --> 1:37:31.560 - you had the SMS, the 140 character - -1:37:31.560 --> 1:37:33.560 - 120 carat SMS - -1:37:33.560 --> 1:37:35.560 - and it was great - -1:37:35.560 --> 1:37:37.560 - because everyone agreed on the standard - -1:37:37.560 --> 1:37:39.560 - so as a consumer you got a lot of distributions - -1:37:39.560 --> 1:37:41.560 - and interoperability but it was a very constrained format - -1:37:41.560 --> 1:37:43.560 - and when the industry - -1:37:43.560 --> 1:37:45.560 - wanted to add pictures to that format - -1:37:45.560 --> 1:37:47.560 - to do the MMS, I looked it up - -1:37:47.560 --> 1:37:49.560 - and I think it took from the late 80s to early 2000 - -1:37:49.560 --> 1:37:51.560 - this is like a 15, 20 year product cycle - -1:37:51.560 --> 1:37:53.560 - to bring pictures into that - -1:37:53.560 --> 1:37:55.560 - now once that entire - -1:37:55.560 --> 1:37:57.560 - value chain - -1:37:57.560 --> 1:37:59.560 - of creation and consumption got wrapped - -1:37:59.560 --> 1:38:01.560 - in one software stack - -1:38:01.560 --> 1:38:03.560 - within something like Snapchat or WhatsApp - -1:38:03.560 --> 1:38:05.560 - the first week - -1:38:05.560 --> 1:38:07.560 - they added disappearing messages - -1:38:07.560 --> 1:38:09.560 - then two weeks later they added stories - -1:38:09.560 --> 1:38:11.560 - the pace of innovation when you're on one software stack - -1:38:11.560 --> 1:38:13.560 - you can - -1:38:13.560 --> 1:38:15.560 - affect both creation and consumption - -1:38:15.560 --> 1:38:17.560 - I think it's going to be rapid - -1:38:17.560 --> 1:38:19.560 - so with these streaming services - -1:38:19.560 --> 1:38:21.560 - we now for the first time in history - -1:38:21.560 --> 1:38:23.560 - have enough I hope people - -1:38:23.560 --> 1:38:25.560 - on one of these services - -1:38:25.560 --> 1:38:27.560 - actually whether it's Spotify or Amazon - -1:38:27.560 --> 1:38:29.560 - or Apple or YouTube - -1:38:29.560 --> 1:38:31.560 - and hopefully enough creators - -1:38:31.560 --> 1:38:33.560 - can do the format again - -1:38:33.560 --> 1:38:35.560 - and that excites me - -1:38:35.560 --> 1:38:37.560 - I think being able to change these constraints from 100 years - -1:38:37.560 --> 1:38:39.560 - that could really - -1:38:39.560 --> 1:38:41.560 - do something interesting - -1:38:41.560 --> 1:38:43.560 - I really hope it's not just going to be there - -1:38:43.560 --> 1:38:45.560 - iteration on the same thing - -1:38:45.560 --> 1:38:47.560 - for the next 10 to 20 years as well - -1:38:47.560 --> 1:38:49.560 - yeah changing the creation - -1:38:49.560 --> 1:38:51.560 - of music or creation of audio - -1:38:51.560 --> 1:38:53.560 - or creation of podcasts - -1:38:53.560 --> 1:38:55.560 - is a really fascinating possibility - -1:38:55.560 --> 1:38:57.560 - I myself don't understand - -1:38:57.560 --> 1:38:59.560 - what it is about podcasts that's so intimate - -1:38:59.560 --> 1:39:01.560 - it just is I listen to a lot of podcasts - -1:39:01.560 --> 1:39:03.560 - I think it touches - -1:39:03.560 --> 1:39:05.560 - on a human on a deep - -1:39:05.560 --> 1:39:07.560 - human need for connection - -1:39:07.560 --> 1:39:09.560 - that people do feel like they're - -1:39:09.560 --> 1:39:11.560 - connected - -1:39:11.560 --> 1:39:13.560 - to when they listen I don't understand - -1:39:13.560 --> 1:39:15.560 - what the psychology that is - -1:39:15.560 --> 1:39:17.560 - but in this world is becoming - -1:39:17.560 --> 1:39:19.560 - more and more disconnected - -1:39:19.560 --> 1:39:21.560 - it feels like - -1:39:21.560 --> 1:39:23.560 - this is fulfilling a certain kind of - -1:39:23.560 --> 1:39:25.560 - need and - -1:39:25.560 --> 1:39:27.560 - empowering the creator as opposed - -1:39:27.560 --> 1:39:29.560 - to just the listener - -1:39:29.560 --> 1:39:31.560 - is really interesting - -1:39:31.560 --> 1:39:33.560 - I'm really excited that you're working on this - -1:39:33.560 --> 1:39:35.560 - yeah I think one of the things that is inspiring - -1:39:35.560 --> 1:39:37.560 - for our teams to work on podcasts - -1:39:37.560 --> 1:39:39.560 - is exactly that - -1:39:39.560 --> 1:39:41.560 - whether you think like I probably do - -1:39:41.560 --> 1:39:43.560 - that it's something biological about - -1:39:43.560 --> 1:39:45.560 - perceiving to be in the middle of the conversation - -1:39:45.560 --> 1:39:47.560 - that makes you listen in a different way - -1:39:47.560 --> 1:39:49.560 - it doesn't really matter people seem to perceive it - -1:39:49.560 --> 1:39:51.560 - differently and - -1:39:51.560 --> 1:39:53.560 - there was this narrative for a long time that - -1:39:53.560 --> 1:39:55.560 - you know if you look at video - -1:39:55.560 --> 1:39:57.560 - it's something kind of in the foreground it got shorter - -1:39:57.560 --> 1:39:59.560 - and shorter and shorter because of financial - -1:39:59.560 --> 1:40:01.560 - pressures and monetization and so forth - -1:40:01.560 --> 1:40:03.560 - and eventually at the end there's almost like - -1:40:03.560 --> 1:40:05.560 - 20 seconds clip - -1:40:05.560 --> 1:40:07.560 - people just screaming something - -1:40:07.560 --> 1:40:09.560 - and - -1:40:09.560 --> 1:40:11.560 - I'm really I feel really good about - -1:40:11.560 --> 1:40:13.560 - the fact that - -1:40:13.560 --> 1:40:15.560 - you could have interpreted that as people have - -1:40:15.560 --> 1:40:17.560 - no attention span anymore - -1:40:17.560 --> 1:40:19.560 - they don't want to listen to things they're not interested - -1:40:19.560 --> 1:40:21.560 - in deeper stories - -1:40:21.560 --> 1:40:23.560 - like you know people are getting dumber - -1:40:23.560 --> 1:40:25.560 - but then podcast came along and it's almost like no - -1:40:25.560 --> 1:40:27.560 - no the need still existed - -1:40:27.560 --> 1:40:29.560 - once but maybe maybe it was - -1:40:29.560 --> 1:40:31.560 - the fact that you're not prepared to look at your - -1:40:31.560 --> 1:40:33.560 - phone like this for two hours - -1:40:33.560 --> 1:40:35.560 - but if you can drive at the same time it seems like - -1:40:35.560 --> 1:40:37.560 - people really want to dig deeper - -1:40:37.560 --> 1:40:39.560 - and they want to hear like the more complicated version - -1:40:39.560 --> 1:40:41.560 - so to me that is very inspiring - -1:40:41.560 --> 1:40:43.560 - that podcast is actually long form - -1:40:43.560 --> 1:40:45.560 - it gives me a lot of hope for - -1:40:45.560 --> 1:40:47.560 - for humanity that people seem really interested - -1:40:47.560 --> 1:40:49.560 - in hearing deeper more complicated - -1:40:49.560 --> 1:40:51.560 - conversations this is - -1:40:51.560 --> 1:40:53.560 - I don't understand it - -1:40:53.560 --> 1:40:55.560 - it's fascinating so the majority - -1:40:55.560 --> 1:40:57.560 - for this podcast listen to the whole thing - -1:40:57.560 --> 1:40:59.560 - this whole conversation - -1:40:59.560 --> 1:41:01.560 - we've been talking for an hour and 45 minutes - -1:41:01.560 --> 1:41:03.560 - and somebody will - -1:41:03.560 --> 1:41:05.560 - I mean most people will be listening - -1:41:05.560 --> 1:41:07.560 - to these words I'm speaking right now - -1:41:07.560 --> 1:41:09.560 - you wouldn't have thought that 10 years ago - -1:41:09.560 --> 1:41:11.560 - where the world seemed to go - -1:41:11.560 --> 1:41:13.560 - that's very positive I think - -1:41:13.560 --> 1:41:15.560 - that's really exciting and empowering the creator - -1:41:15.560 --> 1:41:17.560 - there's as really exciting - -1:41:17.560 --> 1:41:19.560 - last question - -1:41:19.560 --> 1:41:21.560 - do you also have a passion for - -1:41:21.560 --> 1:41:23.560 - just mobile in general - -1:41:23.560 --> 1:41:25.560 - how do you see the smartphone world - -1:41:27.560 --> 1:41:29.560 - the digital space - -1:41:29.560 --> 1:41:31.560 - of - -1:41:31.560 --> 1:41:33.560 - of smartphones - -1:41:33.560 --> 1:41:35.560 - and just everything that's on the move - -1:41:35.560 --> 1:41:37.560 - whether it's - -1:41:37.560 --> 1:41:39.560 - internet of things and so on - -1:41:39.560 --> 1:41:41.560 - changing over the next 10 years - -1:41:41.560 --> 1:41:43.560 - and so on - -1:41:43.560 --> 1:41:45.560 - I think that one way to think about it is that - -1:41:45.560 --> 1:41:47.560 - computing - -1:41:47.560 --> 1:41:49.560 - moving out of these - -1:41:49.560 --> 1:41:51.560 - multi purpose devices - -1:41:51.560 --> 1:41:53.560 - the computer we had in the phone - -1:41:53.560 --> 1:41:55.560 - into specific - -1:41:55.560 --> 1:41:57.560 - specific purpose devices - -1:41:57.560 --> 1:41:59.560 - and it will be ambient that - -1:41:59.560 --> 1:42:01.560 - at least in my home - -1:42:01.560 --> 1:42:03.560 - you just shout something at someone - -1:42:03.560 --> 1:42:05.560 - and there's always one of these speakers close enough - -1:42:05.560 --> 1:42:07.560 - and so - -1:42:07.560 --> 1:42:09.560 - you start behaving differently - -1:42:09.560 --> 1:42:11.560 - it's as if you have the internet ambience - -1:42:11.560 --> 1:42:13.560 - ambiently around you and you can ask it - -1:42:13.560 --> 1:42:15.560 - things - -1:42:15.560 --> 1:42:17.560 - so I think computing - -1:42:17.560 --> 1:42:19.560 - will kind of get more integrated - -1:42:19.560 --> 1:42:21.560 - and we won't necessarily think of it - -1:42:21.560 --> 1:42:23.560 - as - -1:42:23.560 --> 1:42:25.560 - connected to a device in the same way - -1:42:25.560 --> 1:42:27.560 - that we do today - -1:42:27.560 --> 1:42:29.560 - I don't know the path to that maybe - -1:42:29.560 --> 1:42:31.560 - we used to have these - -1:42:31.560 --> 1:42:33.560 - desktop computers - -1:42:33.560 --> 1:42:35.560 - and then we partially replaced that with - -1:42:35.560 --> 1:42:37.560 - the laptops and left - -1:42:37.560 --> 1:42:39.560 - desktop at home and at work and then - -1:42:39.560 --> 1:42:41.560 - we got these phones and we started leaving - -1:42:41.560 --> 1:42:43.560 - the laptop at home for a while and maybe - -1:42:43.560 --> 1:42:45.560 - for stretches of time - -1:42:45.560 --> 1:42:47.560 - you're going to start using the watch and you can leave - -1:42:47.560 --> 1:42:49.560 - your phone at home like for a run - -1:42:49.560 --> 1:42:51.560 - or something and we're on this - -1:42:51.560 --> 1:42:53.560 - progressive path where - -1:42:53.560 --> 1:42:55.560 - I think - -1:42:55.560 --> 1:42:57.560 - what is happening with - -1:42:57.560 --> 1:42:59.560 - voice is that - -1:42:59.560 --> 1:43:01.560 - you have an - -1:43:01.560 --> 1:43:03.560 - interaction paradigm that doesn't - -1:43:03.560 --> 1:43:05.560 - require - -1:43:05.560 --> 1:43:07.560 - as large physical devices so I definitely - -1:43:07.560 --> 1:43:09.560 - think there's a future where you can have - -1:43:09.560 --> 1:43:11.560 - your Airpods and - -1:43:11.560 --> 1:43:13.560 - your watch and you can do - -1:43:13.560 --> 1:43:15.560 - a lot of computing - -1:43:15.560 --> 1:43:17.560 - and I don't think - -1:43:17.560 --> 1:43:19.560 - it's going to be this binary - -1:43:19.560 --> 1:43:21.560 - thing, I think it's going to be like many of us - -1:43:21.560 --> 1:43:23.560 - still have a laptop, we just use it less - -1:43:23.560 --> 1:43:25.560 - and so you shift your consumption over - -1:43:25.560 --> 1:43:27.560 - and - -1:43:27.560 --> 1:43:29.560 - I don't know about - -1:43:29.560 --> 1:43:31.560 - AR glasses and so forth - -1:43:31.560 --> 1:43:33.560 - I'm excited about it, I spent a lot of time in that area - -1:43:33.560 --> 1:43:35.560 - but I still think it's quite far away - -1:43:35.560 --> 1:43:37.560 - AR, VR, all of that - -1:43:37.560 --> 1:43:39.560 - Yeah, VR is happening and - -1:43:39.560 --> 1:43:41.560 - working, I think the recent - -1:43:41.560 --> 1:43:43.560 - Oculus Quest is quite impressive - -1:43:43.560 --> 1:43:45.560 - I think AR is further away - -1:43:45.560 --> 1:43:47.560 - at least that type of AR - -1:43:47.560 --> 1:43:49.560 - but I do think - -1:43:51.560 --> 1:43:53.560 - your phone or watch or glasses understanding - -1:43:53.560 --> 1:43:55.560 - where you are and maybe what you're looking at - -1:43:55.560 --> 1:43:57.560 - and being able to give you audio cues about that or you can say - -1:43:57.560 --> 1:43:59.560 - like what is this and it tells you what it is - -1:43:59.560 --> 1:44:01.560 - that I think - -1:44:01.560 --> 1:44:03.560 - might happen, you use - -1:44:03.560 --> 1:44:05.560 - your watch or your glasses as - -1:44:05.560 --> 1:44:07.560 - a mouse pointer on reality - -1:44:07.560 --> 1:44:09.560 - I think it might be a while before - -1:44:09.560 --> 1:44:11.560 - I might be wrong, I hope I'm wrong but I think it might be a while - -1:44:11.560 --> 1:44:13.560 - before we walk around with these big lab glasses - -1:44:13.560 --> 1:44:15.560 - that project things - -1:44:15.560 --> 1:44:17.560 - I agree with you, it's actually really - -1:44:17.560 --> 1:44:19.560 - difficult when you have to - -1:44:19.560 --> 1:44:21.560 - understand the physical world - -1:44:21.560 --> 1:44:23.560 - enough to project - -1:44:23.560 --> 1:44:25.560 - onto it - -1:44:25.560 --> 1:44:27.560 - I lied about the last question - -1:44:27.560 --> 1:44:29.560 - because I just thought - -1:44:29.560 --> 1:44:31.560 - of audio - -1:44:31.560 --> 1:44:33.560 - and my favorite topic which is the movie - -1:44:33.560 --> 1:44:37.560 - Her, do you think - -1:44:37.560 --> 1:44:39.560 - whether it's part of Spotify or not - -1:44:39.560 --> 1:44:41.560 - will have - -1:44:41.560 --> 1:44:43.560 - I don't know if you've seen the movie Her - -1:44:43.560 --> 1:44:45.560 - absolutely - -1:44:45.560 --> 1:44:47.560 - and there - -1:44:47.560 --> 1:44:49.560 - audio is - -1:44:49.560 --> 1:44:51.560 - the primary form of interaction - -1:44:51.560 --> 1:44:53.560 - and the connection with another entity - -1:44:53.560 --> 1:44:55.560 - that you can actually have a - -1:44:55.560 --> 1:44:57.560 - relationship with or fall in love with - -1:44:57.560 --> 1:44:59.560 - based on voice alone - -1:44:59.560 --> 1:45:01.560 - audio alone - -1:45:01.560 --> 1:45:03.560 - do you think that's possible first of all - -1:45:03.560 --> 1:45:05.560 - based on audio alone to fall in love with somebody - -1:45:05.560 --> 1:45:07.560 - somebody or well yeah let's go - -1:45:07.560 --> 1:45:09.560 - with somebody, just have a relationship - -1:45:09.560 --> 1:45:11.560 - based on audio alone - -1:45:11.560 --> 1:45:13.560 - and second question to that - -1:45:13.560 --> 1:45:15.560 - can we create an artificial intelligence system - -1:45:15.560 --> 1:45:17.560 - that - -1:45:17.560 --> 1:45:19.560 - allows one to fall in love - -1:45:19.560 --> 1:45:21.560 - with it and her, him - -1:45:21.560 --> 1:45:23.560 - with you - -1:45:23.560 --> 1:45:25.560 - so this is my personal answer - -1:45:25.560 --> 1:45:27.560 - speaking for me as a person - -1:45:27.560 --> 1:45:29.560 - the answer is quite unequivocally - -1:45:29.560 --> 1:45:31.560 - yes - -1:45:31.560 --> 1:45:33.560 - on both - -1:45:33.560 --> 1:45:35.560 - well we just said about podcasts - -1:45:35.560 --> 1:45:37.560 - and the feeling of being in the middle of a conversation - -1:45:37.560 --> 1:45:39.560 - if you could have an - -1:45:39.560 --> 1:45:41.560 - assistant where - -1:45:41.560 --> 1:45:43.560 - and we just said that feels like a very personal - -1:45:43.560 --> 1:45:45.560 - setting so if you walk around with these - -1:45:45.560 --> 1:45:47.560 - headphones and this thing, you're speaking with this - -1:45:47.560 --> 1:45:49.560 - thing all of the time that feels like it's in your brain - -1:45:49.560 --> 1:45:51.560 - I think it's - -1:45:51.560 --> 1:45:53.560 - it's gonna be much easier to fall in love with - -1:45:53.560 --> 1:45:55.560 - than something that would be on your screen - -1:45:55.560 --> 1:45:57.560 - I think that's entirely possible - -1:45:57.560 --> 1:45:59.560 - and then from the, you can probably answer this better than me - -1:45:59.560 --> 1:46:01.560 - but from the concept of - -1:46:01.560 --> 1:46:03.560 - if it's going to be possible - -1:46:03.560 --> 1:46:05.560 - to build a machine - -1:46:05.560 --> 1:46:07.560 - that can achieve that - -1:46:07.560 --> 1:46:09.560 - I think whether you - -1:46:09.560 --> 1:46:11.560 - think of it as, if you can fake it - -1:46:11.560 --> 1:46:13.560 - the philosophical zombie that simulates it enough - -1:46:13.560 --> 1:46:15.560 - or it somehow actually is - -1:46:15.560 --> 1:46:17.560 - I think there's - -1:46:17.560 --> 1:46:19.560 - it's only a question, if you ask me about time - -1:46:19.560 --> 1:46:21.560 - I'd have to give an answer but if you say I've given - -1:46:21.560 --> 1:46:23.560 - some half infinite time - -1:46:23.560 --> 1:46:25.560 - absolutely, I think it's just - -1:46:25.560 --> 1:46:27.560 - atoms and arrangement - -1:46:27.560 --> 1:46:29.560 - of information - -1:46:29.560 --> 1:46:31.560 - well, I personally think that love - -1:46:31.560 --> 1:46:33.560 - is a lot simpler than people think - -1:46:33.560 --> 1:46:35.560 - so we started with true romance - -1:46:35.560 --> 1:46:37.560 - and ended in love - -1:46:37.560 --> 1:46:39.560 - I don't see a better place to end - -1:46:39.560 --> 1:46:40.560 - beautiful - -1:46:40.560 --> 1:46:41.560 - Gustav, thanks so much for talking today - -1:46:41.560 --> 1:46:55.560 - thank you so much, it was a lot of fun -