@davidsenra Yeah, one of these is Apple and one of them is Spotify. It invalidates your entire idea that Spotify "beat" Apple.

@davidsenra Just got done watching this and that literally was one of the most amazing parts for me, extremely tactical advice and how to think about analyzing competition

I also thought the 2005-2015 vs 2015-2025 perspective was amazing. We’re in war times and nobody has the answers!

@davidsenra That freemium bet against apple was sharp, they read the gaps before anyone else.

@davidsenra “Make your product good for the consumer” 👏👏

@davidsenra @ideafaktory He’s dressed like he was cast to play a mechanic and they forgot to soil his outfit with fake grease stains.

@davidsenra Freemium is also the main reason Spotify is attacked in the media, since it decreases the virtual "pay-per-stream" metric, even though it maximizes the possible revenue.

@davidsenra What was the timeline on this bet? Feels like Apple could've easily built a competitive ad platform given their resources - curious if Spotify had intel suggesting they wouldn't or if it was pure strategic intuition.

@davidsenra The best strategy isn’t beating them at their game. It’s finding the game they can’t play.

@nllv_comm @davidsenra Spotify beat Apple in music players apps, not in share price.

@davidsenra aka counter positioning as a business strategy

@davidsenra When you ask a prompt to give you 3 reasons why you are better than apple, I have an interview in 2 min, this is the result.

@davidsenra freemium is such a beautiful model. Doesn’t resonate well with quite a few VCs unfortunately.

@davidsenra Lol Spotify was (still is?) trash on Apple Watch, so they lost me as a customer. #winning

@davidsenra Betting your entire strategy on what your competitor will never do takes a lot of conviction, most companies just copy instead

@davidsenra Spotify had already won by 2015. Apple Music was never about beating them—it was about keeping you on the iPhone.

@davidsenra Summary: just keep doing what we’re doing.

@davidsenra Spotify pics the same songs, THE SAME f-ing songs over and over “for you”. Total nightmare

@davidsenra Had nothing to do with their success. It was early to market + UI.

@nllv_comm @davidsenra music vs music, don't compare apple to oranges

@davidsenra “beat”