The Streaming Tech Podcast with Fexingo: Netflix, Spotify, and Media Technology

Lucas and Luna dive into Spotify's latest strategic shift: adding full-length video content, including TV shows and movies, to compete with Netflix and YouTube. With Spotify shares up 12% in the past week, they discuss the rationale behind this pivot, the challenges of licensing video, and what it means for investors. Drawing on Spotify's history of expanding beyond music — from podcasts to audiob...

On May 21, 2026, Spotify and Universal Music Group announced a landmark licensing deal allowing fan-made AI covers and remixes on the platform. Lucas and Luna break down what's actually in the agreement, why it matters for artists and streaming economics, and how it changes the incentive structure around generative AI in music. They discuss the specific revenue-split mechanics, the opt-in framewor...

Lucas and Luna dig into Spotify's latest earnings and the growing disconnect between its streaming-subscription revenue and its ever-expanding spend on podcasting, audiobooks, and AI playlists. With shares up slightly this week but the company still burning through cash on experiments outside its core, they ask: is Spotify building a moat or just buying noise? They compare Spotify's approach to Ne...

In the debut episode of The Streaming Tech Podcast, Lucas and Luna unpack the economics behind Netflix's new ad-supported tier — and why it's quietly reshaping the entire streaming industry. With Netflix stock up 2% in the past five days, trading around $89, and Spotify at $441 after its own ad pivot, the hosts explore how the $6.99-per-month plan is actually more profitable per subscriber than th...