The audio streaming platform has become a juggernaut— but would it be better to invest in Spotify, the artists, or the record labels? Watch the discussion to find out. TIMESTAMPS 00:34 What two battles is Spotify constantly fighting? 01:12 Should investors be worried about the 'Joe Rogan' effect? 02:45 How can Spotify keep the record labels from squeezing their margins? 03:52 Perpetual negotiations with the labels 05:58 Would you rather be Spotify, the artists, or the labels? 06:41 What do you make of Spotify's change in guidance cadence? 07:13 Ad revenue precedent 08:13 Why are podcasts strategically important to Spotify? 10:25 Predictions