Spotify thesis, red flags
26:19–27:20 · 60s
Bryce lays out his fresh Spotify thesis—pricing power, rising margins, and cash flow—then immediately flags the key risks now flashing: slowing subs and margin uncertainty.
26:19–27:20 · 60s
Bryce lays out his fresh Spotify thesis—pricing power, rising margins, and cash flow—then immediately flags the key risks now flashing: slowing subs and margin uncertainty.
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