[kredd]

I would say because Spotify has moat? Wouldn’t even be surprised if it is in top 5 apps in the world “running in the background”. Both Google and Spotify kinda win with this agreement. Plus having “Spotify runs on GCP” is a huge advertisement for other enterprise customers.

[scarface_74]

What moat? The music industry is willing to make the same deal to everyone. If Spotify had any type of moat, they would be profitable by now.