Five Bold Predictions: Netflix and Spotify, AI-Powered Industry, The Big 3’s Future, and More
TrapitalShow Notes
We continue our Trapital Summit series with Dan and MiDIA Research’s Tati Cirisano sharing bold predictions from Trapital Summit attendees and sharing their thoughts.
We debate the long-term viability of major record labels, whether a Netflix + Spotify merger make sense (we recorded this before the podcast partnership!), we also discussed whether we’ll return to mass mainstream monoculture, future growth opportunities, and which new opportunities will be unlocked by AI-powered tools.
CHAPTERS
01:47 Future of Major Labels?
03:58 Will Netflix and Spotify Ever Merge?
05:52 A Return to Monoculture?
09:06 Unprecedented Industry Growth?
10:30 Will AI-Driven Labels Be The Future?
SPONSORS
Splice: Splice Instrument is here. Real instruments, meticulously crafted, and authentically crafted
Chartmetric: Listen in for our Stat of the Week
GUEST
Tatiana Cirisano, VP Music Strategy, MIDiA Research
TRAPITAL
Where technology shapes culture. New episodes and memos every week. Sign up here for free.
More from Trapital
I sat down with Steve Boom, VP of Audio, Twitch & Games, at the 2026 Trapital Summit to talk about the competition for your attention. Boom oversees Amazon Music, Wondery, Twitch, Audible, and more.
Brazil’s biggest music stars can build massive audiences at home, while Nigeria’s global stars often find most of their listeners abroad. Both are finding success, but the paths to building those audiences look very different.
Kevin Shivers started in an agency mailroom at 31. Today, he’s Co-President of Music at THE·TEAM, representing artists including Tyler, the Creator, Leon Thomas, and Kali Uchis. His approach to building the agency centers on teamwork, developing artists, and what he calls “unreasonable hospitality.”
KevOnStage has millions of followers, a growing production company, and the largest creator deal Tubi has signed to date. But live touring still drives roughly 60% of his revenue, while his TV shows are more about building his long-term business.
I sat down with Primary Wave CEO Larry at the Trapital Summit.