Let's talk about the other biggest design story and technology, which is Spotify and the general tick-tockification of everything. David, you wrote up the design. There was an event this week. Alex Heath was there. We're going to have some more coverage. We've got an interview with our head of design Andy Coder coming out next week. But tell us what's going on with Spotify.
Yeah, so this was Spotify's stream-on event, which it does occasionally. The last one I think was two years ago. It's their big state of the union. Here's what's going on at Spotify, I think. Mostly they talk to creators. It was like 90 minutes of them being like, are you a creator? We love you. All creators. We love you. We are Spotify. Come to Spotify. We love you, creators. Hello. They brought out the Jonas Brothers just to introduce a video, which was the coolest flex I've ever seen in my entire life. They just came out and they were like, look, Jennifer Lopez also likes Spotify. Then they left. It was amazing.
The big announcement was that they're redesigning the Spotify homepage. Anyone who has used Spotify knows that basically Spotify is just a lot of album covers. That's the only sort of design in there. It's just rows and rows of tiles of album covers. Now it looks a lot more like some mix of Instagram stories and TikTok and a little bit of YouTube. The idea is basically if you go to the podcast thing, instead of getting a bunch of album covers of podcasts, you're going to get actual feeds of auto-playing podcasts.
They're big into video for as a thing. They're big into big imagery. Now the idea is to be much more immersive and also discoverable instead of just fighting to have better album covers. It's going to actually start to play you the most interesting bit of a podcast or a song or an audiobook and actually connect to you that way. That's the sort of tick tockification of it all. Everything is much more full screen. It's auto-playing. It's much louder. It's much more visual.
As far as I can tell, Spotify users hate this in the same way that they've hated every other non-music listening thing that Spotify has done, which is now the impossible track that Spotify has on. Spotify is like, okay, as we've talked about many times in the show, it turns out being a streaming music company is an awful, awful, awful, awful business. Don't do it if you ever want to make any money.
Spotify is now this big company that can't stop losing money on music and is trying desperately to find other ways to make money. They've made this big bet on podcasts. They bought an audio but company they're trying to make live audio happen. Then you have Spotify users who just keep raising their hand being like, I just would like to listen to my music, please, can you leave me alone? This is Spotify trying to sort of satisfy everybody and at least based on the reaction to what we've seen.
The app is not out yet for most people, but people do not like the idea of what Spotify is going for here as far as I can tell. I'm very sympathetic to the notion that people hate redesigns. I've let you know. Yes. Absolutely. That's fine. But I will say that we read it, did a mild redesign this week too. We had the cheap product person. From Reddit on the cutter, they're splitting that into a text feed and a video feed.
All the feedback is, get this video feed out of my face. We don't want it. Even though all of the numbers inside of Reddit are, oh boy, people are spending a lot of time on video. People hate the video player. If we're going to do video, we should just put it over there and make a video feed and a text feed. And even then, people are like, get this video out of my face.
So I think there's a revealed preference that's when you're alone, in your private time, you're watching the videos. And when someone asks you about it, like, I never watch videos, I only read novels. And I think every one of these companies is dealing with that. But the challenge there is the metrics don't track reality, right? Because it's like, if I'm on Spotify is a perfectly good example, right? If I open up Spotify, press play on a playlist, turn my phone off, put it in my pocket and never touch it again.
In a certain sense, that's a huge victory, right? Like that is the intended use of Spotify. I can listen to music all day without needing to interact with the app. Like from user experience, that's a gigantic win. For Spotify, trying to make money and sell lots of really great, powerful visual ads, that's a disaster. And so what this is now is Spotify saying, and they even said this during the stream on event. They're like, we're not worried about engagement metrics.
We're not here to just try to keep you inside of our app as much as you can, while very clearly building things that auto play, that auto play with sound, and that are designed to be endlessly scrolling so that you look at them for much longer. It's like, at some point you can't have it both ways. And they're going to be like, oh, well engagement went way up. And that's like, well, of course it did. But that's, are we sure that's good? Like, is that what we want out of Spotify?
Yeah. So one thing that the music industry in particular is fighting against straight up, is TikTok. TikTok is where every song breaks. It's where, I don't know, like Fleetwood Mac rises like a zombie to continue haunting me for the rest of my days. Just shut up. It's so tiresome. Sorry. Sorry. I understand the music is beautifully made and I understand they were all dating each other. And it is on a technical level, some of the finest music ever made. It is so boring.
I'm sorry. I've been writing about Fleetwood Mac since I was 16 years old. This is like the sanded off edges of me talking about me. But like, that's a thing that happened, right? The guy riding the longboard in California, getting the free cranberries for life or whatever, is entirely a TikTok phenomenon. I realize that if you don't know what I'm talking about, that sounded completely bonkers. But if you just put those words into Google, you will understand. It's a whole thing that happened. That's TikTok. TikTok just made that song relevant again and made Fleetwood, it's doing it over and over again.
It's where new artists break. It's changing the complexion of the music industry. It's making songs shorter, which is very funny. It's like sampling it. Everything is in the music industry is happening on TikTok, and then underneath it all, TikTok is not a music service, really. And so they're kind of like, yeah, music industry, you want to break a song? Just pay us a bunch of money and we'll make sure those tracks get promoted in a way that Spotify does it and people claim Spotify does it.
But if they actually do that, everyone will get really mad at Spotify. Yeah. Spotify has just got a major problem on its hands that all discovery happens on TikTok. And then people go to Spotify to listen to the song. But they're spending all of their time in a platform that has video advertising built into it, which is much more lucrative than Spotify free. But the important second piece of that though is it's not audio-led discovery. People are watching videos through which they discover audio.
And that's like Spotify has everybody, lots of different publications, or not publications. Lots of different companies have tried to figure out how to do audio-first discovery. And it turns out it's essentially impossible. Because the idea of like, I'm going to sit here and just listen to something I've never heard of for a while is super boring and people get tired of it. And that's why everybody puts the hook to their song at the beginning of the song now. And so what you have with video is it's just more interesting.
It's just going to hold your attention a little longer, which gives the song a chance to catch you a little longer, and then you can sort of trip through TikTok that way. And so Spotify has been trying to play this like how do we do more visual things game forever to keep you looking at the app and has just never solved it anything like the way TikTok has solved it. Yeah. And now they just made TikTok again.
And I think the big question is whether people are going to open Spotify first to be like, I want to find some new things. This is Spotify's claim, right? But the business they're in is actually discovery and not playback. And if you listen to the interview with Gustav that Alex is going to do on decoder next week, or if you listen to their event, they're very clear that the whole thing they're doing is trying to get people to try new things. Yeah.
我认为最大的问题是人们是否会先打开 Spotify,说我想发现一些新东西。这是 Spotify 的宣称,对吧?但是他们所从事的业务实际上是发现而不是播放。如果你听到 Gustav 下周在 decoder 的采访,或者听他们的活动,他们非常清楚地表示他们的目标是让人们尝试新事物。是的。
And that is fundamentally Spotify's value to the world is discovery across the list. I'll just read this quote not to give away the whole interview, but he says in regards to cover art, he said to Alex, you have to click through one of the titles and you have to wait for one and a half on minutes on average to get to the hook. That can't be the best way to discover music. The best way to discover audio must be through audio, which makes intuitive sense.
But I know that when people open Spotify and it just starts blasting them with hooks, they're going to lose their minds. Yeah. I think that's right.
我知道当人们打开Spotify时,只是开始插入钩子,他们会失去理智。是的,我认为这很正确。
And I think by the way, the discovery thing is something you'll hear from every single music platform. They all think that the main thing that they can do for the music industry and for listeners is expose you to new stuff, right?
Because it's like if I want to listen to rumors by Fleetwood Mac, I have infinity options. Many of them free one of them type it into YouTube. The last one being don't. Rude. Rumors is wonderful, a perfect album.
这就像我想听 Fleetwood Mac 的传闻一样,我有无限的选择,其中许多是免费的,只需要在YouTube上输入即可。最后一个选择是不听,很无礼。《传闻》是一张非常好的专辑,完美无缺。
I wonder, look, I'm not even disputing that argument. I know that many people feel this way. Nila has flew it back. When I spent a much time with Lee Orko and who runs YouTube music a while back and he said very much the same things and like Apple will say the same thing.
That's why they gave Zane Low all that money, right? It's like discovery is the thing. They want to help break artists so they can be friends with the music industry. They want to help break artists so that listeners will keep coming back to discover new things. Like that is the product in a really real way. It's just that TikTok showed up and is so much better at it than anybody else.
Underneath that is the real problem for Spotify. Is it you listening to hits from the 90s over and over again? Does not actually make those artists any money. The game that they're all playing is like pennies forever. Right? So Spotify has a lot of incentive to make their catalog artists or like the catalog artists from major labels happy because no one is getting the big dollars up front. They're all just getting pennies over time. But they stuff to break new artists.
They're breaking artists, you got to shove them people's faces all the time. You got to break new songs. And I think all of this stuff is in a real tension with the other piece of what they announced, which is an emphasis on video podcasts and showing you little clips of video podcasts in the feed as you scroll.
Because that is just a jarring transition from like, here's the hook of a song. Here's the hook of a song. Do you like this playlist over here? Here's three people talking about whatever. Which is admittedly what we do here. Hi guys. And we'll probably figure out how to get involved in that on Spotify.
But it's just there's a lot of stuff. There's a lot of business models. They're trying to cram into one experience. But this is the magic of TikTok. Like that, that thing you just described is the thing that has made TikTok so powerful, which is that it can be wrong about what you're going to be interested in nine out of ten times.
And everyone is copying that for exactly that same reason, right? Like that's what Facebook is trying to do. Are you interested in this? And you say no. And they're like, what about this? And you say no. And they're like, what about this? And they'll just do that forever.
And Facebook can't figure it out. It's like, is it girls? There's just like one bikini girl, no matter what at all times. But no, but that's the thing. And that's why you do that extra visual thing because it's just constant. There's just so much going on in a way that like if you show me eight seconds of silence at the beginning of a song on a playlist or like a slow building guitar, people are out. But if you just like play loud noise over and over again as I scroll, like that's going to keep me engaged.
So there there is a lot of garbage, but then like things will hit that no one ever thought of. Right. And that's like the magic. Spotify does have anchor that are like user generated podcast tool, but they've really diminished its stature. I think they've even renamed it. Yeah, it's part of Spotify for podcasters now.
所以说,有很多垃圾,但同时会有一些之前没有想到的惊喜。这就是那种魔力。Spotify确实有一些用户生成的播客工具,但它们的地位已大不如前。我认为他们甚至已经更改了它的名称。是的,现在它是Spotify for podcasters的一部分。
Can I read you this quote that I've just been thinking about? So Spotify is really in the video podcasts. Everyone's in the video podcasts. The reason is not complicated, right? It's that for the platforms, not for necessarily for the podcasters, but for the platforms, being able to insert video advertising is more lucrative than audio advertising. There's a real dynamic between the money you make an audio and the money making video and the dollars in video are generally higher.
They're not higher on YouTube, which is weird, but YouTube is like the gold standard video platform. So a lot of the platforms want to go capture those video dollars. So that's why I read it does it. That's why Spotify is doing it. But here's this quote.
And it just video podcasting is one of the fastest growing areas of podcasting. And we expect that growth to continue. That's from Julie McNamara head of global podcast.
Do you guys it's Spotify at this event? What's a video podcast? Is it just videos of people talking? I mean, this is a video podcast, right? Yes. I think we get that. Is the view of a video podcast? Yes. Okay.
I want to say a video podcast. I actually, I think Alex is right. Like I think this stuff is all just sort of collapsed where it's like, okay, people talking is interesting. Watching people talk is interesting. These things don't all have to be different. We can just shove them together and just let them be shows.
Like the word podcast is like a relic of iPods, right? Like it hasn't described what this industry is in a really long time.
“Podcast”这个词就像iPod的遗物,对吧?好久以前就不再能准确描述这个行业了。
No, I'm telling you, this isn't existing. You were describing very confidently in existential crisis for the podcast industry. Oh, absolutely. It's happening. It's like we're here.
I just think Spotify in particular thinks it's competing with TikTok and it's and it's actually competing with YouTube. Yeah. And YouTube is out there. Like the YouTube was at Hot Pod Summit or hot podcasting conference a couple weeks ago. They announced YouTube podcast features. They announced video podcast features back around play. Like YouTube knows they see it coming. They see that opportunity. But Spotify I think is headed in a different way.
And somewhere lost in all of this is boy, I'd like to just see a bunch of songs in my catalog and pick from it. Which appears to be fully out of favor. It's done. Yeah.