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Show Notes
Subscription prices are going up across the board and that may be the norm for the foreseeable future. Then we discuss the state of retail spending and why Unity’s stock dropped 30% on fear AI will disrupt the company.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Spotify and subscription price increases
- Retail sales
- Unity’s 30% haircut
Companies discussed: Spotify (SPOT), Netflix (NFLX), Disney (DIS), Unity (U).
Host: Travis Hoium
Guests: Lou Whiteman, Rachel Warren
Engineer: Dan Boyd, Kristi Waterworth
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