Can Apple Beat Spotify's First-Mover Advantage
Apple, Feeling Heat From Spotify, to Offer Streaming Music Service
「With its dominant position in music threatened by a decline in download sales, Apple Inc.is preparing to launch a direct rival to Spotify AB and other popular services that let users stream songs instead of buy them.
The tech giant is betting that for the second time in as many decades it can persuade millions of people around the world to change how they listen to and pay for music. In 2003, the company’s iTunes Music Store made downloading individual songs the most common way for people to buy music—and made iTunes the biggest music retailer on the planet…….」
http://www.wsj.com/articles/apple-to-announce-new-music-services-1433183201?mod=LS1
「去年在iTunes上買音樂的人有一億一千萬，而每位客戶的平均年度消費金額略比$30多一點」
“Of the 110 million people who bought music on the iTunes Store last year, the average customer spent a little more than $30 over a 12-month period.”
看這個數據我們想想，Spotify現在有四千五百萬免費用戶、一千五百萬付費訂戶；而因為Apple看來和唱片公司已經打定主意要殺掉freemium模式了，那麼它究竟能創造多少$10/月的訂戶呢?
另外，關於音樂，我直覺上不看好Google；那是一家技術與商業模式很牛B的公司，但它並不以文化底蘊為立國基礎。
除了iTunes, KKBOX, 以及我們只專注在全球小眾的MUZIK Online，在音樂串流上我看不出來有誰真正賺得到錢。
Spotify這種每年虧上億美金、只是靠拱局滾資本財撐大泡沫的，和Amazon的級數還相差太遠。