Consider curated or favored content as a rebundling - value.
Joe Rogan was part of Spotify.
Interestingly, Rogan has now unbundled himself from Spotify exclusively and is back on YouTube.
It's not just Taylor Swift making money as an artist in music; it's 80/20 (like everything) with a handful of artists fighting for stream - totaling approximately $500 million.
You want to be rebundling-worthy (20% of creators); otherwise, the platform/distribution is better (relative to the 80% of creators).
Being on a playlist is nice, but an artist should hedge that by being a familiar name that people will go back to. The irony is happening with Liam Gallagher (Oasis) and John Squire (Stone Roses) achieving a UK #1, while Kanye West (canceled) achieves a Billboard #1 or #2.
I refer to this phenomenon as significant cultural assets. A Mona Lisa transcends the Italian Renaissance and multiple Italian government restarts - hanging in Paris and appreciating in value.
The thing with fintech and crypto is that there is a money monopoly with central banks. They (20%) must partner with regulated banks approved by the central bank to get a piece of the action. Not all crap coins can get an ETF with a Blackrock cosign.
I think a lot of customer insight has an effect as opposed to cause. When something is culturally significant, it can skew demand data - Steve Jobs and his gizmos.
That's why I am pragmatic with data:
Wanna know what the best data is?
Saying long or short anything with +90% precision ;)