Spotify's video podcast feature has accidentally become a home for fitness content. This presents a massive opportunity to integrate its core strength—music licensing and playlists—with workouts, solving a key challenge that has plagued fitness companies like Peloton.
Companies like The Gap, Mattel, and Starbucks are moving beyond simple product cameos by creating in-house entertainment studios. This allows them to weave their brand and IP into a film or series from the script stage, owning the narrative and creating culture rather than just appearing in it.
The massive energy consumption of AI data centers is causing electricity demand to spike for the first time in 70 years, a surge comparable to the widespread adoption of air conditioning. This is forcing tech giants to adopt a "Bring Your Own Power" (BYOP) policy, essentially turning them into energy producers.
While increasing subscription fees due to its market dominance, Spotify is simultaneously leveraging AI-generated music. This strategy could significantly reduce its largest expense—artist royalties—by populating background-listening playlists with royalty-free AI tracks, creating a powerful profit engine.
While Nvidia captures headlines for powering AI with chips, the immense electricity needed for data centers has created massive demand for power generation hardware. Industrial giant GE Vernova, a leading producer of natural gas turbines, has a four-year order backlog, making it a critical, high-demand supplier for the AI boom.