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The Signal

A collection of 3 posts
SIG-003: Spotify Bundles
The Signal

SIG-003: Spotify Bundles

How a Reclassification Worth Hundreds of Millions in Unpaid Royalties Is Still Being Fought In March 2024, Spotify reclassified its Premium subscription tiers as bundles by adding audiobook access to music subscriptions. The reclassification reduced mechanical royalty payments to songwriters by an estimated 48 percent of the relevant revenue base.
16 Apr 2026 6 min read
SIG-002: Live Nation Settles
The Signal

SIG-002: Live Nation Settles

What the DOJ Deal Actually Changed and What It Left Intact The Department of Justice filed the most significant antitrust lawsuit against the live entertainment industry in May 2024. In March 2026, one week into the trial, Live Nation and the DOJ reached a settlement. Here is what changed, what
07 Apr 2026 5 min read
SIG-001: The AI Deal Nobody Read
The Signal

SIG-001: The AI Deal Nobody Read

How the Major Labels Structured AI Licensing to Repeat the Streaming Mistake Warner settled with Suno and Udio in November 2025. Universal settled with Udio in October 2025. The deals were announced as historic milestones. The terms were not disclosed. Here is what the public record suggests about what those
06 Apr 2026 5 min read
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