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Wednesday 22 July 2026 · Ep 148 · Curated by Mike Litman

Spotify, Netflix and TikTok now compete across each other's formats

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In this episode

1Music and Entertainment

Spotify, Netflix and TikTok now compete across audio, video and short clips

Spotify, Netflix and TikTok now compete across audio, video and short clips. Each once led a format: Spotify in audio, Netflix in prestige video, TikTok in short-form.

Why it mattersAI could blur those lines further, leaving the strongest daily habit as what matters most.

Via TechCrunch

On our radar beforeSpotify has now come up in 16 of our 148 episodes. First: Ep 1, 25 Feb. Latest: Ep 147, 21 Jul. Every episode on Spotify.

Five more signals

2Fashion and Style

Depop uses Zara Larsson to sell the secondhand market as a curated wardrobe, not a discount channel.

Why it mattersDepop's campaign with Zara Larsson sells secondhand as a curated wardrobe, positioning resale on status rather than sustainability.

Via Retail Gazette
3Brand and Business

Stella McCartney and Bugaboo formalise a multi-year partnership targeting premium parenting as a design category.

Why it mattersParenting products have joined the luxury collaboration calendar, and new parents are being courted as identity buyers rather than utility shoppers.

Via The Industry Fashion

On our radar beforeStella McCartney has now come up in 3 of our 148 episodes. First: Ep 66, 1 May. Latest: Ep 73, 8 May. Every episode on Stella McCartney.

4Music and Entertainment

COLORSxSTUDIO opens a physical New York presence after a decade of digital-only reach in the US.

Why it mattersCOLORS appears to have decided that online reach alone has a ceiling when it comes to cultural legitimacy.

Via Hypebeast
5Tech and Digital

Samsung moves towards a stake of a billion euros in Mistral, backing a European bet on AI data centres at a valuation of twenty billion.

Why it mattersSamsung's planned stake in Mistral gives Europe's route to AI sovereignty more resources, narrowing the gap with US capability.

Via Techmeme

On our radar beforeSamsung has now come up in 5 of our 148 episodes. First: Ep 2, 26 Feb. Latest: Ep 122, 26 Jun. Every episode on Samsung.

6Design and Architecture

MVRDV wins the Shift Embassy brief in Rotterdam, merging cultural programming, hospitality, education, and ecology into a single building.

Why it mattersMVRDV's Shift Embassy points to hybrid venues mixing culture, hospitality, education and ecology as the next major sponsorship platform.

Via ArchDaily
What it means

Aggregation is beating format in the race for daily attention.

AI collapsing the walls between audio, video and short-form, COLORSxSTUDIO opening in New York after a decade online, and Depop casting Zara Larsson to sell secondhand as a curated wardrobe all loosen the grip of format. Owning a format no longer holds an audience on its own. Habit, cultural authority and presence in several places at once are what pull people back each day.

One to watch

Depop will announce a second artist-curated edit series before the end of 2026, with at least one non-music cultural figure as curator.

Tomorrow, by breakfast

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Spotify, Netflix and TikTok now compete across each other's formatsEp 148