With about 100 million tracks available and over 600 million subscribers, helping listeners find the music they will love has become a navigational challenge for Spotify. It’s the promise of personalization and meaningful recommendations that will give the vast catalog more meaning, and that is central to Spotify’s mission.
The streaming audio giant’s suite of recommendation tools has grown over the years: Spotify Home feed,Discover Weekly,Blend,Daylist, andMade for You Mixes. And in recent years, there have been signs that it is working. According to data released by Spotify at its 2022 Investor Day, artist discoveries every month on Spotify had reached 22 billion, up from 10 billion in 2018, “and we’re nowhere near done,” the company stated at that time.
Over the past decade or more, Spotify has been investing in AI and, in particular, in machine learning. Its recently launched AI DJ may be its biggest bet yet that technology will allow subscribers to better personalize listening sessions and discover new music. The AI DJ mimics the vibe of radio by announcing the names of songs and lead-in to tracks, something aimed in part to help ease listeners into extending out of their comfort zones. An existing pain point for AI algorithms — which can be excellent at giving listeners what it knows they already like — is anticipating when you want to break out of that comfort zone.
The AI DJ combines personalization technology, generative AI, and a dynamic AI voice, and listeners can tap the DJ button when they want to hear something new, and something less-directly-derived from their established likes. Behind the dulcet tones of an AI DJ there are people, tech experts and music experts, who aim to improve the recommendation capacity of Spotify’s tools. The company has hundreds of music editors and experts across the globe. A Spotify spokesperson said the generative AI tool allows the human experts to “scale their innate knowledge in ways never before possible.”
The data on a particular song or artist captures a few attributes: particular musical features, and which song or artist it has been typically paired withamong the millions of listening sessions whose data the AI algorithm can access. Gathering information about the song is a fairly easy process, including release year, genre, and mood — from happy to danceable or melancholic. Various musical attributes, such as tempo, key, and instrumentation, are also identified. Combining this data associated with millions of listening sessions and other users’ preferences helps to generate new recommendations, and makes the leap possible from aggregated data to individual listener assumptions.
In its simplest formulation, “Users who liked Y also liked Z. We know you like Y, so you might like Z,” is how an AI finds matches. And Spotify says it’s working. “Since launching DJ, we’ve found that when DJ listeners hear commentary alongside personal music recommendations, they’remore willing to try something new (or listen to a song they may have otherwise skipped),” the spokesperson said.
If successful, it’s not just listeners that get relief from a pain point. A great discovery tool is as beneficial to the artists seeking to build connections with new fans.
Julie Knibbe, founder & CEO of Music Tomorrow — which aims to help artists connect with more listeners by understanding how algorithms work and how to better work with them — says everyone is trying to figure out how to balance familiarity and novelty in a meaningful way, and everyone is leaning on AI algorithms to help make this possible. Be she says the balance between discovering new music and staying with established patterns is a central unresolved issue for all involved, from Spotify to listeners and the artists.
“Any AI is only good at what you tell them to do,” Knibbe said. “These recommender systems have been around for over a decade and they’ve become very good at predicting what you will like. What they can’t do is know what’s in your head, specifically when you want to venture out into a new musical terrain or category.”
Spotify’s Daylist is an attempt to use generative AI to take into account established tastes, but also the varying contexts that can shape and reshape a listeners’ tastes across the course of a day, and make new recommendations that fit various moods, activities and vibes. Knibbe says it’s possible that improvements like these continue, and the AI gets better at finding the formula for how much novelty a listener wants, but she added, “the assumption that people want to discover new music all the time is not true.”
Most people still return, fairly happily, to familiar musical terrain and listening patterns.
“You have various profiles of listeners, curators, experts … people put different demands on the AI,” Knibbe said. “Experts are more difficult to surprise, but they aren’t the majority of listeners, who tend to be more casual,” and whose Spotify usage, she says, often amounts to creating a “comfortable background” to daily life.
Technology optimists often speak in terms of an era of “abundance.” With 100 million songs available, but many listeners preferring the same 100 songs a million times, it’s easy to understand why a new balance is being sought. But Ben Ratliff, a music critic and author of “Every Song Ever: Twenty Ways to Listen in an Age of Musical Plenty,” says algorithms are less solution to this problem than a further entrenching of it.
“Spotify is good at catching onto popular sensibilities and creating a soundtrack for them,” Ratliff said. “Its Sadgirl Starter Pack playlist, for instance, has a great name and about a million and a half likes. Unfortunately, under the banner of a gift, the SSP simplifies the oceanic complexity of young-adult depression into a small collection of dependably ‘yearny’ music acts, and makes hard clichés of music and sensibility form more quickly.”
Works of curation that are clearly made by actual people with actual preferences remain Ratliff’s preference. Even a good playlist, he says, might have been made without much intention and conscience, but just a developed sense of pattern recognition, “whether it’s patterns of obscurity or patterns of the broadly known,” he said.
Depending on the individual, AI may have equal chances of becoming either a utopian or dystopian solution within the 100-million track universe. Ratliff says most users should keep it more simple in their streaming music journeys. “As long as you realize that the app will never know you in the way you want to be known, and as long as you know what you’re looking for, or have some good prompts at the ready, you can find lots of great music on Spotify.”
Following a disappointing revenue forecast in its quarterly earnings report late Wednesday, Salesforce’s stock slumped 8%, bringing its decline for 2025 to 28%. That’s the worst performance in large-cap tech.
Revenue increased 10% in the fiscal second quarter from a year earlier, cracking double-digit growth for the first time since early 2024. Sales of $10.24 billion topped the average analyst estimate of $10.14 billion, and earnings per share also exceeded expectations.
However, for the fiscal third quarter, Salesforce said revenue will be $10.24 billion to $10.29 billion, while analysts were expecting $10.29 billion, according to LSEG.
Salesforce regularly touts its investments in artificial intelligence and the advancements in its software as a service, or SaaS, but the company hasn’t been lifted by the AI boom in the same way as many of its tech peers — particularly those focused on infrastructure.
There’s also a concern on Wall Street that AI is going to eat away at much of the software sector.
“While the investor community oozes angst over the future of SaaS, the here and now from Salesforce, while impressive at scale, is not enough to reshape the narrative,” wrote analysts at KeyBanc Capital Markets, in a report on Wednesday. The analysts have a buy rating on the stock.
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Salesforce is dealing with challenges selling marketing and commerce products, Robin Washington, the company’s president and chief operating and financial officer, said on a conference call with analysts.
In its earnings release, Salesforce said it closed over 12,500 total deals for Agentforce, which can automate the handling of customer service questions. That includes 6,000 paid deals. The company said that over 40% of bookings for Agentforce and its data cloud came from existing customers.
CEO Marc Benioff maintained his optimistic tone, downplaying concerns about the AI threat to software and telling analysts on the earnings call that “we are seeing one of the greatest transformations” in the space.
“To hear some of this nonsense that’s out there in social media or in other places, and people say the craziest things, but it’s not grounded in any customer truth,” Benioff said.
Salesforce kept its full-year revenue outlook but now sees higher earnings. The company is targeting $11.33 to $11.37 in adjusted earnings per share on $41.1 billion to $41.3 billion in revenue.
Figma shares plummeted nearly 20% on Thursday, falling to the lowest price since the design software vendor’s IPO in July after the company reported earnings for the first time as a public company.
Results for the second quarter were largely inline with expectations, as Figma had issued preliminary results a little over a month ago. Revenue increased 41% from a year earlier to $249.6 million, slightly topping analyst estimates of $248.8 million, according to LSEG.
Analysts at Piper Sandler described the report as “largely a non-event,” but noted that the “shares have witnessed hyper-volatility” following their 250% surge in the trading debut.
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Since closing at $115.50 on its first day, the stock has lost more than half its value, lowering the company’s market cap to about $27 billion.
For the third quarter, Figma forecasted revenue of between $263 million and $265 million, which would represent about 33% growth at the middle of the range. The LSEG consensus was $256.8 million.
Figma’s IPO was significant for Silicon Valley and the tech sector broadly as it represented one of the highest-profile offerings in years and signaled Wall Street’s growing appetite for growth. The market had been in a multiyear lull that began in early 2022, when inflation was soaring and interest rates were on the rise.
Figma reported a 129% net retention rate, a reflection of expansion with existing customers. The figure was down from 132% in the first quarter.
A JetBlue Airways Airbus A321-231 departs San Diego International Airport en route to New York on March 4, 2025 in San Diego, California.
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JetBlue Airways plans to install Amazon‘s Project Kuiper on some of its airplanes to bolster in-flight Wi-Fi, the companies announced Thursday, in a vote of confidence for the nascent internet satellite service.
The technology will be added to about a quarter of the airline’s fleet, with the rollout beginning in 2027 and expected to be complete in 2028, JetBlue President Marty St. George said on a call with reporters.
The team-up is a significant win for Amazon, which has been working to build a constellation of internet-beaming satellites in low-Earth orbit, called Project Kuiper. The service will compete directly with Elon Musk‘s Starlink, which currently dominates the market and has 8,000 satellites in orbit.
Amazon has sent up 102 satellites through a series of rocket launches since April. It’s aiming to meet a deadline by the Federal Communications Commission, which requires it to have about 1,600, or half of its full constellation, in orbit by the end of July 2026.
The company hopes to begin commercial service later this year.
“Even though we still have a lot more work to do, we’re super excited to have JetBlue as the first airline customer for Kuiper,” Chris Weber, Kuiper’s vice president of sales and marketing, told reporters.
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Starlink has signed up a growing number of airlines to use its services. JetBlue is Kuiper’s first airline partner, though Amazon has signed several deals recently as it tries to expand the service, including with European plane maker Airbus in April.
JetBlue has offered free in-flight internet for years through a partnership with Viasat, which operates a network of geostationary, or GEO, satellites. That partnership will continue, St. George said.
He praised Amazon’s satellite service, saying Kuiper offers high speed, low latency and high reliability compared with GEO satellite networks. JetBlue could eventually use a combination of low-Earth orbit and GEO satellites for in-flight internet, St. George added.
U.S. airlines have been working to improve their in-flight Wi-Fi, which has long been derided for slow speeds and high prices.
Delta Air Lines followed JetBlue in unveiling complimentary connectivity in 2023 for its SkyMiles loyalty program members. Hawaiian Airlines is using Starlink for free in-flight Wi-Fi, and Alaska Airlines, which acquired that carrier last year, recently said it would outfit its planes with the same service.
United Airlines is also working to equip its planes to offer its loyalty program members free Wi-Fi through Starlink. American Airlines, for its part, in April said it plans to have free in-flight internet on most of its planes next year for members of its AAdvantage program.