Spotify拥有强劲的第三季度，月活跃用户达到7.88亿，创收近50亿欧元(约56亿美元). 但更有趣的是公司如何看待未来人们聆听音乐
共同CEO古斯塔夫·索德斯特伦认为音乐流派巨头特别适合这一转变。
Söderström告诉投资者，“这是因为agents擅长取代和照顾人们不愿做的事情。 人们喜欢摆脱家务但娱乐则相反。 没有人要求agent为他们 " 总结一首歌 "。
与其打开Spotify，寻找一位艺术家，自己打造一个播放列表，听众可以要求AI助手为他们做作品。 他们可能想要音乐，播客讨论他们与AI讨论的事物，或翻录的音频
Spotify希望成为那些agents转向的服务，让人们通过对话而不是仅仅通过自己的应用来发现音乐并与Spotify互动。 值得注意的是，Spotify是第一个与Meta的Muse助手融合的音乐服务，它也与ChatGPT和Claude融合。
“我们的目标是成为任何agent使用的媒体服务，真正将agents的生长变成尾风而不是头风。 这正是我们现在看到的。 我们看到Spotify在agents内部被很好的采纳。 虽然其他公司可能正在试图想出办法，而许多公司正在倾斜
市场已经显示agents如何获得第三方服务存在摩擦迹象。 例如，Amazon阻止了Meta的Muse在其平台上购物，说明当在访问、安全、隐私或商业控制方面出现问题时，主要玩家如何限制agents之外。
Spotify的投注不只是AI不应该让娱乐更容易找到。 这也应该使经验更加个人化。
Söderström将今天的Spotify描述为“一个被封装为agent的智能媒体服务，无论是直接通过我们的应用程序还是通过另一个agent使用。.....Spotify现在是agent，你不仅可以在我们的应用程序中点击，而且还可以和它交谈、提问和指示。 今天我们能做其他媒体部门无法做的事情
“例如，你可以要求Spotify用歌声回溯到2008年，然后，你可以要求它把它们混合到完美的运行播放列表中，在你的准确的cadence,"Söderström解释。
Spotify有多年的聆听历史可以借鉴，包括人们回归的艺术家，他们跳过的歌曲，以及他们发现的音乐。 而非AI助理制作的通用播放列表
Söderström也强调Spotify不会向合作伙伴发送听众数据。 相反，agent要求Spotify某事，Spotify使用自己的系统来解释请求，并选择玩什么。
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Spotify had a strong third quarter, reaching 788 million monthly active users and generating nearly €5 billion (around $5.6 billion USD) in revenue. But the more interesting takeaway from its earnings call was how the company sees people listening to music in the future, and why the rise of AI agents could be good news for its business.
Co-CEO Gustav Söderström thinks the music streaming giant is particularly well suited to this shift.
“Spotify is in one of the few categories that actually stands to thrive in the agentic age,” Söderström tells investors. “This is because agents excel at replacing and taking care of things people would rather not do. People love getting rid of chores. But entertainment is the opposite. Nobody asks an agent to ‘summarize a song’ for them.”
Instead of opening Spotify, searching for an artist and building a playlist themselves, listeners could ask an AI assistant to do the work for them. They might want music for a run, a podcast about something they’ve been discussing with an AI, or an audiobook recap that picks up exactly where they left off.
Spotify wants to be the service those agents turn to, letting people discover music and interact with Spotify through conversations rather than just its own app. Notably, Spotify was the first music service to integrate with Meta’s Muse assistant, and it also integrates with ChatGPT and Claude.
“Our goal is to be the media service that you use from any agent, really turning the growth of agents into a tailwind rather than a headwind. That is exactly what we are seeing now. We are seeing really good adoption of Spotify inside these agents. While other companies are maybe trying to figure out what to do and many are leaning out, we are actually leaning in and participating in the growth instead of standing by the roadside and looking at it,” said Söderström.
The market is already showing signs of friction over how agents access third-party services. Amazon, for example, has blocked Meta’s Muse from shopping on its platform, illustrating how major players may restrict outside agents when questions arise around access, security, privacy, or commercial control.
Spotify’s pitch isn’t just that AI shouldn’t just make entertainment easier to find. It should make the experience more personal, too.
Söderström describes Spotify today as “an intelligent media service encapsulated as an agent, whether you use it directly through our application or via another agent…Spotify is now an agent that you can not only click on in our app, but talk to, ask questions of, and instruct. We can do things today that no other media services can do,” he said.
“For example, you can ask Spotify to go through your listening history song by song back to 2008, picking your true favorites, beat-stretching them by speeding them up or down, and then sorting them by key and BPM. Then you can ask it to mix them together into the perfect running playlist at your exact cadence,” Söderström explained.
Spotify has years of listening history to draw on, including the artists people return to, the songs they skip, and the music they discover. That information can help it make recommendations that feel more personal than a generic playlist generated by an AI assistant that doesn’t know much about someone’s tastes.
However, Söderström also emphasized that Spotify isn’t sending its listener data to partners. Instead, the agent asks Spotify for something, and Spotify uses its own systems to reason about the request and choose what to play.
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