Spotify’s current AI bet is about being the music service that agents choose

Spotify reported a strong third quarter with 788 million monthly active users and nearly €5 billion in revenue, and on its earnings call Co-CEO Gustav Söderström argued the company is well-suited to the agentic age because entertainment is not a chore people want agents to replace. Spotify, which was the first music service to integrate with Meta’s Muse assistant and also integrates with ChatGPT and Claude, aims to be the media service people use from any agent, with the agent requesting content and Spotify using its own systems to reason about the request rather than sending listener data to partners. Söderström described Spotify as an intelligent media service encapsulated as an agent that users can talk to and instruct, citing examples like building a running playlist from listening history back to 2008 with beat-stretching and sorting by key and BPM.