The short version

Scott Galloway predicted on January 4, 2024: “TikTok comes for Netflix and Spotify.” Verdict: Still evolving. Galloway's thesis is that TikTok will increase pressure on Netflix and Spotify by expanding into long-form content and music streaming. The supplied results do not contain a definitive outcome report establishing how much pressure, if any, materialized by year-end 2024, but later summaries continued…

Prediction by

Scott Galloway

On January 4, 2024

“TikTok comes for Netflix and Spotify.”

Follow-up

Galloway's thesis is that TikTok will increase pressure on Netflix and Spotify by expanding into long-form content and music streaming. The supplied results do not contain a definitive outcome report establishing how much pressure, if any, materialized by year-end 2024, but later summaries continued to treat this as a live 2024 thesis. The outcome is still developing.

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