Deepak Mathivan's questions to Spotify Technology SA (SPOT) leadership • Q2 2025
Question
Deepak Mathivan asked how Spotify is leveraging recent advancements in LLMs with reasoning capabilities in its core product and what long-term investments are being made beyond recommendations.
Answer
Gustav Söderström, Co-President and CPTO, explained that the company is retooling its entire tech stack for a 'generative age' to create an 'agentic infrastructure.' He highlighted that LLMs, unlike older AI, improve with more data and usage (scaling laws), creating a virtuous cycle where Spotify's high engagement leads to a faster-improving product, which he described as a key strategic advantage.