Subscription prices are going up across the board and that may be the norm for the foreseeable future. Then we discuss the state of retail spending and why Unity’s stock dropped 30% on fear AI will disrupt the company.

Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Spotify and subscription price increases

- Retail sales

- Unity’s 30% haircut

Companies discussed: Spotify (SPOT), Netflix (NFLX), Disney (DIS), Unity (U).

Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineer: Dan Boyd, Kristi Waterworth

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