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Chronicles

The story behind the story

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Inside YouTube Music's plans to compete with Spotify and others by putting the entire music business, including livestreams and tickets, onto a single platform

For the last eight months, musicians and bands haven't been able to tour, play festivals or go much of anywhere.Tweets:@hkanji,@protocol,@sarthakgh,@martinsfp, and@nealmohanSee also MediagazerTweets:Hussein Kanji /@hkanji:Talk about a self goal. They could have owned this category. https://www.protocol.com/...@protocol:YouTube Music is YouTube's attempt to put all the best parts of the music industry into a single space. https://www.protocol.com/...Sar Haribhakti /@sarthakgh:Google's music produ

Protocol David Pierce

Context & Ripple Effects

YouTube Music's single-platform pitch is the endpoint of a long consolidation arc: the standalone app launch in 2015, the confirmed plan to merge Google Play Music with YouTube Red, and the $8M BandPage acquisition for musician money-making tools each added a layer — playback, subscription, artist commerce — that today's livestream-and-ticketing ambition ties together.

The timing is forced by circumstance: with musicians unable to tour or play festivals for eight months, live revenue has nowhere to go except online, and YouTube is positioning itself as the venue. The June addition of user-owned music library support shows the service still rounding out basics even as it reaches for the live business.

First-order effects

  • Tour-starved artists gain a direct channel for live revenue — streams and tickets — inside an app that already owns their audience relationship, reducing dependence on venues and promoters while touring is shut down.
  • Spotify and other streaming rivals now compete against a bundle spanning audio, video, livestreams, and tickets rather than against a catalog alone, changing what 'competitive' means in the category.

Second-order effects

  • Ticketing and livestream vendors face the supplier squeeze: if discovery and checkout sit inside YouTube Music, those services risk becoming interchangeable plumbing behind Google's interface.
  • The BandPage playbook — selling musicians monetization tools at the platform layer — gets scaled up, pressuring competitors to bolt on their own artist-commerce features or cede the artist relationship to YouTube.

Third-order effects

  • If the pattern holds, streaming services consolidate into full music-economy platforms, shifting gatekeeper leverage away from labels and promoters toward whichever company owns the fan relationship across every format — recorded, live, and merchandise.
  • That concentration invites regulatory scrutiny of platform gatekeeper power in music, since one company would control both the storefront and the supply of gigs, tickets, and payouts.

The trend: Music streaming is expanding from playback catalogs into full-stack artist commerce, with platform owners absorbing ticketing and livestreams into the same app where fans listen.

Discussion

  • @hkanji Hussein Kanji on x
    Talk about a self goal. They could have owned this category. https://www.protocol.com/...
  • @protocol @protocol on x
    YouTube Music is YouTube's attempt to put all the best parts of the music industry into a single space. https://www.protocol.com/...
  • @sarthakgh Sar Haribhakti on x
    Google's music products list is just like its messaging apps list Music Key Play Music All Access YouTube Music Play Music Im sure many people there randomly walk into meetings about one of the many versions of their products across music, messaging, tv https://twitter.com/...
  • @martinsfp Martin Sfp Bryant on x
    After reading this, I gave YouTube Music another look, and honestly I can't see why anyone who has used Spotify or Apple Music for long enough to build up decent recommendations etc would ever switch. https://www.protocol.com/...
  • @nealmohan Neal Mohan on x
    A deep dive look into how we have built today's rich @youtubemusic experience from @pierce. Proud of all the hard work that has gotten us to this point. And that work continues... https://www.protocol.com/...