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Apple's Music Strategy and Business Impact

May 25, 2025

How Music Helped Apple Become the Most Valuable Company in the World

Overview

  • Podcast Episode titled "How Music Helped Apple Become the Most Valuable Company in the World" by Dan Runcie.
  • Discusses Apple's influence and role in the music industry from iPods to AirPods.
  • Guest: Zack O'Malley Greenburg.

Key Highlights

Steve Jobs' Comeback and Music's Role

  • In 1997, Steve Jobs returned to Apple with the company in financial distress.
  • Goals: Improve software and simplify product lines.
  • Launched Mac OS X and acquired SoundJam MP, which became iTunes in 2001.
  • iTunes paved the way for the iPod, which debuted the same year.
  • iPod initially skeptical, but successful when launched for PC users in 2003 along with the iTunes Music Store.

Music as a Loss Leader

  • Music industry struggled due to the internet; Apple offered a solution.
  • iTunes unbundled albums to sell individual songs, initially resisted by the music industry.
  • Transition to music as a loss leader: iPod sales outpaced iTunes Music Store sales.
  • iTunes and music drove sales of Apple hardware like iPods and iPhones.
  • Goldman Sachs 2023 report: Apple Music has 102 million subscribers; generates significant revenue, but less than AirPod sales.

U2's Partnership with Apple

  • U2 sought to integrate with Apple's brand without cash in exchange for being in iPod commercials and proposed stock compensation, which was denied by Jobs.
  • Special red and black U2 iPod was eventually launched.
  • U2's "Songs of Innocence" album distributed freely in 2014 was a PR blunder, where the album appeared on all iPhones without consent; referred to by Tim Cook as an experimental misstep.

Additional Topics Discussed

  • Steve Jobs' aversion to music streaming.
  • Transition through Beats Music to Apple Music.
  • iPod's influence as a foundation for iPhone development.
  • Apple's ongoing influence in the music industry.

Conclusion

  • Apple's strategic use of music to drive sales and influence technology adoption.
  • The complex relationship between tech companies and the music industry.

Presenter

  • Dan Runcie, Founder of Trapital, provides insights into how music intersects with business and technology.

Call to Action

  • Listeners are encouraged to subscribe to Trapital for more insights on music, media, and culture.