Spotify's co-CEO argues that AI agents will help rather than hurt the company, because people want agents to handle chores but not entertainment, so Spotify wants to be the music service those agents call on. The company is betting on integrations with assistants like Meta's Muse, ChatGPT, and Claude, while keeping listener data in-house.

• Spotify reported 788 million monthly active users and nearly €5 billion in quarterly revenue, with the earnings call focused on how agents could drive listening.
• Spotify was the first music service integrated with Meta's Muse assistant, and it also works with ChatGPT and Claude, so users can get music and podcasts from inside those tools.
• Spotify says it doesn't send listener data to partners; the agent asks Spotify for something and Spotify's own systems choose what to play.
• Amazon has blocked Meta's Muse from shopping on its platform, a sign that major platforms may restrict outside agents over access, security, and commercial control.