EPISODE · Oct 3, 2025 · 33 MIN
Why Spotify is Trying Two CEOs & Data Centers Demystified with Wes Cummins
from Brew Markets · host Morning Brew
Episode 35: Welcome to Brew Markets. Today, Ann explores Spotify’s recent decision to install two CEOs - the unusual setup worked for Netflix, but does it leave folks wondering who’s in charge? Then Ann welcomes the Founder and CEO of Applied Digital, Wes Cummins, to discuss data centers, the physical backbone of AI. Finally, with the expiration of the EV tax credit, a look at automakers’ quarterly delivery number. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:38 Are new $SPOT CEOs new? 04:43 Wes Cummins on Data Centers 29:12 Market Close 30:06 Final Thought Learn more about your ad choices. Visit megaphone.fm/adchoices
What this episode covers
Episode 35: Welcome to Brew Markets. Today, Ann explores Spotify’s recent decision to install two CEOs - the unusual setup worked for Netflix, but does it leave folks wondering who’s in charge? Then Ann welcomes the Founder and CEO of Applied Digital, Wes Cummins, to discuss data centers, the physical backbone of AI. Finally, with the expiration of the EV tax credit, a look at automakers’ quarterly delivery number. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:38 Are new $SPOT CEOs new? 04:43 Wes Cummins on Data Centers 29:12 Market Close 30:06 Final Thought Learn more about your ad choices. Visit megaphone.fm/adchoices
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Why Spotify is Trying Two CEOs & Data Centers Demystified with Wes Cummins
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