I don't have the link in front of me, but someone who used to work at Spotify wrote a really nice reflection about this change through the lens of incorruptible over on LinkedIn. If someone can find it and post it here, that'd be great. If not, I'll try to remember to come back and post it later.

I think these changes very rarely have to do with what customers want shifting, but when people say "the market," they are often confused about whether they're talking about customers or our financial markets. Frankly, it's far more often for this kind of correction to originate in the pressure from financial markets than any other single source.