📢Rerun Pickup - DJ Venaka DJ Venaka appears! 🎧 "Ready, everyone? Get up and make some noise!!!" 📅 Pickup Rate Up until May 28th, 08:59 (KST) If you want to enjoy awesome music with Venaka, don’t forget to follow and like 💖! #BrownDust2# #Venaka#

🍰 BrownDust2 | Venaka’s Birthday 🎉 Today is Venaka’s birthday—the Wind Dancer who loves warm sand baths! 🎉 『Looks like I’ve turned another year older. I’ve come this far thanks to everyone who comes to watch me perform. While I’m relaxing in the warm sand, I sometimes think… There are days when desert sandstorms get in the way, or when I slip up on stage. But moments like that make the next performance even more special. If my dance can help you forget your pain and sorrow, even for a little while—that’s more than enough for me. Now then… shall we begin my birthday performance?』 Today’s Venaka’s birthday! Thanks to everyone who cheers for her, she gets to welcome another year with a smile. Even when the wind is unruly or her steps falter for a moment, she believes it all makes the next dance shine brighter. Send her your warm wishes and applause—Venaka’s birthday performance is about to begin~! #HappyBirthday# #Venaka#

📅 BrownDust2 | January Birthday Calendar It’s time to celebrate our favorite characters with January birthdays! Share your best wishes and help us fill the month with joy, surprises, and unforgettable memories. Let’s make this January extra special together! 🎂🎉 #Alec# #Olivier# #Lisianne# #Nartas# #Sonya# #Venaka# #Carlson#

Barclays CEO CS Venkatakrishnan says the “extreme specter of AI” shouldn’t overshadow its mainstream capabilities. Watch our full interview here:

What skills do developers need in the AI era? @venkat_s argues that as AI takes on more coding, the ability to evaluate, verify, and question its output becomes more important than ever. 📺 Watch:

Warm birthday greetings to former Vice President of India, Shri Venkaiah Naidu Garu. Throughout his distinguished public life, he has made a mark for his steadfast commitment to national development and serving the downtrodden. His passion for agriculture and rural development is noteworthy. I always cherish the fact that I have worked together with him for several years. Praying for his long and healthy life. @MVenkaiahNaidu

What happens when software development timelines drop from 16–18 weeks to just a few days? Natarajan Venkataraman, Senior Director for AI Solutions at @Cognizant Moment, shares how Cognizant uses Google Workspace, Gemini Enterprise, and AI agents to transform how teams build and deliver solutions. Watch how they made it happen →

SpaceXAI just announced Grok Bot Galaxy, a three-day event featuring live demos and hands-on sessions with the team behind Grok Bot. 📅 September 15–17 📍 The Howard, 661 Howard Street, San Francisco 🌐 Attend in person or watch the livestream from anywhere 🕒 8:45am–6:00pm You’ll learn how to: • Create and customize a Grok Bot • Teach it your style and give it goals • Put Bots to work across apps, tools and websites • Build workflows for different roles and departments • Connect directly with the Grok Bot team Full schedule: Day 1 | Tuesday, Sept. 15 • 9:00–10:00 AM: Grok Bot 101 with Roman Ugarte • 12:30–2:00 PM: Engineering with Lingxi Li • 2:30–4:00 PM: Product Managers with Kevin Niparko • 4:30–5:30 PM: Founders with Shub Gaur Day 2 | Wednesday, Sept. 16 • 9:00–10:30 AM: Sales Engineering with Amrita Venkatraman • 12:30–2:00 PM: Sales with the SpaceXAI Sales Team • 2:30–3:30 PM: SDRs with Simon Lackowski • 4:00–5:00 PM: Customer Support with David Gan Day 3 | Thursday, Sept. 17 • 9:00–10:30 AM: Marketing Operations with Matthew Silberman and Teresa Hsu • 12:30–1:30 PM: Post-Sales with Blake Schuller • 2:30–4:00 PM: Marketing with Josh Kim • 4:30–5:30 PM: Livestream Wrap and Final Showcase Register or watch:

Barclays Reiterates $SPOT at Overweight, Maintains PT at $500 Analyst comments: "Spotify’s upcoming investor day this week, on May 21, could be an important catalyst for the entire music value chain, given that its timing coincides with ongoing investor debate about the structural impact of AI on the music business. In our opinion, while medium- and long-term financial guidance updates will be important, what will be even more important is management’s articulation of a deliberate monetization plan for AI and concrete milestones to measure progress. At this point, the AI narrative is nebulous and tends to shift in shape depending on the last headline, which risks the company losing control of the story without a firm outline of its plan. The company will need to define the AI narrative instead of seeming to be reactive to AI. While the company has already launched some AI features on the service and has talked up potential future opportunities, the missing piece thus far has been an articulation of the revenue opportunity arising from AI-based services. There have been startups such as Suno and Soda Music that have gained significant mindshare in investor debates, and the company risks being seen as behind the curve without its own AI monetization story, even if the underlying growth trajectory remains intact for now. In fact, AI costs consume more investor attention as of now rather than AI revenue opportunities in the case of Spotify, especially given the flagging of growing inference costs on the service last quarter. Even simple features like AI DJ can be a noticeable drag on margins, all else remaining the same, unless the company adds additional revenue drivers. Features such as mixing of songs can be orders of magnitude more expensive, which may be tough to do without corresponding revenues. As we have highlighted in the past, we see Spotify having a number of pathways to benefit significantly from AI if it were to lean into being more of an aggregator of experiences instead of content. This could include creating a curated app-store-like experience where everything from Duolingo to Peloton and even Suno is available to consumers in a way that is integrated into the Spotify playlist or user experience seamlessly, with Spotify benefiting from ancillary categories while helping them grow. In addition, Spotify can combine this with investments in areas where the use of AI can be transformative for user experience. This may be even more important in non-music content, which also comes with the advantage of greater operating leverage. Thus far, however, the company's AI initiatives in its major markets have been focused on largely incremental enhancements rather than enabling new monetization levers. It is possible that the company announces new initiatives at the investor day. However, the fact that the company plans to spend more on marketing in the first half of this year versus the normal second-half-heavy cadence seems to imply that there may not be new tiers or major new features launched after the investor day this year. At this point, the stock doesn't reflect much of an expectation about major new monetization initiatives. Despite this, lack of articulation on this front could become a more sustained narrative overhang on valuation." Analyst: Kannan Venkateshwar