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Nick Garcia
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Pandora may not rely on any special Apple accommodations but this doesn't change the fact that millions of listeners use an Apple device to listen to Pandora. They certainly will be effected, it's just a question of how much. Even if Pandora starts a clever mass marketing campaign and cools it on the ads for awhile, it's still safe to assume that Pandora's stations and what they play based on the artist station will not be as accurate as Apple's version because of the huge "Recommended For You" database Apple has accrued over the years via iTunes sales. The real music lover wants to be blown away with new finds on a regular basic, like some spoiled druggie. It's only a matter of time before Pandora follows suit on those more accurate suggestions but by then the market share is already being, well, shared. The real killer of AM / FM here is simply the awareness of internet radio that iRadio will bring. This will also be fueled with the more widespread accessibility of internet radio straight from the car in the super near future. Which won't impact REAL terrestrial radio that's spent the last decade+ focussing on community and local content and has a loyal and engaged listener base versus let's say the major Top 40 automated Clear Channel garbage that has inevitably become a dime a dozen. It's surprising to see that Apple's taken this long and I'm sure it will be nothing short of amazing, but in the future there's going to be an absurd amount of players and the differences in listens will be more apparent than ever. Bottom line: the most engaging, groundbreaking content survives and a database, regardless of how large, can only go so far before it exhausts itself.
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Full interview here: http://www.youtube.com/watch?v=VdfCj7CtrNE&feature=relmfu
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Jan 20, 2012