Suno

“We've seen it, what's going on with Suno and Udio, where they're taking IP that other people own, even 10 seconds of it, and Constructing custom-made songs.”

“Like we're so proud to be in both, but sooner, you know, sooner has been a very quick journey. So if you look at like how lower, how much lower the dilution is, part of it is just how quick the momentum of that has been versus a whoop, which is hardware took a…”

“Our biggest use case actually is elastic inference. And the thing we first found product market fit with was inference for custom models. So we kind of stayed away from the LM space and we were serving companies like Suno for audio, Runway for video, robotics …”

“They use modal for all their inference, and that's because they have like a custom, they have completely custom model architecture, and that means that they have to be at the code level and tweak things that are not Yeah, it's an API.”

“I turned down sooner when David Frankl at Founder Collective introduced me at The Seed. You know what the lesson was there? Really interesting. I hope Mikey's okay with me saying this. I'm sure he is. It was a 250 K check or a 200 K check. And so the ownership…”

“So we believe that Suno has, you know, I'm using this term loosely, but unlimited upside potential. You know, if you look back at the history of media on the internet, and you think about the generational platforms that truly democratized a medium, right? YouT…”

“What is happening now in Suno is what Mikey and the team have been saying for a while and what I now believe it's that it's literally a new behavior. The team calls it creative entertainment. People are coming into Suno. They're making music for the pure joy a…”

“Yeah, when Nat would send me a deal, which he did on multiple occasions, and I, and by the way, that's actually how I met Mikey from Suno You know, I always knew to pay attention. You know, if Nat's sending me a deal I gotta pay attention to that.”

“I think consumer AI still feels uninvestable. There's no obvious distribution. There's been, like, two companies that make sense, like Sumo and Midjourney. There's, like, this prosumer place, but I think that the whole environment is amazing, but I also think …”

“Suno the AI music creator company raised four hundred million and a 5.4 billion. Teasing first license model. Bond led that one. It was double the previous valuation just six months ago.”

“You know, the rate at which that valuation doubled and you know, the twenty billion dollar outcome for it, I'm not smart enough to see it yet. So it feels a little bit to me like risk on, right?”

“So Suno raised around like five billion.”

“John Coogan: Three hundred million in ARR now. [1217] Shaan Puri: Three hundred million. [1217] Shaan Puri: All right. [1218] John Coogan: Crazy. [1219] Shaan Puri: Breaking news. [1219] Shaan Puri: We got the three hundred million now already.”

“I think Suno becomes a fifty billion dollar plus company.”

“I kind of think Suna's gonna go uncontested for a little while, [1352] longer where it's not the main thing that open AI or anthropic is going to try to roll out and make mainstream.”

“Spotify's market cap should be resistant to this because it's a tool for creating music and music will be distributed on Spotify.”

“Suno just announced that they're selling three hundred million in ARR for AI music.”

“Nashville songwriters are doing this. Like, we're hearing from our songwriting friends in Nashville that Suno is like- ... They use Suno to get the thing going. And then, you know, it's like a core part of the workflow now.”

“People will pay you to teach them how to make AI music. People will pay you to put in a prompt into Suno and teach you how to make AI music. People will pay you to teach them how to go into Sora and make a prompt and make a video on Sora too. People will pay y…”

“They have a ton of subscribers and a shockingly high amount of revenue that I will let them reveal on your podcast.”

“What a belief they had very, very early on, which I would characterize as super creative to both believe this and then pursue it, was that actually in the future, AI is going to make it so easy to create and such a personal experience to create. That these peo…”

“If you look back at the history of all the products that have done this in one form or another over the past 25 years, nobody's done it for music. The reason, you know, we believe is that Technology up until AI did not make music creation easier, right? The ca…”

“People were making music For themselves. They're creating the music that then they will go listen to, which I think is super interesting. I can't really think of a behavior we've seen like that in any other format. Like people don't write for, you know, to rea…”

“You know, with Suno, I feel like we kind of got lucky that we met the team at a certain time and, ah, were able to invest like kind of just as it was inflecting, and Yeah, sometimes you just get lucky and maybe overpay just to be able to do it.”

“They just said they have, they only retained 20% of their customers in a year”

“Suno, the AI music generator, which we love very much, and made us a theme song a couple years ago, maybe, or a year ago, Time Flies. Just raised it a 2.45 billion dollar valuation on two hundred million dollars of revenue.”

“Their onboarding flow socks and their growth product is, if I were the PM on Suno, I would do things a lot differently, but their core tech is magical.”

“But I think if like the number and quality of things that are actually created on the Suno platform starts to exceed, or at least like take a meaningful, but separate piece of the market, then they could just create a more closed ecosystem. Where the only way …”

“So I think there will be this separation and continuing separation of artisanal handcrafted music and then music that sounds very similar that was created by machines.”

“Suno will be a tool in that toolkit in the same way that Content-Aware fill is a tool in the Photoshop toolkit, or Generative fill is.”

“You know, I like to think we're not making music, we're making musicians.”

“Our backgrounds are all NLP, and we thought it would actually be a lot harder to do good generative stuff, and so we thought the first product would be more sense-making. You know, try to scratch your head and think back to, like, GPT-II. No one was really mak…”

“I think if you accomplish all those things and if you make music interactive and you make music engaging people will pay for it like they pay for video games.”

“I don't, I tweeted this yesterday actually because of this, sorry but I don't think in the future we will pay more for access to newer models. I think that is just a stage of the development cycle that we're in. In five years time we won't pay more for a bette…”

“Our competitive edge here has not been to innovate on the architecture, and has been to innovate on the, Audio representation.”

“I think it reduces the average value of any given piece of content, but I think it greatly increases the value of music to society or to any given person.”

“Let's be honest, I will pay you less than OpenAI will pay you, and I need to find a reason to convince you to come join us.”

“If you are interested in a different AI problem, in the problem of how do I align Models, not to objective truth, but to human taste. I think there's nowhere else to do it.”

“At the end of the day people will use Suno because it's a better product, not because there's a bigger, better, bigger model under the hood.”

“And so I don't see us getting to one second anytime soon, but I think the crossover that you're talking about, we're still kind of far away from.”

“The most salient one is actually just like, did you hit the paywall your first day? Because even if you didn't go through it for whatever reason, if you hit the paywall, you just enjoyed the last 10 or 12 minutes of your life, and I know I did something good t…”

“We made a decision to start charging from day one, which is like a little bit against the traditional wisdom of Silicon Valley of just like give the product away for free, scale, scale, scale.”

“Even, even without the revenues, which are fantastic to have, and they offset, you know, they offset a lot of GPU burn knowing what gets people to subscribe is such valuable data that I don't know, like, how we would do this without it.”

“It's the biggest thing by far. Yeah. It's a few times payroll.”

“The machine learning team at Suno will almost certainly not scale as quickly as the software team, or said differently, I think research is not something that you can solve with scale. You can just throw more bodies and you'll get, you know, comparatively more…”

“Yeah, we know that there are some copyrighted works in our training data. That's not illegal. It's stock standard for the industry. It's what every AI company does.”

“And by the way, there are plenty of incumbents in the industry who do work with us.”

“If this lawsuit goes to trial and we lose, it's obviously not good for us. The company, the company's not dead, but it's obviously not good for us. I don't think that's likely.”

“I think the bigger players Are hitting data walls and are more actively working on it, and like everything else, it's really nice to have the big players solve a lot of the really thorny problems for you, and you can kind of focus on your competitive advantage…”

“That just shows you that there is a lot of friction, and if there were two worlds of music, I think that would A, be friction for the average consumer, but I actually hope it's much more than just consumption. I hope that, like, there shouldn't be, like, a set…”

“The vast, vast majority of artists that I speak to Behind closed doors admit that they use and love Suno.”

“You've noticed in our product, you can't make Ariana Grande songs. If you put her name in, we're going to wave our finger at you, and you're going to say, like, that's not what the future of music is. That's not original music. Suno is for original music. It's…”

“The thing that people don't realize is that right now we've made something where people enjoy making music so much they are paying to create the music. This has nothing to do with listening.”

“No, we don't pay him in cash. He's, yeah, he's an advisor to the company.”

“The vast majority of Gen AI video companies have asked us for an API so that they can have, you know, Suno music behind their AI videos, and the answer's always no.”

“And so we released this app, we released this web app, which is not even the full functionality of the Discord bot in November, and it takes five days for 90% of the traffic to move over to the web. Five days.”

“The UI should just in no way resemble what it does today. But I think good UI is just like, what did you enable that is like completely not doable in the old pattern?”

“I hope that, you know, in, in six months from now, or 12 months from now, we're not using the word prompt. There are just far more intuitive ways to interact with the music, and we shouldn't be guiding you we should be listening to you if that makes sense.”

“Well, if it took a really complicated prompt and 1600 iterations, that's a failure of my product, not a failure of the candidate.”

“We never, you know, we built the company in person, and we make exceptions for people to be remote.”