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▶ 15:37 · $SPOT · AI-powered Spotify won't work; music needs new interactive formats not better streaming

episode shorts · 4

Claude Code, Suno, and cooking all have one thing in common

"Creation is actually the entertaining bit." Suno's Mikey Schul…

Can AI make music more social? Suno's Mikey Schulman

"Let's throw away everything we know about music" Suno founder…

now playing · $SPOT

$SPOT···bearish· mediummikey shulman

AI-powered Spotify won't work; music needs new interactive formats not better streaming

Simply powering Spotify with AI won't create a better product; music is due for a new innovation and format after 25 years of static streaming, and the opportunity lies in interac…

$WMG···bullish· mediummikey shulman

Suno partners with Warner Music to build AI-powered artist-fan experiences

Warner Music is a culturally important institution that understands music culture; Suno's partnership aims to build new interactive products that deepen artist-fan connections, cr…

$GOOGL···bearish· mediummikey shulman

Google's music model efforts pose competitive threat but Suno bets on product over model moat

Google has started building music models and can outspend Suno 7 days a week, likely catching up on model quality; Suno's response is to invest heavily in product, UI, and UX as t…

$SUNObullish· high· posmikey shulman

Suno CEO sees $300M revenue run rate, bets on creative entertainment over model moats

Suno is shifting focus from model superiority to product delight and social creative entertainment, believing the application layer moat matters more than model layer as Google ca…

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