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mikey shulman

T3 · host / generalist

Physics PhD from Harvard (quantum computing) who co-founded Suno after meeting co-founders at Kensho. Musician who plays bass and piano daily. Leads Suno as a 'creative entertainment platform' focused on making music creation accessible and social.

5 calls·4 names·60% bull·last heard 16 days ago·TBPN+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$SUNOSunoposition

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 can outspend on models. Revenue run rate of $300M signals strong product-market fit.

Sequoia Capital2026-05episode →
2ndmedium conviction
$WMGWarner Music Group

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, creating positive-sum monetization for rights holders, artists, and fans.

Sequoia Capital2026-05episode →
3rdmedium conviction
$SPOTSpotify

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 interactive, social, creative experiences not passive consumption.

Sequoia Capital2026-05episode →

most discussed · click a bar to filter

  • $SUNO
  • $WMG
  • $SPOT
  • $GOOGL

recurring themes

  • Consumer AI2
  • AI Applications1
  • AI Economics & Business Models1
5 total
$SUNO
Suno
HIGHmikey shulman·TBPN·16 days ago·Some Personal Agent News, CharlestonAI Founder Joins, 10%, Mikey Shulman, Keith Rabois
Suno launches V6 model with Warner/BMG partnerships for new music economics
Suno's new V6 and V6 Wild models are faster and more expressive, and partnerships with Warner Music Group and BMG create long-term revenue-sharing products where artists opt in and earn from user-generated derivatives, expanding the music TAM beyond streaming.
"V6 is better, it's faster, the songs are way better, it's more expressive. We have V6 Wild, which is a model that makes just some of the most interesting stuff... it's really kind…"
73:10
$WMG
···
Warner Music Group
MEDmikey shulman·Sequoia Capital·5 months ago·Suno's Mikey Shulman: Everyone Can Make Music Now
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, creating positive-sum monetization for rights holders, artists, and fans.
"Absolutely. Um I think just to back up, you know, I think people um incorrectly assume that we hate the existing music industry and especially we hate the record labels. People al…"
23:16
$SUNO
Suno
HIGHmikey shulman·Sequoia Capital·5 months ago·Suno's Mikey Shulman: Everyone Can Make Music Now· position
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 can outspend on models. Revenue run rate of $300M signals strong product-market fit.
"Uh 300 million in revenue run rates. I mean, you've made it you've made it extraordinarily far. What what's ahead? Um a lot. I think it's it's it's really early. Most people don't…"
30:02
$SPOT
···
Spotify
MEDmikey shulman·Sequoia Capital·5 months ago·Suno's Mikey Shulman: Everyone Can Make Music Now
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 interactive, social, creative experiences not passive consumption.
"I'm not sure I think people assume that oh, you're just going to have like AI-powered Spotify and it's going to dehumanize it and music is going to get terrible. That seems to me…"
15:37
$GOOGL
···
Alphabet
MEDmikey shulman·Sequoia Capital·5 months ago·Suno's Mikey Shulman: Everyone Can Make Music Now
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 the real moat since model advantages are temporary.
"Also, just if we're being honest, like it's unclear how much moat exists in only a model. Um and it's like I'll just say it like Google has started to build music models and while…"
26:53
8
AI Applicationstailwind
AI music elevates cultural role of music by making creation social and personal
Music has become passive background over 30 years; AI can reverse this by enabling personal voice, social co-creation, and interactive concerts. The ceiling rises as professionals adopt AI tools in workflows (hybrid human-AI music), while the floor rises as non-musicians create meaningful personal songs.
8
Consumer AItailwind
Creative entertainment emerges as new consumer AI paradigm where creation is the product
AI unlocks 'creative entertainment' where the act of creation itself provides fulfillment — like cooking or coding for fun — moving beyond passive consumption. Suno's 90% daily creation rate proves users create for enjoyment, not distribution, suggesting a massive new category of AI-native consumer apps.
8
Consumer AItailwind
Suno and Meta Muse expand consumer AI from chat to creative expression and personal agents
Consumer AI is shifting from text chat to music creation (Suno's V6 with artist revenue-share) and personal agents (Meta Muse with VM sandbox, Stripe Link payments), where speed, expressiveness, and distribution (Instagram, iMessage) determine adoption more than raw model intelligence.
7
AI Economics & Business Modelstailwind
Application layer product moat trumps model layer moat in consumer AI
Model advantages are transient as well-funded competitors (Google) can catch up; durable moats come from delightful product experience, UI/UX, and community. Suno's strategy: optimize for full songs and storytelling over audio fidelity, using autoregressive models to enable narrative structure.