Suno Sparks Music Rights Firestorm, Travis Kelce’s Six Flags Play | Philip Johnston, Justin Murphy, Darren Rovell, Guillermo Rauch, Brendan Foody
TBPN
Suno's Rapid Growth and Revenue Questions
Hosts discuss Suno's reported $150M ARR, who pays, and what use cases drive that revenue including casual, prosumer, and creator buckets.
- (01:11) - Suno App Stirs Debate Over Music Rights
- (39:23) - Travis Kelce Joins Six Flags Stake
- (49:05) - 𝕏 Timeline Reactions
- (01:00:09) - Philip Johnston, founder of Star Cloud, discusses the company's upcoming launch of a satellite equipped with an Nvidia H100 GPU, aiming to demonstrate the feasibility of running terrestrial-grade GPUs in space despite challenges like radiation and heat dissipation. He outlines a roadmap that includes progressively more powerful satellites, leveraging advancements like SpaceX's Starship to reduce launch costs and increase payload capacity, with the goal of making space-based data centers economically viable. Johnston also addresses skepticism from industry experts, emphasizing that the primary challenges are engineering and manufacturing-related, rather than scientific, and highlights the potential for significant disruption in the telecommunications industry through technologies like Starlink's direct-to-cell capabilities.
- (01:30:33) - Justin Murphy, a former political science professor, left academia in 2019 to pursue independent scholarship online, focusing on philosophy, social science, and technology. In the conversation, he discusses his transition from academia to the internet, the challenges and opportunities of being an independent scholar, and the importance of adapting to technological acceleration. He also highlights his forthcoming book, "The Independent Scholar," which aims to guide others in navigating this path.
- (02:06:04) - Darren Rovell, a sports business analyst and avid collector, discusses the recent sale of a 1914 Baltimore News Babe Ruth rookie card, which sold for $3 million less than its 2023 purchase price, marking the largest card loss in history. He explores the card's obscurity, noting its late recognition in the 1980s and its distribution as a newspaper insert featuring a schedule on the back, suggesting that its lack of widespread recognition contributed to the significant loss. Rovell also touches on the broader sports memorabilia market, mentioning his own successful sales and the importance of understanding market dynamics beyond player performance.
- (02:26:16) - Guillermo Rauch, CEO of Vercel, discusses the company's recent $9.3 billion valuation and its strategic shift towards building an AI cloud to support the next generation of software agents. He highlights the development of Vercel's AI SDK, likened to the "React of AI," which is rapidly gaining popularity among developers for creating AI agents. Rauch also emphasizes the importance of integrating AI services into the cloud, noting that Vercel is becoming the default platform for this new agentic workflow.
- (02:40:13) - Brendan Foody, CEO and co-founder of Mercor, discusses the company's rapid growth, including paying out over $1.5 million daily to experts and securing a $350 million Series C funding round at a $10 billion valuation. He emphasizes Mercor's focus on increasing platform candidates, improving matching, and accelerating delivery to enhance client hiring processes. Foody also highlights the trend of businesses training AI agents to automate redundant workflows, positioning Mercor at the forefront of this transformation.
- (02:51:06) - 𝕏 Timeline Reactions
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