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Suno Sparks Music Rights Firestorm, Travis Kelce’s Six Flags Play | Philip Johnston, Justin Murphy, Darren Rovell, Guillermo Rauch, Brendan Foody

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Oct 27, 2025
Philip Johnston, founder of Star Cloud, shares groundbreaking insights on launching satellites with Nvidia GPUs for space data centers, tackling engineering challenges like radiation. Justin Murphy, a former political science professor, discusses his leap into independent scholarship and his upcoming book on the subject. Darren Rovell dives into the tumultuous collectibles market with a story about a rare Babe Ruth card, while Guillermo Rauch reveals Vercel's ambitious AI cloud strategies and recent valuation, positioning it at the forefront of the tech landscape.
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INSIGHT

Why Suno's Revenue Scaled Quickly

  • Suno may be capturing users across three buckets: passive listeners, casual creators, and prosumer/content creators.
  • Its ARR can scale quickly because many users pay for short, magical creative experiences rather than long-term passive listening.
INSIGHT

AI Music Quality Is Audience-Dependent

  • V5 of Suno reached near-indistinguishable quality in blind tests for many listeners, showing AI music quality has improved substantially.
  • Experienced listeners still detect AI artifacts, so perception depends on listener familiarity.
ADVICE

Convert Tool Users Into A Network

  • Treat Suno like a tool that could become a network: focus on retention beyond the initial creative spark.
  • Build features that convert 'come-for-the-tool' users into a community if you want social-network defensibility.
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