No. 92·中文精读

90%的用户每天在写歌,Suno CEO把AI音乐这门生意讲透了

Suno's Mikey Shulman: Everyone Can Make Music Now

Suno 创始人兼 CEO Mikey Shulman 谈为何九成日活用户都在创作,音乐生成更像游戏而非 Spotify。

节目音频00:00 / 34:48
中文精读由 AI 基于原始访谈改写,非官方翻译,可能存在偏差或错误;表述以原节目为准。

一家AI音乐公司,每天登录的用户里,有90%会真的动手做一首歌。

放在传统音乐行业,这个数字近乎天方夜谭。全球80亿人,做音乐的永远是极少数,剩下的人只负责听。听歌这件事天然被动,算法推什么就听什么。

把90%做出来的公司叫Suno,CEO米基·舒尔曼(Mikey Shulman)。他最近上了红杉资本的播客Training Data,和主持人索尼娅·黄(Sonya Huang)聊了四十多分钟,从哈佛量子计算博士怎么转行,聊到音乐模型为什么反而要做小,再到按年化算已经3亿美元的收入之后下一步往哪走。信息量很大,挑最值钱的部分拆开讲。

从量子计算到AI音乐:在交叉点上下注

舒尔曼的履历放在消费娱乐公司里相当违和:哈佛物理博士,研究方向是固态自旋量子计算。

他的回答很诚实,自评只是个「还行的物理学家」,联合创始人里有比他强得多的。但物理给了他一条受用至今的方法论:在两个平时不一起玩的领域交叉处下注,机会巨大。量子力学加低温微波工程是交叉,音乐加技术也是交叉。30年前一批物理学家转行做量化交易,赚的就是这种交叉的钱。

还有一段绕不开的履历:Kensho,那家后来被标普全球以5.5亿美元收购的金融AI公司。舒尔曼在那里遇到后来的联合创始人,也遇到LangChain创始人哈里森·蔡斯(Harrison Chase)。一群人当时就常在联合创始人的地下室里即兴玩乐队,玩得很开心。但舒尔曼强调,玩乐队只是缘分,当初没人敢碰音乐生成。

他把Kensho的人才密度归功于创始人丹尼尔·纳德勒(Daniel Nadler):一群非传统背景的年轻人,被一个个说服进来。这家公司走出来的创业者名单长得惊人。

创业起点其实很保守。ChatGPT爆火之前,团队算了一笔账:声音和文本不一样,文本是离散符号,声音连续、冗长、难啃,生成好音乐的算力和模型规模缺口大概有好几个数量级。于是最初选的方向是让机器「听懂」音频,先不碰生成。

结果突破来得比预想早。音频压缩效率的提升远超预期,缺口被填上了。舒尔曼说,这是他经历过最愉快的一次「算错了」。

最早的成品很糙:只能生成12.5秒的片段,还不一定按指定的词唱。但团队自己玩上瘾了,半夜舍不得睡。他们抄了Midjourney的作业,往Discord丢了一个机器人,看有没有人愿意玩。

一堆人玩疯了,哈里森·蔡斯就是头几个用户。当时所有人都劝他们别做音乐,语音技术的商业场景更大、更好赚钱。舒尔曼留了一个特别朴素的判断标准:自己做的产品,自己熬夜玩到不想睡,那基本就该做这件事。

核心技术判断:把乐理全扔掉,只留声波

用户输入一句「90年代风格的嘻哈,主题是公路旅行」,系统先用LLM写歌词,再把「90年代嘻哈」展开成模型能理解的风格标签,最后由音乐模型把词和风格合成声音。流程本身很直白。

关键决策在最后一步。Suno的模型不知道什么是人声,不知道什么是乐器,更不知道十二平均律。

舒尔曼的原话值得整段引用:

西方音乐有12个音。如果你告诉模型只有12个音,它就永远只会产出这12个音,你被永久锁死了。如果你告诉它有200种乐器,那它这辈子只能发出这200种声音,你永远等不来下一个Skrillex。所以我们的做法是,扔掉关于音乐的一切已知,从头再来。它只是一段声波,每秒采样48000次,一串连续的32位浮点数。

这条路前期极难,是Suno早期一系列技术突破的来源。走通之后,模型成了一台通用的发声机器,唯一的限制只剩用户的描述能力和想象力。

回报立刻显现。模型长出了人类没规划过的东西:带西塔琴的陷阱说唱,加808鼓机的乡村乐,还有微分音音乐,音高落在传统十二音之间、钢琴上根本弹不出来的那种。舒尔曼说,大量作品陌生、怪异,但动听。

模型当然有擅长和不擅长。乡村和流行这类套路相对固定的曲风,Suno做得最好。他给了一个很妙的框架:在套路化曲风里,AI既抬高了地板,也抬高了天花板;在不擅长的小众曲风里,地板没动,天花板被抬上去了。代价是Suno会产出大量难听的歌,但用户只要肯多生成几轮,总能捞到惊喜。

音乐不靠堆算力,靠偏好数据

做LLM的人有个默认直觉:算力堆上去,能力就上来。舒尔曼在这期节目里明确反对把这个经验搬到音乐上。

理由有三层。

  • Suno的模型其实很小,这是刻意选择。小模型出歌快,出歌快直接决定体验。
  • LLM有benchmark,堆算力是爬榜的有效路径;音乐没有标准答案,没有benchmark,算力不知道该往哪儿堆。
  • 音乐的本质是对齐人类千差万别的创作口味。两个人对同一首歌的判断,可以完全相反。

那什么在驱动版本迭代?偏好数据。Suno从产品里持续收集用户的偏好信号,再用强化学习喂回模型。舒尔曼强调了一个被低估的点:偏好数据的规模大到一定程度,那些训练技术本身才成为可能。没有这个量级,很多方法根本开发不出来。用户每点一次喜欢或不喜欢,都在给研究铺路。用的人越多,模型越强,这是个正循环。

主持人补了一个观察:文本模型用人类反馈要小心谄媚问题,用户说好未必真好;音乐没这个包袱,用户觉得好听就是好听。舒尔曼连说两个「百分百」,称这是Suno真正的优势来源。

版本节奏上也有细节。V5被公认是质变,但升级是非线性的:测试里A模型比B模型的偏好率高10%到15%,上线后的用户增长未必同步反映这个差距,音乐太杂,干扰变量太多。团队其实早就知道V6、V7要做什么,版本号切在哪里几乎是人定的,目的是保持稳定的发布节奏。舒尔曼最怕的局面是憋两年不放东西,号称要搞一个「拯救人类」的大版本。

创作即娱乐:90%的用户在玩,不在发行

聊到用户到底在Suno干什么,舒尔曼的答案很明确。

传统音乐产业的分工是极少数人创作、所有人消费,这种结构天然导向被动。他还补了一个文化观察:过去30年,音乐变得越来越不社交了。

Suno上的图景完全两样:每天90%的用户会创作点什么,而且创作主要是图自己开心,不是拿去发行。创作过程本身就是娱乐。这就是他反复说的「创作即娱乐」(creative entertainment)。

他打了两个比方。做饭:餐厅的菜大概率比你好,但人们还是爱自己做,因为做的过程爽,吃完自己做的也爽。写代码:他用Claude Code搭的小工具根本不配上生产环境,但搭的过程开心,用自己搭的东西也开心。

所以他公开说,音乐行业该向游戏行业学习,学它怎么抓住注意力、怎么让用户动脑子、怎么设计商业模式。他知道这话在音乐圈犯忌讳,因为音乐是艺术,游戏好像不算。他觉得这种区分站不住脚。

支撑他做这件事的还有一层私人动机:他人生最好的记忆之一,是和朋友们在排练室里磨歌。那种创造带来的充实感,刷一小时手机给不了。他的判断是,未来10到20年,「创作即娱乐」的产品会到处冒出来,因为AI第一次让所有人在几乎所有领域都能创作。

聊到「slop」(AI垃圾内容)这个词,他的反应是这词基本被用滥了。流媒体欺诈该骂,但「用AI做的」只是个实现细节。他前一天刚和五岁的女儿做了两首歌,全球99.999%的人都不会想听,但对他意义巨大。

他给了一个历史参照:当年笔记本音乐制作软件普及,一堆13岁的小孩在卧室里做beat,当时也有人担心内容洪水。回头看那是好事,坏音乐变多的同时,好音乐、新曲风、新星都变多了。

天花板那边有实锤。Suno已经出过冠军单曲,有用户签了唱片公司。他最喜欢的案例叫Xania Monet,一位写了十年诗的诗人,把自己的诗做成歌,找到了全新的声音和听众。另有一个行业实情:大量上榜歌曲里已经掺了Suno的片段,只是没人声明。专业人士拿它当工作流里的一个工具,就像当年的自动调音和数字制作。舒尔曼认为,「要么全AI要么全人工」的二分法本身就不成立。

但他也留了一句清醒的话:最好的音乐永远需要人的引导。你喜欢一首歌,一半因为声音,一半因为把歌递给你的那个人。工具能造出新声音,新的「传递者」也会出现,但那个人得是人。

产品层的三个反共识

聊产品,舒尔曼先摆了一个前提:消费级AI现在创新严重不足,但普通消费者又最不能容忍粗糙体验。原因很直接,企业软件是老板付钱,消费产品是用户自己掏钱买快乐。

护城河问题上他也不遮掩:只靠模型,没有多少护城河。Google已经入场做音乐模型,Suno今天领先,但Google烧得起钱,模型层面大概率追得上。所以产品和体验的投入被整个行业低估了。Suno的公司价值观里甚至写了一条:「我们只是一家音乐公司」,刻意不说自己是科技公司,防止团队为技术而技术。

具体决策上有三个值得记的。

第一,认错认得快。团队2023年底就撤出Discord,上了一个功能单薄的网页版,舒尔曼原以为Discord还能撑一阵。结果5天之内,90%的流量自己迁到了网页版。他说这是他收到过的最响亮的「你错了」信号。

第二,做歌,不做背景音乐。当时同行都在做纯音乐、环境音,Suno押注带人声的完整歌曲。歌是故事,人声才能抓住人。这条路也更难,当时没人做得出来,做出来就是壁垒。

第三,技术上最关键的一步:为了完整叙事牺牲音质,选自回归,放弃扩散模型。当年多数技术只能生成10到12秒的片段,竞品的音色则干净得多,Suno的歌听一秒就知道「糙」。团队照样全押完整歌曲,平均三到三分半钟,把故事讲完。舒尔曼强调,这个选择是产品逻辑倒推技术路线:讲故事比音质重要。

和华纳握手,以及下一步

版权是所有AI音乐公司头上的剑。Suno刚和华纳音乐达成了里程碑式的和解加合作。舒尔曼先替唱片公司说了好话:厂牌是世界上文化上最重要的机构之一,懂音乐也懂音乐文化,培养过影响几十亿人的明星。外界等着他说「唱片公司完蛋了」,他说这明显是错的。

他最不想看到的局面是音乐分裂成两个世界,AI音乐一个,传统音乐一个,用户被迫在两套平台之间切换。未来绝大多数音乐都会含一些AI成分,分裂没有意义。

和华纳要做的是共建:让粉丝和自己喜欢的艺人一起玩音乐,加深艺人与粉丝的连接。艺人有新玩法,粉丝有新体验,版权方有新收入,而且这种产品在之前根本不可能存在。

他补了一个大背景判断:数字音乐的消费形态已经25年没变过了,一直是流媒体。音乐行业欠一次新格式、新体验的革新,Suno想当推动者。

具体形态上,他希望未来12个月内出现一场真正的互动演唱会:观众现场参与,和台上的艺人共同创作。他给几百甚至上千人的观众做演示、现场共同生成一首歌时,形容那个瞬间「近乎宗教体验」。大型集体的吟唱和歌唱本来就存在于宗教场景,凭什么不能出现在科切拉音乐节?

产品路线图上,未来12个月两个关键词:社交,自我表达。社交指同步或异步地一起创作,比如把一个歌曲模板发给朋友,对方在上面改完发回来,甚至和喜欢的艺人用他们未发表的旧作共同创作。自我表达的招牌功能是用自己的声音唱歌:听到自己的声音出现在歌里,人对这首歌的依恋会强得多;把带着自己声音的歌发给朋友,共鸣也远强于一个再好听但陌生的声音,人耳对声音的敏感是进化刻出来的。另外,Suno的视频功能已经在内测。舒尔曼是看MTV长大的,他想要给歌讲故事的MV,对给短视频垫底的背景画面没兴趣。

至于收入,按年化算Suno已经跑到3亿美元。舒尔曼的回应是:太早了,大多数人还不知道这家公司,产品依然粗糙,空间还很大。

为什么AI浪潮里消费级创业者这么少?主持人索尼娅提问时感慨,连OpenAI都刚关停了Sora,做消费级的人实在太少。两位的答案合起来看很完整。舒尔曼说,消费级更难,企业侧的问题太明显、太好赚,他乐得竞争少一点。索尼娅的版本更扎心:看懂AI怎么自动化现有业务流程,不需要想象力;看懂AI怎么渗进人类的玩耍和创作,需要真正的创造力。多数人一听AI音乐,脑子里蹦出来的是「AI版Spotify」,那个东西听起来就很糟糕。

明天就能用上的四件事

收个尾,挑几件明天就能动手的。

  • 想体验创作乐趣的,直接去Suno输入一句大白话,比如「给孩子的生日写一首90年代风格的说唱」。第一版不满意就改歌词、改风格再生成。按舒尔曼的说法,好东西藏在第N次生成里,多试几轮。
  • 平时写点东西的,把诗、日记、朋友圈文案喂进去做成歌,再开「用自己的声音」功能唱出来。私人素材加自己的声音,是目前被验证最打动人的用法。
  • 做产品的,记两个数字:网页版上线5天迁走90%流量,需求真伪要用最便宜的方式先测,Discord机器人就是2023年的MVP;用户如果是自己掏钱的消费者,对粗糙体验的容忍度趋近于零。
  • 做AI技术的,先问自己的领域有没有benchmark。有,可以信规模;没有,像音乐这种没有标准答案的领域,偏好数据的飞轮和产品体验的打磨,权重远高于堆算力。

舒尔曼在访谈结尾表达的意思,可以当这个时代消费级创业的注脚:自动化一件已经存在的事,有巨大的商业价值;做一件直到今天都不可能的事,有意思得多。机器人把活都干了之后,人不会想继续刷一小时手机,人会想去做点让自己觉得「我今天创造了东西」的事。

文稿来源:sequoiacap.com;机器转写可能有识别错误,人名与数字请以音频为准。
id="podcast-transcript" data-framer-component-type="RichTextContainer" style="transform:none">Full episodeMikey Shulman: In Western music, there are 12 tones. If you tell the model there are 12 tones, it will only ever produce those 12 tones. You will be forever limited. And so for us, it was all about let’s throw away everything we know about music and let’s try to do this from scratch. And it’s just a sound wave. It’s just sampled at 48,000 times a second, and it is a continuous float 32 number. And let’s figure out how to model that. And that was a lot of the early breakthroughs that we had to make, but once we did, we realized that it is a totally generic music-making machine. And now you are only constrained by what you can describe and your imagination. Sonya Huang: I’m delighted to welcome Mikey Shulman. Mikey is founder and CEO of Suno, which is building a music company or a creative entertainment platform, and has been one of the most novel consumer applications I’ve seen out of AI. And I’m very, very excited to ask you about your journey and what’s ahead for Suno. So thank you for joining us today. Mikey Shulman: Thank you for having me. I’m excited. Sonya Huang: Okay, awesome. I want to start with your background, because it is very, very unexpected. You went from a physics PhD at Harvard, I think quantum computing with solid state spins, to building the largest AI music company in the world. Like, what insight connected those two things for you? Mikey Shulman: You know, I don’t know how. On paper, I guess I have no business building a consumer entertainment company, but a lot of people went from physics into AI just, like, 30 years ago, a lot of people went from physics into quantitative trading. I’ll be honest, though, I was an okay physicist only, and there are a lot of better physicists—including one of my co-founders. And I think what I mostly learned is playing at the nexus of two things that don’t usually play together is just a massive opportunity in all domains. It can be music and technology, it can be quantum mechanics and low-temperature microwave engineering, or it could be whatever else you’re going to do. Sonya Huang: You and I got connected in the very early days of Suno. One of our mutual friends, Harrison Chase, was one of the earliest Suno Discord users, and he was having far too much fun making songs in your Discord. Maybe tell us about the early days of Suno. How did it come together? Did you set out to build a music company? Mikey Shulman: Originally, we thought this would actually be too hard. And it’s because you have to rewind. This is pre the ChatGPT moment. We did some back-of-the-envelope math. We knew we loved audio, but the back of the envelope math told us that actually producing good music, making good music, generating good music was a couple of orders of magnitude away in terms of compute and model size and capability. And it’s because music, sound in general, is very unwieldy. It’s not in discrete bits like text is. And so we actually started building a company that was all around using the same technologies to make sense of audio, not to produce it. And very happily, pretty early on, we had the right breakthroughs and we realized, oh, we actually can make music. Sonya Huang: You’re pretty good at math. What’d you get wrong with your back-of-the-napkin math then? Mikey Shulman: The math was right. We just had some breakthroughs that said, it’s actually—you don’t need that amount of compute. You can make the right technological breakthroughs to, if you want to think about it, basically just compress audio really, really efficiently. And that worked a hell of a lot better than we anticipated. So it was a very nice being wrong moment. Not all being wrong moments are so pleasant. And to be clear, at the beginning, the music was terrible, but we still stayed up late … Sonya Huang: Actually, he thought it was good. He was one of your first 10 users, I think. He thought he was pretty good. [laughs] Mikey Shulman: Certainly before we put it on Discord, the music was very terrible. Before we put it on Discord, we could make, like, 12.5-second clips that wouldn’t always listen to the words you asked them to sing. But we had so much fun doing it, and we thought other people might have fun doing it. And so we kind of took the example of Midjourney and we said, it’s really easy to put a Discord bot out and see, will people enjoy it? And we put it out there and a hell of a lot of people enjoyed it. And that was a really confirmatory moment for us. And so a lot of people told us not to build a music company. It’s not the easiest business to work in. Speech is really big. There’s a lot of great business-use cases for building speech technologies. But when you are staying up late playing with the thing, and you don’t want to go to sleep, it’s a really good sign that that is what you are meant to be doing. And so that’s what we did. Sonya Huang: I love that. Are you a musician? Mikey Shulman: I am. I play almost every day. I grew up playing a lot of piano, and ended up picking up a bass around age 12 and playing a lot more of that. Sonya Huang: Okay, so personal passion point. That’s awesome. Mikey Shulman: The revisionist history is that—which is true—is that we used to have jam sessions at our last company in one of my co-founders’ basements. And it’s true, we had a lot of fun there. It’s not why we started the company. Again, we thought it would be too hard to do this. It was just fun. Sonya Huang: Meaning at Kensho? Mikey Shulman: At Kensho, yes. Where I met the great Harrison Chase. Sonya Huang: The Kensho mafia is pretty unparalleled. There’s Harrison, but also Daniel Nadler, Sam Whitmore, you. Well, there are a lot of you. Mikey Shulman: There’s a lot of us. I just credit Daniel with that, honestly. Daniel is, I think, the best object lesson in what talent density can do for a company. And it was a lot of people with non-traditional backgrounds. It skewed very young, but he was great at finding people and great at convincing them to join. Sonya Huang: I love that. Okay, so walk us through what happens when, somebody types upbeat “‘90s hip-hop track about a road trip.” You get the prompt in. What happens? What is the model doing to be able to pass something back to the user that seems like it’s quite special? Mikey Shulman: In some way, it’s actually pretty simple. A prompt like that, you have to figure out what are the words of this song. And we use various LLMs to do that, to make the lyrics. And so it’s taking basically the cue there is “road trip.” And so, like. what should this road trip be about? And it will probably get it wrong because you didn’t give us enough information, but that’s actually okay. You can iterate on it. And then you said ‘90s hip hop, and we tried to expand that out into a set of cues that the model can really understand. What is the genre? What is the style of this music? And then you put those things together. You have a lot of lyrics, you have a lot of styles, and we have our models that are trained to take in all of that information and just produce sound. The amazing thing here is that the models don’t know that there’s vocals and instruments. It doesn’t know what kind of instruments there are. Very early on, it was actually quite obvious to us that the more musical knowledge we give the model, the more constrained it will be—in a bad way. And so we actually just model everything as sound. And that’s what made it so hard, but ultimately that’s what makes these things so powerful. So just to be concrete about it, in Western music, there are 12 tones. If you tell the model there are 12 tones, it will only ever produce those 12 tones. You will be forever limited. And if you tell the model there’s 200 instruments, those are the only sounds that you’ll ever be able to make. And you won’t get the next Skrillex using Suno. And so for us, it was all about let’s throw away everything we know about music and let’s try to do this from scratch. And it’s just a sound wave. It’s just sampled at 48,000 times a second. And it is a continuous, float 32 number. And let’s figure out how to model that. And that was a lot of the early breakthroughs that we had to make, but once we did, we realized that it is a totally generic music-making machine, and now you are only constrained by what you can describe and your imagination. Sonya Huang: That’s so cool. Have you found that we’ve basically just rediscovered the existing genres of music and the 12 notes? Like, have you, I guess, independently seen just that same behavior emerge when you’re trying to learn music from first principles, or have you seen a different set of capabilities emerge? Mikey Shulman: No, the amazing thing is now we see new things emerge that you never would have thought of. And so most of the time this looks like blending genres that really have no business going together. And so you’ll get, I don’t know, trap with a sitar in it, or you’ll get country with 808s in it, or whatever it is. And again, this is really empowering people to do the things that are in their heads. And it’s in a way that would not have been possible without a technology like this, or would have been really, really hard. We see microtonal music. It is really inspiring to go and just look at all of the crazy things that people are making. A lot of them sound like genres you know, and a ton of them sound totally strange and bizarre and lovely. Sonya Huang: That’s awesome. That’s really cool. Are there certain genres that you’re finding your model is better at and certain genres where you’re worse at? Mikey Shulman: Definitely. I mean, I attempt not to say good and bad about music other than, it’s sampled well, the full bit depth or full sampling rate. But to the extent that you can make such generalizations, we’re very good at country. We’re very good at pop music. And I think the cartoon maybe to have in your head is that there are some genres that are somewhat more formulaic than other genres. And so perhaps we’re better at those. But I have some sneaking suspicion that for those, it’s as much raising the floor as it is raising the ceiling. And for the things where we’re less good at it, we’ve not raised the floor. And so we make a lot of bad music, but we have also raised the ceiling. And if you’re willing to go for long enough, you’ll find amazing stuff. Sonya Huang: That’s so cool. Suno V5 seems like it was a real step change in quality. What goes into one of those step changes? Mikey Shulman: You know, it’s really hard to predict when the step changes happen because it’s really nonlinear in both the research inputs, but actually it’s not even linear in how much our testing says the model is better. And so just as an example, we can measure how much one model is preferred to another model. And you may come up with it’s 10 percent preferred or 15 percent preferred. And you can take two different models, and one is 10 percent preferred or 15 percent preferred. And the uptake on the other end, how much our users actually love it and use it, or how much the product grows when you release it, won’t necessarily be all that correlated with what the preference signal is. And it’s because music is messy and there’s lots of other things that go into it. But to take a huge step back, we have a pretty aggressive research roadmap. And in some weird way, we’re always working on this thing—we know what V6 and V7 are. At some point there’s lots of things that you want to have your model do. There’s lots of improvements that you want to make, and it’s almost an arbitrary cutoff of saying, like, okay, this is the break. This is what we’re going to call V5.5. And everything that comes after is going to go into the next models. And almost just to keep it on a steady cadence of when we release things, because what you would hate to have happen is we don’t release stuff for, like, two years and we try to make the music model to save humanity. And that’s going to come out in two years and we’re going to do nothing before then. Sonya Huang: Yeah, totally. How much of each of these improvements do you think is just a function of scale, scaling compute, scaling data, and then getting a lot of human preference data back? How much are you guys doing, I guess, more novel research? Mikey Shulman: Music is really not a scale problem. The models are pretty small for a variety of reasons. And I think people will often incorrectly take what they know from LLM land, where models are giant and scale helps a ton, and apply it to music. And I think the cartoon that I have in my head is that in LLM land, there’s all of these benchmarks, and you can quibble about which ones are flawed and which ones are good. But these benchmarks exist, and scale is actually a pretty efficient way to climb up the ladder and just keep doing better and better on the benchmarks. In music, there are no right answers, there are no benchmarks, and so scale is somewhat less helpful in solving it. It’s a messier problem in many ways, it’s aligning models to creative human tastes. You and I are not going to agree on every song. You and I aren’t even going to agree on … Sonya Huang: I’ll just defer to whatever you say. Mikey Shulman: I don’t think you want to do that. And the models not being that big actually lets us get you the music quicker, which turns out to be really important for good UX. And so I think a lot of this boils down to research and preference data. And so we gather preference data that lets us align models to what our users like. A really underappreciated thing is how much this preference data actually lets us do research. Without the scale of preference data that we have, we wouldn’t even be able to develop the techniques that we are using. And so there are really some virtuous cycles there in how the product itself keeps getting better just by virtue of having people use it. Sonya Huang: Interesting. And I guess you can use the human preference data in a much stronger way than the text models because they’re all worried about sycophancy, right? And for you I guess that’s much less of a challenge. Mikey Shulman: A hundred percent. A hundred percent. And so I think yeah, there’s just a tremendous amount of edge comes from our ability to understand it, do research on it, and then RL that back into our models. Sonya Huang: That’s awesome. Okay, I want to switch gears a little bit and talk about music as a consumer phenomenon. And you’ve mentioned “consumer creative entertainment platform” at the beginning. I want to dig into what that means. Maybe starting with it seems like music is just a cultural, social phenomenon of I like this song, I send it to my friend. It’s a scarce resource, we bond over liking that song, and having those mixtapes, listening to it together, et cetera. And so to me, music has always just been this shared cultural experience. That’s what it is. Do you agree with that? And then if so, what does AI music mean for that? Mikey Shulman: I agree with that very strongly. Music has a very different place in culture than other media in a variety of ways. One is actually people’s tastes are far more developed in music than they are in other media. Everybody has taste in music in a way that most people don’t have taste in film or literature. And the other thing is that music is actually inherently a much more social medium. And if you think about how going to a concert is an inherently social thing, even though you’re only really looking at the performers and it’s because of the people around you. In a way that, let’s say, going to a movie in a movie theater isn’t quite as elevated as it would be compared to an empty movie theater, for example. And so I think this is actually largely that humans communicating sonically through our mouths and ears, and therefore music is a much earlier method of communication than writing. It’s much more in our DNA, I think, compared to other things. I’m obviously biased. I obviously love music. I’m not sure. I think people assume that oh, you’re just going to have AI-powered Spotify and it’s going to dehumanize it and music is going to get terrible. That seems to me to be obviously wrong. I don’t think you’re going to make a better Spotify just by powering it with AI. And the thing that’s really interesting is actually how can we not just change, but elevate the place of music in culture? And music has this other funny thing that by virtue of being so ubiquitous, it ends up being in the background a lot. And the thing that’s amazing is that AI can be used to actually change that and to augment how music is perceived in society and in culture, augment how it is used socially, because it’s actually become less social in the last 30 years. And so that is the corner of the universe that we play in and that we are really excited about. Sonya Huang: Do you see yourselves as today—and I guess when you look at your users, are people more creators of music or are they more consumers of music or both? Mikey Shulman: This is the crazy thing about Suno. Before Suno, basically everybody was a consumer of music. Compared to the eight billion people on the planet, there are very few people who make music and the rest of us consume it. And that’s fine. It tends to cater to passivity. It tends to cater to making it less social and more impersonal. And the crazy thing about Suno is that on any given day, 90 percent of the users are going to create something. And the thing that’s hard to wrap your head around is you’re not creating it to go bring it elsewhere, by and large, to do something with it. People are creating music for the fun and enjoyment and fulfillment that comes with being creative. And so that, the creation, is actually the entertaining bit. And that is the big step change. It’s that everybody in the world is creative. Being creative makes you feel a certain way; this is in our DNA. And we are basically using technology to allow everybody to feel those warm and fuzzy feelings. A lot of the inspiration for me personally for doing this comes from just remembering the fondest memories that I’ve had, or some of the fondest memories that I’ve ever had are making music with my friends. Not even performing in bands but, like, practice was so much fun, and you get really close to people making music. And it’s because it feels really good to be productive in a way that doomscrolling your favorite app for an hour does not feel so good when you’re done. Sonya Huang: I was an orchestra kid, so I was not doing nearly as cool music as you, but I totally agree. Mikey Shulman: What did you play? Sonya Huang: Violin. Mikey Shulman: Do you still? Sonya Huang: Yeah. Not that much. Mikey Shulman: Oh, excellent. Sonya Huang: I have perfect pitch and let’s just say I’m definitely not playing 12 tones now. So my ears bleed when I play. [laughs] But I totally agree with you. Okay, so that’s crazy. So you’re very much a this is not a replace Spotify type platform. This is a creator platform. You’re turning people into creators. This is an active entertainment platform. It almost feels more like gaming than it feels like music listening or music as we currently understand it. Mikey Shulman: A hundred percent. I mean, I will get shit inside of the music industry for saying that there’s a lot to learn from gaming. But there’s a lot to learn from gaming. And it’s not just about how well it monetizes. It is how it grabs your attention and how it pulls you in and makes you use your brain. There’s also things about the business model about gaming that music has to learn from. But I think I understand why it is in some sense taboo, because music is art and people don’t think of gaming as art. But I think it’s silly to say that there’s nothing to learn from it. Sonya Huang: Yeah. Yeah, that’s awesome. Okay, so it’s a self-expression/active entertainment platform, some parallels to gaming and some parallels to even Claude Code, right? Mikey Shulman: Absolutely. So I think the thing that’s amazing about making music is that you feel good and fulfilled, and you enjoy making it and then you listen to it. And there are parallels. And so that’s what we call creative entertainment. The entertaining part is being creative. It’s not that you are being creative for the sake of bringing the piece of content somewhere else. I think you see that in cooking. People like to cook even though they can get a better meal at a restaurant, and it’s because it is fun to cook and it is fun to consume what you make. And I think a lot of what makes Claude Code or any of the other platforms so special is that it’s fun to build things, and it’s fun to use what you build. And even though most of the things that I build are definitely not meant to be hosted in AWS and used by millions of people. I actually enjoy the act of building and I enjoy the act of using the thing that I built. And so I predict that, like, in 10 or 20 years, there will be way more of these creative entertainment things all over the place. And it’s because that’s actually finally possible. That is the thing that AI unlocks. It unlocks lots of intelligence things too, but it actually lets everybody be creative in almost any domain. Sonya Huang: Yeah. I’m guessing you have an opinion on this. What do you think of the word “slop?” Mikey Shulman: [laughs] I do have an opinion. I actually—I mean, my answer is usually it’s thrown around without any meaning, and I don’t know what people mean by that. So sometimes in music it goes all the way to say there is some streaming fraud and so people think streaming fraud is slop. I don’t really understand that. Like, the fraud part is bad, but the fact that the music was made by AI is an implementation detail. I made two songs with my five-year-old yesterday. Is that slop in the sense that 99.999 percent of the planet has no interest in hearing that? Sure. But that’s really meaningful to me. And so if you call that slop, I’m not sure I care. It’s an interesting question, though, right? This has happened before, at least in music, where when way more people start to be able to produce something, people get afraid that it’s just going to flood all of our ears and all of the platforms with more content. And this happened when people started to be able to make music on their laptops. You had a lot of 13 year olds making beats in their bedrooms. And you fast forward to today, that seems like obviously a good thing. Yeah, there’s way more music. It means that there’s way more quote-unquote “bad” music, but it also means that there’s way more great music and there’s new kinds of music that get made and there’s new kinds of stars that get made. And, I see no reason why way more people making music again would be any different from that. Sonya Huang: I love that. So we talked about the floor, the slop floor, the non-slop floor. What about the ceiling? Tell us a little bit about the most incredible things people have been able to do with Suno, and I think you guys have had some chart-topping hits now. Maybe talk a little bit about that. Mikey Shulman: We have had some chart-topping hits. We’ve had people signed to record deals. We’ve had people make single songs that chart. And that’s amazing, and I think about that as that is a new creator coming with a new perspective that resonates very strongly with people. And so that is obviously the ceiling going up. My favorite example is Xania Monet, who—it’s the stage name of a poet who took all of her beautiful poetry that she had been writing for a decade and started to make music out of it, and found an entirely new voice and an entirely new audience to resonate with her art. And I think this is fantastic. This is people connecting, right? This is the most personal thing in the world. And when you go and listen to the music, you’ll realize it’s extremely personal. The best music will always require human guidance. And it’s because again, music has no right answer. You like a piece of music because of how it sounds and because of the messenger who delivers it. And we will find new messengers with new sounds, and we already are. And to me, the ceiling is obviously going up there. The other thing that’s really cool is even if there—I just know that there are tons of charting tracks that have little bits of Suno in them—they’re not entirely Suno. And it’s because for the professionals, it’s also just an amazing tool to use as part of your workflow. It’s not your whole workflow. And so there’s this weird thing where I think people incorrectly say it’s either all AI or none AI. And the vast majority of music will have some AI in it, just like the vast majority of music today is autotuned or is digitally produced. And again, more tools let you push music forward faster, let you find new sounds faster. To me, this is obviously the ceiling going higher. Sonya Huang: That’s amazing. Okay, so you chose to go after music, which is probably the one industry that a lawyer would tell you not to go after because the minute you’re there, you have pitchforks coming after you. I mean, you just had a pretty landmark settlement partnership with Warner. Can you tell us more about that, and what you think that means for the future of collaboration with the existing professional music industry? Mikey Shulman: Absolutely. Just to back up, I think people incorrectly assume that we hate the existing music industry and especially we hate the record labels. People also expect me to say, “Oh, the record labels are cooked.” I think that’s obviously wrong. They’re some of the most culturally important institutions in the world. They understand music and they understand music culture. They cultivate and grow stars that resonate with billions of people. And the way I see it, it would be a real shame if there were two worlds of music, if there were an AI world of music and a non-AI world of music. One, is it makes no sense because most music will have some AI in it. But the other is it’s just bad for the end user to think about having to separate these things in your head, and to have to go to different platforms to have effectively similar usage patterns or interactions. And so what I’m most excited about doing with Warner is actually building things together that could never have existed before, and building products that let fans interact with their favorite artist and really deepen the artist-fan connection in ways that are just positive sum for everyone. It’s great for the artist. They get to engage with their fans. It’s great for the fans. They get to feel like they’re engaging with their favorite artist through music. It’s great for the rights holders—obviously this is a heavily monetizable thing. And it’s something that literally could not have existed up until approximately right now. And my sincere hope is that going forward, we find way more of these opportunities of things to build together that couldn’t have existed until today. And just to say it out loud, the digital musical experience has basically not changed for 25 years. We’ve just been streaming music for 25 years. And I think music is due for a new innovation and a new format. And so that’s what we’re here to do. Sonya Huang: When are we gonna see Suno at Coachella? Mikey Shulman: You probably have already. It’s probably in a lot of the music. It’s probably in a lot of the backing tracks, I’m sure. Sonya Huang: But I mean, like a main stage, a consumer participation thing. Mikey Shulman: I hope that at some point in the next year, we see a truly interactive concert where the audience is actually able to participate and make music with that artist. One of the coolest parts of my job is if I go and I demo Suno to an audience of hundreds or even a thousand people, is making a song with that many people all at once. And it’s a very special moment. It’s almost religious. A lot of religions will do chanting and singing in large groups. And why does that have to be confined only to a religious context? Why can’t that happen at Coachella where people are already so excited about being together at a festival? And so my sincere hope is that happens in the next 12 months. Sonya Huang: Love it. Okay, we talked a lot about the model layer and the cultural experience of making music. I’d love to talk about the application layer product building, because I think that’s also an area where you guys have been really, really innovative. What’s your approach to how to think about building in the application layer? Mikey Shulman: I guess a lot to say here. The first thing is actually there really isn’t enough innovation for consumers right now, but the average consumer is not willing to put up with rough edges. And it’s because you’re not using this for work, you’re using this for fun, you’re probably paying for it and not your boss is paying for it or your company is paying for it. And so there just needs to be a bigger emphasis on the actual experience that we deliver to people. Also, just if we’re being honest, like, it’s unclear how much moat exists in only a model. And I’ll just say it, Google has started to build music models. And while ours are way better today, they’re Google and they’ll outspend us seven days a week, and they can probably catch up on the model side. And so I think it’s just really undervalued to invest in the product and the UI and the UX to make sure that you’re constantly delighting people. You know, one of our company values is actually we’re just a music company. And in many ways, I don’t think of us as a technology company. And this is to make sure that we’re not building technology for the sake of building technology. We’re building technology for the sake of delighting people. And infusing that in the culture is actually just really helpful in getting people to realize what the whole point of the company is. And so that manifests itself in lots of little ways, but from a product building strategy, that’s what it is. Sonya Huang: That’s awesome. What are some of the, I guess, consumer product decisions you’ve made that you’re most proud of or that were the most contrarian? Mikey Shulman: A bunch. One that I got wrong was getting off Discord very quickly. I thought we would be on Discord for a while. We got off Discord at the end of 2023, and we released a pretty thin, not full-featured web app. And it took five days for 90 percent of the traffic to move to the web. So that’s just an overwhelming signal that I had gotten that wrong. Maybe the biggest one and the most contrarian one is at the time a lot of people were experimenting with music. Let me give two, actually. One was to focus on songs and not just background music, to focus on lyrical music. And it’s because a song is a story, and captivates you in a way that vocal-less background music just won’t. It was also just way harder. And so nobody was really able to do that at the time. And so by figuring that out, that was certainly a source of moat. But in hindsight, it’s not just that we were able to do something hard. It’s that the human voice touches people in a certain way and just makes the product way more delightful than just making background music for fun. And then the other is also in the same direction. We decided to make full songs. And so again, a song is a story. It’s maybe on average three or three and a half minutes. And we optimized for that, even though originally most technologies just let you make something like 10 or 12 seconds of music at the expense of sound quality. And for the longest time, our audio was really not crisp. And every single one of our competitors had just way crisper audio. And everybody could hear one second of a Suno song and know oh, that sounds like crap. That’s a Suno song. And to just go all in on that and say, okay, we’re going to make full songs and yes, they’re not going to sound amazing, but they are still going to tell the story, instead of making perfectly sounding audio that just is background music. And so the choice of technologies there was to use autoregression instead of diffusion. But it was really kind of product-driven, and to say it’s not just that we like autoregression because we have emotional attachment to that technology. It’s because we think that making a song and telling a story is more important than making crisp audio. Sonya Huang: That’s so cool. What’s ahead for Suno? $300 million in revenue run rate. I mean, you’ve made it extraordinarily far. What’s ahead? Mikey Shulman: A lot. I think it’s really early. Most people don’t even know about us. The product is still very crude. There’s a lot of room to run. I think you’ll see us do a couple of things. One is try to increasingly make it a more social interaction. Music is meant to be social, and so you are meant to be sharing music more with people, but also creating more with people. And that can be both synchronous and asynchronous. And so perhaps one day I’m going to share you not even a song, but a template for a song that you are going to explicitly riff on and send back to me. And that is you and I kind of co-creating. Maybe you’re going to do that with your favorite artist, with some of their old music that never got released, whatever that may be. And I think you will see us go much more in the direction of letting people express themselves in the music. And so the last big feature we’ve released is the ability to use your own voice. When you hear yourself in the song, you get so much more attached to it. But actually even more so is when I send you a song and you can hear me in it, that song will resonate much more than some nondescript voice, even if that nondescript voice is very good. And it’s because the human ear is highly attuned to voices. We kind of evolved that way. And so both of those, being more social and letting people pour themselves into the music, will be a huge focus for us for the next 12 months. Sonya Huang: I love that. Love music videos. Mikey Shulman: I love music videos. I don’t see enough music videos getting made. I grew up watching music videos on MTV. Sonya Huang: Me too. Mikey Shulman: And there’s just a huge difference between a music video, which is heightening the song and telling the story, versus background music to put behind whatever YouTube content that I may make. And I love the former and I’m much less into the latter. And it’s because what we would like to do is pull people into music more than they are now, and not just have music be forever a background thing. There’s actually a video product in beta in Suno right now. And so people really love it. Sonya Huang: Nice. That’s really cool. I can’t wait. Why do you think there’s so few consumer founders in AI right now? Like, what’s up with that? Everyone’s going for the enterprise. OpenAI just shut down Sora, which to me was—I mean, I understand their reasons, but why do you think there’s so few people building in consumer right now? Mikey Shulman: I mean, I should ask you that. You’re the professional investor. I mean, my theory is it’s just harder, and there are a lot of obvious business problems to solve. And I’m happy to have less competition, honestly. Why do you think it is? Sonya Huang: I think it’s very clear to see how AI is going to automate a lot of existing business processes. I think it takes real creativity to dream about how AI can seep into the way that we actually play and create. I think it takes real creativity to see that. And most people, when they think AI music, probably think AI Spotify, which just sounds terrible. And I think it takes a lot of creativity to do what you’re doing. Mikey Shulman: Well, thank you. Yeah, I think we are much more inspired and motivated by doing something that wasn’t possible until today, instead of automating or speeding up something that already exists. Again, there’s a lot of business value in automating and speeding up something that exists. In some sense, it is just more fun to do something that could never have been done before. Sonya Huang: Yeah. And what are we going to do with all our time after all the robots are doing all our work? Like, we … Mikey Shulman: You’re not going to want to doomscroll for an hour. You’re going to want to be productive and fulfilled. Sonya Huang: Yeah, exactly. Awesome. Mikey, thank you for sharing everything about your journey to Suno. It’s been so cool, and to see you at the helm of a music company and an active entertainment platform, and just defining what the creator layer means in the world of AI. It’s been extraordinary to watch your journey since the original days of Harrison and your Discord. And so kudos on what you’ve done. Big admirer of you and Suno. Mikey Shulman: Thank you so much. This was a lot of fun. <div class="framer-mcvrsd" id="

Most music platforms assume you're a listener. On Suno, 90% of daily users make something. Founder and CEO Mikey Shulman explains why that flips the  model: the act of creating IS the entertainment, with closer parallels to gaming and Claude Code than to Spotify. He breaks down the technical bets that got them here — modeling raw sound waves instead of encoding music theory, choosing autoregression over diffusion to prioritize full songs over crisp clips, and why music isn't a scale problem the way LLMs are. He also shares why partnering with Warner matters more than disrupting the record labels, what a truly interactive Coachella might look like, and why he thinks the digital music experience is finally due for its first real change in 25 years.

Hosted by Sonya Huang, Sequoia Capital

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