David Frankel
👤 PersonAppearances Over Time
Podcast Appearances
Yeah, yeah. We've seen this again in Suno. So Suno is a fund for company. The recording industry has just gone wild against Suno. And often it's exact same playbook. But I think this is a place where VCs can add a ton of value is it's the same playbook. So they're lobbing their ass. The recording industry like first says, you're illegal. Like what you're doing is illegal.
Yeah, yeah. We've seen this again in Suno. So Suno is a fund for company. The recording industry has just gone wild against Suno. And often it's exact same playbook. But I think this is a place where VCs can add a ton of value is it's the same playbook. So they're lobbing their ass. The recording industry like first says, you're illegal. Like what you're doing is illegal.
And OpenAI and lots of people have that same legal challenge, although it's slightly different. So the OpenAI challenge is on the output, right, the LLM. Suno, the challenge is on the input. And Suno's going back and saying, we're training on the open internet. That's like Harry learning to play the piano and listening to the Rolling Stones. Is that okay?
And OpenAI and lots of people have that same legal challenge, although it's slightly different. So the OpenAI challenge is on the output, right, the LLM. Suno, the challenge is on the input. And Suno's going back and saying, we're training on the open internet. That's like Harry learning to play the piano and listening to the Rolling Stones. Is that okay?
And OpenAI and lots of people have that same legal challenge, although it's slightly different. So the OpenAI challenge is on the output, right, the LLM. Suno, the challenge is on the input. And Suno's going back and saying, we're training on the open internet. That's like Harry learning to play the piano and listening to the Rolling Stones. Is that okay?
But the first thing is legal and you go, what's this actually about? And sometimes the answer is, I don't want you in business. I do not want you in the sector and I'm going to use all my heft. And then sometimes it's about like, I want my pound of flesh. But I do think this is an area where VCs, by any stage VC can add a lot of value. So if you go, look, this is going to happen to you.
But the first thing is legal and you go, what's this actually about? And sometimes the answer is, I don't want you in business. I do not want you in the sector and I'm going to use all my heft. And then sometimes it's about like, I want my pound of flesh. But I do think this is an area where VCs, by any stage VC can add a lot of value. So if you go, look, this is going to happen to you.
But the first thing is legal and you go, what's this actually about? And sometimes the answer is, I don't want you in business. I do not want you in the sector and I'm going to use all my heft. And then sometimes it's about like, I want my pound of flesh. But I do think this is an area where VCs, by any stage VC can add a lot of value. So if you go, look, this is going to happen to you.
Here are, this is the way the game is played. Here are the lobbyists, here are the lawyers, here are the PR consultants, and here's how you're going to have to use your money. I don't know. It's like war. Air, land, sea. And that's how you win. So you take TJ speaking to Mikey Shulman at Suno going, this is the playbook. This is the only way you resolve this.
Here are, this is the way the game is played. Here are the lobbyists, here are the lawyers, here are the PR consultants, and here's how you're going to have to use your money. I don't know. It's like war. Air, land, sea. And that's how you win. So you take TJ speaking to Mikey Shulman at Suno going, this is the playbook. This is the only way you resolve this.
Here are, this is the way the game is played. Here are the lobbyists, here are the lawyers, here are the PR consultants, and here's how you're going to have to use your money. I don't know. It's like war. Air, land, sea. And that's how you win. So you take TJ speaking to Mikey Shulman at Suno going, this is the playbook. This is the only way you resolve this.
Do these companies inherently need to have more cash then? They do. They do. By the way, you can have all the cash you want, you can have all the strategies you want. The first thing you need is customers that absolutely love and adore you. If you don't have customers that love you, what are you doing this whole thing for?
Do these companies inherently need to have more cash then? They do. They do. By the way, you can have all the cash you want, you can have all the strategies you want. The first thing you need is customers that absolutely love and adore you. If you don't have customers that love you, what are you doing this whole thing for?
Do these companies inherently need to have more cash then? They do. They do. By the way, you can have all the cash you want, you can have all the strategies you want. The first thing you need is customers that absolutely love and adore you. If you don't have customers that love you, what are you doing this whole thing for?
So if you don't have actual, and I would say this is SeatGeek, PillPack, Suno, Like every one of those companies had customers, their revenues were increasing because, and that's why they're a pen in the ass to the incumbents is the incumbents go, oh my God, like customers are actually going there. Like what's this thing about? And usually they don't have their shit together, right?
So if you don't have actual, and I would say this is SeatGeek, PillPack, Suno, Like every one of those companies had customers, their revenues were increasing because, and that's why they're a pen in the ass to the incumbents is the incumbents go, oh my God, like customers are actually going there. Like what's this thing about? And usually they don't have their shit together, right?
So if you don't have actual, and I would say this is SeatGeek, PillPack, Suno, Like every one of those companies had customers, their revenues were increasing because, and that's why they're a pen in the ass to the incumbents is the incumbents go, oh my God, like customers are actually going there. Like what's this thing about? And usually they don't have their shit together, right?
So the incumbent is like playing for time or just like going like, I want this to happen when I want this to happen.
So the incumbent is like playing for time or just like going like, I want this to happen when I want this to happen.
So the incumbent is like playing for time or just like going like, I want this to happen when I want this to happen.