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Anyone Who Claims They Knew Is Full of Shit

At 1:16:34 · chapter starts 1:16:22

The quickfire round opens with a genuinely surprising admission from Frankel: AI should have impacted consumer applications far more by now, and he's been disappointed by how little has changed in consumer AI relative to the hype. He types less and speaks more, but the category hasn't been fully played out. He then reveals what investors at Suno's $5B valuation are actually underwriting: a Spotify and Apple Music disruptor thesis — moving from a creation tool to a consumption platform, which is why Jack from Snap was brought in as CEO. The most memorable moment is Suno CTO Martin Camacho's answer when asked whether he'd swap out his own model for a better one: 'Wouldn't think twice about it.' The product is the interface and experience. How it gets built is irrelevant to the user.