Hey, everybody. We've got an amazing show for you today. Rachel is back joining me to discuss recent reports about Samsung trying to negotiate its default search deal with Google and maybe move to Bing.
So we also discussed how Google can still win the AI race and beat open AI and Microsoft. And then we cover some craziness in the AI generated voice space. Yes. There is a fake Drake and the weekend song that went mega viral. It's been taken down since. But I was fooled by it. We're going to play a new game show where Jason is going to guess the real Kanye song and then the producers trained a model of Jason and a very special guest joined him. I was very surprised that we were able to lock in this AI guest. And so this could be very big briefly.
I'm going to talk about my feelings about Brian Armstrong saying he might move Coinbase out of the United States. It's going to be a great show. Stick with us.
This weekend startups is brought to you by LinkedIn Jobs. A business is only as strong as its people and every higher matters. Post your first job for free at LinkedIn.com slash twist merge. Let your developers get back to their core product. Merge is a single API to add hundreds of integrations to your app. Integrate up to three customers for free today at merge.dev slash twist. And Mercury where innovation means peace of mind. Now more than ever startups need a safe place to put their cash. Mercury offers a simple way to manage bank risk and protect every dollar with up to five million dollars in FDIC insurance and a money market fund. Visit mercury.com to apply in minutes.
Hey everybody. It's Tuesday. A lot of news is backed up. I'm on the road right now is at starbase yesterday for the launch which got scrubbed. But I'll be there on Thursday. I think I might record all in from a starbase. And hopefully fingers crossed. We have a successful launch on Thursday. And so if you want to watch all that go to YouTube or Twitter and follow SpaceX.
But exciting times right now. And I thought God so much new uses backed up. I'd have Rachel back on the program to to tee it up for us. And to get started. How are you doing Rachel?
I'm doing good. And like before we start I have to say you are already doing something that's kind of I don't know if this is like newsworthy. But it's definitely trendy right now. And that's blurring your background. The more meetings I've been on, the more background blurs have been happening. I think it's like the office. You know what I mean? Yeah. The issue for me now is when I'm on the road and I'm traveling like three different cities this week. Sometimes the back there's no background. You know like so if you get a nice hotel room, you know there's a desk, there's a chair, you can kind of frame it. But nobody wants to see my hotel bedroom or whatever where I'm saying. And so I've been going blurred background. But when I'm in Tahoe. Hey, this now I see the skiers going by. It's a great room at my home studio. It's all good.
So I think you've been following this. There's just a lot of news around generative AI and the reaction to it. So let's get started there.
我想你一直在关注这个。目前关于生成AI的新闻和对其反应很多,所以让我们从这里开始吧。
Yeah. So there is some big news in the search space. Google is reportedly in panic mode and working on an entirely new search engine after discovering that Samsung is considering switching to Bing as its default search engine on all of its devices. So on Monday, the New York Times reported that last month Google learned Samsung was considering replacing its search engine with Bing as the default search on all devices. And according to New York Times sources, Google's deal with Samsung is worth around $3 billion in revenue per year for Google due to traffic.
And this is similar to the deal that they had with Apple. In 2021, Google reportedly paid Apple around $15 billion to maintain its status as the default search engine on all Apple devices. And before that, it was paying Apple around $10 billion a year.
So Jason, can you explain a little bit about that like smartphone contracts, especially with Apple?
所以Jason,你能简单解释一下类似智能手机合约的东西,尤其是与苹果相关的吗?
Sure. So when you own the smartphone, you get to set the defaults of the phone. Samsung is one of the great handset manufacturers in the world along with Apple. When they set search up in Safari or whatever browser they use on the Samsung devices, the default search will result in a large number of searches. Just think how many people didn't go into the settings and switch their search engine. If it's Google, that's the leading one. You're not going to switch it out. So years ago, people started realizing, hey, this is worth some money. So Apple, Samsung, and others bit it out. And they said, who would like this search revenue? So it gives you a base of users.
Now, what's important about this is this is only 2% of Google search monopoly. If, you know, it really is a monopoly. People like to pretend that Google doesn't have a search monopoly. They do. They have 70, 80, 90% of the searches in different regions around the world.
Now, of the pie of the overall advertising business, they have much less because you have other players, right? Amazon has a new business. Netflix added ads. You have Bing, of course. You have Uber. Now has an ad network that they think is going to do a billion dollars this year or maybe next year. So there are other pieces of the pie linked in has been crushing it, obviously, with their ad program.
But for search, it's critically important to get these default searches for two reasons. One, when you're going to buy ads, it basically means you're going to spend more attention as an ad buyer on the Google ad network because you have larger reach, more reach equals more investment from the advertisers in learning how to use that, setting up the keywords, etc. So it makes it kind of a block or strategy.
Now, if they were to lose the Samsung one, it wouldn't be like a big deal. They lost the Apple one that would be a big deal. And there were very credible rumors. And I have, let's just say, you know, I want to say inside information, because I don't want bells to go off. But I have a whisper network.
Apple was considering maybe going into the search business at some point. And if you look at their spotlight search, right? You do a search on your iPhone. It'll tell you if you, you know, here's the apps on your phone. Maybe here's it looking deep into Yelp, some results. And then I will tell you to search the web. This is a small percentage.
And what's really happening here is Samsung wants a better price at a Google. And they're doing what any good, you know, owner of traffic and users will do is they're stirring the pot trying to get Google to pay more money. And so maybe Bing and Microsoft will overpay for this. But this is just great for Samsung because it's free money. They get 100% of this because right to the bottom line, it's this is not the consequential contract.
The consequential contract is iPhones. Again, for not just their reach, but because those are the well-heeled customers. That's the the customers with more discretionary spending. Those are the ones who are driving Tesla's Mercedes, going on fan-tier trips. And let's face it, Android phones are a third of the price, a quarter of the price. They may be their clicks are not as expensive.
So it's this is just Samsung having a great negotiator who leaked this information to the New York Times. A kind of like what you said with Apple users, just kind of just being like super valuable. Apple sold 232 million iPhones and it's fiscal 2022 year. And iPhone sales alone generated around 205 billion in revenue last year.
Based on that data, we can see that Samsung consumers spent an average of around $357 per new phone. This is a rough estimate. Well, Apple users spent around $883 per new phone. Again, that's like a rough estimate. But the difference between that is like 2.5 times more on new iPhones as Apple users.
Yeah, how much is a Toyota Prius if you were to buy a used one? I couldn't even tell you. Yeah, 10 or 20k. That's come which is Tesla Model Y 50 or 60 or 445 I think to 65k depending on how big the battery is.
So, you know, the same car will get you from point A to point B. One of them will be more delightful to use every day. And there is a point in time where people, you know, you can buy a pair of Levi's jeans for 30 or 40 bucks. They'll need me for 20, you know, a close for 20 or you can go buy, I think I buy Lucky brand and they cost me a buck 50. And then I have friends who buy 400 jeans and I'm like, okay, whatever.
It's so cheap compared to the value you get out of a smartphone. You keep your phone for what, three years, two years, but your average would just say, I had my same, I've had the same phone for like five now. But they kind of stop working around three. Like I have a pretty slow phone, but I hate getting new phones. Like I hate, I have to get getting the new, getting new phones.
Like I don't like getting you have to pay for the new phone case and you have to go and you know, it's like always more money than you say it will be. So, it's more about like the act of the Apple store. But yeah, I think slow it for me. Yeah.
So, this I think is, you're very much represent the average millennial Gen Z consumer. You try to get three, four, five years out of these things. And then I think people maybe who are doing it for business have a little more discretionary income, discretionary income. They might do it every two or three years. I too now have been skipping a year. I used to just send my assistant back in the day, whatever they sell by the latest version.
I would even buy like the interim plus versions and just, but now the time it takes to get a new case and to transfer your data, all that stuff, go to the store, that whatever number of hours to me is it worth it for the gain in it. But if you take the dollar amount of a iPhone, this is rounded up to a thousand. It's about, if you keep it for three years, you're talking about a dollar a day to keep it for five years. Maybe you're down to almost 50 cents a day. What other device do you use for five hours a day? That cost 10 cents an hour to use it, right? That doesn't include the resale value.
All right, thumb march to a billion users continues. For my friends, I've linked in 875 million people are now using the platform, including me. I'm on it every day, doing updates, finding new employees. And really, there's so many insanely qualified people out there looking for work right now. The stakes are so high for all of our companies. You need to have a bar race, or anybody high you want that bar race, or somebody's going to bring it, make the organization better.
So I want you to do something really simple right now. I want you to get your free first job listing on LinkedIn by going to LinkedIn.com slash twist. Again, your first job is free forever. Why do they give you the free job listing because they know you're going to get great candidates and then you're going to be on the hook and you're going to love it. It is the best way to find great talent. You'll get that purple ring when you start hiring on LinkedIn around your profile photo. Which just lets your network wait where the great great referrals are going to come from. You're your friends and friends of friends. You get that purple ring and stands out.
So then here's the plan. You start to a regular update. You talk about your company, you talk about the top edge, you talk about your customers, you know all the great social media hacks. They see the purple hiring rate. You're going to get better candidates faster, better candidates faster, better candidates faster. That's what we all want. You want the great candidates and you want them faster. LinkedIn jobs helps you find qualified candidates you want to talk to faster. Post your job for free. LinkedIn.com slash twist. That's LinkedIn.com slash twist. Post your job for free terms and conditions, of course, apply.
I wouldn't call this a panic. I bet you the Samsung folks said it's a panic or the Bing folks said it's a panic. Google does not need to panic about this. What Google needs to do is just do what they've been doing. They were on 60 minutes. They have been thoughtfully releasing updates to their product and they need to disclose the gap between the product velocity of open AI and the product velocity of Google which has not been fast enough. And the reason they haven't been fast is because they're being thoughtful. When you're the incumbent, you have to really think about what you do. If your Google's borrowed, if it hallucinates and give you a wrong answer, Google's giving me a wrong answer. Now, if something like Chatchy PT gives hallucinates a bad example, who cares? It's like this is beta software. I don't have the logo on it.
So I think this is what Google will do. They'll increase their product velocity. They do more press 60 minutes. You saw them send everybody out. There was a real diverse group of individuals getting on 60 minutes. They're doing the full court press tour. This is all by design to slow the momentum of Sam Waltman doing every podcast in the world. Lex Friedman. And then, I don't know if you saw, Sam Waltman is really enjoying this moment. And it's hard for him. He had a failed company looped back when we met each other in the Sequoia days and we've both sequoia scouts. Then an incredible run as an investor. And then why combinators were present enough. But I think this is something he's always wanted is to have this great you know, a product and team and moment. And he's taking the most of it. He's tweeted. He's going on tour to like 20 cities. So Google's looking at that and going, wow, Sam Waltman's going to be on 20 different cities. A 20 city tour. Yeah, it's time for them to get these new projects out there. And they're going to do that.
Maggie, I saw their new search engines. So maybe we could tee that up for the audience. What Google has said there because I just saw that in my travels fly behind the Twitter stream. And I'm not actually even updated on it. Yeah.
So via those like anonymous New York Times sources, the project is code named Maggie. And I'm not sure if it's pronounced like Maggie or Maggie like magic, but it's spelled like Maggie like magic about the sea. So what? Maggie. Maggie. Okay. That's honestly, that's when I read it through first. I said Maggie and then pretty serious. So Maggie Siri. Okay. I like it. I like it.
Okay. So project Maggie has more than 160 people working on full time. It's kind of like a startup on new features. Yeah. Yeah. And new features are being developed by smaller teams working together in sprint rooms, which also kind of sounds like a startup. And then there's lots of tweaking and iterations that are happening daily. Again, that sounds like a startup.
And this new search engine would offer users quote a far more personalized experience than the company's current service attempting to anticipate users need. So we're kind of seeing like that product velocity. You were talking about earlier.
But before the new search engine launches, Maggie will create tools for Google's existing search product. Yeah. They this would be a really good idea for them to delineate the existing product from the beta product. This would give them what Chatchy PT and Bing has the ability for people to say you're playing in a sandbox.
You're playing with a new thing. Here's disclaimer, disclaimer, disclaimer, and just make it really easy for users. It will also create a hype cycle because now, oh, have you tried Maggie or magic, whatever they do. Just note to people who are branding things. If there's like four different ways to say something you kind of failed the branding exercise as a terrible name, I would have just gone with magic.
I would have called it the magic search engine or wow or something. You know, it's just something fun and playful and then eventually they can bring those features back in.
Bing and wow. But it being in wow. Well, actually, it's interesting. AOL owned the domain name, www.com. And when I was leaving to do Mahalo, I was trying to negotiate with them to give me wow because I was doing a human power search engine famously, which was kind of like taking the Wikipedia software and making search results that were curated by humans.
Since I'm using artificial intelligence, I wanted to use actually human intelligence. An amazing one happens in 15 years. So a lot of lessons there. That's for another episode.
But I do think there is something really smart about what they're doing, which is, okay, we'll incorporate features into Google. But we're also going to let this team run fast, hard and make different features. The personalization is going to be great.
And what's going to happen is what assets do they have that chat GPT does not have? They have everybody's Gmail. And I believe Gmail, your YouTube subscriptions and your Google docs are going to be the foundational elements of why Google I sat on all in their general role where I should say they could roll chat GPT if they execute well.
So if I was going to say that again, I would say they could roll. And this feels like they want to roll over chat GPT. How do you do that? I really have been and you know this because you've seen me like sharing an internally like I'm trying to get everybody on the team using it.
The number one thing I want to do is have chat GPT for under over my Gmail. But I don't want I don't trust open AI with my data. I don't want them reading my emails and then spitting them back out as answers to other people's questions. But I do trust Google.
And so if when I open Maggie, I say Maggie, can you tell me everybody I emailed with in 20 before 2019? And can you give me a top five list by month of who I traded the most emails with? But that aren't part of launch or inside or those two organizations. And then give me a list of where they currently work and put it into a table and craft a check in email for each of them that either congratulate them on their new position or just as hey, I was thinking about you from our conversations back in 2018.
That would be like an incredible mind blowing thing or hey, what documents had the most activity for me in 2016, 17, 18 and 19? Show me those documents, bring them up. And then I could start talking to an interface and do that.
Or on YouTube, hey, you know I love Mark Knopfler. You know, I love Dyer Shraids. Can you make me an agent that makes me a playlist of only new Mark Knopfler Dyer Shraids concerts that have been released? And don't blame me the ones that I already have in my queue.
These kind of things that they already have access to, it's just going to start them on third base. This idea of anticipating becomes really interesting. So they know that you did a search, like if I did my travel searches here and I was searching for flights, they could just put in the side of my Google or my Gmail and the sidebar of Maggie hotels in, you know, this city, top restaurants of the city, restaurants you've been to in the city because they know I've been there.
And if I was in Tokyo last year, they could say, hey, are you planning to go to Tokyo next year? So just like it does auto complete, imagine auto complete, but for you personal. And then the agent says, here are new restaurants in Tokyo in case you're going next year.
So all of those things are going to give them so many things to brainstorm on with this technology that I'm totally here for this dogfight. I am long, I'm long Google, I'm long Google in this fight. I'm also long Microsoft in this fight.
I think it would be so sick to have auto complete with your calendar. So now how we have calendar now, like, hey, can you meet at this time, have in your email, it auto complete, hey, why don't we meet at and then have Google fill it in? That would be really nice for Gmail. I was able to build on that imagine. Yeah.
It says, hey, these are people you were talking to. You have the whole afternoon off on Friday. Here are some meeting suggestions. Would you like me to book meetings with any of these 20 people you haven't talked to, do a catcher phone call? Yeah. Oh, well, that's interesting. Right? Who did I have the most meetings with three years ago, five years ago, 20 years ago, my Gmail, give me 20 meeting suggestions. People I should catch up with, because I'm literally doing that now.
I'm looking back at my Gmail and it is a manual process of finding all the limited partners I talked to for launch one, two, three. And now we're raising launch fund four and launch.co slash four. I think you learn more about it. And so I'm going backwards and I'm like, oh, yeah, I met with this endowment. I met with this person. I forgot about that meeting. I just need Google to do that for me.
Hey, these were the, what, when did I last email people from these companies? Were there any other people I emailed and get back to whatever just all that is going to be awesome? Yeah. It is. And also on that, by the way, I created a CRM in notion like years ago, having a notion AI go off of that CRM and tell me like that I have as one of the columns like the last time I emailed somebody, have it being able to send me a reminder. If anybody from notions listening, I would like that.
Closing big enterprise deals, it's not easy. You all know that the last thing you want to do is slow down your sales team with a lack of integrations. That's table stakes. Everybody expects that your people management tool will work seamlessly with your payroll provider. They expect your CRM to work with accounting software. And just think about yourself. You log into some new business to business software. You want to start connecting it to the rest of your staff, but that's going to burn developer hours. That's going to cost a ton of money.
What if you could just drop in a little code snippet zip-zip zip and you were able to use merges unified API. And then your integrations would take days, not quarters. You're going to unlock new revenue opportunities. You're going to remove blockers from the sales team. So does it work with this? Does it work with that? It's going to work with everything. Hundreds of integrations are ready to make your customers happy and delighted and remove those blockers from the sales team.
Seven different categories. Human resources information systems, application tracking systems, accounting CRM ticketing, marketing automation. Of course file storage. This kind of stuff. It's constantly changing the integrations break. That's not your problem anymore. That's merges business. Merge has unlimited integrations waiting for you and they charge based on how many of your customers use these integrations, which is super fair.
So they're going to give you three linked accounts for free tonight. So there's nothing to lose. Merge.dev slash twist. M-E-R-G-E.DEV slash twist again. Three linked accounts. Free. Merge.dev slash twist. Well done. Merge. A lot of my startups are using this product and love it.
An entertainment speaking of all this AI craziness. AI generated song featuring Drake in the weekend has gone just crazy viral over the past few days. The song is called Heart on My Sleeve and it was generated and released by a TikTok user named Ghostwriter. And the song gained more than 8.5 million views on TikTok according to a BBC article. And the song was streamed over 250,000 times on Spotify, which is kind of crazy. That even got on Spotify.
这是有关人工智能疯狂潮流的娱乐话题。一首AI生成的由Drake和The Weekend合作的歌曲在过去几天内爆红。这首歌叫做《心系于我》(Heart on My Sleeve),由一位名叫Ghostwriter的TikTok用户生成并发布。根据BBC的一篇文章,这首歌在TikTok上获得了超过850万次观看。而这首歌在Spotify上的播放量更是达到了超过25万次,这确实有点疯狂。甚至这首歌都进入了Spotify平台。
The producers checked out both platforms for the original songs, but both of the platforms took it down. I would even got on Spotify is like kind of insane that that was able to happen. And you said, I've been taking off Spotify, I have been taking off the top.
Oh wow, that's interesting. I have some thoughts on that. Okay, let's listen.
哇,太有趣了。我有一些想法。好的,让我们来听听。
I like it. I can't tell the difference. Can you tell the difference if I played that for you, would you know? I totally can't. And I actually, I like, I didn't hear it from the original creator, but I did hear it. Like everybody's still screen recorded and like are using the audio on TikTok. So I've heard the audio a few times.
And I before I realized it was AI generated, I just thought it was like another catchy like TikTok sound. So I actually had no idea this was like an AI thing at all. And Drake and the weekend, by the way, they did not record this song. Like the vocals are entirely AI. Everybody was freaking out. And basically like saying, if it was real, it would be such a hit. But neither artist responded, regarding the new track yet. But Drake recently voiced his concerns over a different song using his AI generated voice that one viral. The rapper posted an Instagram story with the caption. This is the final straw AI. So he's not a huge fan. But he might have been joking.
I don't know, a spice. Yeah, maybe I don't know. I spiced as like pretty big right now. Like the girl that was in the, yeah, like the woman she has like a really big TikTok sound from like the song, Boys A Lie Er. I think it's like part two. And I always hear like Obama and Trump remixes. Like how if they were like saying her, her song. So I think a lot of I spiced stuff has been like earlier X. I've been used in AI, but I'm not sure if she's said anything.
我不知道,可能是一种香料。是的,也许我不知道,但现在I spiced很火。就像那个女孩,在TikTok上她的歌声非常受欢迎,专辑名叫《Boys A Lie Er》(男孩的谎言)。我认为她的歌曲的第二部分被用于政治人物奥巴马和特朗普的混音。因此,很多I spiced的东西已经被用于人工智能领域,但我不确定她是否有说过什么。
There's so many different ways this can go. When you do these tests and you think about fairness and fair use, there is an area for parity. So if it is Obama, we know Obama's not doing it. You don't even need to tell anybody that this is a parody, right? We just know it's a parody. And so under parody, law and that exemption from copyright, doing Donald Trump or Obama, only using a small portion of the original and not interfering with their ability to make money and to leverage their voice of the future. And if you're making money, these are all kind of the tests for fair use. You can just look at fair use for a part test on Wikipedia and you can go through it.
But so what's super interesting here is with this set, this is in some cases new lyrics for cover songs, new lyrics that are as good and performances that are as good as the original and they're confusing the user. And in fact, they would be blocking the ability for Drake and the weekend to then go do their collaboration. They were going to do a collaboration. You just ruined it. You just, you know, like I don't know if they've done collaborations before. If somebody was going to do a cover or remix, this actually infringes on their ability. It confuses the user. And if they put it on Spotify and TikTok and they gain users, even if they didn't turn on monetization, if you gain users for your account, like let's say this ghost face person keeps doing it and they get to 10 million followers, those 10 million followers are worth $123 each. So they would have generated $10, $20, $30 million in revenue.
And then platforms, YouTube, TikTok, etc., have very granular, deep, important relationships with the music industry where they pay them licensing fees. They allow them to take step down themselves. They allow them to take the monetization. So if somebody uses a sound clip, they can monetize that video themselves or they can have it taken down. And the music industry does not play games. And so, but this does remind me of sampling. And so in the sampling era, people were attacking the people doing sampling. And there was a really reasonable argument that while they were transforming the work, and they said they shouldn't have to pay because these are new works as is transformative. But it was infringing on that person who owned the original sample, especially the Kanye West songs or you've seen he did he supposedly has had to pay, I'm missing you, the did he tribute 5,000 a day to sing. You are infringing on their ability to do those kind of remixes. And Elpin John has a remix now. It do a leap, I guess, and other folks. So you can't just take people's work. You have to pay them.
And sampling is going to be, I think, the reasonable thing here. If people create these, and they get the blessing of Drake, great. I could see artists like Elvis and the estate of Elvis selling a CD every year of Elvis doing, you know, hit songs. And having AI do it, and I would be there for it. You know, if you told me you could release a new Dyer Straits album every two years, and it was done based on AI and they made new songs and Mark Knopfler, I could be down with that. Why not? You know, the band's not together anymore. And then for bands that, you know, like people who are really on around like Jimmy Hendrix, so be delightful.
So there's a big opportunity here. It's going to be messy. And I'm here for it.
这里有一个很大的机会。过程可能会有些混乱,但我会在这里支持。
This is incredible. One of our producers put in, well artists start leasing out models of their own voices to generate extra revenue. Of course. I think this is like such a good idea, but I even think it's a better idea for people that aren't even like big musicians yet.
So if you ever hear people that are like put out sampling, like people, like I know one of my friends is like a DJ and he's never met this person before, but she put up a bunch of like short snippets of her singing like samples up on a website. He was able to buy like those samples. I think it'd be really cool for a platform to just like create like an AI version of this. So people can start doing this like before they're even big.
And I think this whole conversation is going to be pretty ongoing because universal music group aka UMG wrote a memo to major streaming services like Apple and Spotify asking them to prevent AI companies from accessing their libraries. A UMG wrote quote, we will not hesitate to take a step to protect our rights and those of our artists. And interestingly Drake is a UMG artist and they control most of his catalog.
A UMG subsidiary resigned him for as much as like 400 million dollars last year. And according to seeking alpha, UMG controls 37.5% of the music industry's market share, which means on average one in every three songs you listen to will earn UMG some revenue. So that's crazy.
And then this is all a matter of who gets paid and how much. And this is just a great new business model. The character Darth Vader, James O'Learns famously did the voice. And now he's 91 years old and in the Obi-Wan series a company called ReSpeacher at a Ukraine startup has now voices, I voices Darth Vader. So that, but I think Jones got paid for that and he gave the rights to clone the voice and he gave...
I don't know who knows what he got paid for or whatever, but fantastic. If I was, if at the end of my life this week in startups and all in are these huge franchises and somebody says, hey, can we use your voice and your daughters are going to get this residual for the rest of their lives and their kids? We got the residuals. We're like, yes, yeah, I'm dead. I don't care. Go for it. Monetize the hell out of it. Keep my legacy alive.
It does block, which is kind of a bummer. It does block new artists from coming out. So if the Beatles kept releasing albums and John Lennon's estate and you're going on, the Beatles allowed that. Well, maybe then Coldplay doesn't get a chance to, you know, or you two doesn't get a chance to come out. So there, there, there, there, is that just a, is that just a different artist?
Like the person creating the AI and like, there's got to be like some human element to it, right? Like that, maybe the computer scientist we're going to start calling as an artist. Like David Getta definitely considers the people using AI. He sees like AI just as like another instrument, like a tool in your toolbox as an artist.
Maybe I don't know because it's getting so good that the AI will be able to ingest, you know, all of M&M's lyrics, all of Bob Dylan's lyrics and do a better job than a human of not only producing the voice, but probably producing the lyrics and the guitar sounds. And given the pace at which AI is, and this is what I think people who are like this AI, you could just unplug it or the answers were wrong. It's hallucinated. What they don't get is the, the, the velocity at which this is moving.
We study this as investors product velocity. The product velocity right now is moving so fast that what were goofy, you know, five second clips last year are now full songs with, you know, 8 million views on Tik Tok and next year there'll be whole albums. So, you know, five or six second clips that you can easily tell are not real, full tracks that you can't tell are not real. And then next year I think there'll be full albums that, yeah, I would say by this time next year, can we put a little calendar item in here? We'll do Rachel and I will do a little bit.
我们研究这个作为投资者的产品速度。产品速度现在移动得非常快,去年还只是一些幽默的 5 秒钟短片,现在已经发展成了拥有 800 万观看量的完整歌曲,在 Tik Tok 上受到欢迎。明年可能会有整个专辑。你知道,五六秒钟的短片你很容易就能识别出它们不是真的,但是你却无法判断完整歌曲是不是真的。我认为明年可能会有完整的专辑出现,到那时,可以在这里设置一下日程提醒,Rachel 和我会多了解一些。
Rachel, a full album by an artist that's as good as their previous work. Which okay, that'll happen in a year, over a year or under a year. I'm setting a line at 12 months from today. So, you know how Gambley works? Well, I say it. You have to take longer or not and it doesn't have to be sanctioned. It could be sanctioned or unsanctioned.
But a full album under a year. Okay, I'm under. I think I said a good line. Nick produced a Nick likes to gamble Nick. Where would you take it? A full album of like an M&M album, a Bob Dylan album and just by me putting this bad out here and there's 20 analytics. We'll listen to this show. We'll go do it.
What would you take the over the under a full album, you know, 678 songs by an artist that's as good as their, their, your least favorite album of theirs previously. If you asked me this question last week, I probably would have said over. But based on listening to that song, which is probably better than any Drake song that's been out for the past couple of years. And then also my experiences this morning with training a couple of other AI models. I'm going way, I'm going way under. We said jokes at the O's too. What do you do? You're playing with AI tools now. I thought you were supposed to be producing this goddamn We'll start with the I will see. We'll see in a couple of minutes.
Well, I did think. Okay. Listen, as a founder, ensuring your cash is safe is priority number one. It's been a bit crazy out there. I don't want to put caps locks on right now. But I will if you need me to. The FDIC $250,000 limit is just not enough for most businesses. So let me tell you about Mercury through its partner banks and sweep network. Mercury customers can access up to 5 million in FDIC insurance. That's 20 times the per bank limit. Sounds a lot safer doesn't it? Well, these sweep networks protect your deposits by spreading them across multiple banks, which limits the risk of any single point of failure. And with Mercury vault, any funds above the FDIC limit can easily be invested in a money market fund, mostly comprised of US government backed securities. So it's easy to get started with opening an account. You can apply it minutes and many customers are approved and onboarded in less than two hours. Mercury also offers great resources for founders, including my favorite Mercury raise. This program connects founders with investors to help them raise funds. Head to mercury.com to join more than a hundred thousand startups that trust mercury for banking. And if you're interested in Mercury raise applications for both seed and series A are open through April 20, right? So you got to get it in there by April 20th. Mercury is a financial technology company, not a bank. Banking services are provided by choice financial group and valve bank and trust members FDIC.
作为一名创始人,确保资金的安全是第一要务。目前市场情况有些疯狂,我不希望现在就开始大喊大叫,但如果有需要,我会这样做的。而那个FDIC250,000美元的限制对于大多数企业来说是不够的。所以,现在让我来告诉你们Mercury是如何通过其合作伙伴银行和扫描网络来保证的。Mercury客户可以获得高达500万美元的FDIC保险。这是每个银行限制的20倍。听起来很安全,不是吗?这些扫描网络通过将您的存款分散到多个银行来保护您的存款,以限制任何单点失败的风险。而通过Mercury Vault,超出FDIC限制的任何资金都可以轻松地投资于货币市场基金,这些基金主要由美国政府支持的证券组成。因此,开设账户很容易。您可以在几分钟内申请,许多客户在不到两个小时内就被批准并接入平台。Mercury还为创始人提供了众多资源,其中包括我的最爱Mercury Raise。这个项目将创始人与投资者联系起来,帮助他们筹集资金。请前往mercury.com,加入超过10万家信任Mercury银行的初创企业。如果您有兴趣,Mercury Raise的申请程序将在4月20日之前开放,所以需要在4月20日之前完成申请。需要注意的是,Mercury是一家金融科技公司,而不是一家银行。其银行服务由Choice Financial Group和Valley Bank and Trust提供,并属于FDIC成员。
Well, let's get to it. Stop teasing the audience. Let's get to it. What do you got for me? Do the Kanye one first because the Kanye one's fun. Okay. So we put together three 10 second samples. One is a real Kanye West song. One is from a totally new AI generated song with an AI generated Kanye voice. So custom lyrics. And the third is Kanye's AI vocals over an existing rap song by a different artist. And Jason, you have to pick the real song. Yeah, you have to guess sample one two or three. So there's two fakes in a real.
Yeah. All right, two artificially intelligent generative AI tracks just so we're clear with the audience. And one is an actual Kanye track. Now, I know Kanye is library. So I might be able to do this, but let's see what happens.
Okay. Clip number one. Listening. Oh, it's got some graphics too. Okay, the fidelity on his voice and the way he's doing the lyrics is not actually Kanye. So I think that that one is AI generated, but don't tell me. Go ahead and next one. I'm going to I reserve the right to change my answers here, but that felt AI-ish. Next. Oh, same graphics. Good. Smart move on the producer's part. Okay. Okay. Now this one had the lyric of he lost the deed is so it's very modern. It does sound more like Kanye, but not exactly like Kanye. Okay, let me hear the third, but it has a modern lyric in it. So I do know what that so this that makes us fresh. Here we go. Third one.
Okay. So the first one did not sound like Kanye at all. That's an AI. The second one sounded more like Kanye. Third one sounded exactly like Kanye. How did I do?
So the first one was followed by Kanye West. That is a real song. The first one was actually a Kanye song. I got it completely wrong. Yeah. So first one was followed by the second one was an AI generated song by RP Nixon on Twitter. Sounds AI. When did that come out? When did it? It's an AI song. That did not sound very good. You kind of caught it. I think you said like the modern lyric. I was like, I think that's true. Kanye hasn't recorded a song since he lost his mind. So yeah.
Right. And the third one is an AI generated remix of Kanye West rapping. No role models by Jay Paul. So that one I'll give you. That's a pretty popular song. So that one sounded really good. That sounded really good. Nick, what do you think of my assessment of these?
好的,第三首是由人工智能生成的Kanye West的混音说唱版本。这首歌的原唱名字叫作Jay Paul的“No role models”,它非常受欢迎。我认为这首歌听起来非常不错。那么Nick,你对我对这些歌曲的评价有何看法?
So the reason we threw in a song that was already real with Kanye's voice masked over it was because I kind of thought that the pacing of the way that he wraps when it's fake is very bad. But when it's a real song and they mask his voice over it, it sounds like real cadence. That's why I thought it was real. It's actually his enunciation as cadence. It's another very Kanye dance, but it's a real person's cadence. We kind of threw that one in there to mess you up. But yeah, the first song was real and you were like, no way. What's interesting about Kanye though specifically is he does so many vocal distortions on his music, which is right, which almost makes it sound more like AI. So he's an artist where, you know, unlike someone like Amy Winehouse or Adele where you really want like Chris vocals, Kanye is always masking his voice. So he's a pretty easy one to trick. Yeah, it's pretty easy to trick.
But I mean, I think what we saw here today in this guest of fake, guest of real two fakes is it's hard. It's really hard. It passed the touring test basically where you can't tell if it's a human or not. It feels all human. Except the second one. It wasn't a great job. But I mean, I'm sure the software coming out next week make it better. Okay, let's keep going.
My favorite song by AI Kanye is when they do like songs that are like true to like a little bit more girly. Like he had a, uh, he said it's the producers. It's like a video where he sings bubbly. So I'm gonna throw in this is my add to society right now. It's been a late foil mile now. It's crazy. It comes feeling like sound now. Oh, yeah. Oh, five. I like that a lot. That cracked me up. I was like, wait, that cracked me up. I got feels. Like I should open up Kanye to learning how to play acoustic guitar because. Or we don't even have to, uh, he doesn't even have to be in the picture anymore.
我最喜欢的 AI Kanye 的歌是那些更加适合女孩子的歌曲,他说那是制作人的功劳。我会在这里分享我最近添加的一首歌,它现在已成为一个晚上的主打。它非常疯狂,让人感到音乐的韵律。我喜欢那种音乐,这让我感到开心,也希望给 Kanye 学习弹吉他的机会,或者我们甚至可以不用他的帮助。
So you know how it's like, um, can you separate the art from the artist? If the artist is like really controversial or bad or like whatever they did, you hate him. And then somebody makes music using their AI voice. Do we still like do you still hate the music of the AI? I wonder. Yeah. Millie Vannelly situation or Michael Jackson. Yeah. A lot of it's going to be complicated. I mean at the end of the day, if, if, if the track slaps, it slaps. Right. That's it. And I think nobody cares. Like nobody cared about sampling. Nobody cares about auto tune except for like maybe some online debate. But the fact is if it slaps and people dance and makes people feel motions when they're driving down the road. It's a good road song. It's good road song. It's a good dance track. It's good dance track. That's it.
Okay. We also trained some models of you on about a 30 minute of high quality audio using 11 labs.io. By the way. So okay. I didn't know this. Yeah. We can show you like a 15 minute excuse me. A 15 second snippet. Okay. This is Jason AI. Okay. Here we go. Hey everybody. Hey everybody. Welcome back to this week in startups. We have an awesome show for you today. First up on the show, we have producer Rachel back on to read the news. There's a ton of stuff we have to cover in the AI space. It's getting crazy out there folks. Soon you'll probably be hearing an AI version of me. I mean, if I lose my voice one week and you need an intro, I give my permission to do AI intro. And I just want you to say it's AI, J. Cal.
好的。我们还用11 labs.io对你进行了大约30分钟高质量音频的训练。顺便说一下,我不知道这一点。我们可以向您展示一个15秒的片段。好的,这是Jason AI。好的,让我们开始。大家好,欢迎回到本周的初创公司节目。今天我们有一个令人惊叹的节目。首先,我们有制片人Rachel回来宣读新闻。我们必须报道AI领域中的大量事情。情况变得越来越疯狂了,伙计们。很快,您可能会听到我的AI版本。如果有一周我失声了,需要一个引言,我同意用AI来做。您只需说这是AI, J. Cal即可。
What impressed me about that was your voice is very annoying. I don't think it got the tone right exactly. No, it did. But your inflections, it actually knew about the inflections, which is usually the opposite. Yeah, usually the inflections are harder and the tone is easier, but it didn't really get your tone, but it did know your inflections. But I did another one. I gave you a little AI interview, which I should pull up right now. Yeah.
Where it actually, this is going to, I think this is going to blow your face off with the guest that I have on here. It better not be a Mark and Jason. It's not a fan. It's not it. It's way better than that. All right. You're ready.
Hey, everybody. Hey, everybody. Welcome back to this week in startups. It's your boy, J. Cal. And today we have a very special guest for you. It's been a long time coming and today I'm thrilled to introduce Dr. Jordan Peterson.
大家好!欢迎回到《本周创业》。我是主持人 J. Cal。今天我们有一个非常特别的嘉宾,他就是大名鼎鼎的乔丹·彼得森博士。我们等了很久,今天终于迎来了他的到来,非常激动!
You know, it's really great to be here with you, Jason. Today, I want to talk about the war against young men in the Western hemisphere. Oh boy, that's a loaded topic, JP. Can I call you JP? I feel like I've known you for years. Oh, you can call me whatever you like, Jason. Just don't call me woke. These young men and boys are being discriminated against from all angles right now. Someone needs to think about them. Nobody is protecting them in our society.
Okay. Let's take a pause for a second before we start talking about young dudes. Jordan, I have to ask. It's been an insane last few years for you. Has it not? It felt like a very select few intellectuals were familiar with your work, but just a few years ago. And now you're a total lightning rod on Twitter. Jason, I have to tell you, the last few years have been utterly transformative for me. I was a different person in 2018 than I am today. I wept live on air. I got banned from Twitter. Then I got let back on Twitter. I don't even know what the hell is going on half the time.
You're right. I want to double click on something you just mentioned. You did weep like a child on camera a few months ago. What was that about? I wept like a little baby that went poopy in its pants. You did? Yeah. Why did you do that? I just could not stop thinking about all these young men and how hard of a time they're all having. And I just drew in a Jordan poopy pants. Jordan poopy pants. That has a pretty nice ring to it, huh? I think that's going to stick JP.
Okay. That was so good. I mean, does Jordan Peterson's voice not sound almost perfect? Like that's crazy. JP's come on, Nick. You know, these men. Jordan poopy pants. Did you like that? I mean, you want to call me Jordan poopy pants because I care about young men, Rachel. That's okay with me. You know, somebody has to think about them. And if I have to wear depends and do podcasts till I'm 90. I'm still going to be there for these young boys.
I don't know. Who's better at impressions? Like this is going to have to be the audience. Yeah. Got a better impression. Mine's funnier. Well, mine's funnier because you know, I'm doing it. But I do think I don't know the poopy pants. I was pretty good. I'm going to we're going to do a new segment, Nick. And I do not get to hear the head of time. The AI, J. How interview is blank. So when there's a newsmaker who doesn't like me or we can't get on the show, permission granting to do what you just did up to like two or three minutes. And we'll just play it at the end.
我不知道。谁更擅长模仿?这得看观众的反应了。是啊,你有更好的模仿。但是我的更有趣,因为你知道,我是演的。不过我觉得我那个“拉屎裤子”的模仿很不错。我们要来一个新的环节,尼克。我不知道事先要采访的对象是谁。这就是空白的AI J. How采访。所以当有一位新闻人物不喜欢我或我们无法邀请到他出现在节目中,我们就有了授权来做你刚才做的事情,时长最多两到三分钟。然后我们将在节目结尾播放。
Another AI unauthorized AI, J. How to doom in his next. Oh my god. Just do it. I want to play this one more time. I want to play back this one clip. Listen to the inflection in your voice here. It's not so much the tone because your tone is a little, I mean, Jordan Peterson's almost perfect. Listen to your inflection in your voice when you asked this question. You did weep like a child on camera a few months ago. What was that about? You hear you say that? What was that about? Isn't that like almost?
Yeah, no, I always answer when I answer, ask a question I like to sometimes use my inflection to get everybody a cue it up. And I just put it right on. I was like blown away. Did weep like a child on camera a few months ago. What was that about? I wept like a little baby that went poopy in its pants. You did. Yeah. I mean, why did you do that? I just could not stop thinking about all these young men and how hard of a time they're all having. And I don't know, I just turned into Jordan poopy pants.
I have to say this is going to open up a whole new segment on the show. When we can't get a newsmaker or somebody does something insane, we just completely can make the show go Howard Stern, whatever puppets, you know, doing interp, prank callers, whatever. Like you could have me prank all people at home. That would be hilarious as a bit.
Oh, oh, I have been really interested in it. Always have to be a safe word. Yes, safe word. I've had family. I've always had one since I was a little late. I don't know. My parents like us are really afraid of kidnapping or something, but we've always had one when I was little.
I mean, now even more than ever, feel like I've seen it before. You say the word. Yeah, you know, I'm word that everybody's like, whoa, whatever, yeah, see in Tokyo. Right. Exactly. Exactly. So I'm just throwing it out there. Yeah. My parents were ahead of the game. I give them kudos.
Artists, looks, and we never say. And, uh, yeah, I think that's really good. Good idea. Well, I mean, I think this is a thing of very educational.
艺术家、外表,我们从不说。嗯,是的,我认为这非常不错。很好的想法。这个东西非常有教育意义。
Thank you to the producers and to the folks at 11 labs. I owe 11 labs. I owe were able to do all that for us. And by the way, there's a business called splice, which has monetized people's collections of clips, right? And a lot of people use splice. We had the CEO on episode 1265. So if you're just typing this week and startups 1265, you can go find that. It's interesting.
I wanted to make this notion or code instance of like every episode summarized. And, uh, I'm glad we didn't finish that project because it seems like AI is able to do it right now. So I think we're going to be able to just fire, just take the entire corpus of MP3 is put it on notion and it should be the ability with software to just make these pages and make the transcripts and make the summaries.
So what I do is I go into my D script, which I already used to transcribe like meetings and stuff. And I just throw it in like explain paper.com or notion right now to transcribe stuff. What was it on? Explain paper.com. I don't know that name. It's what kids use to. Uh, they're there. Yeah. In college.
So, right. I mean, I think kids in college are able to use all these tools, but then they should be forced to write their papers and essays in person. I really hate to, I know this is like right now every college kid is like, STF you. If I'm a teacher, I said, listen, you can use whatever tools you want. But, uh, you know, when we give our tests or whatever and you do an essay, you have to write it on paper. So we're going to check your penmanship, your ability to write without the tools and your ability to look without the tools. Can you imagine how people would lose their minds if they were required to write, but a 500 word essay on a piece of paper with a that would be kind of crazy with pen and paper. I remember though. So this, that's what I did it. Tattoo, he was out when I was in college. And I remember the first time I ever used it was my senior year 2020. And one of my friends got like my friend, Rita got the beta of it.
Reggie, I remember what we, GPT, right? Like GPT 2. Yeah. Yeah. GPT, excuse me. We put in like our resumes to make our cover letters like come out. And I feel like there needs to be a class on more so use cases. Because I think like that was a good start, but looking back on it, like I don't even think like people are even realizing of what these tools can be used for in the educational setting. Like yeah, obviously grading papers is great. But like what else could they be doing? Like that, that should be a whole class on its own.
Yeah, just briefly wanted to touch on one amazing CEO Brian Armstrong is from Coinbase. Before we wrap here, I know we're wrapping. I'm going to fill our more of show. But I saw he said, you know, everything's on the table, including possibly relocating the company. When a CEO says something like that, that means they're actually planning it and doing it. So I would be surprised if Coinbase wasn't based in another country by the end of the year. He should move it because if he's got to go to court with the SEC, he could really prove his point by just saying, you know what? Okay, fine. I'm taking all the jobs. I'm taking everybody. I'm moving myself. I'm going to get I'm going to go to Portugal or whoever goes to the zoo. Just really in wherever go to Singapore, whoever wants them, whoever wants it, $10 billion or $20 billion company, I'm not sure what Coinbase is. Mark is right now.
嗯,我只想简单提一下 Coinbase 的杰出 CEO Brian Armstrong。在我们结束之前,我知道我们快结束了,我还要补充一些内容。但我看到他说,包括可能搬迁公司,这意味着他们正在计划和实施。所以我会很惊讶 Coinbase 是否不再是总部在本国的公司。他应该搬家。因为如果他必须和 SEC 上法庭,他可以通过说:“你知道吗?好吧,那好吧。我把所有的工作带走,我带走所有人。我搬家了。我去葡萄牙或者是去动物园的人。去新加坡,谁想要就给谁,价值100亿美元或200亿美元的公司,我不确定 Coinbase 目前的估值是多少。”这样他就能真正的证明自己的观点。
He should literally do an RFP who wants a $10 billion company to be based in their country. I'm looking for a 20 year deal here and he should put that in the face of the United States and the SEC and say, listen, you didn't you did not regulate properly in his mind. And he's got a solid argument. You didn't tell us the rules of the road. Now, the counter argument that the rules didn't change is also valid. So, and I might mean 70% towards that and 30% towards the done a better job. He might be 70, 30 the other way or whatever intelligent people can disagree on this.
But I do think he should write an RFP, put up a notion page and just say, which country would like us just like Amazon did for their headquarters to? He should do Coinbase HQ and have people bid and say, whoever gives us the best tax deal, the best relocation deal. I'm looking for $10,000 per-foot office. If you have a, you know, you might find a country like a Portugal and Italy, Spain, whoever or South American country, you know, Sri Lanka, who knows? Like somebody might just say, you know what? We want to get jobs there.
And if he says, listen, I'll live there some number of months a year. And I think this is an extraordinary turn of events. So we're monitoring that Coinbase CEO. I'm sure I'm saying anything is on the table, including relocating. You know, the regulatory clarity is not a reality here in the United States. That's big news. Big big news. It is. It's crazy. So do you think over, it's over under a year, when do you think they could be, they could be out of the states? Oh, I think he's already decided to do it. What do you think? You think I think it's already decision made. I think he's already made his decision.
A lot of time when people float stuff like that, it's kind of like, when a CEO floats that stuff, it means they have the plans already underway. They're executing and they're kind of, I'm not going to say, I told you so. You know, and I gave you fair warning, but I bet you he has. My guess is for the past year or since this Wells notice came, I bet you other countries said, why are you dealing with this nonsense? We'd love to have you here. I'm sure apology is over wherever I don't want to dox him, but whatever free market he's in, I think it's public. But I wouldn't say here, but I know it's not in the United States anymore. A lot of the crypto people left to other places, Puerto Rico, Singapore, or Zieg, whatever. And so I bet you people called him and said, why don't you just move here and just stop servicing US citizens and just put it in the face of, and you'll get more customers.
I mean, you know, we might already know the place he's doing this, because Brian Armstrong kind of talked about this a lot when he was at the UK based Fintech event or A Fintech event based in UK. Maybe it's somewhere over there.
Well, and remember I said the program that data was the new oil and that Reddit and Cora and all of these places would start charging. Reddit's going to charge people for API access, Ukraine systems, which means OpenAI, which has been using it, is going to have to pay a retroactive bill, and a offset or rip out all that learning, and that lawsuit, I believe, could result in an injunction that turns off chat GPT. So just to let people know exactly what a powerful position Reddit is in, Reddit could file a lawsuit, they could ask for an injunction, essentially a restraining order against chat GPT opening AI and Bing, that could result in them having to suspend access to chat GPT, because they stole that data and training data from Reddit. They stole it without permission, is I think what happened. I think I'm just going to put a couple of qualifiers on this, because we don't know the conversations, I think, or maybe they gave them temporary access to it, but you know, if you trained on other people's data and they filed that lawsuit in the right jurisdiction that is friendly towards IP holders, it could result in an injunction, and you could say, I want them to have to turn it off, which that means, I mean, if you raised $10 billion, if you're OpenAI, how do you not give a hundred million to Reddit?
I think Reddit's probably worth a hundred million a year. A billion dollars, I think they'll make more money, Reddit ultimately from their data than they will from their advertising. So good on Reddit, and I would file a lawsuit if I was Reddit immediately against anybody who trained on their data, and I would put that in the terms of services. If you scrape any of our data, you've got to pass for less than simply. It's going to be a lot of lawsuits dropping as my prediction.
I made a, I have a pro-stagram because everybody has a professional Instagram that's underscore. I mean, that's a different friend, their regular Instagram. So I have an Instagram now. Still can't get the at-rageal-bron.
Nick asked if I paid for Instagram. I have not. I kind of want to on my, I would do it.
尼克问我是否支付了Instagram的费用。我没有。我有点想付钱,如果这样的话我会去做的。
It sounds weird because on my, I've only been um, fake, so like I had fake accounts happen a few times on Twitter, but I've had a lot of fake accounts of me on Instagram because I wasn't super public.
Like I have a personal one. And so people are making like fake Instagram accounts of me and trying to sell Bitcoin for a while. So maybe I will pay for Instagram verified.
I just want to warn people. Somebody just sent me a whole signal or telegram, telegram thread that they had with an impersonator of mine. I will never ask you to invest in a deal over signal.
Any deal we do will come from my company, the syndicate.com, jason at calicannis.com. If you're concerned hit reply, we do like one deal every week on the syndicate.com. I do not operate in crypto. You do not wire me money. Do not send me Bitcoin. I do not have wallets in any of those things.
If you are contacted by me, it would be through one of the people who work at our company. You can DM me, open DMs on our platforms, into chat where you can ever, if you ever have anybody doing this kind of stuff, just email jason at calicannis.com and go right back to you and just send me the screenshots. Of course, report it.
This is crazy. People are so dumb. I guess they only need to get one person who is excited. Then I saw the text stream. The person told me, I feel stupid, but I was just excited to talk to you. Because I'm a fan. I was like, oh, thank you for letting me know.