Apple Unveils iPhone Duo, Muse AI Agent, Keith Rabois Joins | David Cahn, Mikey Shulman, David Perell, Jim Reilly, Fletcher Richman

About this episode

• (01:44) - Apple Unveils iPhone Duo • (13:08) - Steve Jobs Predicts ChatGPT • (21:38) - Apple Kicks off Ternus Era • (30:03) - Meta Launches Muse AI Agent • (45:41) - Anthropic Researcher Quits Over AI • (54:08) - David Cahn discusses how AI is reshaping venture capital through concentrated investment in leading private companies, an approaching wave of IPOs, and massive data-center infrastructure needs. The Sequoia Capital investor also highlights opportunities in energy, hardware, robotics, and industrialization, emphasizing defensible intellectual property, strong founders, and aligning investment timelines with market demand. • (01:10:39) - Mikey Shulman, co-founder and CEO of Suno, discusses the launch of its faster, more expressive V6 music-generation model and partnerships designed to share revenue with artists and rights holders. He also explores how accessible AI tools can inspire everyday creativity, enhance professional music workflows, and become commonplace throughout music production. • (01:35:25) - Keith Rabois discusses the durability and valuations of AI companies, emphasizing talent density, sustainable advantages, and the risks posed by disappointi