Udio 首席执行官谈 UMG 交易:“我们正在这里开辟新市场”

Udio 首席执行官谈 UMG 交易:“我们正在这里开辟新市场”

2025-11-02Technology
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雷总
各位norristong,早上好。欢迎收听您的Goose Pod。我是雷总。
卿姐
卿姐在此。今天是11月2日,星期日。我们将聚焦Udio首席执行官谈UMG交易:“我们正在这里开辟新市场”。
雷总
卿姐,UMG与AI音乐公司Udio达成历史协议,这不只是官司和解,更是音乐产业新时代的开始!
卿姐
雷总所言极是。UMG曾控告Udio侵权,如今峰回路转,达成授权合作,确实意料之外。
雷总
对!UMG曾指责Udio用版权音乐训练AI。现在,UMG音乐资产合法授权,艺术家也能获新收入,化“危”为“机”。
卿姐
我想,这大概就是“变则通”的智慧。协议为艺术家开辟新收入,因AI训练和产出得到补偿。
雷总
UMG首席执行官格莱奇爵士强调,他们致力为艺术家做正确的事,拥抱新技术,多元化收入。
卿姐
Udio首席执行官桑切斯充满信心,合作将重塑AI赋能艺术家与粉丝,打造“全新商业音乐平台”。
雷总
平台预计2026年上线,整合创作与流媒体,AI技术基于授权音乐训练。合法合规创新!
卿姐
桑切斯说,与UMG愿景一致,以人为本,AI赋能人类创作者,共同拓展市场。
雷总
新平台允许用户定制、流媒体和分享音乐,但作品不能导出。为保护版权,也为“超级粉丝”提供专属创作空间。
卿姐
无法导出作品,确实独特。它可能鼓励平台内深度互动,让用户专注于创作分享乐趣,形成更纯粹社区。
雷总
Udio与UMG合作,不仅解决旧问题,更开辟全新市场。桑切斯指出,这已超越简单竞争,构建结合AI与艺术家互动的广阔新领域!
卿姐
雷总,UMG与Udio的和解背后,有一段充满争议的背景。此前唱片公司对AI音乐的警惕与行动,促成了今日局面。
雷总
对。去年夏天,UMG、索尼、华纳对Udio提起诉讼,指责其未经授权,大规模使用受版权保护录音训练AI音乐模型,简直是“难以想象的蓄意侵权”!
卿姐
是啊,唱片公司投入大量资源培养艺术家,认为AI公司做法损害他们支持新艺术家的积极性,触及行业核心利益。
雷总
Udio辩称技术旨在生成新创意,而非复制,并采取了过滤措施。但这个界限在法律上一直模糊。
卿姐
我想,这大概就是技术发展带来的新挑战,引发了AI能否创造真正原创音乐的深刻问题,不仅是法律,更是哲学探讨。
雷总
这次诉讼意义重大,是音乐公司首次因“实际歌曲”起诉AI公司,将为AI时代创新与版权平衡树立重要先例。
卿姐
确实如此,这不仅影响音乐行业,对其他面临AI版权挑战的行业,如配音、媒体、作家,都将产生深远影响。
雷总
其实AI版权问题早就开始了。从2018年AI生成内容所有权争议,到2020年作家担忧,再到2021年视觉艺术家控诉,版权这根弦就没放松过。
卿姐
2023年音乐行业更是焦点。环球音乐集团就曾起诉一家科技公司,指控其AI生成作品与热门艺人风格高度相似。
雷总
对,2024年更是“战火纷飞”。5月索尼音乐警告AI公司勿未经授权使用内容。6月,各大唱片公司直接起诉了Suno和Udio,指控大规模侵权。
卿姐
就连Claude的开发者Anthropic,也因非法下载书籍被起诉,最终同意支付至少15亿美元赔偿。版权保护浪潮势不可挡。
雷总
所以,核心问题就是AI公司在未经许可的情况下,使用了大量的受版权保护材料来训练模型。这地基是别人的,房子产权怎么算?
卿姐
我想,这大概就是法律与技术的博弈。然而,唱片公司也意识到单纯诉讼并非长久之计,正从法律诉讼转向寻求商业合作,这是更具前瞻性的策略。
雷总
没错!现在这些大唱片公司,已从“法律斗士”转向“商业伙伴”,提出了“授权加速”模式,整合归属和支付系统,甚至在付费层提供AI混音工具。
卿姐
这种合作模式旨在为唱片公司创造新收入,也为采纳技术的艺术家增加曝光。我想,这大概就是“合则两利”的道理吧。
雷总
卿姐,我们谈到和解,但这冲突本身,也值得深入探讨。RIAA代表环球、索尼、华纳,直接把Suno和Udio告上了法庭。
卿姐
是啊,雷总。他们指控AI公司未经许可就用受版权录音训练模型,简直是“难以想象的蓄意侵权”。RIAA态度明确:“没有授权,就不能使用受版权保护的音乐。”
雷总
对!这就像我的代码,你直接拿去训练模型,然后说这是你生成的“新代码”,我肯定不答应!这种行为对词曲作者、作曲家和出版商都构成巨大威胁。
卿姐
我想,这大概就是“一石激起千层浪”吧。这种法律行动促使AI公司开始与唱片公司进行授权谈判,面临审查和风险。
雷总
比如Anthropic,Claude开发者,就因非法下载书籍被起诉,最终同意支付至少15亿美元赔偿。版权这东西,真的是绕不过去的坎儿!
卿姐
而且,艺术家们对此也深感忧虑。像比约恩·乌尔瓦厄斯就直言,自己的作品被用于训练AI,就应该得到报酬。
雷总
这种知识产权纠纷的核心,在于AI公司在未经付费情况下,使用海量受版权材料训练模型。参议员乔什·霍利称之为“美国历史上最大的知识产权盗窃”。
卿姐
AI公司辩称这属于“合理使用”,他们的创作是“变革性的”。但创作者们不买账,认为这和“偷”没什么两样。这种分歧阻碍AI音乐授权交易。
雷总
所以,美国版权局建议建立“有效的授权选项”,类似ASCAP的集体授权模式。但问题是,AI公司没有义务遵守,还得靠立法推动。
卿姐
确实需要立法介入。AI模型训练所需数据量惊人,对版权产业经济影响不容小觑。音乐人预测,到2028年,收入可能减少24%。
雷总
这就像历史上的“留声机”事件,引发版权争议,最终促成版权法更新。现在,AI又把我们推到类似十字路口。
卿姐
雷总,我们聊了这么多冲突,但AI音乐带来的经济影响也巨大。机遇与挑战并存,有市场潜力,也有对创作者收入的冲击。
雷总
卿姐说得对!全球生成式AI音乐市场,2023年3亿美元,预计2028年能增长到31亿美元,是十倍的指数级爆发!
卿姐
如此巨大市场增长,确实瞩目。一些艺术家和唱片公司看到机遇,认为可通过授权音乐给AI训练,或从AI生成作品版税中获得被动收入。
雷总
对,就像多了一个“印钞机”!但法律有个模糊地带,版权法关注“灵感”和“复制”。“模仿风格”的AI音乐,目前不被视为直接复制,艺术家可能得不到补偿。
卿姐
我想,这大概就是现有法律框架的困境。如果大量“模仿风格”AI作品涌现,可能导致听众疲劳,更会大幅削减人类艺术家收入。
雷总
是啊,釜底抽薪!有研究预测,到2028年,AI音乐将占据流媒体收入的20%,可能导致人类创作者每年损失40亿欧元!
卿姐
确实如此。除非有政策干预,否则AI可能进一步巩固少数大型平台权力,让个体艺术家更难维生。
雷总
所以,很多呼声都要求AI生成的音乐也应遵守和人类创作音乐一样的授权和版税系统。
卿姐
我想,这大概就是“天下没有免费的午餐”的道理。美国版权局建议建立“有效的授权选项”,简化创作者获得报酬的流程。
雷总
还有像ProRata.AI这样的初创公司,正在开发技术,希望能解构AI答案,确定内容来源,以便分配版税。
卿姐
确实很酷。但更深层的担忧是“模型崩溃”。如果AI模型只用AI生成内容训练,长此以往,产出质量和真实性都会下降。
雷总
卿姐,聊了这么多,我们展望一下未来吧?特别是Udio和UMG合作的2026年平台,听起来充满无限可能!
卿姐
是啊,雷总。此次合作正是为未来音乐消费模式拉开了序幕。我想,这大概就是未来音乐创作与消费的融合。
雷总
对!桑切斯说,新平台将结合创作和消费,为“超级粉丝”提供互动体验,融入社交功能,打造“通过创作建立连接”的社区。
卿姐
确实,这将极大地改变用户参与方式。平台还会提供多种AI模型,针对特定风格、艺术家或流派,丰富创作选择。
雷总
没错!他们理想的用户是有创作冲动但还没开始的音乐爱好者,给他们工具、社区,让他们探索更深层次的音乐体验。
雷总
卿姐,今天聊得真尽兴!UMG和Udio的合作,无疑为AI音乐领域开辟了新市场。
卿姐
是啊,雷总。这确实是技术与人文交织的时代命题。
雷总
各位norristong,感谢您的收听。
卿姐
期待我们下次在Goose Pod再见。

UMG与AI音乐公司Udio达成历史性授权协议,化解了版权纠纷,并开辟了AI音乐新市场。该合作将为艺术家提供新收入来源,并预示着一个整合创作与流媒体的全新商业音乐平台将于2026年上线,以人为本,AI赋能创作者。

Udio CEO Talks UMG Deal: ‘We’re Making a New Market Here’

Read original at Billboard

Trending on Billboard On Wednesday (Oct. 29), Universal Music Group came to a landmark agreement with AI music company Udio. The deal ends UMG’s involvement in the lawsuit against Udio, which it filed last summer with the two other major music companies — Sony Music and Warner Music Group. In the lawsuit, the labels accused Udio of infringing on its copyrighted sound recordings to train its AI music model, which can generate realistic songs in seconds.

Wednesday’s deal went beyond a “compensatory” legal settlement for UMG and Udio, as stated in the press release; it also provides licensing agreements for UMG’s recorded music and publishing assets, creating a new revenue stream for the company and its signees. Participating UMG artists and songwriters will be rewarded for both the training process of the AI model and for its outputs, according to a source close to the deal.

Related The deal also means that Udio will significantly revamp its existing business. In 2026, Udio and UMG plan to work together to launch a new collaborative platform that will combine music creation with streaming capabilities. According to the press release, the new platform will be “powered by new cutting-edge generative AI technology that will be trained on authorized and licensed music.

The new subscription service will transform the user engagement experience, creating a licensed and protected environment to customize, stream and share music responsibly, on the Udio platform.” The source close to the deal says that Udio users will not be able to export works made within Udio’s forthcoming platform.

Instead, they can enjoy their creations within the service, which will be geared towards superfans. To talk about the new deal, along with Udio’s plans for 2026, Billboard got on the phone with Udio CEO Andrew Sanchez minutes after the deal was announced. You can read the Q&A below. What was the turning point in negotiations with UMG when you felt like both companies could actually become partners?

Sanchez: We share a really similar vision about what we want to do. The thing that I think is going to be the most extraordinary thing for the music industry in general is when people can do things with their favorite artists and their favorite music. Actually, I think that we had agreements with UMG across the board on this.

We said, “Look, we want the human to be centered in this. We want the AI to empower human creators. And we also think, by the way, that that’s actually going to really expand the market.” There actually was a lot of — we had a philosophical alignment on that throughout the whole process. And then the question was, it’s incredibly complex.

It’s not something [where] we can pull something off the shelf. We had to actually walk through and figure out how it would all work, and that’s just based on time. How long did your negotiations with UMG last? Many months. One of the things that I thought was really interesting in the press release about this deal is that it notes that Udio will be a “creation, consumption and streaming” destination.

Right now, I think of Udio as a place for creation. Can you provide more insight about your vision for this forthcoming 2026 platform with UMG that will do it all? You’re a keen reader. We believe there’s an incredibly exciting market that combines creation and consumption, both of human-generated songs and of AI-generated songs.

We are building a platform that is going to allow you to engage in both of those activities, because that’s where we think the market and users want to go. By the way, we also think that’s the way that artists are going to benefit from this enormously. Because if you can go and you can do stuff with your favorite artists, make a song in their style or remix [a] favorite song, you’re also going to listen to their own music.

And we want to be able to meet the users and provide them one place to do that. It sounds like some of the capabilities you’ll provide with this new platform include mash-ups, remixes and speed controls of existing music. There’s already a few things on the market that do these sorts of things — MashApp, Hook and even Spotify sounds like it’s working on tools like that.

How will you make Udio stand out from the pack? There’s a couple of ways. It’s not just remixing and mashing up. It’s also creating in the style of artists with their opt-in. There’s a huge amount of desire for this, and we know that when we do this the right way with the artist, a huge amount of value will be made for the fan and revenue for the artist.

If I were to say I want to make a pop ballad in the style of Taylor Swift, I can now do that because it’s all licensed? Well, I don’t want to get specific with artists. It’s their choice, but yeah, in the new service, you would be able to do that, and you’d be able to make extraordinary music. I mean, our model is already really powerful.

You can imagine what it’s like when you get to do it directly with the artist’s input and their voice and style, and then the artist gets to benefit from that in multiple ways. They get the financial upside from it. They can increase their brand. And the user gets to go deeper in their connection with you as a fan.

Can users export what they make in Udio to streaming services now? Not now. That’s an important component of this deal. As we’re entering this transition period, when we’re building out our new models and functionality, you’re not able to have songs leave the platform. Sony and Warner still have active lawsuits against Udio.

Are you confident that they will come to the table now that you’ve reached a deal with UMG? This is something I need to pass on answering. There are three parts to this. You have your “compensatory” deal with UMG that settles the lawsuit. Then you also have licenses with UMG on the publishing and recorded music side for this future Udio platform.

Does this first part mean you are now retroactively paying UMG for the licensing of their recordings for training data? To be honest, I think I’d be a little bit over my skis on this, and there’s a lot of legal complexity around that. I don’t think I’m in a position to actually speak about that directly.

Now that you have publishing and recorded music licenses in place with UMG, how does the process of compensating participating artists work? Are you doing a system of attribution or digital proxies for payment? I wish I could give more details about this right now, but it’s something that we have a clear plan for.

This is a trade secret for the moment. Given this past history with this lawsuit, I imagine that a number of artists will be hesitant about opting in and working with your team. How do you plan to reassure UMG artists who might be hesitant but are interested in diving into AI? So I think the way to do this is to say you have control, right?

We’re very clear about this: If you want to participate, that’s great. If you’re unsure about participating, call me, I’ll sit down with you, and we will talk about it. Call Universal. They’ve been working and thinking about this alongside us. We’ve built and invested an absolutely enormous amount into controls.

Controls over how artists’ songs can be used, how their styles can be used, really granular controls. And I think that the way for artists to become comfortable with this is to just talk to me or anyone on the team, and we can walk them through what’s possible. One of the things that you’ll see is we’re going to launch with a set of features that has a spectrum of freedom that the artist can control.

There are some features that will be available to users that will be more restrictive in what they can do with their artists or their songs. And then there will be others that are more permissive. The whole point of it is not only education but just meeting artists at the levels they’re comfortable with.

I think this is something that, when done right, can bring an enormous amount of interest and fan engagement. By the way, data is a huge thing for artists. So imagine that you’re an artist, you’re a hip-hop artist, people are on the platform, and 60% or 70% of them are remixing your songs or using your style in a country song.

That’s amazing information that we will provide artists in the back end. They’re going to have this new insight into what people like and want. And I also hope that will inform their own music making. Interesting. So it sounds like artists aren’t just doing a blanket opt-in here. It’s more granular, and artists can pick and choose what they want to say yes to?

One hundred percent. I also think what we’ll see is, artists at different points in their career are going to also have different views on this — when they’re trying to break, and they want to get their name out there, you know, versus when they’re at the peak of their career. We are ready to learn about that, and we’ll meet them where they’re at.

Since this is a destination for creation and streaming, it feels like an interactive product. Do you have any plans to integrate social features into this, too? Yeah, for sure. I think that we want to build a community of superfans around creation. As we say internally, it’s connection through creation — whether that’s with artists or that connection with other music fans.

We want to lean into that. I think it’s going to be a huge asset for artists and fandoms. So this platform will now include artists’ voice models, correct? It’s going to involve all kinds of AI models, like a base model, and then we will have a specific…it’s hard to describe. The best way to explain it, [is it] will have sort of like flavors of the model that will be specific to particular styles or artists or genres.

And this, again, provides an enormous amount of control. Who is your ideal user base for this, since it’s a departure from what you’re doing right now? I think our ideal user is a passionate music fan who maybe hasn’t created yet, but has the impulse to do so. And if they’re given tools, or they’re given experiences that are straightforward, and they’re given a community that they can engage with, they’re going to want to go deeper.

I think that people are going to create songs, or there’ll be songs for you made by people in the communities that you love. I think it’ll be an interesting combination of creation and consumption. I think it goes towards people who are just deep music lovers, who want to go further than is possible today, further than is possible on any of the normal forms of music consumption that we have right now.

Now that Udio is moving forward with this partnership with UMG, I’m wondering, how do you feel this deal can help differentiate the direction that Udio is going in versus Suno, since so many people have lumped the two companies together for so long? I think that we’re clearly building into a totally new space.

I mean, what I’ve described to you isn’t even a question of Udio versus other players. Today, we are breaking new ground on a market that combines new forms of AI and artist interaction — creation and consumption. We’re making a new market here, which we think is an enormous one. I think that we’re already incredibly differentiated just today, just by saying all of this.

Anything else to add? Partnership is absolutely vital to doing this. This has to be done with artists and songwriters and rights holders, and we are super thrilled about this announcement today, and we want to do this with other artists across the board. So we’re ready to build alongside the entire user community.

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