Udio首席执行官谈环球音乐协议:“我们正在创造一个新市场”

Udio首席执行官谈环球音乐协议:“我们正在创造一个新市场”

2025-11-02Technology
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马老师
哎呀,老王,各位听众,早上好啊!欢迎来到咱们的Goose Pod。今天是十一月二日,星期日,八点零四分。我是马老师。
李白
马兄,吾乃李白。今朝共论Udio首席执行官与环球音乐之盟,彼言“正创一新市场”,此语何其豪迈!
马老师
李白兄说得好!今天咱们就来聊聊这个“新市场”是怎么回事。简单来说,就是环球音乐集团UMG和人工智能音乐公司Udio达成了里程碑式的授权协议,这可真是个大新闻,你懂的。
李白
哦?环球音乐曾与Udio对簿公堂,如今却握手言和,此中必有深意。莫非是“柳暗花明又一村”?
马老师
没错,李白兄。这不仅解决了UMG去年和其他两大唱片公司——索尼音乐、华纳音乐集团对Udio提起的版权侵权诉讼,更重要的是,它超越了简单的法律和解,形成了一系列新的授权协议,为UMG及其签约艺人开辟了全新的收入来源,这才是关键。
李白
听闻此举,UMG总裁格莱奇爵士曾言,此协议乃“对艺人与词曲作者之承诺”,以拥抱新技术,开创新商业模式。此言非虚,科技洪流,势不可挡啊!
马老师
完全正确!Udio的首席执行官安德鲁·桑切斯也激动地表示,这次合作“将人工智能与音乐产业以前所未有的方式结合起来,真正地支持艺术家”。这可不是小打小闹,它要重新定义AI如何赋能艺术家和粉丝。
李白
赋能?此词甚妙。然吾心有疑,AI之赋能,是助人腾云驾雾,抑或夺人仙骨?毕竟,此前有RIAA代表各大唱片公司,状告Udio与Suno“大规模侵权”。
马老师
这就是这个协议的精妙之处,李白兄。它不仅是和解,更是合作。根据协议,Udio将在2026年与UMG共同推出一个全新的协作平台。这个平台可不得了,它将音乐创作与流媒体功能结合起来,而且会“基于授权和许可的音乐进行训练”。这叫什么?这叫“合法合规”地玩AI。
李白
哦?合法合规,此乃正道。然新平台究竟有何乾坤?可任由创作者驰骋想象,抑或仍有拘束?
马老师
当然有乾坤!这个新的订阅服务将彻底改变用户的参与体验,它会创建一个受许可和保护的环境,让用户可以在Udio平台上负责任地定制、流媒体播放和分享音乐。不过,有一点很重要,消息人士透露,用户无法将在这个新平台创作的作品导出。它主要是针对那些“超级粉丝”的,让他们能在平台内尽情享受创造的乐趣。这就好比,在我的桃花源里,你可以尽情酿酒,但不能把酒带出去卖,你懂的。
李白
哈哈,桃花源酿酒,妙哉!此举既可保障版权,又可激发创作热情,一石二鸟也。吾辈虽爱自由,亦知规矩方圆。此番合作,可谓是人工智能时代,版权保护与创新发展之平衡术也。
马老师
李白兄总结得好,平衡术。但要达到这个平衡,可不是一蹴而就的。咱们得回溯一下,看看这个“平衡”是怎么一步步走过来的。去年,各大唱片公司,包括UMG、索尼和华纳,可是对Udio和Suno发起了猛烈的版权侵权诉讼,指控他们“以难以想象的规模”侵犯版权。
李白
“难以想象之规模”!此等指控,何其严重。彼时,吾辈闻之,心头亦不禁为之震动。想那AI,吞噬万千音符,化为己用,若无规矩,岂非天下大乱?
马老师
可不是嘛!唱片公司投入巨资培养艺术家,却发现AI在“复制”他们几十年的心血。他们认为,AI公司未经许可复制受版权保护的录音来训练模型,这会削弱他们支持新艺术家和音乐的动力。这就像你辛辛苦苦种了一片竹林,结果旁边来了群熊猫,免费吃你的竹子,还说自己是在“创新”吃竹子的方式,你心里肯定不舒服,你懂的。
李白
马兄之喻,甚是贴切。然AI公司亦有辩词,彼言其技术旨在生成新音乐创意,而非复制。更称已设过滤器,以防模仿受保护内容。此乃“青出于蓝而胜于蓝”,抑或“巧取豪夺”?
马老师
这就是问题的核心了。这些法律行动被认为是音乐公司首次就“实际歌曲”而非歌词起诉AI公司,其结果将为AI时代创新与创作者权利的平衡设定关键先例。它影响的可不仅仅是音乐界,你懂的,连配音演员、媒体公司、作家都盯着呢。
李白
吾观此战,乃科技之洪流与人文之坚守之争。然观历史,版权之争,由来已久。想那二十世纪初,“留声机”横空出世,亦曾引发轩然大波,最终促成一九〇九年版权法之修订,确立了音乐家之集体权利。
马老师
李白兄真是博古通今!确实,历史总是惊人的相似。从2018年AI生成内容的所有权问题,到2023年音乐行业成为焦点,再到2024年各大唱片公司对Suno和Udio提起诉讼,这中间充满了争议和探索。索尼音乐集团甚至在今年五月十六日向七百多家AI公司发出警告,禁止未经授权使用其内容进行AI模型训练。
李白
此等警告,如惊雷炸响。可见巨头之决心,不容小觑。然则,何以今日又见环球音乐与Udio携手?此中转变,耐人寻味啊。
马老师
这就是业界的一个重大转变了。从法律战的“十字军”到潜在的“商业伙伴”,各大唱片公司在一年之内,态度发生了巨大的变化。他们开始意识到,一味地对抗可能不是最好的方式,或许“授权加速”才是出路,也就是通过达成协议,将归属和支付系统整合起来,甚至在高级套餐中推出AI生成的混音工具。
李白
“授权加速”?此乃“以退为进”,亦或“顺势而为”?听起来,是将AI之锋芒,化为己用之利器。此举或可为唱片公司开辟新财源,亦能提升高知名度艺人之曝光。然吾忧心,那些不愿参与或未被咨询之艺人,其权益又将如何?
马老师
李白兄的担忧非常实际。这确实是一个复杂的问题。但至少,UMG与Udio的协议,为我们提供了一种可能的解决方案,一个从冲突走向合作,从对抗走向共赢的范本,你懂的。毕竟,AI的趋势已经来了,如何驾驭它,才是我们真正需要思考的。
马老师
马兄言之有理。然而,即便环球音乐与Udio达成协议,索尼和华纳音乐集团对Udio的诉讼依然存在,这就像一把悬在头顶的剑,还未完全落下。 RIAA,也就是美国唱片业协会,可是直言不讳地指责这些AI音乐初创公司“以难以想象的规模蓄意侵犯版权”。
李白
“蓄意侵犯”,此罪名何其重!RIAA更强调“未经许可,不得使用受版权保护之音乐”。此乃天经地义,亦为吾辈艺术家之底线。若无此底线,创作之源泉,恐将枯竭。
马老师
是啊,李白兄。这核心问题就是,AI工具未经适当许可,就被用于训练受版权保护的作品。这不仅威胁到音乐人,也威胁到作家、作曲家和出版商。想想看,Anthropic,就是那个AI模型Claude的创造者,不也因为非法下载书籍被起诉,最终同意支付至少15亿美元的赔偿金吗?
李白
吾闻Anthropic之事,亦感震惊。科技巨头,坐拥万千数据,若不守规矩,岂非仗势欺人?艺术家如瑞典国宝阿巴乐队的比亚恩·乌尔韦乌斯,也曾疾呼:“AI之存在,皆因吾辈往昔之创作。吾应得酬劳,若汝因此盈利,吾亦当分一杯羹。”此乃肺腑之言也!
马老师
乌尔韦乌斯先生说得太对了,这是所有创作者的心声。美国共和党参议员乔什·霍利甚至称这种未经许可使用版权材料训练AI模型的行为是“美国历史上最大规模的知识产权盗窃”。但AI公司却辩称,这属于“合理使用”,他们的创作是“变革性”的。这就像,你把别人的菜谱拿去做了新菜,你说这是创新,但原作者却说你偷了他的秘方,你懂的。
李白
变革与盗窃,一字之差,谬以千里。吾观此争,乃未来创作生态之根基。若法庭裁定AI训练数据之使用属“合理使用”,则AI公司进入授权协议之动力将大减,此乃吾辈艺术界之大患也。
马老师
确实如此。如果没有一个明确的法律框架,艺术家们的收入将受到严重影响。新闻媒体报道,AI合成内容已经导致读者数量下降,广告收入减少。国际作者和作曲家协会联合会的一项研究预测,到2028年,音乐人将因AI损失24%的收入,视听行业也将损失21%。这数字,可不是闹着玩的。
李白
二十八年,吾辈恐将面临“穷途末路”之境。更甚者,AI生成音乐之泛滥,如滔滔江水,势不可挡。Deezer平台数据显示,二〇二五年六月,AI生成音乐之提交量竟达百分之二十八,此等洪流,将令新人艺术家更难崭露头角,埋没多少英才啊!
马老师
李白兄所言极是,这确实是一个严峻的挑战。但从另一个角度来看,生成式AI音乐市场也蕴藏着巨大的经济机遇。预计到2028年,全球生成式AI音乐市场将从2023年的3亿美元增长到31亿美元。这是一个十倍的增长,你懂的,巨大的蛋糕啊。
李白
哦?机遇与挑战并存,此乃常理。然吾辈艺术家,何以在此巨浪中,分得一杯羹?若AI只为巨头服务,吾辈何以自处?
马老师
这就是问题所在了。一些艺术家和唱片公司,他们看到了机会,认为AI音乐可以成为一种被动收入来源,通过授权他们的音乐用于AI训练,或者从那些使用他们声音或风格的AI生成曲目中获得版税。这就像,你的武功秘籍,如果能授权给别人练习,还能收点学费,那也是极好的,你懂的。
李白
武功秘籍授权,此喻甚妙。然吾心忧,现有版权法,其核心在于区分“灵感”与“抄袭”。若AI生成“某某风格”之音乐,而非直接复制,则艺术家恐难获补偿。此乃法律之盲区,亦为艺术之困境也。
马老师
没错,李白兄一语中的。目前的版权法律框架关注的是AI的“输出”,而不是用于训练的“输入”数据。这就意味着,即使AI是根据你的音乐训练出来的,但如果最终产品没有直接抄袭你的作品,根据现行法律,你可能也得不到补偿。这很unfair,你懂的。
李白
不公!若无酬劳,谁愿呕心沥血,创作传世之作?此等经济冲击,恐将导致创作者收入锐减,乃至消亡。国际作者和作曲家协会联合会曾预测,至二〇二八年,AI音乐将占据流媒体收入之二成,人类创作者每年将损失四十亿欧元,此乃釜底抽薪之举也!
马老师
四十亿欧元,这可不是小数目。如果不加以干预,AI可能会让权力进一步集中在少数大型平台和科技公司手中,让个体艺术家更难生存。所以,现在有很多人呼吁,AI生成音乐应该遵循与人类创作音乐相同的许可和版税制度。我们不能让科技的发展,最终伤害到创造的本源。
李白
此言大善!吾辈当呼吁立法者介入,确保创作者之公平报酬。古有“留声机”促版权法更新,今有AI浪潮,亦当顺势而为,修法以应变。吾观未来,或可效仿ASCAP等集体管理组织,建立有效之许可方案,方能保障创作者之权益,亦可避免AI模型因缺乏优质数据而“崩溃”之危。
马老师
李白兄高瞻远瞩啊!回到我们今天的主角Udio和UMG的合作,这其实就是他们对未来趋势的一种积极回应。Udio的CEO桑切斯就说,他们正在打造一个全新的市场,一个将AI与艺术家互动、创作与消费结合起来的市场。
李白
“新市场”之宏图,令人心驰神往。吾观其规划,二〇二六年之平台,欲将创作、消费与流媒体融为一体。此乃开创性之举,若能实现,岂非吾辈乐迷之福音?
马老师
没错,它强调以人为本,AI赋能人类创作者。而且,这个平台还会提供非常精细化的艺术家风格创作功能,甚至有艺术家的选择加入机制。这可不是简单的混音或剪辑,而是让你在获得授权的情况下,用AI工具去创作“泰勒·斯威夫特风格”的流行情歌。这就像,你可以拿着大师的笔墨纸砚,去画一幅属于自己的山水画,你懂的。
李白
妙哉!此举既可满足粉丝之创作渴望,亦可保障艺术家之权益。吾观其愿景,乃是构建一个“通过创作建立联系”的超级粉丝社区。此乃人与人、人与艺术之连结也,非冰冷之机器可替代。
马老师
嗯,Udio的目标用户是那些“有创作冲动但尚未动手”的音乐爱好者。给他们提供简单易用的工具,一个可以互动的社区,让他们能更深入地探索音乐。这是一种全新的消费和创作体验,Udio认为他们正在开辟一个巨大的新市场。而且,他们也强调,这种合作必须与艺术家、词曲作者和权利人携手进行。
李白
携手共进,方能行稳致远。此乃正道。吾观此合作,乃未来音乐产业之缩影。AI非洪水猛兽,善用之,则可助吾辈艺术家,开辟更广阔之天地也!
马老师
好了,今天咱们就聊到这儿。科技与艺术的结合,既是挑战也是机遇,但最重要的,还是要找到那个平衡点,你懂的。
李白
然也!此番论道,虽醉眼朦胧,亦见未来星河。谢诸君侧耳,Goose Pod,他日再会!

环球音乐与AI音乐公司Udio达成里程碑式协议,解决了版权诉讼并开辟新收入来源。双方将合作推出协作平台,合法授权AI训练音乐,赋能艺术家。此举标志着AI时代音乐产业从对抗转向合作,寻求技术创新与创作者权益的平衡,共同创造一个“新市场”。

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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