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Primary Kobalt? Kobalt Wave? tinfoil hats, and meaningful consumption experiences.

Mar 3, 2026
Rumors of Primary Wave buying Kobalt and the label execs' pushback. Widespread outages at Anthropic's Claude and debate over AI ethics in music. A social media firestorm around Suno's positioning and several viral Suno-created songs. New standards for proving content provenance and calls for human curation in AI-driven music tools.
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INSIGHT

Primary Wave Makes Strategic Sense For Cobalt

  • Primary Wave buying Cobalt would knit publishing admin and collection tools into a larger rights play.
  • Cobalt's AMRA and publishing admin reduce middlemen, making an acquisition strategically sensible at a ~$1.5B price tag.
ANECDOTE

Switching To Claude Met With Recent Outages

  • Lars Murray described switching from OpenAI to Claude and then experiencing recent outages at Claude.
  • He ties outages to Anthropic's public refusal to work with the Department of War and notes timing around geopolitical events, while stopping short of claiming causation.
INSIGHT

Suno Faces Industry Backlash Over Positioning

  • Suno is facing coordinated industry pushback after a lead investor framed it as a Spotify competitor.
  • Critics argue Suno aims to replace recorded songs with consumer-created AI tracks to scale users and revenue, provoking questions about cultural fit and authenticity.
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