The world of voice AI, with Mati Staniszewski of ElevenLabs

Bullish:

• $ELEVENLABS - Eleven Labs is experiencing explosive growth with $350M ARR growing to $450M+, driven by enterprise adoption and expanding use cases in voice AI.

  • “Most recently announced was 350 at the 2025. Yeah. But the the best proof of the technology working so recently, are announced our work with Deutsche Telekom and T Mobile, with Revolut, with Klarna, with Meta, with IBM, a wide set of use cases, and this quarter was kind of one of the best for enterprise growth where we had the first quarter hit 100,000,000 in in an additional ARR growth, which is crazy.”

    Mati·44:16

  • “In net new ARR.”

    Mati·44:46

  • “we are over 50% is now sales led on enterprise. Yep. And, know, I think largely that technology powers a lot of their agentic interactions just became reliable at the same time as high quality over the last year, year and a half.”

    Mati·45:29
• $AIVOICE - Voice AI technology is at an inflection point with real-time voice interaction becoming production-ready, creating massive opportunities across customer support, sales, and marketing.

  • “the quality of voice models for them to actually sound good, like, this this is only, like, last three three years thing.”

    Mati·14:27

  • “Two years ago, you can start seeing the real time version of that, and not really. Like, it's I think the real break was like a year ago”

    Mati·14:43

  • “I think over twenty twenty five, the big piece that hasn't been possible is how you connect now the real time voice interaction with something which I think you are referring to. It has context of what you want to do, what is the material that you want to read, how does it connect to set off your preferences from the past Yes. And gets that across. I think that's, like, only recently became possible”

    Mati·14:52