The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online
WTF OnlineShow Notes
ElevenLabs is the AI company that makes machines sound human. They dubbed the Lex Friedman–Modi podcast into Hindi. They built an AI Gordon Ramsay that teaches you how to cook while you cook. They automated 60,000 customer support calls for Meesho. The company is worth $11 billion and is racing OpenAI to own the future of how humans talk to machines. The CEO is a 29-year-old from Poland named Mati Staniszewski who started it because every foreign film in Poland had one man dubbing every character. I sat down with him in Davos. We got into why headphones will matter more than phones, why the real opportunity for young entrepreneurs isn't building AI models but going deep into one boring domain — automotive, healthcare, e-commerce — and deploying voice agents better than anyone else. Then it took a turn. We ended up talking about why social media is fundamentally broken, why no foreign algorithm should define the mood of India's youth, and why nobody has built an AI-native social product yet. We decided to try.
00:00 – Introduction 06:35 – Voice as the Next Tech Interface 13:24 – Competing with OpenAI and Big Labs 20:12 – Preserving Emotion in Dubbed Content 27:39 – Building Profitable Voice Businesses Today 35:09 – AI Valuations and the Global Opportunity 42:29 – Geopolitics Reshaping Trust in Tech Platforms 49:51 – Designing a New Social Media Platform 56:40 – Incentivising Authenticity Over Negativity
#nikhilkamath Co-founder of Zerodha and Gruhas Host of 'WTF is' & 'People By WTF' Podcast Twitter : https://x.com/nikhilkamathcio/ Instagram : https://www.instagram.com/nikhilkamathcio/ LinkedIn : https://www.linkedin.com/in/nikhilkamathcio/ Facebook : https://www.facebook.com/nikhilkamathcio/
Mati Staniszewski LinkedIn: https://www.linkedin.com/in/matiii Twitter / X: https://x.com/matiii
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