The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 16 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Partly supported
Weitzman: Speechify Simba 3.2 ranks number one globally for quality
“The newest Speechify Simba 3.2 model is ranked number one in the world for quality. Above all the frontier labs, 10 x more affordable and stuff like 11 Labs.”
Cliff Weitzman Sep 5, 2026 ▶ 1:16 How to Build Your Own Data Center & Why Every Startup Should Do It
Assertion Partly supported
Stebbings: ElevenLabs has $800M in revenue and is raising at $22B
“I think 11 Labs is at eight hundred million in revenue. Raising it twenty two billion.”
Harry Stebbings Aug 2, 2026 ▶ 41:29 Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
Assertion Supported
Weitzman: ElevenLabs inference costs range from $30 to $100 per million characters
“For the like standard model is anywhere from 70 to a hundred bucks. And for the V three fast model, it's like 30 bucks.”
Cliff Weitzman May 9, 2026 ▶ 1:38:29 Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
Assertion Partly supported
Staniszewski: Enterprise partner beat ElevenLabs to AI dubbing launch in 2023
“One of the enterprise clients, we told them that we are planning to launch our dubbing solution, combining those components later, later in that, it was it was, I think September later in that, that month. And they took the components and released dubbing two …”
Mati Staniszewski Sep 8, 2025 ▶ 44:04 ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
Assertion Supported
ElevenLabs speech-to-text beats OpenAI and Gemini on benchmarks
“Then speech to text is beating open AI, Gemini on benchmarks.”
Mati Staniszewski Sep 8, 2025 ▶ 14:06 ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
Assertion Supported
Reyna scaled ElevenLabs revenue from zero to over $350M ARR
“He's scaled the revenue org from zero to over three hundred and fifty million in ARR.”
Harry Stebbings Apr 11, 2026 ▶ 0:17 ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
Assertion Supported
ElevenLabs generates revenue using an internal AI customer success manager
“And that has close deals for us already. We generate money from that AI customer success manager fundamentally because it is humanly, right?”
Carles Reina Apr 11, 2026 ▶ 5:36 ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
Assertion Partly supported
Stebbings: ElevenLabs is valued near $7B with $400M in annual revenue
“Now, this was recorded in May, but now the company is valued at close to seven billion dollars, does four hundred million in revenue”
Harry Stebbings Jan 11, 2026 ▶ 0:14 20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
Assertion Partly supported
Stebbings: ElevenLabs scaled to $400M ARR in 2025 despite OpenAI competition
“I think when you look at what 11 labs have done this year, scaling to four hundred million in ARR, Standing off competition from OpenAI in any of the other incumbents.”
Harry Stebbings Dec 22, 2025 ▶ 25:44 Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
Prediction Held up
Staniszewski: ElevenLabs will reach 400 employees by year end
“We'll have 400 by end of the year.”
Mati Staniszewski Sep 8, 2025 ▶ 1:00:44 ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
Prediction Held up
Staniszewski: OpenAI will definitely enter the AI voice market
“They definitely will, but I think they, you know, they lack the...”
Mati Staniszewski Sep 8, 2025 ▶ 0:48 ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
Prediction Didn’t hold up
Harries: ElevenLabs Won't Build Digital Avatars to Avoid Competing With Clients
“We want to build the best platform to make these end-to-end conversational AI agents, but we explicitly don't want to be building full digital avatar platforms, so that way we're able to be trusted partners to companies like Hey Jen, Synthesia, Captions, who a…”
Luke Harries May 23, 2025 ▶ 1:06:56 20VC: ElevenLabs Head of Growth on Why You Do Not Need PMs | The 7-Part Launch Playbook That Gets 700K+ Views Per Product | The Truth About CAC, Payback & Performance Marketing in AI with Luke Harries
Assertion Supported
Reyna committed to investing in ElevenLabs after a 30-minute conversation
“11, I mean, like, I talked to Matic for 30 minutes and I committed, right?”
Carles Reina Apr 11, 2026 ▶ 1:18:59 ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
Assertion Supported
Staniszewski: a16z connected ElevenLabs with celebrities before investing
“A-sixteen Z was phenomenal. They did exactly what we spoke about, which was, they've shown us that they cared before they invested. They introduced us to incredible people, to some celebrities to work on the voice licensing. So they were like on it for two wee…”
Mati Staniszewski Sep 8, 2025 ▶ 33:42 ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
Assertion Supported
ElevenLabs reached $35M ARR by the end of 2023
“The end of twenty-twenty-three, I think we were between 35, 35? Thirty-five million.”
Mati Staniszewski Sep 8, 2025 ▶ 1:02:47 ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
Assertion Supported
ElevenLabs grew headcount from under 100 to 250 in seven months
“Scaling the company from less than a hundred to now, 250 in a span of seven months while keeping culture intact.”
Mati Staniszewski Sep 8, 2025 ▶ 1:20:14 ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
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