Prediction Not checkable as stated
Staniszewski: ElevenLabs hopes to pass voice Turing test within a year
“Our goal is to like pass the voice Turing test in all those cases, or the Turing test for all conversational agents outside of voice two. And I hope we will be there in the next year or so.”
Disclosure
ElevenLabs bets research on cascaded voice architecture over speech-to-speech
“So today we are optimizing heavily on a cascaded approach... So that's like where we are betting a lot of the research work of how you can make that great, and we think we can make that great.”
Assertion Not checkable as stated
Staniszewski: Speech-to-speech models are 'definitely dumber' due to size limits
“They are definitely dumber. You need smaller model, you cannot... If you are going speech to speech, usually you will use smaller models, so it's still quick.”
Assertion Not checkable as stated
Staniszewski: Accents and emotion are emergent properties in ElevenLabs models
“And in our approach, effectively, you would give the model open-ended ability to select what those parameters should be. So it's not going to be British, Polish, Spanish, English speaker but the model will deduce them themselves. The same for other set of para…”
Assertion Supported
ElevenLabs expressive mode lets voice agents detect and match human emotions
“So today, finally, you can have both speed generation or entire voice agent experience With what we call expressive mode where the agent knows the emotions on the other side. So if the person is stressed, it can react and be reassuring and that's generating a …”
Insight
Staniszewski: Solving conversational voice AI inherently solves text agents too
“If you fix the voice agent, you'll have fixed text piece or like inherently as well.”
Assertion Not checkable as stated
Staniszewski: ElevenLabs added $100M net new ARR in one quarter
“This quarter was kind of one of the best for enterprise growth, where we had the first quarter hit a hundred million in an additional ARR growth, which is crazy.”
Disclosure
Staniszewski: ElevenLabs founders and leaders manage over 15 direct reports each
“Both me and my co-founder will have over 15 direct reports each that, that we'll work with, and most of those people will have that same scale of direct reports.”
Assertion Not checkable as stated
Staniszewski: ElevenLabs applied transformer and diffusion concepts to voice
“And here credit to my co-founder, Piotr, who effectively came with that new idea of how you can now create voice models, which are both reliable, high quality, quick, where you would bring a lot of the ideas from transformer models, from diffusion models into …”
Disclosure
ElevenLabs built internal speech-to-text models after market options fell short
“So speech-to-text model, Initially it was a model we did for ourselves because the models on the market just weren't good to annotate that data.”
Assertion Partly supported
Staniszewski says ElevenLabs speech-to-text models beat industry benchmarks across 100 languages
“Speech to text models that work over a hundred languages and happily beat others on benchmarks all the way through to conversational models of how you loop them together to music, to other domains of audio.”
Disclosure
Staniszewski says ElevenLabs strictly operates as a horizontal platform
“Today, we see ourselves as a platform where if you're building a horizontal use case in your business, a great place to come. If you have a lot of domain specificity, that's where I see a lot of kind of the application companies forming over time, where they w…”
Prediction Open · timeframe Dec 2029
Staniszewski: Advanced voice AI will reach cars via cloud in 2026
“I think this year it should be in the automotive
Site two, or some of the applications.
John Collison: Okay, so you think we'll start seeing kind of great voice models in cars this year?
Mati Staniszewski: This year for their own cloud use cases, like on, on, …”
Assertion Supported
Staniszewski: Audible Blocked AI-Generated Audiobooks
“So Audible would, like, block AI content.”
Disclosure
Staniszewski: ElevenLabs to release personalized voice transcription in coming months
“No, solvable. Like, we think we can roll it out in one of the next versions, which is, like, hopefully in the next months.”
Prediction Not checkable as stated
Staniszewski: Speech-to-speech AI will flourish in companion apps
“And speech to speech, as you think about maybe more of like a companion version of the applications, that's where that will flourish because maybe the hallucinations aren't as important, but the latency is a little bit more, and maybe hallucinations are even a…”
Assertion Not checkable as stated
Staniszewski says voice lead forms capture richer customer data than text
“One, people were actually much more keen to leave the forms through speaking with the agent, so we would go through the form a lot easier. But second, they would be a lot more open-ended in terms of what the use case are. So they would start giving us informat…”
Assertion Partly supported
Staniszewski says leading voice models use under twenty billion parameters
“A few billion to low tens of billion parameter models.”
Disclosure
Staniszewski: ElevenLabs raised $500M at an $11B valuation
“We, of course, raised recently a half a billion at eleven billion valuation to, like.”
Disclosure
Staniszewski: ElevenLabs offers new models at cost to drive early customer adoption
“The way we usually do is like when we have a new model, we try to give it at cost to a lot of the customers so they can experience the best.”
Prediction Held up
Staniszewski: Fused voice-LLM models will reach hundreds of billions of parameters
“The thing that's, you know, like I hesitated on the question is, in a cascaded approach, you probably will not see like dramatic size changes. You inherently want the models to be quick and reliable. You want to orchestrate them in a smart way. In a fused appr…”
Disclosure
Staniszewski: ElevenLabs will not build for deep reasoning or financial analysis
“We wouldn't, for example, go into what I think will happen in a lot of those cases, like very deeply into reasoning version of those use cases where you maybe need to like the multi-touch a lot of complex, a lot of like, Financial analysis of, like, is, like, …”
Assertion Not checkable as stated
Staniszewski: Over 50% of ElevenLabs revenue is sales-led enterprise
“We are over 50% is now sales-led enterprise.”
Disclosure
Staniszewski: ElevenLabs keeps product and research teams under 10 people
“We have less than 10 people teams for each of the product or research initiatives, or even as you think about sharding some of our go-to-market strategy, those will be smaller teams, understanding the industry in depth, understanding the market in depth, and g…”
Mati Staniszewski