“If you know domain extremely well, then The AI model, this, you know, gives you a good starting point, but then integrations with the system, the legacy systems of how you deliver that, telephony how you bring the knowledge, that will take so much time. Then like building the trust with evaluations, monitoring, that will take a lot of time. So I think there's like so much opportunity for entrepreneurs to just take any of those models, go deeply into the domain and combine both best of both.”
quote is from the automated transcript, cleaned for reading:
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More from Mati Staniszewski
Opinion
Staniszewski: No AI bubble brewing in Silicon Valley because revenue is real
“I don't think that the bubble is brewing. I think there's, like, what I think is a very different part, as I compare it to other cycles, I think there's a clear value, clear revenue numbers for a lot of the companies.”
Mati StaniszewskiMar 11, 2026▶ 36:32The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
PredictionNot checkable as stated
Staniszewski: Headphones will likely be the primary voice AI form factor
“I do think it most likely will be the most natural form factor given it's already one of the key devices.”
Mati StaniszewskiMar 11, 2026▶ 10:31The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Opinion
Staniszewski: Skeptical of valuations for GPU and inference providers built on NVIDIA
“It's all the, like, GPU providers that are built on top of NVIDIA that, like, help you get Effectively inference capacity. Like I'm a little bit skeptic on some evaluations there”
Mati StaniszewskiMar 11, 2026▶ 36:53The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
PredictionNot checkable as stated
Staniszewski: Only a few global companies will pre-train foundational AI models
“Like let's take building foundational AI models. I think the kind of, the base will be pre-trained by few companies in the world, just given the resources required. They'll be open source of course offerings in that bucket. But then Probably, as I think about …”
Mati StaniszewskiMar 11, 2026▶ 40:48The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
PredictionNot checkable as stated
Staniszewski: Users will carry pendants or wristbands for AI context capture
“I do think there will be some version of a pendant or a wristband that you will carry to just capture more.”
Mati StaniszewskiMar 11, 2026▶ 10:55The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
AssertionSupported
Staniszewski: ElevenLabs does not depend on OpenAI for voice models
“Where we today, of course, don't depend on open AI for voice and we can stay ahead and build models that are both great in English, great internationally, great across India languages, great across European languages.”
Mati StaniszewskiMar 11, 2026▶ 14:28The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
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