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 23 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

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 Staniszewski Mar 11, 2026 ▶ 36:32 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Prediction Not 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 Staniszewski Mar 11, 2026 ▶ 10:31 The $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 Staniszewski Mar 11, 2026 ▶ 36:53 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Prediction Not 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 Staniszewski Mar 11, 2026 ▶ 40:48 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Insight
Staniszewski: Deep domain integrations create defensibility for AI startups
“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 l…”
Mati Staniszewski Mar 11, 2026 ▶ 46:08 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Prediction Not 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 Staniszewski Mar 11, 2026 ▶ 10:55 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Assertion Supported
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 Staniszewski Mar 11, 2026 ▶ 14:28 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Opinion
Staniszewski: Real-time lip animation startups can become huge companies
“Of course now we speak about the static part, but the moment you start moving into the real time part, those tiny companies now can be huge companies.”
Mati Staniszewski Mar 11, 2026 ▶ 22:07 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Insight
Staniszewski: Sales Roles Are Not Fully AI-Automatable and Require Augmentation
“I don't think it's like fully AI automatable, but AI SDR version of like learning about the product, learning about the use case, learning about the company. And we've seen this play out in a few cases where here too, the best way to deploy AI SDRs is, is more…”
Mati Staniszewski Mar 11, 2026 ▶ 25:31 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Disclosure
Staniszewski: ElevenLabs is building an AI voice agent for Ukraine's Diia
“Also we have a pleasure of working with their government and where they are trying to create the first agent in the government, but the, they have a DIA app.”
Mati Staniszewski Mar 11, 2026 ▶ 47:18 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Disclosure
Staniszewski: ElevenLabs is partnering with a stealth hardware pendant startup
“We are working with now one startup that I hope will do it in a good way where we could deploy it in our next summit where everybody across, across the team could Of course, with the knowledge of the participants, take the notes, not need to worry about all th…”
Mati Staniszewski Mar 11, 2026 ▶ 5:09 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Opinion
Staniszewski: OpenAI and Google pose biggest competitive threat to ElevenLabs
“We are, of course, continuously looking at, like, OpenAI, Google, incredible teams, and probably, like, as we think about the space, the biggest potentials of effectively competing with 11 Labs.”
Mati Staniszewski Mar 11, 2026 ▶ 14:01 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Disclosure
ElevenLabs plans to add lip animation directly to localization workflow
“Today, if you were to localize, hopefully in the next few months, you will be able to animate lips straight away as well.”
Mati Staniszewski Mar 11, 2026 ▶ 21:40 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Assertion Supported
Staniszewski: MasterClass uses ElevenLabs for interactive Gordon Ramsay AI
“Masterclass works with us where they would recreate and work with people like Gordon Ramsey to create AI. Gordon Ramsey teaches you how to cook while you cook. The top FBI negotiator, Chris Voss, it's part of the ecosystem. You can negotiate and learn negotiat…”
Mati Staniszewski Mar 11, 2026 ▶ 23:02 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Assertion Not checkable as stated
Staniszewski: Over 10,000 Companies Worldwide Build Voice Agents on ElevenLabs
“Like we actually have 500 companies that build voice voice agent variations just in India. And then now I think over 10,000 across, across the world that, that usually they would create their own website or website delivery.”
Mati Staniszewski Mar 11, 2026 ▶ 23:53 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Insight
Staniszewski: Voice startups should target low-innovation domains with deep domain expertise
“From my perspective, the most clear entry point is combining a domain expertise in one of the domains that you know well, or you want to know well and learn quickly. And it can be a domain where, where there's like no innovation, and these are like almost the …”
Mati Staniszewski Mar 11, 2026 ▶ 27:54 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Assertion Supported
Staniszewski: ElevenLabs voice agents automate 60,000 customer support calls for Meesho
“So we help automate their customer, customer experience, customer support. So they have now 60,000 calls coming in to ask about the products, ask about shipping, refund, and hand the in in English, and we help We created a voice agent that you can interact wit…”
Mati Staniszewski Mar 11, 2026 ▶ 31:19 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Prediction Not checkable as stated
Staniszewski: Future education will split AI learning and tech-free socialization
“So like what you have, I feel in the future of education, we'll have like percentage of the time, which is like fully dedicated to learning with AI and tools. And then percentage of the time where there's like no tech and no, no no technology, just like speaki…”
Mati Staniszewski Mar 11, 2026 ▶ 34:32 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Assertion Not checkable as stated
Staniszewski: ElevenLabs paid over $11M to its 10,000 marketplace voice creators
“Now we have 10,000 voices created this way and we paid back over eleven million dollars coincidentally back to that community.”
Mati Staniszewski Mar 11, 2026 ▶ 41:52 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Insight
Staniszewski: AI startups should embed engineers across sales and finance
“As I think about young entrepreneurs building the companies, like you want, of course, engineering talent, but you want the engineering talent and In sales and go to market and in, in, in, in, in finance and in like all divisions because it can help get smarte…”
Mati Staniszewski Mar 11, 2026 ▶ 48:59 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Assertion Not checkable as stated
Staniszewski: No consumer social product has successfully enabled AI today
“There's no yet, there's no product in the space on the consumer space that has like AI enabled in the right way. So in the, it's like, there's no AI social product today.”
Mati Staniszewski Mar 11, 2026 ▶ 58:16 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Assertion Contradicted
ElevenLabs CEO: Automatic podcast dubbing costs up to a few dollars per hour
“If you just wanted to automatically dab, then like an hour podcast will be a few dollars, up to a few dollars.”
Mati Staniszewski Mar 11, 2026 ▶ 18:09 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Assertion Supported
Staniszewski: ElevenLabs Voice Agents Improved Lead Qualification for TVS Motor
“We actually did it with a company in India called TVS Motor. And they, they've done exactly that flow and it improved both sides. It improved the customer satisfaction and improved the sales lead qualification.”
Mati Staniszewski Mar 11, 2026 ▶ 26:57 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
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