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mati staniszewski

T2 · manager / operator

Mati Staniszewski founded ElevenLabs in 2022. The company built the first human-sounding text-to-speech model, reached $600M ARR in 40 months with 600 employees, and powers voice AI for enterprises (Revolut, Klarna), creators (Matthew McConaughey, James Earl Jones estate), and platforms (Fortnite, Headspace).

9 calls·8 names·89% bull·last heard 28 days ago·All-In Podcast+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$ELEVENLABSElevenLabsposition

ElevenLabs hits $600M ARR in 40 months, building voice AI communication platform

ElevenLabs has achieved extraordinary revenue growth ($100M in 20 months, $200M in 10, $300M in 5, now $600M) by owning the voice interaction layer — text-to-speech, speech-to-text, turn-taking, and music — while building a verticalized platform for enterprises (Revolut, Klarna) and a creator marketplace paying $22M to voice talent. Their research moat comes from 1,000+ contractors labeling audio data and architecture optimized for interaction, not scale.

All-In Podcast2026-07→
2ndmedium conviction
$DTEDeutsche Telekom

Deutsche Telekom uses voice agents for inbound sales inquiries

Deutsche Telekom employs ElevenLabs voice agents to handle inbound product inquiries, replacing forms with natural conversation and capturing richer customer intent data.

Sequoia Capital2026-05→
3rdmedium conviction
$ROODeliveroo

Deliveroo deploys voice agents to automate restaurant onboarding calls

Deliveroo uses ElevenLabs voice agents to call restaurants for opening hours, updating riders and customers in real-time, demonstrating revenue-generating voice agent use cases beyond customer support.

Sequoia Capital2026-05→

most discussed · click a bar to filter

recurring themes

9 total
$ELEVENLABS
ElevenLabs
HIGHmati staniszewski·All-In Podcast·28 days ago· position
ElevenLabs hits $600M ARR in 40 months, building voice AI communication platform
ElevenLabs has achieved extraordinary revenue growth ($100M in 20 months, $200M in 10, $300M in 5, now $600M) by owning the voice interaction layer — text-to-speech, speech-to-text, turn-taking, and music — while building a verticalized platform for enterprises (Revolut, Klarna) and a creator marketplace paying $22M to voice talent. Their research moat comes from 1,000+ contractors labeling audio data and architecture optimized for interaction, not scale.
"We started company 2022. First year was all about building the research and the product... Released it in 2023, beginning of 2023. Then it took us roughly 20 months to get to the…"
1:00
$ELEVENLABS
ElevenLabs
HIGHmati staniszewski·Sequoia Capital·3 months ago· position
ElevenLabs builds full-stack audio AI with 400M+ ARR and 400-person team
ElevenLabs has achieved product-market fit across text-to-speech, speech-to-text, voice agents, and music generation by focusing on emotional intelligence and domain-specific data labeling, reaching $400M+ ARR with a lean 400-person team.
"we are just for reference we are uh uh just over 400 people over 400 million in revenue uh but still keep the teams extremely small so it's it's like rough arbitrary a little bit…"
14:22
$DTE
···
Deutsche Telekom
MEDmati staniszewski·Sequoia Capital·3 months ago
Deutsche Telekom uses voice agents for inbound sales inquiries
Deutsche Telekom employs ElevenLabs voice agents to handle inbound product inquiries, replacing forms with natural conversation and capturing richer customer intent data.
"all the way through to the inbound sales, where increasingly people, that's a good example of Deutsche Telekom, will be contacting to inquire about the service, inquire to buy a p…"
10:47
$DIS
···
Disney
LOWmati staniszewski·All-In Podcast·28 days ago
Disney licenses James Earl Jones' Darth Vader voice to ElevenLabs for interactive Fortnite experience
Disney partnered with ElevenLabs and Epic Games to bring interactive Darth Vader voice to Fortnite, powered by ElevenLabs' voice AI. This validates ElevenLabs' enterprise-grade IP licensing and authentication infrastructure for celebrity/character voices across gaming and media.
"Fortnite so Epic Games game Fortnite launched um Darth Vader which people and players could interact with live in partnership with the state in partnership with Disney. So every p…"
23:41
$EPIC-GAMES
Epic Games
LOWmati staniszewski·All-In Podcast·28 days ago
Epic Games integrates ElevenLabs voice AI for interactive Darth Vader in Fortnite
Epic Games deployed ElevenLabs' voice technology to enable real-time interactive Darth Vader conversations in Fortnite, showcasing gaming as a major distribution channel for voice AI and validating ElevenLabs' low-latency, high-fidelity voice orchestration at massive scale.
"Fortnite so Epic Games game Fortnite launched um Darth Vader which people and players could interact with live in partnership with the state in partnership with Disney."
23:41
$ROO
···
Deliveroo
MEDmati staniszewski·Sequoia Capital·3 months ago
Deliveroo deploys voice agents to automate restaurant onboarding calls
Deliveroo uses ElevenLabs voice agents to call restaurants for opening hours, updating riders and customers in real-time, demonstrating revenue-generating voice agent use cases beyond customer support.
"maybe a good example is Deliveroo, where Deliveroo will have voice agents that contact the restaurants to capture their opening times. And based on their opening times, they can u…"
10:26
$HEADSPACE
Headspace
LOWmati staniszewski·All-In Podcast·28 days ago
Headspace partners with ElevenLabs for personalized AI meditation voices
Headspace (meditation app #2 behind Calm) is working with ElevenLabs to create interactive, personalized meditation experiences with localized voices across languages, representing consumer subscription apps as a growing vertical for voice AI.
"now we are working on on a on a one of the public one is headsp space. So Headspace has a great meditation. This is the uh second uh greatest meditation app right behind Comm... C…"
24:15
$MASTERCLASS
MasterClass
MEDmati staniszewski·Sequoia Capital·3 months ago
MasterClass launches interactive AI tutors with Gordon Ramsay and Chris Voss
MasterClass partners with ElevenLabs to create interactive voice experiences where users learn cooking from Gordon Ramsay or negotiation from Chris Voss through real-time voice interaction, showcasing premium education use cases.
"we recently worked with them on bringing Gordon Ramsay that can teach you cooking. So, while you're in the kitchen he can shout at you effectively to get to get better or maybe a…"
13:18
$NVDA
···
Nvidia
LOWmati staniszewski·Sequoia Capital·3 months ago
Jensen Huang praises ElevenLabs speech-to-text as technology, text-to-speech as artistry
Nvidia CEO Jensen Huang validated ElevenLabs' audio models during a meeting, distinguishing speech-to-text as a technical achievement and text-to-speech as an artistic one, signaling strategic interest in audio AI.
"recently had a pleasure of meeting Jensen and he was commenting on a few of those models and he said that our speech to text our speech to text models are technology and text to s…"
24:06