The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online

ℹ️ EPISODE INFO

Released

March 11, 2026

Duration

59m

Channel

Nikhil Kamath

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

ElevenLabs is the AI company that makes machines sound human. They dubbed the Lex Friedman–Modi podcast into Hindi. They built an AI Gordon Ramsay that teaches you how to cook while you cook. They automated 60,000 customer support calls for Meesho. The company is worth $11 billion and is racing OpenAI to own the future of how humans talk to machines. The CEO is a 29-year-old from Poland named Mati Staniszewski who started it because every foreign film in Poland had one man dubbing every character. I sat down with him in Davos. We got into why headphones will matter more than phones, why the real opportunity for young entrepreneurs isn't building AI models but going deep into one boring domain — automotive, healthcare, e-commerce — and deploying voice agents better than anyone else. Then it took a turn. We ended up talking about why social media is fundamentally broken, why no foreign algorithm should define the mood of India's youth, and why nobody has built an AI-native social product yet. We decided to try. 00:00 Introduction 06:35 Voice as the next tech interface 13:24 Competing with OpenAI and big labs 20:12 Preserving emotion in dubbed content 27:39 Building profitable voice businesses today 35:09 AI valuations and global opportunity 42:29 Geopolitics reshaping trust in tech platforms 49:51 Designing a new social media platform 56:40 Incentivising authenticity over negativity #nikhilkamath Co-founder of Zerodha and Gruhas Host of 'WTF is' & 'People By WTF' Podcast Twitter: https://x.com/nikhilkamathcio/ Instagram: https://www.instagram.com/nikhilkamathcio/ LinkedIn: https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app Facebook: https://www.facebook.com/nikhilkamathcio/ #matistaniszewski LinkedIN- https://uk.linkedin.com/in/matiii Twitter - https://x.com/matiii Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59 Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

🎤 SPEAKERS

• Nikhil Kamath

  host

  Indian entrepreneur and investor; co-founder of Zerodha and host of the WTF podcast.

• Mati Staniszewski

  guest

  Co-founder and CEO of ElevenLabs, an AI voice and speech technology company.

🧾 EPISODE SUMMARY

In this episode of Nikhil Kamath, featuring Nikhil Kamath and Mati Staniszewski, The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online explores why voice is the next interface—and how to build on it Voice will likely become a dominant interface once speech feels human-level—interruptible, emotional, low-latency, and intelligent—so devices can “fade into the background.”

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