No Priors: Artificial Intelligence | Technology | Startups
00:01:45 · Sarah Guo, Mati Staniszewski
[00:01:45] S0: You started the company in 2022? That's right. And you've had amazing rocket ship growth since then. I'm sure it's fell to up and down different ways. Wanna ask you about that. Can you give a sense of what the scale of the company is today? [00:01:57] S1: So we've grown to three fifty people globally. We started from from Europe. We started as a remote company and are still first... Remote first, but have hubs around the world with London being the biggest, New York being second biggest, Warsaw, San Francisco, and now Tokyo, one in Brazil. We are at 300,000,000 in ARR, which is roughly fiftyfifty between self serve, so a lot of subscription and creators using our creative platform, and then approaching 50% on the enterprise side using our agents platform at work, and that's on the SalesLed, classic SalesLed side, and we serve more than 5,000,000 monthly actives on that creative side of the work, And then on the enterprise side, we have a few thousand customers from Fortune 500s to some of the fastest AI growing startups.
00:01:57 · Mati Staniszewski, Sarah Guo
[00:01:57] S1: So we've grown to three fifty people globally. We started from from Europe. We started as a remote company and are still first... Remote first, but have hubs around the world with London being the biggest, New York being second biggest, Warsaw, San Francisco, and now Tokyo, one in Brazil. We are at 300,000,000 in ARR, which is roughly fiftyfifty between self serve, so a lot of subscription and creators using our creative platform, and then approaching 50% on the enterprise side using our agents platform at work, and that's on the SalesLed, classic SalesLed side, and we serve more than 5,000,000 monthly actives on that creative side of the work, And then on the enterprise side, we have a few thousand customers from Fortune 500s to some of the fastest AI growing startups. [00:02:46] S0: I think this is such a... You're an amazing founder, but I also think this is such an interesting company because it is very unintuitive to, I think, many people and investors in particular. I don't know if you faced this at the beginning, but I remember both here in 2022, there's a there's a class of companies that allow creation in some way when we look at your, like, first business beyond the research itself. And I would put Eleven and Midjourney and Suno and Haejin in this category. And I think there's, like, this overall sense of, like, who really wants to do this? What was your initial read of, like, how many people want to make voices or what made you believe that was gonna be much broader than... Like, if I look at dubbing, for example, it's not a huge market. I think
00:02:46 · Sarah Guo, Mati Staniszewski
[00:02:46] S0: I think this is such a... You're an amazing founder, but I also think this is such an interesting company because it is very unintuitive to, I think, many people and investors in particular. I don't know if you faced this at the beginning, but I remember both here in 2022, there's a there's a class of companies that allow creation in some way when we look at your, like, first business beyond the research itself. And I would put Eleven and Midjourney and Suno and Haejin in this category. And I think there's, like, this overall sense of, like, who really wants to do this? What was your initial read of, like, how many people want to make voices or what made you believe that was gonna be much broader than... Like, if I look at dubbing, for example, it's not a huge market. I think [00:03:32] S1: first piece was... Which is, as you mentioned, there is, like, a very... It's very tricky to do both the product and the research. [00:03:38] S0: Mhmm.
00:03:38 · Sarah Guo, Mati Staniszewski
[00:03:38] S0: Mhmm. [00:03:39] S1: I'm in in a lucky position that I... That my co founder and I known each other for fifteen years. I think he's the smartest person I know. Mhmm. And has been able to create a little of that research work to be able to create that foundation to then elevate that experience. But both of us are from Poland originally, and the original belief came from Poland. It's very peculiar thing, but if you watch a movie in Polish language, a foreign movie in Polish language, all the voices, whether it's a male voice or a female voice, are narrated with one single character, so you have like a flat delivery for everything in the movie. [00:04:09] S0: That's a terrible experience. [00:04:10] S1: It is a terrible experience, and it's still, like, you grow up, as soon as you learn English, you switch out and you don't want to watch content in this way, and it's crazy that still happens until today in this way for a majority of content. Combining that, and I worked at Palantir, and my co founder worked at Google, we knew that that will change in the future, and that all the information will be available globally. And then as we started digging further, we realized... [00:04:36] S0: So, in every language in a high quality way. Exactly. [00:04:40] S1: And big thing was like, instead of having it just translated, could you have the original voice, original emotions, original intonation carried across? [00:04:52] S0: Mhmm.
00:04:52 · Mati Staniszewski
[00:04:52] S1: So, like, imagine having this podcast, but say people could switch it over to Spanish, and they still hear Sarah. They still hear Mati and and the same voice, the same the same delivery, which is kind of exactly what we did with Lex back when he interviewed Narendra Modi, and you could kind of immerse yourself in that story a lot better. So, that was the original kind of insight, and we then started digging further, which is that just so much of the technology we interact with will change. Whether this is how you create, it's still relatively tricky to bring voice alive. You would need to go through the expensive process of hiring a voice talent, having a studio space, having expensive tooling to then actually adjust it, the tooling isn't intuitive to be able to do this, so all that creation process will and should change to make it easier for new people with keenness to bring that to life, then a lot of the technology wasn't possible for you to be able to recreate a specific voice or be able to create that in that high quality way. And then, of course, as we dived into further and shifted away from the static piece, the whole interactive piece is still crazy in the way it functions, where most of us have seen this technological evolution over the last decades, but you still will spend most of your time on the keyboard, you will look at the screen, and that interface feels broken. It should be where you can communicate with the devices through speech, through the most natural interface there is, one that started when the humanity started, and we realized we want to solve that. And I think now, forward from 2022, I feel like many people will carry that belief too that voice is the interface of the future. As you think about the devices around us, whether it's smartphones, whether it's computers, it's robots, speech will be one of the key ones, but I think 2022 it wasn't, and as you think about the market for the creative side or for that interactive side, it was very clear it will be a huge, a huge, huge one.
00:06:52 · Sarah Guo
[00:06:52] S0: So even when you think about just the research part of your business, and then you have products for at least two different markets, and then you have this larger mission, a lot has changed in the last five or ten years. But it used to be a very strongly held traditional belief of like, one must do one thing well in a startup, and there's no other path. Like, you're treating this like an interaction company, a platform company. How did you think about sequencing the research and the product effort? Does that make sense? Or thinking about new markets? And maybe wrapped up in that question too is just like, well, where are we in quality voice as well? Because would sort of claim, like, if the models are not good enough for certain use cases at all, like, it kind of doesn't make sense. Due product?