WTF Online
00:00:07 · Mati Staniszewski, Nikhil Kamath
[00:00:07] S0: How many times have you... This is your... [00:00:09] S1: How many times? Fifth time. [00:00:10] S0: Fifth time. Yeah. [00:00:11] S1: But I never for podcast. Always for my fintech company. [00:00:15] S0: Of course. Yeah. [00:00:16] S1: Are you in India? [00:00:17] S0: We are. Yeah. We have... I think it's between ten and fifteen. I think it's 14 people now if they're... If we count the new people that are joining or joined. [00:00:25] S1: And which city? [00:00:26] S0: Mostly Bengaluru and few close to Mumbai. [00:00:29] S1: I'm from Bengaluru. [00:00:30] S0: Oh, are you... Do you bay... Are you based there? Or you are [00:00:33] S1: Actually based there. [00:00:34] S0: Is the other part? [00:00:35] S1: Mumbai and Goa. Okay. What do you think the opportunity is? What can one build in voice that can be a big profitable business tomorrow? You're based out of which city now, Mati? [00:01:18] S0: From London. Right. From London. [00:01:21] S1: Do you know Carl, the nothing guy? [00:01:22] S0: Yeah. Yeah. Yeah. Yeah. [00:01:23] S1: Of course. We're investors of his. [00:01:25] S0: Oh, no way. Yeah. I'm a tiny investor too. Really? Yeah. [00:01:28] S1: What do you think?
00:01:28 · Nikhil Kamath, Mati Staniszewski
[00:01:28] S1: What do you think? [00:01:29] S0: Well, I'll... You know, it's so hard to innovate in hardware, and Carl is one of the very few that is actually doing both innovating and Mhmm. Got to a good scale, which is so hard. Yeah. And I think he... He's, like, thinking around design and how there will be a combination of AI native devices and maybe they all take slightly different forms. Yeah. I think there's a a great chance for for nothing. What do you think? [00:01:52] S1: So we engaged recently, actually. We got on their cap table. I like Carl. I like Carl a lot. I feel like it's a new guy who's trying something new. The sales look great. I think they went from 500 mil last year to about 900 mil this year. But it's such a tough space. Right? Hardware? [00:02:13] S0: So tough. But it's... You know, I... I'm also excited, you know, maybe that's a little bit biased, but he he can lead with voice in many ways. Yeah. You know, the the nothing headphones, I think, are are great. [00:02:25] S1: Yeah. Yeah. Yeah. [00:02:26] S0: They are actually one of the first ones to start integrating, like, AI assisted part of the of the experience, you could speak with the headphones, you could personalize music. [00:02:34] S1: That's not out yet. Right?
00:02:34 · Nikhil Kamath, Mati Staniszewski
[00:02:34] S1: That's not out yet. Right? [00:02:36] S0: They're testing few things in alpha, but if they if they, you know, if they move quickly, think this could be like the first truly AI native device that's kind of with you around you. Yeah. And I mean, that opens so many opportunities. I'm frequently speaking with Carl of how, like, in the ideal future you could potentially speak any language and it automatically gets real time translated to any other language around you so we can communicate and and travel travel around Yeah. Break down the language barriers, But the main part that's going to be blocking it is going to be the hardware or, like, what's the what's the device to make this possible, even if the technology exists. [00:03:16] S1: Mhmm. [00:03:16] S0: And if Carl does well with nothing, nothing could be the device that actually makes and breaks that where everybody can can have a device. [00:03:24] S1: I hope it is. Like, after this, I'm actually going to London. I'm gonna see Carl. Their design studio is there. I'd seen the the earbuds, the previous version. But if it's able to translate without a latency issue and if it's able to... You you know that device you wear like a pendant? What is it called? [00:03:43] S0: The the one that they folded or the... There's there's like a few, but there was the humane I think but there's a dozen I think this was acquired but there's yeah there's like re re re transcribe or something like that the one that like takes notes and summarizes afterwards
00:03:43 · Mati Staniszewski, Nikhil Kamath
[00:03:43] S0: The the one that they folded or the... There's there's like a few, but there was the humane I think but there's a dozen I think this was acquired but there's yeah there's like re re re transcribe or something like that the one that like takes notes and summarizes afterwards [00:04:01] S1: yeah If the ear pod could do all of that, like his earbuds, if they do that, they translate, they do a bunch of other things. The thing nothing also has going for it, I think, is it's cool because the young person runs the company. So hopefully they do well.
00:04:01 · Nikhil Kamath, Mati Staniszewski
[00:04:01] S1: yeah If the ear pod could do all of that, like his earbuds, if they do that, they translate, they do a bunch of other things. The thing nothing also has going for it, I think, is it's cool because the young person runs the company. So hopefully they do well. [00:04:17] S0: And they are trying some different things. Also, would like that, you know, Panda, this is maybe slightly slightly off topic, but frequently, I mean, as a company now, we will attend a lot of events. We'll have a lot of people in those events. And of course, after the events, we are now trying to figure out how to take a lot of the follow ups, action points, so we created a little voice agent that you can speak with and and capture out of the feedback. So that already kind of helped shorten the loop so you don't have to manually input everything after the meeting, you can speak with the voice agent. But the ideal version, assuming people opt in and this is the the kind of safe environment, would be to have a pendant, you go to a meeting, everybody knows that the notes will be transcribed, and then you can engage in those events, in the conversations, and then straight after at the end of the day you get, like, what happened, what are the follow ups, we are working with now one startup that I hope will do it in a good way where we could deploy it in our 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 the notes afterwards. I think how amazing would that be?
00:04:17 · Mati Staniszewski, Nikhil Kamath
[00:04:17] S0: And they are trying some different things. Also, would like that, you know, Panda, this is maybe slightly slightly off topic, but frequently, I mean, as a company now, we will attend a lot of events. We'll have a lot of people in those events. And of course, after the events, we are now trying to figure out how to take a lot of the follow ups, action points, so we created a little voice agent that you can speak with and and capture out of the feedback. So that already kind of helped shorten the loop so you don't have to manually input everything after the meeting, you can speak with the voice agent. But the ideal version, assuming people opt in and this is the the kind of safe environment, would be to have a pendant, you go to a meeting, everybody knows that the notes will be transcribed, and then you can engage in those events, in the conversations, and then straight after at the end of the day you get, like, what happened, what are the follow ups, we are working with now one startup that I hope will do it in a good way where we could deploy it in our 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 the notes afterwards. I think how amazing would that be? [00:05:28] S1: Yeah. What is it called? The startup?