Carles Reina, Vice President of Revenue bei ElevenLabs, spricht über die faszinierenden Möglichkeiten der Audio-KI und deren Anwendung. Er erklärt, warum die Branche trotz Bedenken um eine mögliche AI-Blase boomt. Zudem beleuchtet er die Wettbewerbssituation, indem er David gegen Goliath vergleicht und betont, dass Spezialisierung gegenüber großen Tech-Unternehmen von Vorteil ist. Die Diskussion über strategische Partnerschaften und deren Einfluss auf das Wachstum rundet das Gespräch ab.
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Vom Investor Zum Operator
Carles Reina erzählt, wie er vom Investor zum Operator bei ElevenLabs wurde und aktiv mitgebaut hat.
Er sah Stimme als fundamentale Kommunikationsinfrastruktur und sprang deswegen sofort ein.
insights INSIGHT
Mehrschichtige Wettbewerbsstrategie
ElevenLabs setzt auf mehrschichtige Defensibilität: Forschung, Produkt und ein Voice-Marktplatz.
Die Kombination schafft einen Wettbewerbsschutz, der über reine Technologie hinausgeht.
volunteer_activism ADVICE
Mehrgleisige Vertriebsstrategie
Baue Vertriebsschichten: Direct Sales, Produkt-getriebenes Wachstum und Partnerschaften parallel.
Kombiniere Kanäle, um Skalierung und Kundenbindung zu sichern.
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At the TechBBQ conference last week in Copenhagen, I had the opportunity to conduct an interview with Carles Reina from ElevenLabs. ElevenLabs is that AI startup for audio applications like voice cloning, text-to-speech, and music generation, which is now valued at $3.3 billion and is among the global stars of the GenAI movement.
I had a pretty exciting and open conversation with Carles, not just about audio AI, but also about a possible AI bubble, about copyright, and about what AI startups will soon be facing - listen in, it's absolutely worth it!
1. From First Investor to Go-to-Market Leader
Why Carles Reina switched from investor to operator role
The vision of AI Voice as fundamental communication infrastructure
2. Competitive Moats: More than just Technology
Research and model quality as core USP
The Voice Marketplace: Artists earn with their voices
Multi-layered Defensibility: The "Onion Principle"
3. Competition with Tech Giants: David vs. Goliath
Why OpenAI and Google don't keep Carles up at night
The advantage of specialization over Big Tech
Quality vs. Distribution: Who wins?
4. Growth and Profitability
From 0 to $100M ARR in 17 months
Unit Economics and the path to profitability
Why AI is not a bubble
The Future of Startup Financing
2022: Foundation Models, 2023: Applications, 2024: Distribution Why Go-to-Market becomes the new investment priority Distribution strategies for different markets
5. Partnerships and Licensing
Why Apple and Meta increasingly rely on partnerships
ElevenLabs Music: The legal path through record label deals
Telcos as new sexy distribution partners
Speech-to-Speech and Real-Time Conversations
6. The Future of Voice AI
Expanding from 70 to 500 languages
Omni-Models: Music, voice and sounds from one model
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