SlatorPod #264 ElevenLabs Surprise, ChatGPT Stunner, YouTube Dubs, Microsoft Interpreting API
Sep 19, 2025
Alex Edwards, Senior Research Analyst at Slator and based in Madrid, delves into the shifting landscape of language technology. He discusses ElevenLabs' pivot to offering managed services like dubbing and transcription, priced at $22 per minute. The conversation also highlights YouTube's new multilingual audio feature, enhancing AI dubbing opportunities. Insights on OpenAI's findings show translation is a major ChatGPT use case, while Microsoft introduces a Live Interpreter API for real-time speech translation. Lastly, Mistral's significant funding aims to boost European AI innovation.
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ElevenLabs Becomes A Full-Service Provider
- ElevenLabs shifted from a pure platform to offering managed dubbing, transcription, subtitling, and audiobook services in-house.
- The move validates human-in-the-loop demand but creates direct competition with LSIs and lowers margins.
Prepare For Platform Vertical Integration
- If you partner with a platform, plan for potential vertical integration that may make you a competitor.
- Diversify tech and client relationships to avoid being displaced when platforms add services.
Dubbing Priced Mid-Market At $22/Minute
- ElevenLabs priced basic dubbing at about USD 22 per minute, placing it mid-market versus human services.
- Pricing signals a sizable monetizable market while leaving room for enterprise discounts and scope-based variance.