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几个月前我们在迈克尔·戴尔的活动上碰见了,你当时说,哦,我很好奇现在创业和过去创业有什么不同。
We ran into each other at Michael Dell's event a few months ago, and you're like, Oh, I'm very curious how building a company today is different from building one in the past.
而迈克尔有四十多年的经验。
And Michael has forty plus years of experience.
他几十年来一直处于领先地位。
He's been dominating for decades.
当我见到他时,我们聊了大约三十分钟这个话题。
And when I saw him, we had like a thirty minute conversation about this.
你读那些关于历史上创业者的传记,就会一次又一次地看到这种情况。
You read all these biographies of history sketch entrepreneurs and you just see this over and over again.
就像,哦,这次不一样了。
It's like, oh, this time is different.
结果发现,不,这次没什么不同。
Turns out, no, this time is not different.
而迈克尔说,不,不,我其实觉得这次真的不一样。
And Michael's like, no, no, I actually think this time is different.
所以我想从你今天如何考虑以AI原生方式建设公司开始。
So I want to start with like how you think about building your company AI native from today.
是的,迈克尔是个传奇人物。
Yeah, Michael is a legend.
他肯定有很多有趣的观点,尤其是他还在经营公司。
He must have so many interesting perspectives, especially like he's still running the company.
所以看看他是否会把那些不同的理念应用到当前的经营中,会很有意思。
So will be interesting whether he applies some of that difference to the current running of the show.
但对我们来说,你知道,从某种程度上,因为我和皮奥特是第一次创业,他是我十五年的好朋友,也是我的联合创始人,ElevenLabs是我们创办的第一家企业。
But for us, you know, in some ways, given we are first time founders, me and Piotr, my my co founder, my best friend of fifteen years, ElevenLabs is the first venture we started.
这太不可思议了。
That's insane.
你们是2022年开始的。
You started in 2022.
你们在ChatGPT第一个版本发布之前就推出了,对吧?
You launched before the first version of ChatGPT, right?
是的,我们确实做到了。
We did.
那一年还是加密和元宇宙当道的时候。
It was still a year when the topics of the day were crypto and metaverse.
2022年,大家还都在痴迷这两样东西。
2022 was still a year where everybody was obsessed about those two.
那是个绝佳的时机,因为我们能专心在AI领域深耕。
It was a perfect time because we could actually focus and build a lot on the AI side.
你创立这家公司之前是做什么的?
What were you doing before you founded this company?
我之前在Palantir,负责构建优化模型,并把它们带给客户。
I was a Palantir, so I was helping build optimization models and bring optimization models to the customers.
比如在疫情期间帮NHS规划疫苗在全英国的分配,或者跟石油天然气行业合作,想办法优化能源工作。
So NHS during the COVID response on how you distribute vaccines across UK or working with oil and gas industry and figuring out how to optimize the energy work.
所以主要是优化模型,然后跟客户一起,想办法把这些模型真正用到他们的生产流程里。
So a lot of optimization models and then working with customers on like actually figuring out how you bring that into their production.
我的联合创始人在谷歌工作,他为知识图谱做了很多文本模型。
And my co founder was at Google and he did a lot of the text models for knowledge graph.
在那之前,他在大学里做图像视觉模型的研究。
Before that, did research at university around image visual models.
他脑子特别灵,是我认识的最聪明的人,做了很多研究工作。
So incredible brain, the smartest person I know for developing a lot of the research work.
我很高兴能处在那个交叉点上,既做产品又把它带给客户。
I was happily on that intersection of building the product and bringing it out to the customers.
那是在Palantir之前,我在BlackRock做风险模型,然后把它带给客户,我的背景是数学。
So that was before Palantir's BlackRock, building risk models, bringing it out to customers and by background study mathematics.
正好是我喜欢的东西的结合。
Good intersection of the things I liked.
现在在ElevenLabs,我也是做这个。
And now at ElevenLabs, that's also what I do.
从公司的角度来看,我们一开始的目标就是,能不能把研究和产品部署放在同一个屋檐下?
That's also from the company lens that when we started, that was the whole goal of like, can we combine research and product deployment under one hood?
在研究方面,我们构建了所有的音频模型,从语音生成模型开始,也就是文本转语音模型,那是2022年,第一个终于达到人类水平质量的模型。
On the research side, built all the audio models, starting with model to produce speech, text to speech model, and that was that 2022, the first model that could finally cross that human like quality.
后来,现在涵盖了所有音频模型,包括转录模型、本地化模型,以及用于语音代理对话的编排。
Then over time, now it's entirety of audio models, transcription models, localization models, orchestration for voice conversations with agents.
然后在产品方面,我们能否将其统一为一个平台,帮助人们和企业改变他们与受众沟通的方式?
And then on the product side, can we unify that as one platform that helps people, businesses transform how they would communicate with their audience?
等等,所以最初的想法,你们是从音频开始的。
Wait, so the first idea, you started with audio.
我们是从音频开始的。
We started with audio.
为什么?
Why?
真正的触发点来自你的家乡,波兰。
The actual trigger point comes from where you're from, from Poland.
非常特别的事情。
Very peculiar thing.
如果你看一部波兰语电影,不管是男声还是女声,所有声音都是由同一个人配音的。
If you watch a movie in Polish, all the voices, whether it's a male voice or whether it's a female voice, get narrated with one single character.
所以整部电影就只有一个声音在念。
So you have one voice narrating the whole the whole movie.
所有的情感语调都消失了。
All the emotional intonation disappears.
而且我们从小就是这样长大的。
And and it's still so we grew up with this.
在波兰,大家都习惯了这种配音方式。
Everybody in Poland groups have with it.
就像,你知道的,一个人包揽所有配音。
It's like, you know, one person dubbing.
然后在2021年,我们重新体验了这种情况,发现它依然存在。
And then in 2021, we re tested or re experienced this still happening that content.
然后第二件事发生了,那就是
Then second thing happened, which was
2021年的电影里还是这样,但你会
It was still happening in movies in 2021, but you'd
在波兰看吗?
watch in Poland?
是的。
Yes.
跟你小时候的情况一模一样。
Same thing that was happening when you were a kid.
没错。
Exactly.
这太疯狂了,因为当然,这样更便宜、更容易做、时间也更短,但质量就很差。
It's crazy because it's, of course, it's cheaper, easier to do, quicker timeline, but then the quality is poor.
你可以想象,那体验真的很糟糕。
Like, as you can imagine, it's a pretty terrible experience.
那就像一个触发点。
And that was like a trigger point.
将来,这种体验会完全不一样。
In the future, that experience will be completely different.
你会听到原声、原汁原味的情感、原汁原味的语调,真的能以那种不可思议的方式去体验,而且这来得正是时候,因为就在一周前,我们终于发布了一个模型,它能做得非常好,终于能把内容从一种语言带到另一种语言。
You will have original voice, original emotions, original intonation, and actually be able to experience that in that incredible way, which is very timely because just a week ago, we released finally a model that is able to do that extremely well and finally bring the content from one language to another.
但也许更广泛地说,这也让我们大开眼界,看到了我们与技术互动的方式,以及你如何通过技术与世界互动,这些都会改变。
But maybe more broadly, that was also our eye opening of how we interact with technology, how you can interact through technology will change.
这不仅会打破语言障碍,而且与设备、数字世界的一般对话也会以不同的方式,通过不同的模式和渠道进行。
That will apply in the language barrier that will break, but also just the general conversations with devices, digital worlds will happen differently across different modalities, across different channels.
我们想
We wanted to
这是你2022年的想法,还是你现在的想法?
This is what you thought back in 2022 or what do think today?
在2022年,我们就知道你需要解锁跨模式和渠道的故事和内容。
In 2022, we knew that you need to unlock the stories, the content across the modalities and channels.
我们当时还不知道从静态到互动的转变会来得这么快。
We didn't yet know how quickly the shift from static to interactive will happen.
我们希望这会发生,但我们不知道会有多快。
We hope this will happen, but we didn't know how quickly.
最初的想法是给静态内容配音。
The first idea was Dub static
比如我在波兰看电影的时候。
content that I'm I was watching a movie in Poland.
我希望它真的能让我感觉像是在用母语观看。
I want this to actually feel like I'm watching in my native language.
对。
Exactly.
不过那时候这看起来像是个小生意,对吧?
That had to appear like a tiny business though, right, at the time?
如果那是你的初始想法,你不会觉得这会成为一个大生意,就像你今天是最快增长的初创公司之一。
If that's your initial idea, you weren't going into it thinking this is going be a giant business, like you're one of the fastest growing startups today.
我们当时其实也觉得这是个巨大的生意。
We actually thought it a huge business at the time, too.
我们当时觉得,如果想想所有的内容、所有的故事,要是它们都能有音频版本,那该多棒啊。
We thought it was like, if we think about all the content, all the stories out there, how incredible if they were available in audio.
不管是那些大型流媒体公司,还是电视节目,或者是各种对话,所有这些都能用当地语言来呈现。
Whether it's some of the biggest streaming companies, whether that's TV, whether that's the conversations, all of those could be actually delivered in the local language.
我们觉得这其实是个巨大的市场,而且我们自筹资金。那么,如果把这个话题转到我们现在聊的结尾,未来会不会有这样的场景:我说波兰语,你能听懂英语,或者我说英语,你能听懂你想听的任何语言?
Thought it's actually huge and our And self funding is then if you shift this to the end of the conversation we're having now, could this be in the future this version where I speak Polish and you understand me in English, or I speak English and you understand me in any language that you want?
在《银河系漫游指南》里,有个概念叫“巴别鱼”,把它放在耳朵旁边,你就能听懂周围所有人说的任何语言。
In Hitchhiker's Guide to Galaxy, there's this idea of a bubble fish that you put next to the ear, and you can understand everything around you regardless of the language they speak.
所以我们知道,我们最终会实现这个目标。
So we knew that we will get there.
但最开始,我们做的就是配音。
But initially it was like dubbing.
所以,我来给你完整讲讲我们是怎么一步步走过来的。
So, I'll give you like a full way of how it progressed.
最开始是配音,然后当我们开始深入研究配音需要解决什么问题的时候,我们意识到配音过程有三个步骤。
Initially it was dubbing and then as we started diving into what do we need to do to solve dubbing, we realized there are three steps in dabbing process.
第一步是转录,第二步是翻译成另一种语言,然后还需要用那种语言重新生成。
There is transcription step, then there is translation step to another language, and then you need to regenerate that in another language.
但当时每一步对应的研究水平都不太高。
But the research that existed at the time for each of those steps wasn't very good.
哪些公司在做这些研究?
Which companies were doing the research?
当时有一些不错的英伟达模型,还有开源模型。
There was a good Nvidia models, open source models.
等等,那只是独立研究者做的,不是那些大公司吗?
But wait, it's just an independent researcher, so not any of the big companies?
不,所有东西都很差。
No, everything was poor.
所有东西都很机械。
Everything was robotic.
所有东西都相当机械。
Everything was pretty robotic.
还是能立刻听出来是机器人的声音,还没有真正跨过那个恐怖谷。
It was still like you immediately tell that it was like a robotic voice and nothing really crossed that uncanny valley yet.
有一个不错的开源论文和开源仓库,我记得挺好的,但非常不稳定,而且生成起来特别耗时。
There was one good open source paper, an open source repo that I'm trying to recall that was pretty good, but very unstable and still took so much time to generate.
那已经是最好的了。
That was like the best.
英伟达在语音转文字方面有一些不错的研究,尤其是那个部分。
NVIDIA had some good research on some of those components for, especially on the speech to text side.
翻译方面就一般般了。
Translation was okay ish.
我是说,当时DeepL做得非常好。
I mean, Depelle at the time was doing incredibly well.
然后还有谷歌翻译那种水平的。
And then you had the kind of Google translate version of that.
但做配音需要的所有环节都还不够好。
But all of the components to do dub were not good enough yet.
所以这是第一部分。
So that's part one.
研究还没到位。
The research wasn't there.
第二部分是,当我们开始和很多初期创作者测试配音这个想法时,我们收到的反馈是,太好了,我有一天会想用配音,但现在我有别的问题。
And part two, when we started testing the dabbing idea with a lot of initiate creators, the message we are getting back from the creators is like, Great, I would love to get dabbing one day, but today I have different problems.
我的问题是,我想做后期制作,改掉录错的那句台词。
My problems are I want to post produce and change the line that was recorded in the wrong way.
在录视频之前,我想先念一下脚本,听听效果怎么样。
Before I record my video, I want to be able to narrate the script and see how it sounds.
或者,与其我自己在视频上说话,能不能让AI来配音?
Or instead of me speaking over a video, could I just have AI speak over that?
所以在我考虑配音之前,你能先给我这个吗?
So before I even think about dubbing, can you give me that?
对我们来说,这就像是,好吧,在解决配音之前,我们先解决生成语音的研究部分,让它听起来很棒。
And that was, for us, it was like, okay, before we can solve dubbing, let's solve the research component to generate speech and make it sound great.
在产品方面,我们确实要让大家能够直接进行内容配音。
And on the product side, let's actually deliver for people to be able to just narrate content.
所以,我们先放一放语言转换的事,专注于用高质量的音频让内容活起来。
So like, let's pan down and ignore for a second the language shift that just help bringing content alive with audio with a high quality.
我想向你介绍本期播客的赞助商,Ramp。
I wanna tell you about the presenting sponsor of this podcast, Ramp.
我最近读了很多关于SpaceX的文章。
I have been reading a lot about SpaceX lately.
SpaceX是全球最有价值的企业之一,其历史中的一个重要主题就是不断质疑和审视你的成本。
SpaceX is one of the most valuable businesses in the world, and one of the main themes in the history of SpaceX is constantly and questioning your cost.
Ramp帮助全球许多最具创新力的企业做到这一点。
Ramp helps many of the most innovative businesses in the world do exactly that.
使用Ramp的公司,其开支中位数能降低5%。
The median company running on Ramp cuts their expenses by 5%.
SpaceX还证明了,对控制成本的执着追求实际上有助于增加收入,因为你可以去追求原本无法实现的机会。
And one thing SpaceX has demonstrated is that a religious dedication to controlling costs can help actually increase revenue because you can pursue opportunities you couldn't otherwise.
我们在Ramp的数据里也看到了这一点。
And we see that in the Ramp data too.
使用Ramp的公司,收入中位数也增长了16%。
The median company running on Ramp also grows their revenue by 16%.
所以,当你的公司用Ramp运营,而你的竞争对手没有,你就拥有了一个巨大的竞争优势,而且这个优势会随着时间不断累积。
So when you're running your business on Ramp and your competitors are not, you have a massive competitive advantage that compounds over time.
Ramp是唯一一个旨在让你的财务团队更高效、更快乐的平台。
Ramp is the only platform designed to make your finance team faster and happier.
我认识的很多顶尖创始人和CEO都在用Ramp管理他们的公司。
Many of the top founders and CEOs I know run their business on Ramp.
我自己也在用Ramp,你也应该试试。
I run my business on Ramp and you should too.
去ramp.com了解一下,看看他们如何帮助你的公司节省时间、节省成本,并增加收入。
Go to ramp.com to learn how they can help your business save time, save money, and grow revenue.
网址就是ramp.com。
That is ramp.com.
Deel 让最优秀的创始人能把全世界都变成自己的人才库。
Deel is how the best founders turn the world into their talent pool.
我研究历史上最伟大的创始人是如何运作的已经有十年了,他们都有一个共同点,那就是明白招聘和雇佣最优秀的人才是你最重要的优先事项。
I've been studying how history's greatest founders operate for a decade, and one thing they all have in common is they understand that recruiting and hiring the very best talent is your most important priority.
优秀的人会吸引优秀的人,所以像 Ramp、Shopify、ElevenLabs、Uber 和 DoorDash 这样的顶级公司都在用 Deel。
A players recognize other a players, which is why top companies like Ramp, Shopify, ElevenLabs, Uber, and DoorDash all use Deel.
我认识的很多顶级创始人在用过 Deel 的产品后,都亲自投资了它,他们发现 Deel 是全球招聘基础设施方面做得最好的公司。
Many of the top founders I know have personally invested in Deel after using their product, and what they discovered is that Deel is the best company in the world at building infrastructure for global hiring.
Deel 能帮你的公司在全球任何地方招聘、支付和管理员工,这样你就能留住最优秀的人才,把剩下的时间花在你最擅长的事情上,为客户创造价值。
Deel will help your business hire, pay, and manage any worker anywhere in the world so you can retain the best talent anywhere and spend the rest of your time focusing on what you do best, delivering value to your customers.
ElevenLabs 的创始人对 Deel 能给公司带来的价值有一个很精彩的描述。
The founder of ElevenLabs has a great description of the value Deel can give your company.
他说,我们创建 ElevenLabs 是为了打破语言和沟通的障碍。
He said, we built ElevenLabs to break down language and communication barriers.
有了 Deel 帮我们在全球各地招聘和支持优秀人才,我们就能加速创新,把更多的声音、故事和想法带到世界的每个角落。
With Deel enabling us to hire and support exceptional talent anywhere, we can accelerate our innovation and bring more voices, stories, and ideas to every corner of the world.
超过四万家企业信任Deel。
Deel is trusted by over 40,000 businesses.
今天就去deal.com/senra看看他们能怎么帮你的公司吧。
Learn how they can help your business today by going to deal.com/senra.
就是deal.com/senra。
That is deal.com/senra.
让我确认一下我理解得对不对。
Me make sure I'm understanding this correctly.
你是说,我们要做配音。
You're like, we're gonna dub.
我们要先联系创作者。
We're gonna reach out to creators first.
所以我现在用英语触达几百万人。
So I'm, you know, reaching a couple million people in English.
让我看看能不能让这家伙说句“嘿”。
Let me see if I can get this guy to say, hey.
我能翻译它吗?
Can I translate it?
我们能把它配音成波兰语或者西班牙语,还有其他语言吗?
Can we dub this for Polish or in Spanish and all these other things?
然后你得到的反馈是,对,这挺不错的,但我有更多更紧迫的问题,你能帮我解决X、Y、Z吗?
And then the feedback you're getting is, yeah, that's kind of nice, but I have many more immediate concerns and can you help me with X, Y, Z?
没错。
Exactly.
这其实是两件事同时发生,效果很好,因为在研究方面也是这样,配音需要解决三个步骤。
It's kind of was two things at the same time were great because that was also true on the research side where you have this like three steps you need to solve in dubbing.
他们那个领域里没有什么是好的。
Nothing in their space is good.
我们需要自己解决其中一个步骤。
We need to solve one of those steps ourselves.
这就是Piotr发挥作用的地方,他能够组建并领导最好的研究团队来解决这个问题,而且他自己也是一位出色的研究员,能够真正把这件事变成现实。
That's where Piotr comes in and is able to create and assemble the best research team to solve it, and he himself is an incredible researcher to actually bring that to life.
对,因为我和MrBeast是朋友。
Yeah, because I'm friends with MrBeast.
我记得几年前和他聊过这个,你知道,他是全球最大的创作者,他以前运营着多个YouTube频道。
I remember talking to him about this a few years ago where you know, he was the largest creator in the world, and he used to run separate YouTube channels.
是的。
Yeah.
他告诉我,他说,对,比如我的日语版视频,他不只是配音。
And he told me, he's just like, yeah, well, for my Japanese, like, the Japanese versions of my videos, like, he doesn't just dub them.
他会雇一个在那个国家很有名的配音演员。
He'll hire, like, a voice actor that's like the voice is famous in that country.
对。
Yep.
有一天你应该,不管和我们还是其他公司合作,给你的播客配音。
One day you should, whatever with us or any other company, should dub your podcast.
这里面有太多知识,可以带给全球很多不同的创业者。
It's so much knowledge that could break be brought into so many different entrepreneurs worldwide,
比如说
like
在日本,如果那些对话很有趣的话
in Japan, if if if those It's conversations were funny
你提到日本,是因为我本来就知道我们今天要聊,而且这几天我一直在想你。
you said Japan because I was thinking I knew we were going to talk today and I've been thinking about you the last few days.
我正在为我的另一个播客《Founders》制作一期关于本田创始人的节目。
And I'm working on this episode for the founder of Honda for my other podcast founders.
让人惊讶的是,那时候本田还不是造汽车的。
And what's surprising about that is, you know, it's not Honda, the cars at this point when this guy's alive.
他创造了历史上最成功的量产机动车,就是本田小狼。
It's the most He created the most successful mass produced motor vehicle in history, which is the Honda Super Cub.
他们描述自己公司的方式是,他们说自己只是一个发动机研究实验室。
And the way they describe their company, he's like, we're just a research lab for engines.
真的。
Literally.
他就是这样的,整天就想着发动机。
That's what he's like, all I do is think about engines all day.
他甚至把本田研发部独立出来,因为他觉得这太重要了。
He actually separated out and made the Honda R and D a separate company because he thought it was so important.
然后他们靠销售额的百分比来获得资金,但把所有研究成果都交给制造部门。
And then they were just funded by a percentage of sales, but then they turned over all the research to the manufacturing division.
他还说,如果你有一个研发部门,只让他们做实验,而且配备的都是工程师和研究员,那他们就会不断发明新东西。
And he's just like, if you just have a research division and you only tell them to experiment and you've staffed with engineers and researchers, he's like, they're going to constantly invent new things.
然后如果你是制造商,就能想办法把这些应用到产品上。
And then if you're a manufacturer, can figure out how to apply those to products.
我绝不会想到你会觉得,哦,他们是汽车制造商。
I would never think you would think, oh, they're car manufacturers.
不。
No.
我,我,这是一个研究团队。
I'm I'm this is a research team.
说实话,你知道吗,你一开始问这个问题的时候,我就觉得这跟我们运营ElevenLabs的方式挺像的。
To be honest, you know, and you started with this question, this is not too dissimilar from how I think about how we run ElevenLabs I know.
所以我才跟你说这个。
That's why I'm telling you this.
这很像,你看,我们有一个专注的研究实验室,还有研究工程团队负责把研究成果应用到产品上。
It's very much look, there's a focused research lab, there's research engineering on bringing that to the product work.
然后我们有很多小团队,专门解决具体的产品问题。
Then we have a lot of small teams running after specific product problems that we can solve.
当然,还有市场推广和部署,也就是怎么把产品带给全球的客户。
Then of course, the way to go to market and deployment of how you bring that to the customers worldwide.
但总的理念就是,很多小团队,通常不到十个人,给他们灵活性和自主权,让他们放手去做,用他们最好的判断力去解决客户的问题。
But the general philosophy is like a lot of small teams, usually less than 10 people, having flexibility, autonomy to just run ahead and apply their best judgment in what we can solve for the customer.
好的。
Okay.
不过你得再多说一点,因为这里我还是有点困惑。
You need to say more about this though, because this is where I still I'm a little confused by this.
有人不知道你是谁。
Somebody doesn't know who you are.
他们只是第一次见到你。
Doesn't they just met you for the first time.
他们不知道ElevenLabs是什么。
They don't know what ElevenLabs is.
比如,向那个人描述一下你如何看待自己的公司。
Like, describe to that person how you view your own company.
就像一个研究实验室。
It's like a research lab.
你会用这个词吗?
Is that the word you're going to use?
你会怎么描述这个?
How would you describe this?
我会介绍
I would introduce
我一直把公司定义为研究与产品部署的结合。
consistently the company as a combination of research and product deployment.
研究方面是前沿的音频模型,包括文本转语音、语音转文本的编排。
Research is frontier audio models, text to speech, speech to text orchestration.
产品方面是一个平台,帮助企业改变他们与外界沟通的方式。
Product is one platform that helps companies transform how they communicate with the world around them.
这可以体现在营销上,比如帮助像Ramp这样的公司讲述他们的故事,制作超级碗广告。
And that can be marketing with helping them tell a story like Ramp creating their Super Bowl ad.
也可以是客服,比如与德国电信合作,为呼叫中心创建语音代理;或者是销售,帮助处理入站销售资格,确保流程顺畅。
It can be support working with Deutsche Telekom and creating voice agents for the call center, or it can be sales helping on inbound sales qualification to make sure that that streams through.
甚至更广泛的运营,比如与波兰政府合作,创建一个代理,可以安排医疗预约,跟进患者,提醒母亲预约,询问她们的喂养情况。
Or even wider operations and working with the government of Poland to help create an agent that can take a healthcare appointment, follow-up with a patient to remind a mother of appointment, ask how they are feeding.
这种结合就是一方面进行前沿语音和音频的研究,另一方面在产品上应用这些音频,结合知识和创意工作,让企业和个人能够改变他们的沟通方式。
And that kind of one combination between those is building the research, building the frontier of all voice, of audio, and on the product, doing the part of applying that audio, combining that with knowledge, combining that with the creative work to then allow companies, people to change how they communicate.
你们只专注于音频吗?
And you are solely focused on audio?
在研究方面,我们确实只专注于音频产品。
On the research side, solely focused on audio product.
我们把最好的音频技术与集成、知识、大语言模型结合起来,帮助交付……
We combine the best of audio with integrations, knowledge, LLMs to help deliver for
解释一下为什么你认为在研究方面只专注于音频如此重要。
Explain why you think it's so important to be solely focused on audio on the research side.
我们认为我们有出色的人才去攻克这一点。
We think we have incredible talent to be able to go after that.
专注对于有效构建这些音频模型的最佳架构来说至关重要。
The focus is so important in effectively building the best architecture for those audio models.
我们认为音频不仅是科学,也是艺术,需要两者结合去解决。
We think audio is a good combination of not only science but also the arts that you need to solve.
这有点主观。
It is a little bit subjective.
你生成的声音也会带有主观性。
Voices that you produce will be subjective.
所以你真的需要把它做好。
So you really need to get it right.
但归根结底,说到AI模型,你需要的是数据、计算和架构。
But ultimately, as you think about AI models, is data, compute architecture that you need.
在音频方面,我们认为很多现存的问题都出在架构上。
On audio, we think a lot of the problems that still exist are on the architecture side.
我们希望专注于解决这些架构问题,这样你才能真正获得最好的质量。
We want to be solely focused on solving those architecture problems so you can actually get the best quality out there.
我们团队里很多人都是世界上顶尖的音频研究员。
A lot of the team, lot of the people that work on our side are the best audio researchers in world.
他们也对能够继续推出最前沿的音频模型感到兴奋。
They're also excited by the premise of being able to continue deploying the best frontier audio models.
你觉得你们在技术上有别人没有的优势吗?
And you feel you have technology on the other side that no one else in the world has?
我们觉得是这样。
We think so.
是的。
Yes.
这个类比有点奇怪。
It's a weird analogy.
我很高兴在咱们谈话的同时读这本书,因为,比如本田,他们一直试图让他多元化。
I'm so glad I'm reading this book at the same time we're talking because, like, for Honda, they kept kept trying to get him to diversify.
他还有其他产品。
He's got other products.
显然,他制造了很多带发动机的东西。
Obviously, he builds a bunch of things with engines.
但他会问,那个产品有发动机吗?
But he's like, does that product have an engine?
他们说,没有。
And they're like, no.
他就说,那我就不做那个产品。
He's like, then I'm not building that product.
他说,我就专注于发动机。
He's like, I just do I focus on engines.
有时候是两轮的,有时候是四轮的,其他都不管,就是发动机。
And sometimes it's on two wheels and four wheels and everything else, but it's like just engines.
这跟你说的音频很像。
It's very similar to what you're saying about audio.
他还说,他觉得自己的发动机技术是世界最好的,没人能复制他们做的。
And he also said that he felt he had the best engine technology in the world and no one else, could replicate what they did.
有个常见的问题,就像你内心想的那样,你现在描述的方式也完全正确。
There is a common question as you think internally of like, it's 100% true of how you describe it now too.
我们考虑新产品时,最大的问题是,我们是否认为把我们的音频模型应用到那个产品体验中,能带来独特的优势。
We think about new products, the big question is, do we think we have a unique advantage by applying our audio models in that product experience?
如果那个产品体验在音频和语音通信方面没有大的瓶颈,那就不是我们的强项。
If the product experience does not have a big bottleneck in that audio and the voice communication side, then it is not our fortress.
你有没有遇到过那种情况,你意识到不应该去追那个机会?
Can you a situation where you realized that you should not go after that opportunity?
你能给我举个例子说明你描述的情况吗?
You give me an example of what you're describing?
我给你举两个不同领域的例子吧。
The example would that I'll give you to slightly different spaces.
一个例子是,在音频领域,理想的情况是,如果你做一个营销活动,它需要结合大量的图像和视频工作来产出更好的内容,这个想法已经存在很久了,我觉得现在依然成立。
One is on for for a long time, and I think it is still true, the ideal version in the audio space is if you create a marketing campaign, it's how that combines with a lot of the image and video work to deliver better content.
两年前,我们会先尝试看看能不能帮人们有效地为他们的内容做口型同步或者创建虚拟形象。
Two years ago, we would first try to see whether we can help people create effectively lip dubbing or avatars for for their content.
比如说,你从一张图片切换到另一张,你需要让嘴唇动起来,或者你想做旁白,那就创建一个虚拟形象。
So let's say you switch from one image to another, you need to move the lips, or let's say you want to narrate something, create an avatar.
那大概是两年前的事了。
That was roughly two years ago.
当时那个领域里很多现成的模型都不够好。
A lot of the models that existed on that site just weren't good enough.
而且在这个领域推出产品会让公司非常分心,也会带来很大的转变,因为音频并不是我们的核心优势。
And deploying a product in this space would be such a defocus and such a shift for the company that it didn't have the audio as a superpower.
它仍然受限于虚拟形象的质量,以及很多其他方面的质量,因为……
It still had a bottleneck of the quality of Avatar's quality of a lot of their Because the
那里要解决的问题是视频,
problem to solve there is video,
不是音频。
not audio.
对。
Exactly.
所以这方面还是很差。
So this was still poor.
所以即使你把最好的音频应用到那项工作中,体验仍然不会很好。
So even if you had the best audio applied into that work, it's still the experience wouldn't be very good.
所以我们决定实际上暂停那方面的努力。
So we decided to not effectively pause any of that effort.
快进到今天,情况当然已经变了。
Fast forward today, it's of course shifting now.
我觉得现在这个领域已经有很多不错的开源模型了,音频、图像和视频结合起来,确实能实现那个效果。
I think there's a good set of open source models now that exist in that space where the combination of audio, image, and video can actually deliver that result.
所以我们今天又重新开始关注这个方向,最近在伦敦的广告引擎项目,就是把广告带到国际市场上,并且在视频里做调整,这正好是个很好的例子。
So we are revisiting that today and recent London ads engine of bringing an ad and bringing that internationally and shifting things in the video, perfect use case of that.
不过,我们还是做了一个有意识的决定,就是不从头开始训练模型,也就是说,不搞那种真正的文本生成视频的模型,你知道,就是那种视频自由生成类型的模型。
But still, a conscious decision we are taking is not creating the model from scratch, so true text to video, like, you know, video free type models that exist.
我们想站在一个交叉点上,知道音频能带来独特的优势,通常就是你已经有现成的素材,需要修改那个素材,加上音频部分,然后把它完成。
We want to be at that intersection where we know the audio can give you the unique advantage, which is usually you already have an existing asset, you need to modify that asset, add that audio component and bring it bring it home.
你觉得这种对音频的强烈专注,或者说持续不断的专注,是不是有点像在防御那些更大的实验室?
Do you feel this like intense focus or relentless focus on audio is kind of like defense against like the larger labs?
当然。
For sure.
你们在公司里会讨论这个吗?
Do you talk about this in the company?
会的。
We do.
我们最大的重点就是在研究方面聚焦于音频,这也是我们想要赢的地方。
The big part is like our focus is audio on the research side and that's where we want to win.
我们也讨论过长期来看,我们今天拥有的优势希望还能保持,但可能不会仅仅在纯研究方面那么大。
I think that we also talk about this in the long, long term, that advantage that we have today will hopefully still be there, but it might not be as big on just the pure research.
这就是为什么其他部分,也就是产品,如此重要。
That's why the other components, that's why the product is so important.
这也是为什么围绕产品构建的生态系统如此重要。
That's why the ecosystem is so important that we build around that product.
也许解释一下我所说的生态系统是什么意思,当然,包括你建立的品牌和信任,但还有其他可以构建的部分。
Maybe just to explain what I mean by the ecosystem, of course, there's the brand and trust that you built, but there are also other parts that you can build.
在我们的案例中,就是投资于一个市场模式,人们可以创建资产,我们进行认证,然后你可以分享并获得报酬。
In our case, this was investing into effectively a marketplace model where people can create an asset, we authenticate it, and then you can share it and earn compensation as a result.
试图创造一种完全不同的运作模式。
Trying to create a completely different model for how that works.
给我详细讲讲这个,因为我不了解。
Give me details about that because I don't know.
别这么说。
Don't Yeah.
比如 Voices 这个例子。
Example is Voices.
好的。
Okay.
我们就是用 Voices 做的,人们可以创建自己的声音。
So we did it with Voices where people can create their voice.
我们会对它进行认证。
We authenticate it.
然后你可以分享你的声音,你的 AI 声音。
Then you can share your voice, your AI voice.
当你的声音被使用时,你可以被动地获得报酬。
And passively, as your voice is being used, you earn compensation.
目前我们的市场上有两万个声音。
We have 20,000 voices today on the marketplace.
现在新进来的人可以选不同的口音、不同的风格、当然还有不同的语言,还有年龄、性别,都可以挑。
New people that come in now have a selection of different accents, different styles, different languages, of course, different age, gender that you can pick.
每次你用到它,那个人就能得到
Every time you use it, that person gets
你们公司自己会制作这些声音吗,还是说都是第三方提供的?
Do you, to as a company, make these voices, any of these voices, or is it just third parties?
我们当然建立了一个系统,让人们可以自己来做这件事。
We, of course, created a system for people to do that.
有些声音,当我们发现某些领域空缺时,我们会自己去寻找合适的人来填补这些空缺,为整个生态系统创造这些声音,让大家都能受益。
Some of them, when we see pockets that are missing, we'll ourselves try to go after and find people to fill those pockets that are missing and create those voices for the wider ecosystem to benefit.
没人知道Eleven Reader。
No one knows about Eleven Reader.
你得做得更好才行。
You have to do a better job.
我听了你和John Carlson的那期节目,我很喜欢他。
I was listening to your episode with John Carlson, who I love.
而且我觉得他根本不知道。
And I don't think he even knew.
他一直在说,为什么没有这个?
He kept saying, he's like, why doesn't this exist?
你知道吗,就是有个应用。
You know, like, there's an app.
然后后续,他还在跟我们聊。
And then the follow-up, still talks to us.
他说,不是吧,兄弟。
He's like, no, dude.
我就在用那个应用。
I use that app.
约翰,你要的东西,他已经有了。
What you're asking for, John, is he already has it.
你得在跟他录播客的时候,直接在手机上给他看。
You need to, like, show it to him on your phone while you're recording the podcast with him.
所以我用的是乔治。
So I use George.
那是我用的声音,实际上,我们为来上节目的人准备这些研究报告。
That's the voice I in fact, we do all these, like, research reports for the people that come on.
感谢你成为我们的用户。
Thanks for being a user.
太棒了。
That's amazing.
不客气。
No.
当然。
Of course.
这真的是一个非常棒的产品,
It's it's it's it's a fantastic product,
而且
and
它能把每份文档都变成一档播客,我可以在眼睛忙的时候听。
it turns every document into essentially a podcast that I can, you know, listen to when my eyes are busy.
但有趣的是,我们会为每位嘉宾准备一份研究资料。
But the funny thing is we do these research, like, dossiers about everybody that comes on.
所以我把关于你的那份放进了11 Readers,所以我一边听你讲,一边用你自己的产品。
And so I put the one about you into 11 Readers, so I'm listening to you about you win your own product.
但像乔治的声音,是你们提供的吗?
But like in George's case, is that coming from you guys?
是不是有其他人因为我听这个而获得报酬?
Did somebody is somebody else getting paid when I'm listening
听乔治的声音?
to George?
确实有其他人会获得报酬。
Somebody else is getting paid.
好的。
Okay.
他是一位很棒的配音演员,和我们合作了很长时间,每次你听,他都会得到报酬。
He's a great voice actor that that worked with us for now for a long time, and every time you listen, he he gets paid.
你知道吗,当你坐下来的时候,我就觉得,你真是无处不在,我到处都能碰到你。
Do you understand when I when you sat down, I was like, you're you're you're one, I keep running into you everywhere.
所以我就觉得,哥们,我们真得一起做个播客。
And so that's what I like, dude, we gotta just do a podcast together.
但是,你让我感到非常困惑,不过是以一种很好的方式。
And but, like, you're so confusing to me in a in a great way.
这不是什么负面的事情,因为我就觉得,我甚至不知道该怎么形容你的公司。
This is not, like, a negative thing because, like, I was like, I don't even know how to describe your company.
你在做所有这些研究,但你又有很多其他不同的产品。
You're doing all this research, but then you have all these other different products.
这很不寻常,尤其是对于一个如此专注的人来说。
This is very unusual, especially for somebody that's so super focused.
但你说得很对。
But it is very fair.
我觉得我们在所有AI公司都能看到这种现象。
I think we are seeing that everywhere across AI companies.
模型变成了平台,又变成了应用。
The model becomes a platform, becomes application.
但对我们来说,贯穿所有这些的共同主题就是沟通这个角度。
But for us, the unifying theme across all of them is that angle of communication.
我们认为,公司如何沟通,如何思考内容传播,这些都在改变,而我们想站在这个变革的交汇点上。
We think how you communicate as a company, how you think about content communication, all of that is changing and we want to be at the intersection of that.
我们打造最好的模型来帮助你做到这一点,然后构建一个平台,以全新的方式有效传递内容、传递知识、传递对话。
We build the best models to help you do that and then build a platform that effectively delivers that content, delivers knowledge, delivers the conversation in a completely new way.
当然,应用种类太多了。
Of course, there's just so many different applications.
有ElevenReader,让你以全新的方式享受内容。
There's ElevenReader that lets you enjoy content in
全新的方式。
a completely new way.
所以是研究平台,以及那个平台上的应用。
So research platform applications on that platform.
对。
Exactly.
好的。
Okay.
而且,你知道,我们明确不打算碰任何智能、知识工作或编程相关的领域。
And, you know, like we explicitly are not planning to touch any of the intelligence or knowledge work or coding.
那不是我们的强项,也不是我们的领域。
Not our strength, not our domain.
但我们是
But we are
那也是一场激烈的竞争。
It's a vicious battle too.
非常激烈的竞争。
Very vicious battle.
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那里有很多优秀的公司。
Lots of great companies in there.
我们真正想成为的是,如果你想想未来三年或者更长时间,可能会有三个平台,你所有的互动都发生在这些平台上。
What we would love to be is if you think about the next three years or however many years, there will be probably three platforms that you set all the interactions on those platforms.
我们想成为这些互动和沟通的领先平台。
We want to be the leading platform for those interactions, for that communication.
等等,解释一下。
Wait, explain that.
这整个思路都是围绕那个主题展开的。
The whole way that kind of builds on that theme.
你如何与内容互动,如何与数据互动,这些方式都会改变。
How you engage with content, how you engage with data company will change.
我们希望帮助人们和公司拥有一个统一的地方,一个平台,你可以在那里进行设置。
We want to help people, companies have one place, one platform where you can set it up.
你可以设置你的集成,带来你的知识,带来你的品牌,带来公司的资产,然后在整个客户旅程中部署这些。
You can set up your integrations, you can bring your knowledge, you can bring your brand, you can bring your assets from the company, and then deploy that for entirety of customer journey.
不管是营销场景,你通过内容讲故事,把用户的知识收回来,还是销售场景,你想跟客户互动、把产品带给他们,或者在整个客户旅程中提供支持,又或者更简单一点,当你想了解客户旅程时,旅程中每一次符合品牌的互动,我们都希望能捕捉到,并帮你把它做得更好。
Whether that's in the marketing example, where you tell that story through content, capture that knowledge back about the user, whether that's in sales when you're trying to engage and bring your product to the customers, whether you are supporting that across the customer journey, or maybe in a simpler way, as you are trying to understand the customer journey, every on brand interaction that that journey has, we would love to be able to capture and help you make that better for.
好的。
Okay.
那我们具体一点说吧,因为我还是想把这个搞清楚。
So let's make this concrete because I still, I I want to be able to wrap my head around this.
就拿你整合得最深的客户来说吧。
Let's take your, like, most deeply integrated customer.
对。
Yes.
对吧?
Right?
比如说,高盛。
And say, you know, it's Goldman Sachs.
我随便说的。
I'm making this up.
这就是他们如何使用这个产品,以及他们使用的所有不同产品。
And this is how they use this product, all the different products they use.
比如,哪家公司或者其中一家与你们公司合作最深入,请解释一下他们使用的所有由你们技术驱动的产品套件。
Like who is the company or one of the companies that is most deeply integrated with your company and explain how all the different suite of products that they're using that are powered by your technology.
德国电信就是一个很好的例子。
Deutsche Telekom is a great example.
他们会利用很多音频功能来制作播客,以及他们的应用和Magenta。
They will use a lot of the audio work to create a podcast and their app and the Magenta.
他们会用这些来做广告,这样他们就能创建广告并分发给他们的受众。
They will do that for the ads so they can create ads and distribute that to their audience.
他们会利用我们很多11创意功能来实现这一点。
There will use a lot of our 11 creative work to be able to do that.
然后他们会利用我们的11代理功能,用于呼叫中心,当你打电话进来,你想要帮助时。
Then they will use our 11 agents work for in call center where you call in, you want to help.
你会通过语音代理获得帮助,这个代理整合了德国电信的知识。
You get that help through the voice agent integrated with the knowledge from Deutsche Telekom.
这样就能确保,如果有人打电话来了解产品,他们能很快得到信息。
So you can make sure that if somebody is calling in to learn about the product, they get information very quickly.
如果他们打电话是为了咨询退款或最近的账单问题,他们也能得到帮助。
If they are calling to get support on how to get a refund or the recent billing request, they can get that help.
而且最近,他们甚至在网络内部部署了一个智能助手。
And then more recently, they even deployed an agent inside of the network.
如果你是T-Mobile的用户,打电话时可以让助手加入通话,帮你安排预约,或者实时翻译你和对方的对话。
If you are a T Mobile subscriber, if you call, you can ask agent to join the call and help you out, schedule a booking or real time translate your conversation to the other person.
他们实际上会结合我们的智能助手技术,加上实时翻译功能,来实现跨语言沟通。
They'll use our effectively combination of agents work and bringing that real time dabbing to be able to communicate in other language.
在整个过程中,所有信息都会被记录下来,这样你就能了解客户是如何与品牌互动的,涵盖整个旅程,从营销、支持,到更广泛的运营和销售,我们帮助他们完成所有这些。
Across all of that, all of that information is captured back so you understand how customers engage in with, this case, with the full spectrum of the journey, marketing, the support, and then the wider operations, unit sales, and we help them do all that.
好的。
Okay.
那么在这种情况下,因为你提到了收入大幅增长,而且增长非常快。
So in a situation like that, because I think you mentioned obviously a huge increase in your revenue that's growing really fast.
你们是不是在瞄准更大的公司?
It's like you're targeting bigger companies, right?
德国电信的第一个产品是什么?
What was the first product Deutsche Telekom?
德国电信,抱歉。
Deutsche Telekom, sorry.
对,第一个是营销。
Yeah, the first was marketing.
那是三年前的事了。
So it was three years ago.
然后大概两年前,大多数智能体真的非常非常好。
Then kind of the most of them that two years ago, most of the agents were really very, very good.
它们不太可靠。
They weren't very reliable.
它们不够快。
They weren't very quick.
所以营销是最明显的选择。
So marketing was the obvious one.
他们就从那里开始。
So they started with that.
他们部署了那个方案。
They deployed that.
内容质量很高,人们能通过播客参与进来。
The quality of the content was great so people could engage with the podcast.
实际上,就是你提到的那个用例,把笔记带进来,然后能大声朗读出来。
Effectively, the use case that you mentioned of bringing your notes and then being able to read them out loud.
他们每天为所有客户制作这样的内容,让他们通过ElevenLabs的声音听播客了解世界动态。
They were just creating that daily for all the customers so they could read about what's happening in the world through the podcast with ElevenLabs Voices.
这就是第一个用例。
So that was the first use case.
然后当然,支持是语音和集成的结合。
Then of course support is a combination of voice but also the integrations.
那说说你是怎么把他们从一个产品扩展到下一个产品的。
Well talk about how you expanded them from one product to the next.
你具体是怎么做到的?
How do you actually do that?
在这种情况下,主要是我们怎么和他们合作,帮他们把那个产品做出来。
In that case, main and I guess mostly how do we partner with them to help them bring that product to life?
对,他们从第一个开始,但你们有十种不同的产品可以卖,那你们是怎么从一到二,再从二到五,这样一步步扩展的?对,就是这样。
Yeah, they start with one, but you have 10 different products So you can sell how do you go from one to two and then two to five and so on Yeah, and so
我觉得关键的一点是,首先你当然要部署第一个产品,确保它确实能带来价值。
I think the main thing is one, you of course deploy the first one, you'll make sure that there is value behind that.
所以在和任何客户合作的过程中,我们尽量确保不只是验证概念,而是证明影响、证明价值,只有在那之后,我们才尝试让公司更广泛地和我们合作。
So across any customer engagement, we try to make sure that we don't only prove concepts, prove the impact, prove the value, and only after that we try to get the companies working with us at a broader scale.
我们在营销方面证明了影响。
We prove the impact on the marketing side.
要让支持业务运转起来,你真正需要做的不仅仅是音频,你还需要建立集成。
To get the support going, what you actually need to do is not only the audio, you need to build integrations.
所以你需要把它和德国电信使用的所有CRM系统连接起来。
So you need to connect it with all the CRM systems that Deutsche Telekom works with.
你还需要在输出端做好集成工作。
You need to work on integrations with the output.
那么怎么把它连接到电话系统,比如SIP中继或者Twilio呢?
So how do you connect it to the phone system, SIP trunking or Twilio?
你要怎么确保这种连接是存在的?
How you make sure that that connection exists?
所以你会花很多时间在集成上,确保他们的逻辑被尊重,比如当你接起电话时,代理的行为符合你的预期。
So you would spend a lot of time on integrations, making sure that their logic is respected on how, when you do pick up the phone call, the agent behaves the way you want it to behave.
所以在这里,我们的前部署工程师会和团队合作,花时间在德国,和Bonn一起并肩工作,共同完成集成,确保代理按照你想要的流程走,并且拥有它应该具备的知识。
So here our forward deployed engineers would partner with the team, spend the time and Bon in this case in Germany, working through side by side together on the integration, just being able to making sure that the agent follows the flow that you want, has the knowledge that it should have.
然后在这个阶段,任何语音代理工作中最难的部分就是实际部署,也就是你如何真正测试它是否有效。
And then in that step, hardest thing in any voice agent work is actual deployment of how you actually test that it works.
所以你需要先用模拟的方式试运行,验证通话,然后在小范围内进行测试,接着再……
So then you need to trial that with initially simulated that, you verify the calls, then you do it at smaller And you're
你们是用全职员工来做这些的吗?
doing this with FTEs?
是的。
Yes.
我们所有这些都用全职员工来做,然后部署,当然之后会逐步扩展。
We do all that with FTEs, then we deploy, and then of course we scale over time.
你是什么时候意识到,用全职员工来做是大幅增加收入的一个重要途径?
When did you realize that a huge path to greatly increasing your revenue was doing FTEs?
在我回答这个问题之前,当然还有最后一点,就是当你部署之后,工作并没有结束,你还需要持续评估、监控,并随时间调整行为。
Before I answer this, and of course the last part is, as you deploy, the job isn't done, you still want to continue evaluate, monitor, and refine the behavior over time.
这适用于所有的用例。
That applies across all of the use cases.
NFD在这方面也很不错。
NFDs for that are great too.
我以前在Palantir工作,所以我们一直很重视如何与客户合作。
So I used to be at Palantir, so it always felt like a big thing of how we want to work with customers.
我几乎不太喜欢用“客户”这个词,因为很多时候我觉得他们都是合作伙伴,大家是一起在解决同一个问题,共同努力去攻克它。
It's almost like don't like the word customers because in many ways I feel like all of them are partners where you are working together on the same problem and try to solve that.
所以从一开始,FDE的理念就贯穿其中,就是要具体化,和合作伙伴并肩作战,一起解决他们的问题。
So there was a lot of the philosophy of the FDEs was there from the start to make it specific, working with the partners side by side on their problem
这个“他们”真的很有意思。
and This their is really interesting.
那你跟我说说,你在Palantir观察到哪些做法是有效的?
So tell me what you observed that was working at Palantir.
你当时就想,如果我自己创业,我也要这么做。
You were like, Oh, if I start my company, I want to do that too.
为什么?
Why?
我觉得最了不起的地方在于,从一开始你就应该站在客户那边,对他们的难题充满热情,并且深入了解他们。
I think the most incredible thing was that you were meant to be on the same side of customer obsessed of their problem and try to understand them deeply from the beginning.
在去Palantir之前,我曾在BlackRock工作。
So I used to work at BlackRock before Palantir.
我在BlackRock的时候,刚入职那会儿,因为合规和安全的要求,头一两个月,你发邮件之前,团队要先审核,还要培训,然后才能发出去。
BlackRock, when I joined, given the compliance security, the first month or two, when you send an email, it gets verified by your team, it gets trained before you send it externally.
那流程挺复杂的,就是为了确保邮件没问题。
It's like a pretty detailed flow of making sure that it's good.
但在Palantir,我入职培训完第一个月,我就想,好了,你现在得去了解客户,跟他们一起工作。
In Palantir, when I joined after the onboarding in the first month, I'm like, Okay, you now need to work and understand a customer.
你得飞到阿伯丁,去北海,跟他们并肩工作,了解情况,然后把经验带回来。
You're flying to Aberdeen, to North Sea, to work side by side with them, understand what's happening, and then bring it back.
这对我来说完全是震撼,这种方法和文化,我几乎从没在BlackRock那边跟客户打过交道。
And that was a complete shock for me and the approach and culture of like, I have never almost interacted with a customer on the BlackRock side.
现在入职才几周,就要去那儿,跟他们待在一起,简直不可思议。
Now here I am in the first weeks, meant to go there and be next to them, which was crazy.
我觉得这很棒。
I thought it was great.
我觉得就是这种心态,每次你都要去前线,我姑且这么叫,去前线跟他们合作,把知识带回来,搞清楚真正的问题是什么,哪些问题能解决,然后真的去解决它。
I thought it was that mentality and every time you are going to be there on the, I'll call it frontline loosely on the frontline to work with them and bring that knowledge back, understand what is actually the problem, what's fixable problem, then actually fix it.
这种思维方式在ElevenLabs现在也非常适用,我们所有的FDE和市场团队都在琢磨,怎么才能真正和客户在一起,理解问题并一起解决。
That mentality is so true now at ElevenLabs too, where all of our FDEs, our go to market team too, is going to obsess of like, how can I actually be there with the customer, understand the problem and work with that?
我觉得还有其他一些公司也很不错。
There was other companies that I think were great.
那些小团队,通常有小型部署团队来处理很多这类事情。
The small teams, they had usually small deployment teams that worked on a lot of that.
最好的想法胜出。
The best idea wins.
这个概念在小团队里非常真实,你很快就能汇集你认为对那个客户最好的知识,并且你有权力去实施它。
The concept was very true where in that small team, you very quickly assembled the best knowledge of what you think should be done for that customer and you had power to then actually enact on it.
定义一下小。
Define small.
大约五个人在Palantir就算大了,在ElevenLabs也会相对算大。
About five people is considered in Palantir big and in ElevenLabs is going to be also relatively big.
不过关于FDE,我还想多说一点,因为现在你可能看到每家公司都在做FDE,而在我们这里,FDE是产品团队的一部分。
I will tell you something more though on the FDE side because of course now you probably see every company doing FDEs and in our case, FDEs are part of the product team.
他们不属于市场团队。
They are not part of the go to market team.
他们是产品团队的一部分。
They are part of the product team.
他们深入了解产品的路线图。
They are deeply embedded on understanding what's the roadmap of the product.
但还有第二个原因,一是你希望所有FDE真正解决客户问题,并推动产品朝那个方向发展。
But there's a second reason, which is one, you want all the FDEs to actually solve the customer problem and stretch your product in that direction.
第二件你想让他们做的事,就是把那些知识带回产品。
But second thing you want them to do is bring any of that knowledge back to the product.
这样产品对下一代在其上构建的公司会变得更好。
So the product becomes better for the next generation of companies building on top of it.
我觉得第二部分经常被忽视。
And I feel like the second part is frequently missed.
首先,好吧,如果这些人有效地做了很多艰难的集成工作来解决问题。
It's like first, okay, if these are doing effectively a lot of the hard integration work to solve the problem.
但如果你不做第二步,也就是真正学到专业知识并把它带回产品,那实际上就只是服务而已。
But if you don't do the second step of how you actually learn the expertise and bring it back to the product, then it's effectively just services just the
等等,关于第二部分再多说一点。
Wait, say more about that second part.
所以你是通过反复试验、和他们紧密合作来获取信息的。
So you're gleaning information through trial and error, working closely with them.
然后你可以把这些知识带回来,传播给你其他的成千上万的客户。
Then you can take that back and spread that knowledge across the other tens of thousands of customers that you have.
是的,就是这样。
Is Yes, that
你说的正是这个意思。
what you're talking exactly.
好。
Okay.
没错。
Exactly.
而且这是一种产品知识,比如你怎么操作,你知道的,有些简单的事情。
And it's a product knowledge of like how you operate with, you know, there are simple things.
比如说你建了一个集成。
Let's say you build an integration.
那我怎么让这个集成对所有人都可用呢?
How do I now have that integration available to everyone?
这是那个的简单版本。
That's a simpler version of that.
但比如说你在医疗领域工作。
But let's say you are working in healthcare space.
在医疗领域,如果你部署了工作,那么你想为合适的用户优化产品体验。如果你不是作为第二个客户来研究,你要确保你有……
In healthcare space, if you deploy the work, then you want to optimize the product experience for the right If you are not studying as a second customer, you want to make sure that you have
等等,你是在把你的客户群当作研发,另一种形式的研发。
So wait a minute, you're using your customer base as almost like R and D, another form of R and D.
你确实通过了解你所在的领域来加速你的研发。
You are definitely accelerating your R and D through understanding the domain that you're working with.
这是因为他们的问题
It's Because their problems
很少有一个公司的问题是独一无二的。
are not very rarely a company's problems is unique to that company.
没错。
That's right.
这其中的好处就是大家都能受益,因为你跟一个客户合作,学到东西,然后把它融入到产品体验中。
And the beauty of that is like kind of everybody benefits because you work with one customer, you learn, you bring that into the product experience.
再跟另一个客户合作,又学到东西,再把它带回产品体验中。
You learn with another one, you learn, you bring it back to the product experience.
这两个客户都因为产品被优化得更好而受益。
Both of those customers benefited from having the product optimized for the better work.
他们拥有的领域专业知识仍然是他们自己的。
The domain expertise they have is still theirs.
他们可以凭借这些专业知识取胜。
They can win based on the domain expertise.
但是基于领域专长来构建产品的体验,是可以抽象化、可以复用的。
But the product experience of how you build based on that domain expertise can be abstracted, can be reusable.
你在Palantir工作还学到了什么?
What else did you learn working at Palantir?
他们也是一个非常不看重头衔的组织,我们在ElevenLabs也延续了这一点,这确实有助于实现“最佳想法胜出”的理念,大家都能感受到,我觉得我在模仿你——
They also were very much of no title organization, we carry over at ElevenLabs, which does help in that best idea wins approach where people do feel, I feel like mimicking you on
那件衬衫。
that shirt.
我也想到了同样的事情。
I thought the same thing.
就像,你不必,如果你不想——
Was like, you don't have to if you don't
不想的话。
want to.
我知道这完全是巧合。
I know it's a complete coincidence.
我们要把这段留下来。
We're leaving that part in.
没有头衔,组织相对扁平,层级很少。
No titles, relatively flat organization, very few layers.
比如,在我和最高管理层之间,我在DPO之前在那里工作,只有四到五层,甚至更少。
It's like, between me and the C suites, I worked there before the DPO, it was four, five steps or less.
所以你总能感觉到距离很近,我记得实际上可能是四层或三层。
So you always felt like a proximity between, I think it was like four or three actually.
所以合作起来很方便,距离很近。
So it was a good proximity of being able to work together.
在ElevenLabs,我们现在最多有五层,这是最大深度。
At ElevenLabs, we have a couple of five today, like maximum depth of how many layers there should be.
希望随着时间的推移,层级会减少,如果AI能像我们希望的那样帮助运营公司,就不会再有更多层级了。
Hopefully over time, actually there will be fewer, no more layers if AI helps you run the organization the way we would like to run.
好,多讲讲这个。
Well, say more about that.
在你们现在的管理方式中,有哪些事情是你希望未来AI能帮你改变的?
What can you not do today in the way you run your organization that you hope AI can change in the future?
我觉得你总是希望从最接近问题的人那里获取信息。
I think there is always you want the information from of the person working as closely to the problem.
比如说,你在开发一个产品,你想直接和开发这个产品的工程师交流,而不是通过他们的经理。
So let's say you're developing a product, want to work, you want to speak with the engineer that actually develops that product rather than their manager.
如果是客户对话,你也想直接从一线人员那里了解客户说了什么,而不是让经理总结后再告诉你。
If it's a client conversation similar, you want to understand what is that client saying from the person on the ground, rather a manager summarizing that information and giving that to you.
我觉得AI会改变这种信息流动的方式,让你能以更精细的粒度获取所有正在发生的事情,比以往任何时候都更全面。
I think that information flow will change with AI where you will have access to everything that's happening in a better granularity than you could ever have before.
它会自动总结这些来回的交流。
It summarizes that back and forth.
其次,我觉得在ElevenLabs,大多数人大概会有接近10个直接下属。
Second, I think that in general, roughly at ElevenLabs, most people will have close to 10 direct reports.
这是一个相当宽的管理跨度,这有助于我们保持那种小团队的工作方式。
It's a pretty wide blight set which helps us build that small team approach that we have.
而且这也只有在你能放大各个团队、所有同事之间发生的事情,总结他们团队的情况、表现如何、有哪些差距时才行得通,这确实有帮助,也能帮你从被动应对转向主动出击。
And that too only works if you can amplify a lot of what's happening across all the teams, all the people that you work with, to summarize information of what's happening in their teams, how this is performing, what are some of the gaps, that definitely helps and helps shift it from reactive to proactive, I think too.
我的意思是,过去很多时候,你得靠特定的人把信息反馈给你。
What I mean by this is frequently in the past, I think you would rely on specific individuals surfacing the information to you.
现在,想想ElevenLabs和我们运营的方式,你可以总结所有正在发生的事情,所有关于什么有效、什么无效的数据。
Now, as we think about ElevenLabs and how we run, you can summarize all what's happening, all the data of what's working, what's not.
然后获取那个信号,我得到那个信号,就能主动介入我认为有问题的地方,这很有帮助。
And get that signal, I get that signal, and I can proactively engage on where I think it's not working, which helps.
这当然对全公司每个人都有帮助,因为无论你在哪里,你都有同样的能力。
It helps, of course, everybody across the company because you have that same ability wherever you are.
我想最后一点,和前面这些紧密相关,也是为什么今天这一切能成为可能。
I think that maybe the last part, which is very related to those, to why it's even possible today.
我们选择对很多数据和文档保持高度透明。
We took a choice to be extremely transparent with a lot of the data that we have, a lot of the docs that we write.
所以几乎每个人都能接触到公司里所有的文档,这最终帮助你建立一个系统,让你真正能利用那些知识。
So everybody has almost access to all the docs that are there in the company, which ultimately helps you create that system where you can actually tap into that knowledge.
好的,我想让你多谈谈这个,因为我觉得这是我想聊的话题之一,因为你相对年轻。
Okay, so I want you to say more about this because I think this is one of things I want to talk to about because you're relatively young.
这是你的第一家公司。
This is your first company.
你创办的第一家公司,你马上就进入了人工智能领域,然后你正好处于这次大爆发的完美位置。
Your first company you built, you got into AI right away, and then you were perfectly positioned for this huge explosion.
显然,人们谈论人工智能已经谈了八十年了,但你是在正确的时间、正确的地点,而且我认为,基于公司目前取得的成就,你拥有正确的技能组合。
Obviously, people have been talking about AI for eighty years or whatever, but you're at the right place, right time with, I think, the right set of skills based on what the company built so far.
那么,你认为未来你管理组织的方式会和现在有多大的不同?
So how different do you think in the future the way you run your organization can be than what it is today?
我认为小团队的方法肯定会在未来许多我认为会创建的公司中继续存在。
I think the small teams approach will definitely be there across many of the companies that I believe will be created in the future.
这也有助于一个非常不同的方面,比如,如果你只是考虑采用人工智能技术,在我们的情况下,它不一定是自上而下的指令,比如你必须使用这项技术来变得更好,然后团队去赋能其他人。
It also helps with a very different piece, which is like, if you just think about adopting AI technology, in our case, it doesn't have to be a top down mandate of like, you need to use this technology to get better and then the teams enable others.
由于团队相对较小且独立,人们会自下而上地采用他们认为最好的方法,并且能够立即开始使用。
Given relatively small and independent, people bottoms up adopt what they think is best and are unable to run with it straight away.
所以在这方面帮助很大。
So that helped a lot in that sense.
我会把它交给其他人,我们对此非常坚信。
I'll give it to others which we believe strongly on.
第一,在我们所有的小团队中,甚至包括非技术团队,我们都会引入工程人才。
One, in all the small teams that we have, in all the teams that we have, we bring even non technical teams, we bring engineering talent in those teams.
所以我们的招聘团队、运营团队、法务团队,都会有工程师来帮助自动化一些工作,同时提升其他人使用AI的水平。
So our talent team, our ops team, our legal team, all of that will have engineers that help both automate some of the work, but also elevate everybody else in how they are using AI.
我认为这将来会成为公司间更普遍的模式,越来越多的公司,无论大小,都会尝试给所有团队注入工程资源,让他们变得更聪明。
I think that will be a bigger pattern in the future across the companies too, where I think increasingly some of the biggest and smallest companies will try to infuse all teams with engineering resources so they can get smarter.
在ElevenLabs,有没有什么职能是集中管理的,然后各个小团队可以共享使用?
Is there any function that is centralized at ElevenLabs that then all these small individual teams can then access?
我和Benning Spoons的Luca Ferrari聊过。
Spent some time with Luca Ferrari of Benning Spoons.
他跟我分享了一个大胆的想法,他说,人力资源其实非常重要。
And he had this wild idea to me where he's just like, Well, HR is actually really important.
他觉得技术人员看不起人力资源这件事很荒谬。
He thinks the fact that tech people are dismissive of it is ridiculous.
然后他说,我的HR团队大概有50个人,而且全是工程师。
And he's like, But my HR is like 50 people and they're all engineers.
然后就是一个集中的人力资源部门,其他所有公司,因为他拥有不知道多少家公司,全都用这个部门。
And then it's like one centralized HR that every single other, because he owns I don't know how many companies, they all utilize it.
但就是大概50个,我记得是50个工程师在HR部门。
But it's just like 50, I think, 50 engineers in HR.
然后他旗下的各种结构、团队和公司都从这个部门获取资源。
And then all the different structures, teams, and companies he has like tap into that for that resource.
当然,有些职能是集中管理的。
Of course, there are centralized functions.
法律部门就是一个很好的例子,当然,像我们怎么运作这个部门,需要非常集中的支持,帮助市场和其他团队的人学习怎么销售ElevenLabs。
Legal is a good example of course of like how we are running that needs to be very central enablement of how we help people across go to market and other teams, how they are learning the craft of how to sell ElevenLabs.
就像你说的,产品太多了。
As you said, there are so many different products.
你需要非常注意如何向特定客户传达这一点。
You need to be very particular about how you deliver that to the specific customer.
不要让客户对我们提供的产品或服务感到困惑。
It's not confusing the customer in what we are offering or what we do.
这类职能有不少。
There's a good amount of those functions.
但它们也都和Luca的做法类似,都会包含大量的工程工作,以及如何扩展这种运营。
But they all too, similar to Luca's approach, all of them will have a good amount of engineering in them and figuring out how you scale that operation.
不是要在所有地方都招几百人,而是如何利用现有的少数人,把知识真正传播到各处。
It's not becoming hundreds of people in all locations, but how you can use the few people that you have and really bring that knowledge everywhere.
对我们来说,最大的一个领域可能是营收运营,也就是如何让收入工程有效运作。我们有很多工具可以帮助你获取知识,比如在对话中转录代码,然后把它带回来,让你更容易填写字段,这样你就能捕捉知识,而不必花手动时间。
One of the biggest ones for us is probably around rev ops of how you like the revenue engineering effectively function we have so many tools that help you get the knowledge whether it's code during the conversations transcribed bring it back make it easier for you to fill on a field so you capture that knowledge and then don't have to spend manual time.
当然,我们也越来越多地使用自己的产品,所以我们在尝试如何创建AI代理来替代部分工作,但仍然在团队内运作。
And then of course increasingly we dogfood a lot of our own work so trying to figure out how we can create AI agents to help replace part of that work but still operate within the team.
一个很好的例子就是AI销售开发代表。
A good example is AI SDR.
现在在ElevenApps网站上,人们可以填写下拉表单,留下公司信息,但也可以和语音助手对话,用更快、更不同的方式留下信息。
People going on the website today on ElevenApps, you can fill in the dropdown form and leave information about your company, but you can also speak with voice agent and leave that in a quicker and different way.
我们看到很多人选择这种流程。
We've seen a lot of people go for that flow.
然后有趣的是,会发生两件事。
And then interestingly, two things happen.
第一,人们既让事情变得更简单。
One, people are both making their things easier.
他们更享受这个过程。
They enjoy it more.
第二,他们留下的信息比填下拉表单时多得多。
But two, they leave a lot more information than they ever would for the dropdown form.
他们告诉我们很多关于问题、更广泛的用例,这样我们能更好地连接他们。
They tell us so many about the problems, about the wider set of use cases so we can connect them better.
这真的很有意思。
That's really interesting.
所以因为他们是说话而不是打字,你就能得到更多信息?
So because they're speaking and not typing, you get more information?
百分之百。
100%.
就是说,这当然是一种更快的方式,而且人们也会觉得更自在,而不是去填那个手动下拉表单。
It's, mean, it's of course a quicker way of doing it, but also people just feel more at ease instead of going for this manual dropdown form.
这是留下信息的更好方式。
It's just better way on leaving the information.
但现在,因为我们觉得这将会成为非常重要的一部分,每个公司都会有他们的营收工程职能。
But now, because we think it's going to be such a big part where everybody, every company will have their revenue engineering function.
但在我们这里,我们希望那种AISDR职能成为公司的一部分。
But in our case, we want that kind of AISDR function to be part of the company.
我们希望它能帮助到每个人,无论你在哪里。
We want it to help everybody across wherever you are.
我们是一家全球性的公司。
We are a global company.
所以它是集中式的,然后部署到每个本地团队。
So it's central and then deployed to each local team.
每个本地团队可以根据当地的新情况来调整,但开发当然还是集中进行的。
So each local team can refine it for the local local new ones, but developed, of course, centrally.
我在读《从零到一》这本书时,发现了一句我一直很喜欢的话。
I found one of my all time favorite quotes when I was reading the book Zero to One.
那句话是:我注意到的最强大的模式是,成功的人会在意想不到的地方发现价值,他们通过从第一性原理而不是公式来思考商业问题。
The quote says, the single most powerful pattern I have noticed is that successful people find value in unexpected places, and they do this by thinking about business from first principles instead of formulas.
这正是AppLovin在广告平台上所做的。
That is exactly what AppLovin has done with their advertising platform.
AppLovin能让你在手机游戏里接触到超过十亿的潜在新客户。
AppLovin connects you with over a billion potential new customers inside mobile games.
AppLovin能让你抓住用户全部的注意力。
AppLovin allows you to capture undivided attention.
AppLovin的广告是全屏视频广告,平均观看时长是三十五秒。
AppLovin ads are full screen video ads that are watched for an average of thirty five seconds.
这种留存率让其他广告平台望尘莫及。
That is retention that blows other ad platforms out of the water.
而且你几分钟内就能在AppLovin上启动。
And you can launch on AppLovin in minutes.
你设定目标,AppLovin就能帮你实现。
You set the goal and AppLovin achieves it.
不需要复杂的设置,也不需要专业知识,AppLovin能快速扩展。
There's no complex setup, no expertise needed, and AppLovin scales quickly.
他们能把你的广告展示给超过十亿的潜在客户。
They can put your ads in front of over a billion potential customers.
其他企业已经看到了立竿见影的效果,广告支出每天达到数十万美元,收入增加了数百万。
Other businesses have seen immediate results, have scaled to hundreds of thousands of dollars of spend per day, and increased their revenue by millions.
所以,趁你的竞争对手还没都上AppLovin,赶紧开始吧。
So you want to get started quickly before all of your competitors are on AppLovin.
你可以访问applovin.com来开始。
You can do that by going to applovin.com.
就是applovin.com。
That's applovin.com.
你还把ElevenLabs当成一家单一的公司吗?
Do you still think of ElevenLabs as a single company?
你们现在有多少种不同的产品?
How many different products do you guys have right now?
我们有三个核心产品线,另外还有三个正在开发中的项目。
We have three kind of core product lines, and then we have additional three that are developing Developing bets.
但具体有多少个不同的应用呢?
But how many different applications?
嗯,每个产品线里大概有六个核心功能,然后在这些功能里,你当然可以做二三十种不同的事情。
Well, within each of those, we'll have, let's say, six are core and then within that, you can do, of course, maybe twenty, thirty different things.
对。
Yeah.
看起来你们的产品真的很多。
It seems like you have a ton.
对。
Yes.
比如ElevenReader。
Like ElevenReader, for example.
是的。
Yes.
但你知道,就像ElevenReader或ElevenProductions,它们帮助你在人工环节中修正内容,并将其本地化为另一种语言。
But it's, you know, it's like ElevenReader or ElevenProductions which help you with the human loop aspect to correct the content and localize that to another language.
收入主要来自哪里?
Where is all the revenue coming from?
最大的两块是智能体方面和创意方面。
The biggest nines are on the agent side and the creative side.
所以,部署对话式智能体的用例数量,对我们来说现在正在飞速增长。
So the number of use cases that deploy conversational agents is just skyrocketing today for us.
你有没有看到某个特定行业采用得更快,还是没有?
And are you seeing a specific industry that's adopting them faster or no?
我觉得目前对我们来说,金融科技是最快的,非常快。
I think the quickest today for us is FinTech, Super quick.
比如Revolut?
Like Revolut?
对,就是Revolut。
Revolut, exactly.
Klarna、PagBank,这些公司都在以另一种速度发展,或者在美国这边的客户银行。
Klarna, PagBank, like all of those companies are just moving at another speed or customers bank in The US here.
然后是医疗、零售、电商和电信,这四个是最大的领域。
Then the healthcare, retail, e commerce, and telcos are the four of the biggest ones.
金融科技是发展最快的。
FinTech is moving the quickest.
当然,监管方面会有些不同。
Of course, it's slightly different regulatory aspects.
但我觉得医疗和电信是第二快的,而零售和电商今年才开始迎来这股浪潮。
But then I think the healthcare telcos is the second, and retail e commerce has just this year started going through the wave.
我再问你一次。
I'm going ask you one more time.
只是想回到这个话题,看看我们有没有漏掉什么。
Just want to go back to this in case we missed anything.
你在Palantir工作期间,还有没有学到什么我们没聊到、你觉得很有价值的东西?
Is there anything else that you learned working at Palantir that we didn't talk about that you think is valuable?
嗯,这个有点牵强,而且我有偏见。
Well, this is a stretch and I'm biased.
但在Palantir,经常有这样一个概念:要做好工作,你需要对艺术有一点理解,或者人们需要努力成为艺术家,即使我们不是。
But in Palantir, frequently there was this concept of how you need a little bit of the understanding of the art to do your job well, or people need to effectively try to be artists, even if we aren't.
比如他们用过的一个说法是“艺术家聚居地”,尽管这从未公开说过。
Like one of the phrases that was used was artist colony, even if that was ever publicly said.
我以前从未完全体会到这句话的力量,但现在当我们以多种方式将AI和创意领域结合起来时,我对此有了更多的感受。
I never fully appreciated the strength of that, but I do feel like a lot more about this now as we intersect that AI and creative space in many ways.
无论是构建音频研究模型,还是交付方式上,都有很多细微之处。
Whether it's building the audio research models, there's a lot of nuance in how that's delivered.
比如,每一个声音的呈现,像乔治和11。
Like, even every voice that is delivered, like George and 11.
每个人都有自己的偏好,怎么确保捕捉到这些声音,怎么呈现这些偏好,是个很棘手的挑战。
Like, everybody will have their own preference and how you make sure you capture those voices, how you deliver those preferences is a tricky challenge.
然后第二点,当你和一些试图定义如何与世界沟通的品牌合作时,那也需要很多艺术性。
Then two, as you work with some of the brands that are trying to define how they communicate with the world, that too requires some a lot of the art in that.
我们当然也在努力把很多人结合起来。
And we're trying to bring, of course, a lot of the people to combine that.
但把艺术和科学融合在一起,Palantir确实尝试过。
But blending that art and science, Palantir definitely tried to do.
我觉得成功与否让别人来评判吧,但我们也会努力去做,而且希望我们正在朝这个方向迈出好的步伐,无论是我们谈到的声音市场,还是让公司里有很多创意人员和我们一起或在我们周围做项目,几乎像前部署工程师或前部署创意人员那样与客户合作,我觉得这种融合会越来越重要。
I think I'll let others judge to put it successfully, but we also will try to do and hopefully are doing good steps in that direction, whether it's the voice marketplace that we spoke about, whether it's having a lot of creatives in the company building projects with us or around us, the kind of forward deployed engineers or forward deployed creatives almost to work with the customers, I think that blend will be increasingly important.
现在大家都在谈论品味,说品味将成为AI的决定性前沿。
And everybody talks about taste now, how taste will be the defining front of AI.
在这个流行词背后,我觉得有很多道理,确实,越来越多人将能够创造一切。
Behind the buzzword, I think there is a lot of truth to that where, yes, increasingly everybody will be able to create everything.
真正决定好的产品体验和部署体验的,是设计语言听起来怎么样,有没有品味,以及你怎么把它传达出来。
What defines above good product experience, good deployment experience will depend on how the design language sounds, how tasteful it is, how you bring that across.
我觉得Palantir尝试过这么做。
I think Palantir tried to do it.
我们也在尝试这么做。
We are trying to do it too.
对。
Yeah.
我觉得你提到的这个,让我想到一个叫埃德温·兰德的人。
I think what you're getting at is there's this guy named Edwin Land.
他是宝丽来的创始人。
He's the founder of Polaroid.
我之所以知道他,是因为他是史蒂夫·乔布斯的偶像,而乔布斯曾经提到过
I discovered him because he was Steve Jobs' hero, and Steve Jobs was talking
对。
Yeah.
对,关于这个。
About Yeah.
我记得。
I remember it.
是的。
Yeah.
我在Founders节目里反复跟他聊过这个话题,聊了很多次。
I've talked I've talked to him about it on Founders episodes all over and over again.
我应该在工作室里挂一张埃德温·兰德裱好的照片,或者什么的。
I should get a framed picture of Edwin Land and, like, put him in the studio or something.
但正是他提出了史蒂夫·乔布斯后来用的那个理念,就是要在科技和人文艺术的交汇处创建公司。
But he was the one that invented what the idea that Steve Jobs used where he's like, I wanna build a company at the intersection of technology and liberal arts.
我之所以想到他,是因为你提到品味时,他有句名言:品味就像独角兽一样稀有。
And the reason he just came to mind is when you brought up taste, he has this great quote where he says, taste is as rare as a unicorn.
所以虽然人们经常谈论品味,但它确实是一个限制因素。
And so it's like, people talk about all the time, but it is definitely like a limiting factor.
而且我觉得,这永远都会是一个限制因素。
And it will all I think it it, like, will always be like a limiting factor.
但我很喜欢这个想法。
But I love this idea.
我觉得这就是我不在旧金山生活的主要原因之一。
I think this is my issue with a lot of why I don't live in San Francisco.
我偶尔会去那边。
Like, I drop in there.
我们会录很多节目。
We do a bunch of recordings.
当然,我有很多朋友是科技创业者,但我觉得新一代的科技创业者缺乏人文关怀。
Obviously, I have a bunch of friends that are tech founders, but it's just like, I feel this gen like the the new crop of tech founders is like they they they lack the humanity.
就像我喜欢史蒂夫·乔布斯、埃德温·兰德或者本田创始人的一点是,他们总说,我发明技术就是为了提升人类的生活。
Where like one thing I liked about Steve Jobs or Edwin Land or the founder of Honda, they would say over and over again, it's like, I'm just inventing technology to enhance humanity.
对。
Yeah.
我觉得这些人中有很多只是想着,我发明技术是为了取代人类。
Where I think a lot some of these people are just like, I'm inventing technology to replace it.
这让我想到另一件事,想问问你,因为你在Palantir工作过。
So this leads me to another thing that I wanted to ask you about since you worked at Palantir.
你看到Alex Karp是少数几个这样做的人,而且他已经坚持了一年半了,现在他的观点真的被很多人接受了,他就是说,如果你经营这些实验室,还不停地上电视或接受采访,说我在制造核武器级别的技术,而且它会抢走所有人的工作。
You've seen Alex Karp be one of the only people, and he's done it for like a year and a half, now it's like really, really like, I think his perspective has caught on where he's just like, if you're running these labs and you keep going on TV or giving interviews, talking about I'm building like nuclear weapons grade, you know, technology and it's gonna take everybody's job.
参加太多会议了,这个我想问问你。
See too many conferences, which I wanna ask you about.
没有。
No.
我没去过那里。
I haven't I haven't been there.
好的。
Okay.
我刚去过那里。
So I was just there.
我在那儿只待了几个小时,而卡普是第一个发言的。
I was only there for a few hours and and Karp was the one that spoke first.
他就说,你觉得会发生什么?
And he's just like, what do you think is gonna happen?
他说,你的技术会被国有化。
He's like, your technology is gonna get nationalized.
你对他这个观点有什么看法吗?
Do you have any opinion on his perspective on this?
没有直接看法。
Not directly.
当然,我们最近看到了冯·特拉帕克案的情况,因为我们团队大部分在欧洲,花了很多时间跟欧洲团队和政府打交道,思考如何建设主权,以及这会有多重要。
So of course, we've seen what happened in the Von Trappak case recently, given we spent and most of our team in Europe spend a lot of time with the European teams and governments of how we think about building sovereignty and how important this will be.
所以对你的问题没有直接回答。
So no direct answer to your question.
但我非常同意你刚才说的其他部分,就是AI真的需要为人民服务。
I do agree so much of the other part of what you said, which is AI really needs to work for the people.
它需要放大人类的潜力,而不是取代它。
It needs to amplify human potential rather than replace it.
我希望我们会在这方面做很多工作,而且我们确实正在做很多工作。
And I hope we will do a lot of the work and are doing a lot of work in that space.
但我希望在你提到的那些采访和其他公司的对话中,这将成为他们如何将这一点变为现实的越来越重要的主题。
But I hope in some of the interviews that you mentioned and some of conversations from other companies that this will be an increasing theme of how they can bring that to reality too.
我问你这个问题的原因是,我记得我们和Cognition的创始人Scott Wu一起吃过晚饭。
The reason I asked you that question is because think me and you were at a dinner with Scott Wu, founder of Cognition.
我刚和他录了一期节目。
I just recorded an episode with him.
在过去的几年里,我和Scott有过很多接触,甚至在他们推出Devon之前就认识了。
I've spent a bunch of time with Scott over the last few years, even before they launched Devon.
我见过他。
I met him.
我觉得他做得好的地方,也是你做得好的地方,就是你们总是谈论你们的产品为人们带来的积极好处。
And what I think he does well and what you do well is you guys are always talking about the positive benefits that your products are creating for people.
比如,你讲过一位女士在结婚前失去了声音的故事。
Like, think you told the story of a woman had lost her voice before she got married.
然后她和你们合作重新创造声音,这样她就能用自己的声音重新宣读婚礼誓言。
And then she worked with you guys to recreate, and so therefore she could essentially redo her vows in her own voice.
这真是完美的例子。
It's like a perfect example of that.
声音是一种非常不可思议的身份,你提到的那个案例可能是我们最引以为傲的工作之一,我们可以帮助那些因肌萎缩侧索硬化症、癌症而失去声音的人,和他们一起把声音找回来。
Voice is such an incredible identity that probably the case that you mentioned is some of our proudest work, where we can work with people that lost their voices to ALS due to fraud, cancer, and work with them on bringing it back.
那是一个例子。
That one example.
最近,我们和一位失去声音的音乐家合作,他仍然想继续表演。
Recently, we worked with musician that lost his voice, and he wanted to still perform.
所以他努力重新创造那个声音。
So he worked on recreating that voice.
我们举办了一场音乐会,他和他的老乐队一起用AI声音进行了演出。
We set out a concert, he did a concert with his old band together with an AI voice.
现在他正在巡回演出。
And now he's touring.
在英国,他到处巡演。
And in The UK, he's going across places and touring across.
去年我们的国会议员失去了声音,但她仍然想激励其他人继续工作,并且第一次用AI声音在国会发言,试图让这一切成真。
Our congresswoman last year lost her voice and still wanted to inspire others to do the work and was in the congress for the first time with AI voice trying to bring that to life.
一个共同的主题是,声音承载着额外的情感冲击力和辨识度。
And common theme, it's like the voice carries such an additional element of emotional impact of recognition.
当你听到某个人的声音时,如果你认识他们,你会立刻认出来。
The moment you hear someone's voice, recognize it if you know someone.
当然,这还有另一面,那就是我们如何保护和安全地应对未来声音可以被创造的情况。
Of course, that has a second part, which is like how we safeguard and how we think about safety across that future where voice can be created.
但,是的,我们在这方面的工作。
But, yeah, the work across there.
今天,我们已经帮助超过一万人恢复了他们的声音,并希望继续这样做。
Today, it's over 10,000 people where we worked on bringing their voices back and hope to continue that.
除了无障碍领域,当然还有教育、更广泛的文化方面。
And outside of the accessibility space, of course, what happens in education, wider culture.
我们目前与800家机构合作,把这项技术带给更多人。
Here we partnered today with 800 organizations to help bring the technology to the people out there.
其中有一个特别疯狂的故事,最近发生的。
One of the crazy ones, actually, that's a crazy story recently.
抱歉打断你。
Sorry to interrupt you.
没事,你继续说。
No, go ahead.
首先,有个传奇人物,叫蒂姆·格林。
There's a like, first of all, a legend, a guy called Tim Green.
他曾经是畅销书作家,也是NFL顶级球员之一,但不幸的是,他得了ALS,很多工作都做不了了。
He used to be a best selling author, one of the top NFL players, and then unfortunately, he got ALS and couldn't do a lot of that work.
你能想象到的所有事情里,他偏偏选择了最极端的——他做了个播客。
From all the things you could imagine him doing, he decided to go the complete extreme and he did the podcast.
所以他开始了播客。
So he started the podcast.
我得找到这个人,追着他采访。
I'm going have to find this guy and chase him down.
不是吧。
No.
你应该采访他。
You should have an interview with him.
我不是那个意思。
That's not what I meant.
那应该是马蒂。
That would have been Mati.
好的。
Okay.
那倒也是。
That's fair.
那我
Then I
就把他干掉。
will destroy him.
不。
No.
好。
Okay.
但是
But
他他他他做得非常好。
he's he's he's he does extremely well.
他他请的嘉宾都很棒。
He he has great guests.
最近有Harv Diltnik上他的播客,还有一些NFL球员。
There's Harv Diltnik recently on on his podcast, some of the NFL players.
而且今年,他因为那个节目拿了艾美奖,所以感觉就是,哇。
And and this year, he won an Emmy for So his it's like, wow.
所以他真的很厉害。
So he's incredible.
等等。
Wait.
不过那个声音是你做的吗?
So you made that voice, though?
对,是我们做的。
We we yes.
我们帮他做了AI声音。
We we do his AI voice.
那太厉害了。
That's incredible.
所以那是我们小砖块对他工作的一大贡献。
So that was one of our proud Small Brick contribution to his work.
这真的太疯狂了,这简直是最极端的事情,而他却做到了。
It's just so crazy how It's like the most extreme thing you can do and he does it.
他激励了很多人,我不知道具体有多少人受到了启发,但有好几百甚至上千人联系我们。
He inspires I don't know how many people got inspired, but we had from hundreds to thousands of people reach out.
他们都感谢他,问怎么才能像他一样找回自己的声音。
That thanks thanks to him on, like, how can we get our voice back too in the same way?
我觉得你说到点子上了,这也是其中一个原因,我偶然发现的,就是播客之所以这么有力量,在于声音,当然我也很喜欢阅读。
Well, I think you hit on something which makes is one of the reasons, and I discovered this accidentally, is, like, what makes podcasting so powerful is the voice, where it's, obviously I love to read.
我的意思是,家里到处都是书,散落在各个角落。
I mean, there's books all around, like scattered around the house everywhere.
我有,怎么说呢,我另一个书房里大概有一千本书,可能有六百本还没读过。
I have like, I don't know, I have like a thousand books in my other library, like probably 600 unread.
有些作者,我真的就是爱上他们的作品,把他们写的东西全都读一遍。
And there's some authors where I literally just fall in love with what they do and read every single thing they've ever written.
但如果你问我对我最喜欢的作家,比如小说界的科马克·麦卡锡,和最喜欢的播客主播之间的情感联系,那简直没法比。
But if you would ask like my emotional attachment to my favorite authors or my favorite writers, like Cormac McCarthy, for example, in fiction, compared to like my favorite podcasters, it's like not at all comparable.
我觉得因为声音,还有那种人性化的元素,我好像就认识他们了。
It's like I feel like I know because of the voice and like the human like element of that.
我就觉得我认识他们的程度,是我永远没法认识我最喜欢的作家的。
I just feel like I know them in a way that I can never know like my favorite, you know, writer.
没错。
For sure.
而且你现在是在对话里,声音承载的维度比文字多太多了。
I mean, you also it's it's it's you're in the conversation now and it's like you you the voice carries so many other dimensions than text.
文字当然可以让你想象、解读,但它没有情感。
Like text, of course, you imagine, interpret, but it doesn't have the emotion.
没有语调。
It doesn't have the intonation.
没有那些不完美的地方。
It doesn't have the imperfections.
没有停顿。
It doesn't have the pauses.
不完美真的很重要,因为你知道,有些嘉宾来我们节目,会说,哎呀,我说‘light’说得太多了。
The imperfection is really important because, you know, we have some guests that come on here and they're like, okay, I said light too much.
其实那就是你说话的方式。
It's like, that's how you speak.
如果你想的话我们可以剪掉,但我说话会含糊不清,会说‘哦’,会发出各种奇怪的声音。
It's like, we can edit it out if you want, but like I slur my words, I say, oh, I make all these kinds of weird things.
但那就是我本来的样子。
Was like, but that is just how I am.
我可不想在播客里出现,然后你见到我本人,发现声音完全不一样。
I don't ever wanna appear on a podcast and you meet me in person, guy didn't even sound the same.
不完美的地方,人们欣赏真实远超过完美。
Like the imperfections, people admire authenticity way more than they do perfection.
确实。
That's true.
其实有趣的是,这甚至也适用于非人类,比如语音助手。
Actually funnily even applies in a non human way, in a voice agent's way too.
一开始,我们想做一个完美的语音助手,一点瑕疵都没有。
Initially, we are trying to create a perfect voice agent that doesn't do any
结果听起来不像人。
It didn't sound human.
确实不像人。
It didn't sound human.
然后当然,最明显的就是那些“嗯”、停顿什么的。
And then of course, the obvious thing that was the clearest is like the ums, the ums, the pauses.
结果跟那个语音助手合作的效果突然就飙升了。
And suddenly the performance of working with that voice agent like skyrocketed.
大家都说,哇,这太像人了。
Everybody was like, oh, this is so human.
这挺好的。
This is good.
我很乐意跟它说话。
I am happy to speak with that.
所以,是的,就是要让它不完美。
So so, yeah, it's making it imperfect.
现在这几乎成了关键要素。
It's almost now the the the element of that.
但声音确实承载着这些信息。
But voice does carry that information.
它以一种完全不同的方式连接你。
It it kind of connects you in a completely different way.
这也是为什么我认为这是一个很难的研究挑战,因为在文本中,没有那么多维度。
Why I think also it's such a hard research challenge because here in text, don't have that many of those dimensions.
当然,你需要大量数据来构建一个好的语言模型,但你没有每个声音都不同、每个声音对每个人听起来都不同的维度。
You need a lot of data, of course, to create a good language model, but you don't have the dimensions of every voice being different, every voice sounding different to every person.
比如,即使对文本转语音进行基准测试也非常困难,因为通常不同的模型会有不同的声音。
Like even doing benchmarks for text to speech is extremely hard because usually different models will have different voices.
这已经让它们无法比较了。
That already makes them uncomparable.
你年轻的时候就知道自己想当企业家吗?
Did you know when you were younger that you wanted to be an entrepreneur?
我得说,我当时并不知道这是一条路。你呢,知道还是不知道?
I would say I didn't know this was a path for You a did or did not?
不知道。
Didn't.
是因为你是欧洲人吗?
Was Because you're European.
在波兰,确实有一点那种因素。
In Poland, was For sure, a little bit of that though.
我知道你在开玩笑,但我觉得这是真的。
I I know you're joking, I think it's true.
不是。
No.
我是认真的。
I'm being serious.
比如说,承担那种创业的风险,你懂的,就是去开创一些东西。
Taking, like, the the risk of, not, you know, like, starting something.
这在我们那儿从来都不是什么常见的话题。
It it it wasn't like a common conversation ever happening.
我很幸运,有一个很棒的家庭,给了我出国留学的机会,然后这让我眼界大开,觉得,好吧,现在你可以去一些大公司工作了。
I had a lack of having an incredible family that gave me opportunity to study abroad, and then that opened your eyes of like, okay, now you can work with some of the great companies.
然后当你和那些大公司合作时,他们会发现你确实有能力做事。
Then when you work with those great companies, they realize you can actually do things.
Palantir在这方面对我帮助很大,在那里你确实可以去和客户合作,尝试找出问题所在。
Palantir was great for that for sure, where it's like you can actually go and work with the customer, try to figure out the problem.
这在我当时看来风险很大,但你确实能做到。
Can take that seemed very risky to me, but you can do that.
一步一步地,这让我眼界大开,觉得,好吧,也许这就是一条路。
Step by step that opened the eyes of like, okay, maybe this is the path.
也许自己创业是有可能的。
Maybe it is possible to start your own thing.
从你意识到这一点到创办ElevenLabs,中间隔了多久?是一年还是两年?
From the time you had that realization to the time you started ElevenLabs, what was the Was it a year, two years?
具体是多久?
What was it?
我在Palantir工作期间,我的联合创始人Piotr在Google工作,我们会一起做黑客周末项目。
Over my time at Palantir, my co founder is Piotr time at Google, we would do start doing a hack weekend projects together.
这些年来,我们一直尝试探索新技术,一起合作。
So through the years, we tried to explore new technology and build together.
我觉得在几年前,我们就知道我们想一起做点什么,但你想做的事情必须是你认为真正的问题,并且你对此非常着迷。
I think a few years prior, we we knew that we would love to work on something together, But but you want to work something about that you are, like, you think it's a true problem and you're obsessed about.
这个想法在2021年出现了。
And and that came to us in 2021.
所以是几年。
So a few years.
两年。
Two years.
两三年吧。
Two, three years.
你收到过多少次收购要约?
How many acquisition offers have you had?
具体的话,三四次吧。
Like, concrete ones, three or four.
最近一次是什么时候?
When's the last one?
最近一次是去年,大概去年六月。
Last one was last year, like June last year.
你打算卖吗?
Are you going to sell?
不卖。
No.
我问你是因为
Reason I ask you
人工智能正在改变世界。
AI is changing the world.
我们可以站在这个变革的前沿。
We can build the frontier of that change.
我们全力以赴。
We are going all in.
也就是说,要留意你的投资人,
Is mean, pay Their attention to your VCs,
他们的利益和你的不一样。
incentives are different than yours.
我问你这个,是因为有两个原因让我想到这个。
The reason I ask you is there's two reasons this came to mind.
有些东西全靠直觉,甚至说不清楚,但埃文·斯皮格尔就坐在你现在坐的这把椅子上。
Some of this is all intuition, you can't even describe this, but Evan Spiegel sat in that exact same chair that you're in.
你知道吗,当时有人骂我。
You know, people gave me shit.
他们就说,你为什么要采访埃文?
They're like, why do you want to interview Evan?
你看,看看他的市值。
You know, look at his market cap.
我就说,我才不在乎他的市值呢。
Was like, I don't give a shit about his market cap.
我不是那样看公司的。
Like, I don't look at companies that way.
我痴迷的是产品。
I'm obsessed with products.
而且那个人是真心投入的。
And like, that dude has soul in the game.
我真的希望他能成功。
Like, and I hope he wins.
我也不知道。
I have no idea.
其实我什么都不知道,你懂的,我根本不用它。
Like, I I I don't know anything about, you know, just I don't use it.
像Snapchat、眼镜之类的,不管是什么。
Like Snapchat, specs, anything, whatever it is.
他就是与众不同。
It's just like, he is differentiated.
他身上就是有某种东西让我喜欢,我就是希望他能做得好。
I did there's just something about him that I like that I like just want him to work out well.
对吧?
Right?
所以,我现在也有同样的感觉。
And so that and I'm getting the same exact vibe.
我就想,天哪,我希望Mati能赢。
I like, man, I want Mati to, like, win.
我希望他能成功。
I want him to succeed.
就是觉得你特别讨人喜欢。
Just something very likable about you.
然后第二个原因是,显然,Scott Wu,他会来上节目,
And then the second reason is because, obviously, Scott Wu, he's he's coming on the show, like,
每隔几个月就来一次,因为我真的很喜欢Scott。
every few months because I I really like Scott a lot.
就是因为他是个天才。
I'm just because he's genius.
他也非常非常厉害。
He's so so good as well.
不只是这样,他还很会表达,很聪明,也很乐观,但现在所有人都围着他转。
Well, not only that, but he's articulate and brilliant and optimistic, but everybody is running at that dude right now.
所有人。
Everybody.
想收购他公司的人可多了。
The amount of people that want to buy his company.
这是我们之前聊过的事情。
This is something we talked about.
我希望他能坚持下去,因为我想看到更多人直接说,不,我要一直做下去。
I hope he holds out because I would like to see a lot more people just be like, No, I'm in this forever.
不只是为了赚一大笔钱。
It's not just to get a big bag of money.
你去听听优步的特拉维斯怎么说。
You go listen to Travis from Uber.
他从优步赚了几十亿美元。
He made billions and billions of dollars from Uber.
但那并没有让我开心。
That did not make me happy.
我需要有事情做。
I need something to work on.
看,这就是为什么你会问这个问题,因为我也问过斯科特同样的问题。
See, that's why that's your question because I asked Scott that too.
他就说,显然有很多人想挖他,或者想把他整个公司和所有人才都弄走。
He's just like, well, there are obviously a ton of people trying to either get him or his entire company and all his talent.
他到目前为止就说,不,我不卖。
He's just so far said, No, I'm not selling.
喜欢斯科特。
Love Scott.
我觉得他们也应该建立独立公司。
I think they should build independent company too.
我觉得他们有机会成为未来的超级AI之一,或者你叫未来的超级云也行。
I think they have an opportunity to be one of the hyper AIs of the future or however you call the hyper clouds of the future.
所以我觉得他能做到。
So I think he can do it.
团队很棒,我觉得我们也能做到。
Have an incredible team and I think we can do it too.
我觉得,你知道吗,我是认真的。
I think it's, you know, I really mean it.
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