Harry Stebbings(@HarryStebbings):Should we invest in ElevenLabs at 22 billion? “ElevenLabs has done something with a fair amount of intense competition. Its lead keeps widening. It is one of the 10 most important underpinnings of agentic applications, and the rate of growth and margins are very impressive. This could be approaching $1BN in revenue. It is tough to find a better asset today. I say we go all in.” @jasonlk Love to hear your thoughts @mati @andrew_

2026.10.09 21:12

Should we invest in ElevenLabs at 22 billion? “ElevenLabs has done something with a fair amount of intense competition. Its lead keeps widening. It is one of the 10 most important underpinnings of agentic applications, and the rate of growth and margins are very impressive. This could be approaching $1BN in revenue. It is tough to find a better asset today. I say we go all in.” @jasonlk Love to hear your thoughts @mati @andrew__reed @slpierre @kirbyman01