service / likes
ElevenLabs
“I don't know how big self-serve is, but as a user, I like to be able to fiddle with ElevenLabs and not have to go talk to sales.”
Public evidence record
John Collison
Co-founder · Stripe
- Claims
- 79
- Episodes
- 14
- Shows
- 2
- Named items
- 2
Books, apps, and tools
The evidenced stack.
book / likes
The End of Accounting
“One of my favorite books about accounting is the End of Accounting, which talks about how GAAP is basically poorly suited to this day and age.”
Claim ledger
What John said.
29 transcript-backed records
01 / evaluation
In the context of building hardware, one thing I hear from people who do it is that it's harder in the US because of the supplychain dynamics.
“In the context of building hardware, one thing I hear from people who do it is that it's harder in the US because of the supplychain dynamics.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
02 / evaluation
Like Netflix is actually a competitor because it's also a thing that you could do with your time.
“Like Netflix is actually a competitor because it's also a thing that you could do with your time.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
03 / evaluation
As I think about Snap, one of the things you've done well is you've kept it cool, and you've avoided the "ick" of it feeling like it's too big, which again, sometimes social networks run into.
“As I think about Snap, one of the things you've done well is you've kept it cool, and you've avoided the "ick" of it feeling like it's too big, which again, sometimes social networks run into.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
04 / evaluation
I'm just curious what you think of that viewpoint that we're doing reservations all wrong, which was, I think, one of the founding insights of Tock.
“I'm just curious what you think of that viewpoint that we're doing reservations all wrong, which was, I think, one of the founding insights of Tock.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
05 / evaluation
I think people maybe thought that big chains were going to do it more, where you're right, the billboard effect for an actual retail presence is hard to compete with, where you get this very cheap customer acquisition from the fact that people know your name from the high street or maybe have been to you, and as a ghost kitchen, you need to make up for that awareness gap.
“I think people maybe thought that big chains were going to do it more, where you're right, the billboard effect for an actual retail presence is hard to compete with, where you get this very cheap customer acquisition from the fact that people know your name from the high street or maybe have been to you, and as a ghost kitchen, you need to make up for that awareness gap.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
06 / evaluation
I think he said, "You have to do the math and work out that the economics of this business do work," and they do, therefore, a more compelling product experience will win.
“I think he said, "You have to do the math and work out that the economics of this business do work," and they do, therefore, a more compelling product experience will win.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
07 / evaluation
Then there's the really old-school restaurant where the owner might greet you and might comp your dessert or something, but it's very sporadic and very dependent on the owner being there because as you say, when the new waiter or waitress is there, they don't know you.
“Then there's the really old-school restaurant where the owner might greet you and might comp your dessert or something, but it's very sporadic and very dependent on the owner being there because as you say, when the new waiter or waitress is there, they don't know you.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
08 / evaluation
As I think back to 2013 and those early days, the iPhone and the apps that were made possible by the iPhone was the defining tech trend of the era.
“As I think back to 2013 and those early days, the iPhone and the apps that were made possible by the iPhone was the defining tech trend of the era.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
09 / evaluation
As I think through AI applications for DoorDash, one thing I'm struck by is that the LLMs are pretty good recommenders, just by tossing things into context.
“As I think through AI applications for DoorDash, one thing I'm struck by is that the LLMs are pretty good recommenders, just by tossing things into context.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
10 / evaluation
It's one thing with SaaS where you get these vertical-specific providers, but I would imagine one of the biggest risks for you guys in being intermediated is if there is, like in this example, a closed captioning service that is on a two-versions-old version of ElevenLabs and hasn't upgraded. That's a problem because you want people to be using the latest and greatest model that you've developed, and you'll be deploying new capabilities every week.
“It's one thing with SaaS where you get these vertical-specific providers, but I would imagine one of the biggest risks for you guys in being intermediated is if there is, like in this example, a closed captioning service that is on a two-versions-old version of ElevenLabs and hasn't upgraded. That's a problem because you want people to be using the latest and greatest model that you've developed, and you'll be deploying new capabilities every week.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
11 / evaluation
I've heard more absurd founding myths. I think you could just go for it.
“I've heard more absurd founding myths. I think you could just go for it.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
12 / evaluation
Yeah, I think what you're saying is there's a strategy component to how should we be doing things, and then there's an hourly labor component to compliance, which is like, "Oh, we did 10 times as many sales.
“Yeah, I think what you're saying is there's a strategy component to how should we be doing things, and then there's an hourly labor component to compliance, which is like, "Oh, we did 10 times as many sales.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
13 / evaluation
The joking reference that everyone makes is they talk about competition from Claude Code for software products is, "You're not just going to vibe code your X in a weekend." But obviously, something like SOC 2 is actually the kind of thing that a Lens or coding agents are good at working with because there's just so much training data out there, and it's a codified set of rules.
“The joking reference that everyone makes is they talk about competition from Claude Code for software products is, "You're not just going to vibe code your X in a weekend." But obviously, something like SOC 2 is actually the kind of thing that a Lens or coding agents are good at working with because there's just so much training data out there, and it's a codified set of rules.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
14 / evaluation
Again, it naively feels like you will have a similar effect with compliance as we had with IT, where the profession very much stays around. It actually gets more skilled rather than… I think the stuff we do in IT is harder than the basic IT, the 10-person company would have done.
“Again, it naively feels like you will have a similar effect with compliance as we had with IT, where the profession very much stays around. It actually gets more skilled rather than… I think the stuff we do in IT is harder than the basic IT, the 10-person company would have done.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
15 / evaluation
What's going on there? As in, we think society cares, society should care. It's valuable to not lose this data, and yet it does not seem to impair what investors deem to be the terminal value of the company.
“What's going on there? As in, we think society cares, society should care. It's valuable to not lose this data, and yet it does not seem to impair what investors deem to be the terminal value of the company.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
16 / evaluation
That's generally… Obviously, there's lots of sexy stories of people who dropped out of college to start something. That's generally a bad time because you talk to university students, often, their ideas for companies are pretty half-baked.
“That's generally… Obviously, there's lots of sexy stories of people who dropped out of college to start something. That's generally a bad time because you talk to university students, often, their ideas for companies are pretty half-baked.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
17 / evaluation
LLMs are good at text or tokens, specifically, and obviously perform best at domains that have some single corpus of text they can work on, like coding, where it's very helpful that everything was just textual already.
“LLMs are good at text or tokens, specifically, and obviously perform best at domains that have some single corpus of text they can work on, like coding, where it's very helpful that everything was just textual already.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
18 / evaluation
I think of a simple view of end-to-end being pixels go in, and car actions come out, which may be a bit of an oversimplification.
“I think of a simple view of end-to-end being pixels go in, and car actions come out, which may be a bit of an oversimplification.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
19 / evaluation
There is also, when you're an exchange like this, you have to spin up market making. And in the end, the New York Stock Exchange doesn't have to think too much about market making because just the economic incentive is there.
“There is also, when you're an exchange like this, you have to spin up market making. And in the end, the New York Stock Exchange doesn't have to think too much about market making because just the economic incentive is there.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
20 / evaluation
Of course, now we're building that because it's much more relevant in the agentic world.
“Of course, now we're building that because it's much more relevant in the agentic world.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
21 / evaluation
Obviously, good companies did this before AI, continuous process improvement, and it feels like that is the best thing to do.
“Obviously, good companies did this before AI, continuous process improvement, and it feels like that is the best thing to do.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
22 / evaluation
I think what you're doing is allowing for some manner of air support to just be much more cost-effective and available to more officers.
“I think what you're doing is allowing for some manner of air support to just be much more cost-effective and available to more officers.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
23 / evaluation
I don't know if they've talked about this stuff publicly, but you know that their internal metrics similarly show that the faster the product page loads, the more people buy it.
“I don't know if they've talked about this stuff publicly, but you know that their internal metrics similarly show that the faster the product page loads, the more people buy it.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
24 / evaluation
Yes. So you've talked a lot over the years about aggregation theory and really popularized this idea where pre-internet, often power would live with the supply, whereas on the internet, because of the different marginal cost dynamics and things like that, power will rest with the demand aggregators.
“Yes. So you've talked a lot over the years about aggregation theory and really popularized this idea where pre-internet, often power would live with the supply, whereas on the internet, because of the different marginal cost dynamics and things like that, power will rest with the demand aggregators.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
25 / evaluation
I see. So I mean famously, yeah, the restaurant economy and places like Taipei would have been really good, but it's gotten worse because people are eating in more with Uber Eats and stuff like that.
“I see. So I mean famously, yeah, the restaurant economy and places like Taipei would have been really good, but it's gotten worse because people are eating in more with Uber Eats and stuff like that.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
26 / evaluation
One of my favorite books about accounting is the End of Accounting, which talks about how GAAP is basically poorly suited to this day and age.
“One of my favorite books about accounting is the End of Accounting, which talks about how GAAP is basically poorly suited to this day and age.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
27 / evaluation
Veggies as well. I think the local stuff will be better than the long supply-chain stuff.
“Veggies as well. I think the local stuff will be better than the long supply-chain stuff.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
28 / evaluation
How do you get people using the product and then how do you make it better when you’re using the product? And when we started Stripe, we were very much building stripe in a single-player mode where you have your Stripe account and the fact that other people use Stripe is, well, they didn’t at the time.
“How do you get people using the product and then how do you make it better when you’re using the product? And when we started Stripe, we were very much building stripe in a single-player mode where you have your Stripe account and the fact that other people use Stripe is, well, they didn’t at the time.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint
29 / evaluation
I think there’s a general view that the economics of US agriculture are really hard and it’s challenged from a labor point of view.
“I think there’s a general view that the economics of US agriculture are really hard and it’s challenged from a labor point of view.”
- Speaker
- John Collison
- Publisher
- Cheeky Pint