The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

人工智能颠覆的万亿级产业:语音、法律与计费小时制的终结

All-In with Chamath, Jason, Sacks & Friedberg

2026-07-14

51 分钟
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单集简介 ...

(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs (15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic (31:42) Legora's Hypergrowth, Disrupting Law Firms & the Billable Hour (42:31) LexisNexis Decline, Legal Data Moats & Legora's Narrow AI Models Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. https://airwallex.com/allin Oracle powers AI at every scale—from frontier labs to enterprise production. Your data. Leading models. No lock-in. One platform, architected for AI. Built for business. Visit https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&SC=:ex:sn:::::AllIn&pcode= Follow Mati: https://x.com/mati Follow Max: https://x.com/MaxJunestrand Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
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  • You're on a bit of a heater, huh?

  • It's the best time to be building.

  • And revenue has surged, but you face really intense competition.

  • Let's go right at that to start.

  • If you were building a global financial system from first principles today,

  • you wouldn't build it on 50-year-old legacy rails.

  • You'd build Airwallex.

  • One AI-native platform for global accounts, cards,

  • and payments is designed to make the entire world feel like a local market.

  • Others are bolting AI onto broken infrastructure, but Airwallex was built for the intelligent era from day one.

  • Stop paying the legacy tax and start building the future at airwallex.com slash all in.

  • Airwallex, built for the future.

  • 350 million in, what, two or three years?

  • And I'm hearing numbers five or 600 million now.

  • Tell us about the revenue ramp of the company from the moment you released the software to today.

  • The product's been in market for 40 months, 50 months?

  • You tell me.

  • Spot on.

  • We started company 2022. First year was all about building the research and the product to really kickstart the work.

  • We built the first text-to-speech model that finally could sound human.