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The Times Tech Podcast

Nikola Mrksic on PolyAI, Super Bowl ads, and the future of voice AI

The Times Tech Podcast

Will Morley

Tech, Business News, News, Interviews, Business Analysis, Ai, Business, Artificial Intelligence, Silicon Valley, Technology

4.8676 Ratings

🗓️ 13 February 2026

⏱️ 42 minutes

🧾️ Download transcript

Summary

Nikola Mrksic, CEO of Nvidia-backed London startup PolyAI, joins Danny and Katie to talk about AI voice assistants transforming customer service. He explains why voice AI is finally working, how PolyAI handles real-world calls and real-world accents, and what happens to jobs when bots can do the work of thousands. Plus, the ‘SaaSpocalypse’ – the $1 trillion sell-off that signals investors may finally believe AI is eating software.


Image: PolyAI


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Transcript

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0:00.0

Hello and welcome to the Times Tech Podcasts where every week we unpack how technology is reshaping business culture and everyday life.

0:15.6

I am Danny Fawson out here in Silicon Valley.

0:19.4

And I'm Katie Prescott here in the very chilly and rainy city of London.

0:24.7

Yeah, you can hear it.

0:26.1

You can hear it in my voice, can't you?

0:27.4

I can.

0:28.7

I'm another London victim of the cold.

0:31.0

And today we're asking a slightly uncomfortable question for the tech industry.

0:35.8

Has AI killed software? And should we care if it has?

0:40.6

Last week, more than a trillion dollars. One trillion dollars was wiped off the value of the

0:47.6

world's biggest tech companies on both sides of the Atlantic. And suddenly, the mood music around

0:53.4

publicly traded tech stocks looks different.

0:57.2

So that is the big question we're going to ask on today's episode.

1:00.6

And later on the pod, our interview is with the boss of one of Britain's leading AI startups,

1:08.1

backed by NVIDIA, Nikola Merksich.

1:11.5

He's the CEO of London-based startup, PolyA.I.

1:15.4

And they are changing the way we interact with customer service by using AI voice assistance.

1:22.8

And speaking of the power of AI voice, this week, 11 Labs, who as you know are the guys who specialize in creating

1:29.5

AI voices that sound like humans and have recently been valued at $11 billion, had their

1:36.0

summit in London. And one of the amazing things they showed at the event came from a musician

1:42.1

from Bristol called Patrick Darling.

1:44.8

Now he was diagnosed with motor neurone disease three years ago and lost his ability to sing.

...

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