The Ledger
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Voice onboarding lowers app signups but boosts trial start rates
“The interesting thing is that in general, because it's speaking based, which is a much higher barrier than just like tapping a multiple choice button, what we see is that install to signup rate is a decent amount lower. But trial start rate is higher.”
Hsu: Speak is the largest English learning app in South Korea
“So we're now the biggest English app in South Korea.”
Speak has surpassed $50 million in annual recurring revenue
“In terms of revenue scale, well over fifty million ARR.”
Hsu: Whisper outperformed human listeners on accented Korean English clips
“There were four of us in the room, we all closed our eyes, and none of us had any idea, and the model got it right. So, I mean, superhuman.”
Hsu: Speak reached several million ARR in Korea pre-Whisper
“Still a great product, by the way, you know, still grew to like several million ARR in South Korea.”
Hsu: Top Curriculum-Writing AI Agents Will Likely Rely on Reinforcement Fine-Tuning
“And I also think like in the future, a really good curriculum or lesson writer agent will probably be like reinforcement fine-tuned on a lot of our internal data as well.”
Hsu: Only a few TTS models handle multilingual code-switching properly
“It's actually like only a few models are able to speak two languages in the same sentence and then pronounce them properly.”
Hsu: Early Speak GPT-4 role-play users submitted questionable custom scenarios
“In 2023, when we first launched our AI role plays using GPT-IV, back then people were way more concerned about safety, right? And obviously the models now are much better at like refusals and line sharper between what's appropriate and not. But we did see a lo…”