voice AI

9 statements across 2 episodes · 4 bullish · 3 bearish · 2 people on the record · first statement Feb 13, 2025 by Mike Murchison · across every show →

Everything said about voice AI, oldest first

Feb 13, 2025
Insight
Murchison: Voice AI latency over 3.5 seconds creates a frustrating user experience
“You know, if you're above three and a half seconds or four seconds latency, it is, it's a frustrating experience. Doesn't matter how capable you are. If you're not fast enough in over voice, it's painful.”
Mike Murchison Feb 13, 2025 ▶ 1:03:14 Farewell, Chatbots: AI Agents Are Taking Over Customer Service | Mike Murchison, CEO, Ada
Feb 19, 2026 positive
Assertion Not checkable as stated
Zeghidour: Audio language models dominate voice AI due to streaming capabilities
“I think today, virtually everything is audio language models because since they are autoregressive, so they run in in a streaming fashion, they are naturally compatible with real-time inference, which is kind of the main topic around voice right now. And so ev…”
Neil Zeghidour Feb 19, 2026 ▶ 21:22 Voice AI’s Big Moment: Top Researcher on Why Everything Is Changing (Neil Zeghidour, Gradium AI)
Feb 19, 2026 bullish
Insight
Zeghidour: Voice AI's lower compute and data requirements enable small teams
“And in voice in particular, since the required compute is much lower and is that the same for data, really a few individuals can make stuff that is completely You know, just changing applications at very large scales.”
Neil Zeghidour Feb 19, 2026 ▶ 7:26 Voice AI’s Big Moment: Top Researcher on Why Everything Is Changing (Neil Zeghidour, Gradium AI)
Feb 19, 2026 bullish
Prediction Not checkable as stated
Zeghidour: Voice will be the primary interface for next-gen AI hardware
“In my perception, all the new hardware companies have voice at the heart of the product. All the prototypes that we see, whether it's glasses or pendants or, you know, like the new stuff that Johnny Hive and Sam Altman are working on. Voice is at the heart of …”
Neil Zeghidour Feb 19, 2026 ▶ 10:30 Voice AI’s Big Moment: Top Researcher on Why Everything Is Changing (Neil Zeghidour, Gradium AI)
Feb 19, 2026
Insight
Zeghidour: Selective compute usage is essential for voice AI economics
“So being very selective about when to compute, to use compute, I think that's the only way to, for all of it to make sense economically.”
Neil Zeghidour Feb 19, 2026 ▶ 1:04:03 Voice AI’s Big Moment: Top Researcher on Why Everything Is Changing (Neil Zeghidour, Gradium AI)
Feb 19, 2026 negative
Opinion
Zeghidour: Voice AI turn-taking relies on archaic, handmade rules
“With turn taking, we are back at the archaic era of handmade rules, which is ridiculous.”
Neil Zeghidour Feb 19, 2026 ▶ 50:10 Voice AI’s Big Moment: Top Researcher on Why Everything Is Changing (Neil Zeghidour, Gradium AI)
Feb 19, 2026 negative
Opinion
Zeghidour: Users must adapt to the flow of current cascaded voice AI
“You need discipline when you talk to AI. You need to adapt to its flow. Otherwise it's, it gets lost and gets confused and interrupts and so on.”
Neil Zeghidour Feb 19, 2026 ▶ 50:39 Voice AI’s Big Moment: Top Researcher on Why Everything Is Changing (Neil Zeghidour, Gradium AI)
Feb 19, 2026 positive
Opinion
Zeghidour: Phone calls with AI agents can now outperform human interactions
“For the first time it's actually can be enjoyable to, and even more convenient to talk to an AI on the phones and talking to a human because you can call any time of the day or night and the interaction is is working pretty well and it sounds really nice and t…”
Neil Zeghidour Feb 19, 2026 ▶ 2:22 Voice AI’s Big Moment: Top Researcher on Why Everything Is Changing (Neil Zeghidour, Gradium AI)
Feb 19, 2026 negative
Assertion Not checkable as stated
Zeghidour: Large multimodal models are too massive to run voice profitably
“And at the same time, these models are so large, they cannot run at scale because they will just make everyone lose money in the process.”
Neil Zeghidour Feb 19, 2026 ▶ 32:37 Voice AI’s Big Moment: Top Researcher on Why Everything Is Changing (Neil Zeghidour, Gradium AI)
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