voice AI

5 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Sep 5, 2025 by Shivakumar Ganesan · across every show →

Everything said about voice AI, oldest first

Sep 5, 2025 neutral
Assertion Not checkable as stated
Ganesan: Offering voice AI at two rupees per minute yields zero margin
“While it is practically possible to offer a two rupees a minute even today, actually there is no zero margin left for the vendors at this rate.”
Shivakumar Ganesan Sep 5, 2025 ▶ 31:49 8 Years Without Funding to $100M Raise & Now A Category Leader | Shivku Ganesan ,Exotel
Mar 6, 2026 bullish
Insight
Kamath: Voice AI expands established markets instead of inventing new ones
“The voice space is a existing market that is getting disrupted. You're not inventing a market. You already have a dictation in mobile apps, which sucks. You already have that desktop note, which was really bad. Now with generative AI, you have much better dict…”
Sudarshan Kamath Mar 6, 2026 ▶ 57:58 Where SMALL models will Win | Sudarshan kamath, Smallest ai
Mar 19, 2026 positive
Opinion
Agarwal: Voice AI has grown faster than text in India
“I feel in India, voice has taken off a lot faster than text. In other geographies, text and other modalities still dominate.”
Rohit Agarwal Mar 19, 2026 ▶ 47:42 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Aug 7, 2026
Insight
Goel: Minimizing latency without sacrificing intelligence is voice AI's biggest challenge
“A lot of what we see when people are building these systems is that they're struggling to understand how to bring latency down while keeping the overall intelligence of the system as high as possible. That is the biggest challenge a lot of these folks face.”
Karan Goel Aug 7, 2026 ▶ 35:20 The Billion Dollar AI Lab Founder Who Sees The Future First | Karan Goel, Founder & CEO of Cartesia
Aug 14, 2026 bearish
Prediction Not checkable as stated
Jain: Standalone voice AI is a commodity that won't make money
“Voice AI is commodity. That's not the future. No one is going to make money in the long run on just being a standalone, simple vanilla voice AI company. You have to build enterprise grade deep platforms.”
Swapnil Jain Aug 14, 2026 ▶ 1:00:37 ChatGPT Killed My $50M ARR Business Overnight | Swapnil Jain Observe Al
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