AssemblyAI

“Like, you know, the most recent example is we had Cloud rebuild our whole website off of Webflow and just deployed on Vercel.”

“And so the reason, you know, most AI note takers are using assembly as the voice infrastructure is because our models are the most scalable, right?”

“So I think about this as like our TAM has just increased by a hundred X because we're not just selling to engineering teams within product companies. It's now like any, anyone.”

“And so now, you know, on a given week, on a peak week, there'll be something like over a hundred and twenty million conversations, voice conversations going through our platform, over two million hours of voice, which as of December of this past year was four,…”

“We have an amazing team of engineers, of researchers that just operate so closely to customers that they really understand, like, how this stuff is being deployed. I think that's the biggest difference between us and, like, a lab at a bigger company. So, you k…”

“There's, you know, almost a hundred million API calls a day coming against our API, about a million developers, a little over a million developers on the platform now.”

“If our customers, if they're building a voice agent and you disclose up front that you're an AI, people just hang up versus if you don't, people continue.”

“We've seen some customers maybe six months ago or a year ago, they'll take an open source model and fine tune it or something. And then, you know, they're now like, okay, this is like, shit, this is like really behind and it's like nightmare to maintain and I …”

“I think over the next year, we'll see a lot of, a lot more consumer applications, hardware and software, where voice is a core dimension. So, toys, games consumer electronics”

“We're, for example, working on on-device models, so models that can run, like, on a phone or on a, you know, really low-powered piece of hardware you know, like a remote control for a TV or something”

“It's really, probably, like, 75% of it is, like, the data that you're training on. Like, I would say for any AI model, it's like, there's always, like, you know, like, these, like, step functions and, like, algorithms and architectures and stuff, but the data …”

“We saw this, like, small business, like, lawn care chain sign up, and, you know, we're like, what do they do with the API? And a lot of these small businesses are automating parts of their back office using Lovable, or Cloud Code, or Cursor, or whatever, Repli…”

“One of the main problems the humanoid robots face today, because a lot of them are using our APIs If you have three people standing next to the robot, it doesn't know who to listen to. And it has a hard time disambiguating who's saying what.”