Opinion
Fox: Coding Agents Have Expanded AssemblyAI's TAM by 100x
“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.”
Assertion Not checkable as stated
Fox: Most AI note-takers use AssemblyAI as voice infrastructure
“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?”
Insight
Fox: Training data drives roughly 75 percent of AI model performance
“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 …”
Assertion Not checkable as stated
Fox: Callers hang up immediately if voice agents disclose they are AI
“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.”
Assertion Not checkable as stated
Fox: AssemblyAI processes four times YouTube's daily audio volume on peak weeks
“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,…”
Disclosure
Fox: Lawn care chains use Lovable and Cursor to build on AssemblyAI
“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…”
Opinion
Fox: Big tech AI labs build models disconnected from actual customer needs
“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…”
Assertion Not checkable as stated
Fox: AssemblyAI used Claude to rebuild and migrate its entire website
“Like, you know, the most recent example is we had Cloud rebuild our whole website off of Webflow and just deployed on Vercel.”
Assertion Not checkable as stated
Fox: Customers abandon fine-tuned open-source voice models due to maintenance burdens
“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 …”
Prediction Not checkable as stated
Fox: Voice will augment, not replace, screens over the next couple years
“And so I don't think that means that computers are just going to be like a screen and you just talk to it, because actually we'd get tired of talking, but I think it's going to be a dimension that's added to everything, and so that over the next couple years w…”
Insight
Fox: Local voice AI vendors beat global generalists through cultural nuance
“If you look at, like, local voice AI vendors in, you know, certain countries, like, they actually are typically the best, because it's, you know, they speak the language, they understand it, and they can more quickly identify, like, which data is good and stuf…”
Insight
Fox: Voice AI Follows Self-Driving Cars in Tech-Threshold Adoption
“I always viewed this journey as similar to self-driving cars, where You know, it wasn't a question of like, oh, is the product market fit going to come? It was like, no, the technology just sucks. And as it gets better and better, you're going to continuously …”
Assertion Not checkable as stated
Fox: Voice AI became reliable data capture only in the past year
“Like for the first time probably ever in the past year, it's like a reliable form of data capture.”
Prediction Not checkable as stated
Fox: In five years, kids will expect all devices to understand voice
“Across humanoid robots, consumer electronics, like, you're gonna see voice as this dimension that you just, like, expect And what, the example I think about is, you know, when you see pictures of, like, kids, like, trying to, like, swipe on TVs or something, b…”
Prediction Not checkable as stated
Fox: Consumer voice hardware and software applications will surge within a year
“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”
Assertion Not checkable as stated
Fox: AssemblyAI weekly conversation volume grew 800 percent over three years
“One stat I was just looking at before I came over here was like the amount of weekly conversations that Assembly handles through our APIs every week is up over 800% over the last three years.”
Assertion Not checkable as stated
Fox: AssemblyAI handles nearly 100 million daily API calls from developers
“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.”
Assertion Not checkable as stated
Fox: Multi-speaker acoustic disambiguation remains a major hurdle for humanoid robots
“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.”
Disclosure
Fox: AssemblyAI is developing on-device models for low-power hardware
“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”
