AssemblyAI CEO Dylan Fox explains how recent advances in speech AI have made voice a dependable data capture method for computers.
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…”