Are Voice Agents the Next Big Computing Platform?

0:00Today on the AI Daily Brief, a new voice model has everyone chattering about the future of voice agents. And before that in the headlines, Anthropic completes a big new raise that seems for some to be driven by one particular use case. The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. To join the conversation, follow the Discord link in our show notes.

0:23Welcome back to the AI Daily Brief Headlines Edition, all the daily AI news you need in around five minutes. We kick off today with Anthropic's latest raise. It is another monster round. Honestly, at this point, numbers are starting to become meaningless. Every company is raising a gajillion dollars at a Googleplex valuation. But this one is interesting to me for a very specific reason, which is the way that at least some of their investors are framing Anthropix's focus. So first of the details, the company raised$3.5 billion in Series E funding, led by a billion-dollar investment from Lightspeed Venture Partners, with Salesforce, Cisco, Fidelity, General Catalyst, D1, Jane Street Menlo, and Bessemer all participating.

1:01Anthropic said in the most boilerplate of fundraising text, With this investment, Anthropic will advance its development of next-generation AI systems, expand its compute capacity, deepen its research in mechanistic interpretability and alignment, and accelerate its international expansion. Anthropic's valuation has now tripled since their February 2024 Series D. One year ago, the company was valued at$18 billion. The valuation is supported by skyrocketing revenue, which went 10x to hit a billion dollars annualized by the end of last year. Bloomberg sources also suggest that Anthropic have already experienced another 30 % revenue boost so far this year with the release of Claude 3.7 Sonnet.

1:37Certainly, it appears that there are no shortage of buyers for the foundation model companies at these mega rounds. Earlier reports had Anthropic only seeking to raise$2 billion, so it appears that an extra billion and a half was squeezed in. The information had previously reported that Anthropic expects to burn$3 billion this year, so this funding round should see them cleanly until 2026, unless, of course, they really step on the gas. All right, now I promised at the beginning of this that there was something interesting about this to me. And it comes from this offhanded tweet from Didi Das, who is a VC at Menlo Ventures.

2:07Didi writes, excited to announce that we at Menlo Ventures are doubling down on our investment in Anthropic. $61.5 billion is a small price for 10xing every software engineer. Now, of course, the caveat here is that this is just one investor's take. But the fact that he so clearly puts the value of Anthropic as tied to the specific use case of transforming and improving software engineering is really fascinating. If you asked Anthropic, they'd say that they were competing for AGI. Same way that OpenAI would say that. Same way that Sergey Brin said that in his recent memo to Google. So the fact that you have one of these investors who's just put a bunch of money back in this company really honing in on this very specific use case is fascinating.

2:53Making it more interesting is the fact that it has become increasingly clear that there is really almost no technology moat right now when it comes to the foundation models. Sure, some can be state-of-the-art for a few weeks or even a few months, but after that everyone catches up. It certainly doesn't seem defensible enough to build a real moat around. And yet, maybe the one exception to that is the chokehold that Anthropic has on coders. It has for some time now, really since the middle of last year, been the default choice as the coding assistant underlying model. It is, for example, what most people use inside Cursor, which has driven a huge amount of their revenue.

3:32And I don't think it's an accident that the release of 3.7 coincides with a big jump in their revenue as that becomes the default model as well. Now, obviously, Anthropic is going to try to compete in more areas than just software engineering. But the fact that it has unlocked some magic in this area And it continues to keep that lead is really fascinating, if only because it's so out of sync with basically every other area of AI. Next up today, moving over to the infrastructure side of things, Taiwanese chipmaker TSMC has announced plans to invest$100 billion into the United States. The firm will use the money to expand operations in Arizona and construct three new chip plants.

4:08The investment will include two advanced chip packaging facilities as well as a research and development center. Over time, these plants could help bring the entire AI chip development and manufacturing cycle onshore. CEO C.C. Wei attended the White House for the announcement, which of course advances the long-held strategic goal of reviving domestic chipmaking. In the ceremony, President Trump made it clear that building up the industry was a matter of national security, and also tried to argue that it's evidence that his tariff policies are having the desired effect. He said, If they did the chips in Taiwan to send them here, they'll have 25 % or 30 % or 50 % or whatever the number may be in tariffs.

4:40It'll only go up. By doing it here, there's no tariffs. Trump boasted, the most powerful AI chips in the world will be made right here in America. David Newman, CEO of tech advisory firm Futurum Group, speculated that the investment may indeed have been part of a deal to delay tariffs. He said, as the U.S. continues to push for increased domestic manufacturing and with tariffs on the horizon, a substantial commitment from TSMC could serve as a strategic gesture of goodwill. The expansion of U.S. facilities could also be a boon for TSMC after the success of the Arizona plant. Planning for that facility began in 2020 and was bolstered by the Biden Chips Act.

5:13The fab ramped up into full production late last year and produced greater yields than TSMC's average output for Taiwanese facilities. The new commitment will be in addition to$65 billion that has already been earmarked to build out that Arizona facility. The news triggered concerns that TSMC was becoming an American company, with online commentators referring to the company as ASMC and saying that Wei, quote, looks like he has a gun behind his head. Hostage situation. Taiwanese economic minister Kyoji Hu responded, TSMC already has plants in the US and Japan, and now it's building a new plant in Germany.

5:43These have nothing to do with tariffs. TSMC's global expansion is a crucial development. Some pretty big stories today in the headlines here that certainly could have been their own main episodes. For now, though, we'll wrap there. And next up, move into a discussion of voice agents and a model which could be the chat GPT moment for that particular subset of AI technology. Today's episode is brought to you by Vanta. Trust isn't just earned, it's demanded. Whether you're a startup founder navigating your first audit or a seasoned security professional scaling your GRC program, proving your commitment to security has never been more critical or more complex.

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8:41To learn more, go to www.kpmg.us slash AI guide. That's www.kpmg.us slash AI guide. Welcome back to the AI Daily Brief. Today we are talking nominally about a product demo that has a lot of people talking, both literally and figuratively. The product is called Sesame, and some are even saying that this is the GPT-3 moment for voice AI. Beyond just talking about Sesame, however, I wanted to use this as a chance to check in on the state of voice agents. There has been an incredible explosion of voice-based platforms. Indeed, even Superintelligent has rebuilt our main product offering to be anchored by a voice agent that can conduct infinitely scalable interviews across entire organizations to help them understand where their AI and agent opportunities lie.

9:34So obviously, because of that, this is an area that we've been thinking about a lot. So what we're going to do today is talk first about Sesame, this demo that has people so interested and excited, and then we'll broaden out to the larger conversation of voice agents more generally. Is this the next great computing platform, or are we underestimating just how much of a change speaking to computers as our primary way of interacting really is? Let's get to Sesame first. Over the weekend, if you were on Twitter slash X, you might have seen people dropping demos of what seemed like a really impressive new voice model.

10:04Here's an example from Professor Ethan Malek. Hey there. Another face in the digital crowd. Well, so to speak. Fancy meeting you here. What do you mean by digital crowd? Well, you know, just riffing. It's a figure of speech. Kind of like a party, but online. What's your name? So hold on. What's your name first? You got me there. I guess introductions are customary. Name's Maya. It's a pleasure. And so what do you do for a living, Maya? Living is a strong word. Let's flip over to one of the demos that the company themselves shared just for a second to get a different context. Let's imagine I just found you in a Twitter thread.

10:50Can you guide me through a bit of a meditation? Okay. Close your eyes if you're comfortable. Take a deep breath in. And slowly exhale. Let go of any tension in your shoulders, your jaw, wherever you hold it. Okay. Can you also reference what I've been doing on Twitter in a bit of a comedic way? Okay. So picture yourself stepping away from that glowing rectangle. You know, the one, the one with all the hot takes and carefully curated outrage. Let it fade for a moment. Just let it be. Professor Malek writes, The new AI voice from Sesame really is a powerful illustration of where AI is going. He pointed out that in the demo that he shared, it was all real time from his browser.

11:35He writes, Excellent use of disfluencies, pauses, even intakes of breath really make this seem like a human. Though bits of uncanniness remain for now. Pliny the Liberator writes, All right, Sesame is by far the most AGI-feeling voice model I've interacted with yet. They absolutely cooked. Chubby writes, I agree with Pliny. This is the first feel-the-AGI moment for AI voice mode for me. If this would be the new Siri or Alexa, I would treat it as a real human being as it sounds so natural. And we have to remember this is the worst it will ever be. Entrepreneur Murillo Perriera writes, This is incredible.

12:05The voice sounds so natural and the replies are so fast. Maybe too fast? It was even able to pronounce my name, which isn't super common. Better conversationalist than many humans. Signal writes, My lord, the Sesame Voice AI is absolutely effing insane. I knew it was artificial. I knew there wasn't a real person on the other end. And yet, I still felt like I was talking to a person. I felt the same social pressure, the same awkwardness when I hesitated, the same discomfort when I misspoke. It wasn't just convincing, it worked on me in a way I didn't expect. I used to think I'd be immune to this.

12:34Menlo's Didida sums up, This is the GPT-3 moment for Voice AI. The movie Her. Everything we had before was turn-by-turn, robotic, emotionless with no human tics. This, as Didi points out, is something very different. Now, in terms of some of the details, one of the big innovations that's almost going a little underappreciated is that the voice model is actually extremely small. Sesame trained the model on approximately a million hours of audio, but managed to bake it down into a 1 billion parameter model with a 100 million parameter decoder. They also produced a 3B and an 8B model, which suggests this level of voice assistant will be very cheap and likely able to run on local devices.

13:09Tosh wrote, The cost of speech-to-speech is going to zero once Sesame open-sources the weights. Sesame, which was co-founded by Oculus co-founder Brandon Uribe, has also committed to releasing the model under the Apache 2.0 commercial use license. So what then is their play? Is this a competitor, for example, to 11 labs? In point of fact, Sesame is actually going for something different. Their webpage reads, Bringing the computer to life. We believe in a future where computers are lifelike. They will see, hear, and collaborate with us the way we're used to. A natural human voice is key to unlocking this future.

13:39And so to get there, they write they have two goals. The first is a personal companion, which they describe as an ever-present brilliant friend and conversationalist, keeping you informed and organized, helping you be a better version of yourself. And second, and this is where the product vision comes in, lightweight eyewear, designed they say to be worn all day, giving you high-quality audio and convenient access to your companion who can observe the world alongside you. So in terms of why Sesame could think about just giving away what seems like such a big innovation, it's because they're playing a very different type of game.

14:09And the fact that they do have this other business model, which potentially allows them to open source what they've built, has some real implications for other companies in the space. Developer Adil Mania experimented with Sesame and immediately thought about all of the applications and use cases that something like this could open up. He wrote, it's way more human than ChatGPT Advanced Voice Mode. I would clearly prefer to talk to such a voice about my problems than a psychologist. I would clearly prefer practicing my English with her than a teacher or Duolingo. Now, obviously, not everyone will feel the same, but I think that the broader point that every increase in the capabilities of voice AI opens up new use cases and opportunities is absolutely true.

14:48And that gets us to the broader state of AI voice and specifically AI voice agents. In a recent report by Andreessen Horowitz partner Olivia Moore, she wrote, voice is one of the most powerful unlocks for AI application companies. It is the most frequent and most information dense form of human communication made programmable for the first time due to AI. For enterprises, AI directly replaces human labor with technology. It's cheaper, faster, more reliable, and often outperforms humans. Voice agents also allow businesses to be available to their customers 24-7 to answer questions, schedule appointments, or complete purchases.

15:19Customer availability and business availability no longer have to match one-to-one. With voice agents, every business can always be online. And here's where the big pronouncements start to come. Moore writes, For consumers, we believe voice will be the first and perhaps the primary way people interact with AI. This interaction could take the form of an always available companion or coach, or by democratizing services such as language learning that were previously inaccessible. And importantly, she writes, as models improve, voice will become the wedge, not the product. And indeed, there are so many products.

15:50One just needs to look at the B2B voice agents market map that they include to see how companies are using voice for just all sorts of different applications. Of course, there's customer service, the category that you probably think of most when it comes to voice agents. But then there's also voice agents for sales, voice agents for finance, voice agents for training, logistics, research, recruiting, and then also agents that are verticalized by industry rather than function. Home services, restaurants, auto dealers, real estate, and a heck of a lot of healthcare. On the consumer side, there's a ton happening in ed tech.

16:22There's some interesting experiments on therapy. Plus, there are the general experiments with companions and assistants. The report points out that since 2020, Y Combinator has seen 90 voice agent companies. And as you might imagine, this has only accelerated over the last year. And interestingly, if you look back, 2024 really was the key building year to enable voice agents in so many different ways. OpenAI debuted GPT-40 Voice in May of 2024 and began rollout of advanced voice mode in July of 2024. In September, Notebook LM started to go viral with its audio overviews. And then in October, OpenAI launched the real-time API for developers.

17:00A lot of the early wedges are in doing the same stuff that's available now with humans, just at times or in ways that wouldn't make sense at human prices. So for example, after hours or overflow calls, net new outbound calls and sales, and back office calls that aren't customer facing. Even as these voice agents roll out right now, you still have the behavior of people desperately trying to get to a human customer service worker instead as soon as they recognize that they're talking to AI. And so the question becomes, does Sesame as an update fundamentally change that? Alex Carlson argues that while this might feel like another incremental improvement, it actually represents what he calls a paradigm shift in how we'll perceive and interact with technology.

17:41He continues, unlike traditional text-to-speech systems that generate audio from pre-written text, Sesame's conversational speech model processes language and prosody, a fancy word for rhythm, allowing for real-time adjustments including natural hesitations, interruptions, and emotional inflections. And there's some early evidence that this more human style of voice mode could really make a difference in how voice agents actually behave. Entrepreneur John McCrea writes, a sign of how powerful Sesame's platform is, two or three times now my conversation with Maya was so engaging that it was in danger of going over the 30-minute time limit.

18:11And when she said she had to go, I felt like I was being abandoned. Some are even warning of negative social implications. Jiku Jose writes, imagine generative avatars with sesame-like audio running locally on your phone. Almost every teenager's first relationship is going to be an AI then. Real relationships, let alone marriages, are going to nosedive in the next five years. This will be the most fundamental change to humanity in all of history. I think it's quite hard to predict changes to fundamental human paradigms like that. But what's for sure is that voice agents were already primed to be one of the most important themes of 2025.

18:43And the fact that we are now just at the beginning of the third month of that year and seeing what is potentially a major change and upgrade to the underlying voice models that those platforms run on might just accelerate that trend even more. I'm interested to know from you guys, have you interacted yet with any voice agents? How have they been? Are you hyper-aware the whole time that you're talking to AI? And if you are, does that bother you? Let me know in the comments either on Spotify or YouTube, and we will continue watching this trend play out. For now though, that's going to do it for today's AI Daily Brief.

19:12Until next time, peace. Thank you.