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▶ 9:19 · $ASSEMBLYAI · AssemblyAI CEO: Voice AI infrastructure at inflection with 100x TAM expansion from coding agents
episode briefing
Sourcery VC

AssemblyAI Now Handles 4x YouTube's Daily Volume

2026-07-31 · 2 company · 11 thematic
sentiment
2 bull0 bear0 neu
speakers
dylan fox

Founded AssemblyAI in 2017 after going through Y Combinator's first AI batch. Self-taught programmer with background in NLP and machine learning. Built AssemblyAI into voice AI infrastructure platform handling 120M+ conversations/week, 1M+ developers, 80-person team. Focused on developer tools and infrastructure layer.

quote
“Our TAM has just increased by 100x because we're not just selling to engineering teams within product companies. It's now like anyone. Be um and we're seeing some global enterprises now come in and build their own software for a bunch of d…”
—dylan fox

episode shorts · 6

Assembly AI CEO Dylan Fox on the biggest challenge in AI for vo…

Assembly AI CEO Dylan Fox on why “reading your mind” will becom…

Dylan Fox: The Real Interface for Talking to Your Dog Isn't Voi…

Why self-hosted voice AI becomes a nightmare fast

Dylan Fox on the two macro trends driving voice AI's breakout m…

AssemblyAI CEO Dylan Fox on 120 Million Voice Conversations a W…

now playing · $ASSEMBLYAI
$ASSEMBLYAIbullish· high· posdylan fox
AssemblyAI handles 4x YouTube daily voice volume with 800% 3-year growth
AssemblyAI's voice AI infrastructure processes over 120M conversations weekly (4x YouTube's daily volume), growing 800% in 3 years. Coding agents like Cursor and Replit are expand…
$ASSEMBLYAIbullish· high· posdylan fox
AssemblyAI CEO: Voice AI infrastructure at inflection with 100x TAM expansion from coding agents
Voice AI infrastructure is hitting an inflection driven by three forces: rapidly improving voice models with contextual understanding, a maturing AI infrastructure ecosystem (reas…