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dylan fox

T2 · manager / operator

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.

2 calls·1 name·100% bull·last heard 11 days ago·Sourcery VC
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$ASSEMBLYAIAssemblyAIposition

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 expanding the addressable market 100x by enabling non-engineers to build on voice APIs.

Sourcery VC2026-07→

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2 total
$ASSEMBLYAI
AssemblyAI
HIGHdylan fox·Sourcery VC·11 days ago· position
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 expanding the addressable market 100x by enabling non-engineers to build on voice APIs.
"the amount of weekly conversations that Assembly handles through our APIs every week is up over 800% over the last 3 years. And so now, you know, on a given week, on a peak week,…"
2:08
$ASSEMBLYAI
AssemblyAI
HIGHdylan fox·Sourcery VC·11 days ago· position
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 (reasoning models, vector DBs), and coding agents enabling non-engineers to build voice applications—expanding AssemblyAI's TAM 100x beyond traditional engineering teams.
"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 enterpris…"
9:19