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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 2 months ago·Sourcery VC
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$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 VC2026-07episode →

most discussed · click a bar to filter

  • $ASSEMBLYAI

recurring themes

  • AI Infrastructure2
  • AI Coding Agents2
  • Consumer AI2
  • Robotics & Physical AI2
  • AI Hardware & Chip Architecture1
2 total
$ASSEMBLYAI
AssemblyAI
HIGHdylan fox·Sourcery VC·2 months ago·AssemblyAI Now Handles 4x YouTube's Daily Volume· 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·2 months ago·AssemblyAI Now Handles 4x YouTube's Daily Volume· 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
9
AI Infrastructuretailwind
Voice AI infrastructure becoming core modality as models gain contextual understanding and scale
Voice is transitioning from a niche feature to a reliable data-capture modality across software and hardware, with AssemblyAI handling 4x YouTube's daily volume. The infrastructure layer—models, inference, orchestration, and developer experience—creates a defensible moat analogous to AWS for voice capabilities.
9
AI Infrastructuretailwind
Voice AI infrastructure reaches scale inflection with 4x YouTube volume
Voice AI has crossed a reliability threshold where it becomes a dependable data capture modality, enabling massive scale deployment. AssemblyAI's infrastructure now handles 120M+ conversations/week with 800% 3-year growth, proving voice infrastructure can operate at hyperscale.
9
AI Coding Agentstailwind
Coding agents expand API infrastructure TAM 100x by enabling non-engineers to build
AI coding agents (Lovable, Claude Code, Cursor, Replit) allow small businesses and enterprises without engineering teams to build on API infrastructure, massively expanding the addressable market for voice AI platforms.
8
AI Coding Agentstailwind
Coding agents expand voice API TAM 100x by democratizing development
AI coding agents (Cursor, Replit, Lovable, Claude Code) enable non-technical users to build on API infrastructure, expanding AssemblyAI's addressable market from engineering teams to any small business or enterprise. A lawn care chain now automates back-office with voice AI built by coding agents.
8
Consumer AItailwind
Voice becomes ambient interface in consumer electronics, toys, and hardware within 2-5 years
Voice will add a new interaction dimension to all consumer devices—TVs, remotes, toys, appliances—freeing users from screen dependency. On-device models for low-power hardware (TV remotes, etc.) will accelerate this shift, making voice a default expectation like touchscreens became.
8
Consumer AItailwind
Voice AI becoming universal interface dimension across consumer electronics and hardware
Voice has become a reliable data capture modality for the first time, enabling it to be added as a new interaction dimension to all devices (TVs, toys, appliances, robots) rather than replacing screens.
7
Robotics & Physical AItailwind
Humanoid robots require advanced voice disambiguation for multi-speaker environments
Humanoid robots (Figure, Neo) face critical voice challenges: they cannot disambiguate speakers in noisy multi-person environments. AssemblyAI's context-aware models that can focus on specific speakers while ignoring background noise are essential infrastructure for robotics deployment.
7
Robotics & Physical AIrisk
Humanoid robots face critical voice disambiguation bottleneck in multi-speaker environments
Current voice systems cannot distinguish between multiple speakers or filter background noise, a fundamental barrier for humanoid robots and voice agents that must be solved before widespread deployment.