Hi, AI: Our Thesis on AI Voice Agents

Andreessen Horowitz May 29, 2024
Olivia Moore and Anish Acharya

View this report on Gamma.

Now is the time to reinvent the phone call. Thanks to gen AI, no human will ever again have to make a call. Humans will spend time on the phone only when a call has value to them.

For businesses, this may mean: (1) time and labor cost savings from human callers; (2) potential to re-allocate resources towards increased revenue generation; and (3) reduced risk with more compliant and consistent customer experiences.

For consumers, voice agents can provide access to human-grade services without the need to pay or “match with” an actual human. Currently, this includes therapists, coaches, and companions — in the future, this is likely to encompass a much broader range of experiences...

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