- B2B vs B2C: where does an assistant make money first?
Businesses pay faster. Consumers scale slower but bigger.
5 - Moats in voice AI: data, distribution or latency?
I vote distribution, then data.
5 - Unit economics of a voice agent at one cent a minute
Compute is cheap, humans are expensive, but quality control costs.
6 - Hardware or software? The assistant device question
Dedicated device or the PC and phone you already own?
5