The problem
Talking to AI assistants feels flat and robotic, and the assistant lives behind a phone screen
What they do
Lifelike voice AI agents in a consumer app, plus AI eyewear coming 2027
Traction Pre-revenue; 1M+ demo users, 5M+ minutes early 2025; iOS preview in 39 countries
Hiring trend
- Open roles
- 25
- Ops roles
- 4
- Headcount
- ~80-135 (est.)
Open roles 21 → 25 since Oct 2025; staff ~80-135 (est.), growing
Hiring in
- San Francisco
- Bellevue
- New York
Funding
- Last round
- $250M
- Stage
- Series B
- Date
- Oct 2025
Led by Sequoia, Spark Capital (Series A: a16z)
- Hiring+1.525 open roles on the live job board (10–29 roles = +1.5)
- Funding recency+1.5Series B · $250M, Oct 2025 (12 months ago): 6–12 months = +1, $100M+ round +0.5
- Traction+0.75Some growth: Pre-revenue; 1M+ demo users, 5M+ minutes early 2025; iOS preview in 39 countries
- Red flags0None found in the last 24 months
- Total3.751.5 + 1.5 + 0.75 − 0 = 3.75 → Tempo (3.5–4.24)
Distance (Unproven) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Unproven
Pre-revenue with app in preview and glasses not until 2027; Meta and OpenAI ship rival voice assistants and AI glasses.
Sources: Lowpass, Oct 2026 ↗ · Road to VR, Oct 2025 ↗
Last checked Oct 25, 2026
