AI Therapy isn’t the first domino to fall, AI Customer Service is (it’s already falling).
95% of customer service humans can be replaced by a combination of Whisper+GPT; they (the humans) are already barely agentic, just following complex scripts. It’s likely that the AI customer service will provide a superior experience most of the time (less wait times, better audio quality at a minimum, often more competent and knowledgeable too, plausibly capable of supporting many languages).
Obviously huge cost savings so massive incentive for companies to replace humans (and why it’s already started with even weak chatbots).
Investing in it is tricky, same problem you mentioned at the start—picking which horse is going to win this race, most probably either don’t exist or aren’t publicly tradeable.
Zoom is a potential frontrunner, they acquired Solvvy last year which suggests some strategic awareness of this trend/potential market.
AI Therapy isn’t the first domino to fall, AI Customer Service is (it’s already falling).
95% of customer service humans can be replaced by a combination of Whisper+GPT; they (the humans) are already barely agentic, just following complex scripts. It’s likely that the AI customer service will provide a superior experience most of the time (less wait times, better audio quality at a minimum, often more competent and knowledgeable too, plausibly capable of supporting many languages).
Obviously huge cost savings so massive incentive for companies to replace humans (and why it’s already started with even weak chatbots).
Investing in it is tricky, same problem you mentioned at the start—picking which horse is going to win this race, most probably either don’t exist or aren’t publicly tradeable.
Zoom is a potential frontrunner, they acquired Solvvy last year which suggests some strategic awareness of this trend/potential market.