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The a16z Show

Big Ideas 2026: Voice Agents and High-Stakes Trust

The a16z Show

a16z

Business, Software Eating The World, Culture, Innovation, Disruption, Entrepreneurship, Science, Technology

4.21.2K Ratings

🗓️ 24 December 2025

⏱️ 18 minutes

🧾️ Download transcript

Summary

Voice is becoming one of the fastest paths for AI to do real work, especially in regulated environments where accuracy and compliance matter. In this episode, we look at voice agents replacing and augmenting phone-based workflows, what trust and measurement look like when AI runs sensitive interactions, and how healthcare and consumer products shift toward continuous monitoring and deeper connection. The throughline is simple: as AI enters higher-stakes moments, the winners will be the systems people can trust and actually rely on.

Transcript

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0:00.0

It's kind of like how people say AI isn't going to take your job, a human using AI will.

0:05.2

I think there will be a group of people who really use AI to facilitate their existing relationships in person.

0:11.8

We're all social animals, and I believe AI has a real place in helping us stay connected with others and help us feel like we're seen.

0:20.2

What do healthy people actually need to know?

0:22.1

Like, do they need all the signal?

0:23.8

Is there a risk of false positives, even false negatives that might come from over measuring

0:29.3

these kinds of signals?

0:31.0

Can startups compete with the large incumbent platforms?

0:37.1

Understanding where technology is headed requires looking around corners.

0:40.3

Our 2026 big ideas capture the areas we believe founders will be building toward in the new year ahead.

0:46.3

This episode is built around three big ideas where AI is moving next when the work is real and the stakes are high.

0:52.3

First, voice agents are becoming practical, deployable systems, not demos.

0:57.6

Second, in healthcare, AI pushes us from occasional checkups towards continuous monitoring,

1:02.7

which forces new standards of evidence and interpretation.

1:05.8

And third, as productivity becomes table stakes, consumer AI shifts towards connection, identity, and helping

1:11.5

people feel seen.

1:15.6

We'll start with the most concrete change you can already see in the market.

1:18.9

Voice agents moving from novelty to deployment.

1:21.5

Olivia Moore breaks down where enterprises are buying voice AI today, why it's showing

1:26.1

up first in regulator workflows, and how reliability,

1:29.3

compliance, and tracking turn voice into a true AI employee category. Here's Olivia.

1:35.7

I'm Olivia Moore, and I'm a partner on our AI applications investing team. My big idea for

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