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These execs think voice AI hasn’t reached its ChatGPT moment yet

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The theory of voice being the next big interface has picked up strong momentum, with investors pouring billions of dollars into voice AI startups working on areas ranging from model makers to enterprise customer service providers, and from meeting note-takers to AI-powered dictation.

Every week there is a new model or a tool release that claims to sound human and converse like one. However, in reality, that might not be the case. Enterprise voice AI platform PolyAI’s CTO Shawn Wen thinks that despite the release of full-duplex models — which can speak while listening to you — voice AI doesn’t have its “ChatGPT moment” yet.

“We have reached the milestone of developing full-duplex models. The next challenge is to make reasoning very fast, so that the models can fetch answers quickly and the conversation feels natural,” he told me on stage at the HumanX conference last month.

He also said that AI agents in customer service should not sound robotic and should give callers enough confidence that they can solve problems.

“I think the next stage will be slightly different because once the voice is good enough, like, and the customer is willing to engage with them for the first two or three turns, they start to build confidence, and over time, they will feel like I probably don’t have to talk to a human if the agent can solve my problem,” he said.

Alex Gay, CMO for meeting notetaker Otter, opined that speaker identification, intent capture, and typing that up with organizational knowledge is a key step for enabling automation. The company is also working on digital twins that might represent people in meetings. For that technology, he said it’s paramount that the output voice gives the same emotive expressions of talking to a human in a meeting.

“If you think about the meetings that you’re in right now, the best conversations that you have are where you can have debate, and strategic discussions, and when you feel like there’s a relationship that underpins it. If you aren’t able to have that with an avatar, then it’s just a q and a chatbot,” Gay noted.

Voice AI’s understanding and transparency

While voice AI models have improved, AI assistants often don’t understand users, or your meeting notetaker shows the wrong transcript or a summary.

Wen thinks that ASR (Automatic Speech Recognition) models often miss important keywords, and that creates an issue in capturing the whole context.

Otter’s Gay agreed with this, adding that the company keeps working on improving transcription. He also said that language is one area where voice models need to improve.

“For Otter, you know, transcription was never the end point. It was just the layer that we could start to drive some of the productivity gains on the back of. But if your original transcription didn’t have the accuracy that you needed, all the follow-up actions that you have become flawed. And the minute that starts to take action, that is wrong. You lose trust in the platform. It is critical for us to continue to improve that ASR model because all of the downstream impacts are significant,” he said.

With the new voice tools, there is also a question of transparency. Tools should declare to customers that they are being recorded or talking to AI. Otter said that it wants to instill trust in people who are in a meeting, so even for a meeting where the bot is not present, it wants to try methods like notifying everyone in the chat that the meeting is being recorded. PolyAI’s Wen also said that it’s important to establish that people are talking to an AI in enterprise calls.

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Meta releases its first frontier model, Muse Wonder

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Meta’s Superintelligence Lab released a pair of new state-of-the-art models on Monday, Muse Wonder and Muse Wonder Full, representing the company’s first attempt at a frontier model.

Where Muse Spark aimed to be a lightweight model that could perform at low latency, the Wonder models are larger and said to be more capable, with higher benchmark scores and better results on complex tasks like coding.

According to Meta’s testing (presented in the model card), Wonder and Wonder Full achieve comparable benchmark scores to Fable 5.1 and GPT-6 Astra.

“Together, they mark the next step on our scaling ladder and a major leap toward personal superintelligence,” Meta’s blog post about the models reads.

That scale is reflected in the pricing: Accessed through the Meta Model API, Wonder will cost $4.00 per million input tokens and $20.00 per million output tokens, making it roughly equivalent in cost to GPT-6 Sol or Opus 5.5.

Notably, Wonder Full will only be available to Muse Code subscribers, and will not be served through the API. Both models will also be used to power the Muse agent.

In keeping with Meta’s interest in developing personal assistants that can perform tasks over a long period, the company placed particular emphasis on the new models’ ability to retain and synthesize information given by the user, a property Meta calls “active memory.”

To achieve better recall, Meta highlighted the MemoryBench benchmark, which challenges continual learning and memory construction frameworks. According to the company’s testing, Muse Wonder now scores higher on MemoryBench than Fable, Opus or Astra.

“We put a tremendous amount of effort into making sure your model can remember what’s important to you over days, weeks, months and beyond,” said research scientist Kavya Kopparapu in a video accompanying the launch.

The new models are the first frontier model release since Scale AI founder Alexandr Wang restructured Meta’s AI efforts in August of last year. Since then, Meta has released its lightweight Muse Spark model and Muse agent, but has avoided the kind of state-of-the-art model releases OpenAI and Anthropic are known for.

According to the post, the models were trained at Meta’s Prometheus data center in central Ohio, which came online earlier this year.

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Fervo’s Cape Station Geothermal Plant Goes Live

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This article was originally published by Canary Media.

The geothermal startup Fervo Energy is now selling power to the grid from its Cape Station project in Utah — marking the first time a utility-scale, next-generation geothermal facility has achieved such a feat worldwide.

The Houston-based firm turned on an initial 33-megawatt unit late last week and has been testing and ramping up output since then. On Thursday, Fervo will officially begin commercial operations, supplying carbon-free electricity to Shell Energy, a retail power provider in California.

Cape Station, a $2 billion project that will eventually be 500 MW, is unique among the world’s commercial geothermal plants. While other facilities draw on naturally occurring hot water and steam, Fervo has engineered its own geothermal resource deep underground. The startup uses drilling techniques from the oil and gas industry to create reservoirs in hot, dry rocks that generate steam to produce electricity.

“Traditional geothermal would have never been done in southern Utah,” says Dawn Owens, Fervo’s senior vice president and head of development and commercial markets.

With the first unit online, Fervo says it is working to commission two more 33-MW power blocks by 1 January, 2027. The project’s remaining 400 MW — which is supported by a new agreement with Google — is under construction and slated to come online in 2028.

Fervo’s Next-Generation Geothermal Journey

Fervo already operates a 3.5-MW commercial pilot plant in Nevada, which went online in late 2023. Owens says the pilot, called Project Red, was important for demonstrating the technology itself. But firing up Cape Station proves that Fervo’s approach can achieve utility scale and export power to wider markets.

“This is massive for both Fervo and the geothermal industry at large,” she says.

Fervo, which went public in May, is leading the fast-growing movement to develop clean, always-on geothermal power to meet soaring demand from data centers and balance growing supplies of intermittent solar and wind energy. Next-generation geothermal firms have raised billions of dollars in private capital in recent years to develop and deploy technologies that can harness energy in harsh, deep environments.

A tall, thin scaffold surrounded by tanks protrudes from the desert  Drilling continues at Fervo Energy’s Cape Station geothermal plant in Beaver County, Utah, where the company plans to ramp up production to 500 MW. Fervo Energy

Today, geothermal represents just 0.4 percent of total U.S. electricity generation every year. Expanding geothermal’s share of the mix will require not just building more projects like Cape Station but also tackling high upfront drilling costs and other economic and regulatory barriers — all while working to limit potential impacts on communities and the environment, experts say.

“Fervo’s first power achievement shows investors the size and scale of the opportunity to fuel many more such milestones across developers and sites in the future,” says Mitchell Smith, who serves as grid lead for the Mountain West Geothermal Consortium. The bipartisan initiative is calling for increased public and private financing “to help bring more projects online responsibly and at the speed of demand,” he added.

Enhanced Geothermal Energy Gets Cheaper

Fervo has declined to disclose the terms of its power purchase agreements for in-progress and future development, which together represent about 1,000 MW, or enough to power roughly 1 million U.S. homes every year. Phase 1 of Cape Station is set to deliver power at $7,000 per kilowatt, while Phase 2 should come at $5,500 per kilowatt, the company previously told Canary Media. (By comparison, the average cost to build a natural gas–fired power plant was $2,157 per kilowatt in 2025.)

Along with slashing drilling costs, enhanced geothermal projects could improve their economics by delivering power when it’s most valuable to utilities, according to researchers. While geothermal plants traditionally provide around-the-clock, baseload power, next-generation facilities might operate flexibly during certain periods — like in the evening, when solar output declines — to reduce overall grid costs. Geothermal plants could also operate “behind the meter” to directly power data centers, so that the costs of adding new electricity capacity aren’t passed on to utility customers, Owens says.

“We’ve been saying all along that our technology makes geothermal more scalable and affordable in more places,” she says. On Cape Station’s powering-up, she adds, “That’s just something no next-generation geothermal company has ever been able to do before.”

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WindBorne wins a hefty US Air Force contract for its balloon data

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The U.S. Air Force will buy data collected by WindBorne Systems‘ fleet of autonomous weather balloons under a new contract that could be worth nearly $50 million to the startup.

WindBorne currently has about 700 weather balloons flying around the globe, collecting atmospheric sensor readings that the company sells to customers and also feeds into its own AI weather forecasting model. WindBorne, founded in 2015 and based in Redwood City, Calif., is one of the first organizations to directly feed empirical data into a deep-learning weather model.

The company has worked closely with the U.S. government, particularly the National Weather Service and the U.S. Air Force and Navy, but this is the single largest contract the company has participated in. The contract is worth up to $49 million, but the Air Force pays only as it needs data. It can place orders for specific regions at specific times. So far, it has ordered $1.7 million worth, and executives expect more orders to follow.

“This is largely a vehicle through which continued growth of the constellation can be supported, as well as some work on research and development to continue to improve the hardware and performance of the balloons,” WindBorne co-founder and CTO Andrey Sushko told TechCrunch. He adds that the contract, which was awarded without competitive bidding, is “a determination by the government that for this capability of collecting global data, we were the only company able to provide it in the way that met their needs for these operations.”

WindBorne CEO John Dean told TechCrunch in August that the company had raised a $37 million Series B round to continue scaling its business. Earlier this summer, the company released the latest version of its forecasting model, WeatherMesh 6, which it says provides more accurate forecasts than the traditional model run by the European Centre for Medium-Range Weather Forecasts (ECMWF), which simulates the atmosphere using the laws of physics.

Since the arrival of transformer model architectures and the ECMWF’s release of a massive weather dataset a few years ago, AI weather forecasting has become one of the more productive uses of deep-learning technology. Meteorologists previously relied on expensive supercomputers running detailed equations that approximate how the atmosphere behaves. Now, end-to-end learning can ingest decades of weather data and issue predictions more quickly.

Models built by frontier labs and government agencies are proving more accurate than traditional forecasts, although it is still a jagged frontier, with both types of forecasts required to enable useful understanding of the weather. Google DeepMind’s latest weather model offers important new capabilities, and its cyclone forecasting tools are becoming increasingly central to how the US government responds to hurricane season.

In August WindBorne became the first organization to send an unpowered flight system — one with no engine — to collect data in the eye of a typhoon. The company maneuvers its balloons by adjusting their altitude, bleeding air, or dropping sand carried as ballast, to send the vehicles into winds that take them where they need to go.

“That’s a pretty novel step, and the two ingredients for that are one, having good wind and weather models, and knowing how to navigate them; and two, having a large enough constellation that you have balloons in the right places,” Sushko said. “It’s one of the first times that a deep-learning model was used for actual operational decisions.”

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