速递｜红杉、a16z竞逐AI语音战场：初创公司Sesame获2亿美元融资

Core Viewpoint - The article discusses the interest of major venture capital firms, including Sequoia Capital and A16Z, in investing in the voice AI startup Sesame, which focuses on developing AI voice assistants and wearable devices [1][2]. Group 1: Investment and Valuation - Sesame is reportedly in discussions to raise at least $200 million, with potential valuation discussions reaching into the billions [2]. - A16Z has led Sesame's Series A funding round, although specific terms and timelines have not been disclosed [4]. Group 2: Technology and Product Development - Sesame has launched its voice assistants, Maya and Miles, which are accessible via smartphones and laptops, and aims to integrate voice assistants into glasses for hands-free communication [3]. - The voice AI technology is based on Meta's Llama large language model and has been enhanced through training on approximately 1 million hours of audio primarily in English [3]. Group 3: Market Context and Competition - The growing interest in AI that can communicate like humans is highlighted, with industry leaders like OpenAI and Meta also developing voice capabilities for their text-based AI products [2][6]. - Sesame may become an acquisition target for companies like Meta, OpenAI, Anthropic, or xAI, which are already working on integrating voice features into their AI systems [5].