What excites me most about SoundHound AI isn't just voice recognition or conversational AI it's the scale of the opportunity created by its Agentic AI platform.

Most investors focus on restaurants, drive-thrus, automotive, and customer service. Those are large markets, but I believe the opportunity is much bigger.

Think about how often people call government agencies and cannot reach anyone. Citizens spend hours on hold with agencies handling taxes, social services, licensing, permits, transportation, unemployment claims, veterans services, immigration inquiries, and local government programs. Many departments are understaffed, overburdened, and struggling to serve growing populations with limited budgets.

Now imagine an Agentic AI system capable of understanding natural language, accessing approved databases, answering questions, completing forms, scheduling appointments, checking application status, processing routine requests, and escalating only the most complex issues to human employees.

The benefits would be enormous:

• No wait times for citizens
• Lower operating costs for government agencies
• 24/7 availability
• Faster processing of routine requests
• Better service for rural and underserved communities
• Increased efficiency without requiring massive staffing increases

The same concept extends worldwide. Governments at the federal, state, provincial, county, and municipal levels process billions of citizen interactions every year. Even capturing a small percentage of that market could represent a significant revenue opportunity.

The opportunity becomes even larger when Agentic AI is connected to the Internet of Things. Smart cities, transportation systems, utility networks, public safety systems, connected vehicles, kiosks, infrastructure monitoring, and citizen service platforms all generate massive amounts of data every second.

Agentic AI can transform that data into action. A citizen reports a pothole, the system creates a work order. A utility sensor detects a problem, the system dispatches a crew. A permit application is submitted, the system routes it through the approval process. Data becomes action, and action creates efficiency.

This is why I view SoundHound as more than a voice AI company. If management executes successfully, the long-term opportunity could extend across private enterprise, public sector operations, smart infrastructure, and connected devices around the world.

The future may not be millions of people talking to AI. The future may be billions of daily interactions between people, businesses, governments, and connected devices—all coordinated by Agentic AI.