PolyAI vs Yellow.ai

PolyAI Launches Audio-Native Voice AI Model Dialog-RSN-1

PolyAI introduced Dialog-RSN-1, an audio-native dialog model for enterprise voice agents. The model fuses speech recognition, turn-taking, function calling, and response generation into a single large language model that reasons directly over raw call audio. Output is handled by a separate text-to-speech system to maintain control over the caller-experienced voice. PolyAI claims sub-300ms latency in production, positioning the model against cascaded architectures and speech-to-speech models like GPT Realtime and Gemini Live. The initial release supports English only, with broader language support planned. The announcement follows an $86 million Series D closed in December 2025.

• PolyAI introduced Dialog-RSN-1 on July 30, 2026.
• Dialog-RSN-1 reasons over raw audio for input while using a separate TTS for output.
• PolyAI reports sub-300ms response latency in live production calls.

Yellow.ai to Go Public via $550M SPAC Merger with Bluerock

Yellow.ai, an enterprise agentic AI company, announced on Aug. 3 a definitive Business Combination Agreement with SPAC Bluerock Acquisition Corp. to go public on Nasdaq under the ticker 'YAI'. The combined entity has a pro forma equity value of approximately $550 million, with Yellow.ai valued at a pre-money of $300 million. The transaction is expected to generate over $200 million in gross proceeds, including $175 million from Bluerock's trust and $30 million in PIPE financing. Yellow.ai reported revenue growth from $11.6 million in FY22 to $34.8 million in FY26, projecting EBITDA-positive results by FY27. The company plans to use proceeds to invest in its AI platform, expand sales in North America and Europe, and pursue M&A of BPO operators to convert them into AI-native operations. Key investors include Lightspeed, Salesforce Ventures, Sapphire Ventures, and WestBridge Capital.

• Yellow.ai and Bluerock Acquisition Corp. signed a definitive Business Combination Agreement on Aug. 3, 2026, to make Yellow.ai public at a pro forma equity value of ~$550 million.
• Yellow.ai's pre-money valuation is set at ~$300 million; deal includes $175 million from Bluerock's trust and $30 million PIPE financing.
• Yellow.ai revenue grew from $11.6M (FY22) to $34.8M (FY26); management forecasts $37.3M for FY27 with first EBITDA-positive year.

Yellow.ai adds new executives for North America: Vasudev Chatti as Chief Revenue & Customer Officer, Patrick Segelke and Nick Frenette as GTM leads

Chief Revenue & Customer Officer – NA - Vasudev Chatti; GTM – NA - Patrick Segelke; GTM – NA - Nick Frenette