Read AI, which made its mark analyzing online meetings and messages, is expanding its focus beyond the video call and the email inbox to the physical world, in a sign of the growing industry trend of applying artificial intelligence to offline and spontaneous work data.

The Seattle-based startup on Wednesday introduced a new system called Operator that captures and analyzes interactions throughout the workday, including impromptu hallway conversations and in-person meetings in addition to virtual calls and emails, working across a wide range of popular apps and platforms. 

With the launch, Read AI is releasing new desktop clients for Windows and macOS, and a new Android app to join its existing iOS app and browser-based features.

For offline conversations — like a coffee chat or a conference room huddle — users can open the Read AI app and manually hit record. The system then transcribes that audio and incorporates it into the company’s AI system for broader insights into each user’s meetings and workday.

It comes as more companies bring workers back to the office for at least part of the week. According to new Read AI research, 53% of meetings now happen in-person or without a calendar invite — up from 47% in 2023 — while a large number of workday interactions occur outside of meetings entirely.

In a break from others in the industry, Operator works via smartphone in these situations and does not require a pendant or clip-on recording device. 

“I don’t think we’d ever build a device, because I think the phones themselves are good enough,” said Read AI CEO David Shim in a recent interview, as featured on this week’s GeekWire Podcast.

This differs from hardware-first competitors like Limitless and Plaud, which require users to purchase and wear dedicated devices to capture “real-world” audio throughout the day.

While these companies argue that a wearable provides a frictionless, “always-on” experience without draining your phone’s battery, Read AI is betting that the friction of charging and wearing a separate gadget is a bigger hurdle than simply using the device you already have.

To address the privacy concerns of recording in-person chats, Read AI relies on user compliance rather than an automated audible warning. When a user hits record on the desktop or mobile app, a pop-up prompts them to declare that the conversation is being captured, via voice or text. On mobile, a persistent reminder remains visible on the screen for the duration of the recording.

Founded in 2021 by David Shim, Robert Williams, and Elliott Waldron, Read AI has raised more than $80 million and landed major enterprise customers for its cross-platform AI meeting assistant and productivity tools. It now reports 5 million monthly active users, with 24 million connected calendars to date.

Operator is included in all of Read AI’s existing plans at no additional cost.

Editor’s Note: GeekWire co-founders Todd Bishop and John Cook created this column by recording themselves discussing the topic, asking AI to draft a piece based on their conversation, and then reviewing and editing the copy before publishing. Listen to the raw audio below.

If we look out GeekWire’s office window right now, down at Seattle’s Burke-Gilman Trail, we can practically guarantee one thing: if we wait 5 minutes, at least one Rad Power Bike will zip past. Probably more. They are ubiquitous — the “Tesla of e-bikes” that seemed to redefine urban transport during the pandemic.

But that physical prominence masks a brutal business reality. 

In the last few weeks, the Seattle tech scene has been rocked by two stories that feel like different verses of the same sad song, as documented by GeekWire reporter Kurt Schlosser. First, Glowforge — the maker of high-end 3D laser printers — went into receivership and was restructured. Then came the news that Rad Power Bikes might be forced to close entirely.

We’ve each covered the Seattle region’s tech ecosystem for around 25 years, and if there is one enduring truth in the Pacific Northwest, it is that hardware is not only hard, as the old saying goes, but for some reason it seems harder here.

It is naturally harder to manipulate atoms than digits. If Windows has a bug, Microsoft pushes an update. If a Rad Power Bike has a busted tire or a faulty component, you can’t fix it with a line of code. You need a supply chain, a mechanic, and a physical presence.

But the struggles of Rad and Glowforge go beyond the physical manufacturing challenges. They are victims of two specific traps: the quirks of the pandemic and the curse of too much capital.

The COVID mirage 

Both companies were born before the pandemic, but they boomed during it. When the world locked down, the thesis for both companies looked invincible. We were all sitting at home in our PJs, desperate for a hobby — so why not buy a Glowforge and laser-print trinkets? We were wary of public transit and looking for recreation — so why not buy an e-bike?

Many tech companies, including giants like Amazon and Zoom, bet big that these behavioral changes were permanent. They weren’t. And we are seeing some of the indigestion of that period play out with massive layoffs at tech companies that got too big, too fast during the pandemic years.  

The world went back to normal, or at least found a new normal, but in the meantime these companies had scaled for a reality that no longer exists.

The VC curse

Then there is the money. In 2021, Rad Power Bikes raised over $300 million.

When you raise that kind of cash, you are no longer allowed to be a nice, profitable niche business. You have to be a platform. You have to be a world-changer. Rad tried to build a massive ecosystem, including direct-to-consumer retail stores and mobile service vans to fix bikes in people’s driveways.

Building a physical service network is agonizingly expensive. Had they raised less and stayed focused on being a great bike maker, we might be having a different conversation. But venture capital demands a “Tesla-sized” outcome, and that pressure can crush a consumer hardware company.

The ghosts of Seattle hardware 

History tells us we shouldn’t be surprised. Seattle has a painful relationship with consumer hardware. We’ve got one word for you: Zune. Or how about the Fire Phone? Or Vicis, the high-tech football helmet maker that crashed and burned.

For those with long memories, the current situation rhymes with the saga of Terabeam in the early 2000s. They raised over $500 million to beam internet data through the air using lasers. It was a B2B play, not consumer, but the pattern was identical: massive hype, massive capital, and a technology that was difficult to deploy in the real world. They eventually sold for a fraction of what they raised.

We still love seeing those bikes on the Burke-Gilman. But in this economy, with inflation squeezing discretionary spending, $1,500 e-bikes and $4,000 laser printers are a tough sell.

Seattle may be the cloud capital of the world, but when it comes to consumer hardware, we’re still learning that you can’t just download a profit margin.

Thoughts on this story-writing approach? Email: todd@geekwire.com and john@geekwire.com.