Yellow.ai’s SPAC plan: buy the call centres, then automate them

Yellow.ai’s SPAC plan: buy the call centres, then automate them

Yellow.ai goes public via SPAC at $550m, plans to acquire outsourcing call-centre operators to automate with its AI agents (16B conversations/year). Shifts from software licensing to owning labour costs; bets that AI captures 85% of the $384bn outsourcing market, making ownership—not just the platform—the competitive moat.