60%+ Fortune 500 penetration, but voice models are commoditizing fast. Is there enough headroom after an $11B valuation?

Altis View

The platform story is the pitch. Model-layer gravity is the base case. Orchestration revenue is growing fast (~30% of real-time, expected to overtake API by year-end), but enterprise customers describe it as "not mature enough" for complex workflows. A major streaming platform downgrading from six-figure commitments to pay-per-use suggests the model-layer pricing pressure is already real.