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brianletort.aiD. Brian Letort, Ph.D.

AI Market · Forecast desk · miss · software

65% · miss

At least one Fortune 500 enterprise discloses replacement of an existing voice / IVR platform with a frontier voice model (GPT-Realtime-2, Inworld TTS-2, or competitor) on a contract greater than $25M annualized.

Back to the bookIssue 2026-W19Evidence ↗

Outcome

misscalled at 65%resolved August 1, 2026brier contribution 0.423named-primary-disclosure-by-date

Named-trigger customers (Zillow, Priceline, Deutsche Telekom) were cited building on GPT-Realtime-2, but none disclosed replacement of an existing voice/IVR platform on a contract greater than $25M annualized by Jul 31 — no qualifying Fortune 500 procurement disclosure surfaced.

Evidence: https://openai.com/index/advancing-voice-intelligence-with-new-models-in-the-api/