Hypothetical: 1. Anthropic ships a sub 200ms latency voice model with native tool calling 2. the entire category of customer support / voice agents for "x" collapses (decagon, cresta, eleven, vapi, giga). 3. Zendesk / Intercom/ Salesforce do basic integrations. Ledgers like Oracle, Salesforce, ServiceNow etc will probably be fine and integrate or acquire the top. LPs are unsophisticated - institutional money is desperate for AI exposure. Founders have been cashing out on secondaries for Series A/Bs bc they're aware