OpenAI Shipped Your Voice Stack at $0.25/Min. Vapi Went Enterprise. The Infra Layer Abandoned Agencies in Eleven Days.
May 7 to May 18, 2026: OpenAI gpt-realtime-2 GA at infra prices, Vapi raises at $500M and declares enterprise focus, Synthflow signs a $230M BPO. The middle of the AI voice stack collapsed. Operator-side analysis.