Meaningful voice AI revenue is concentrated in B2B telephony verticals like debt collection, not consumer AI apps.

Voice AI revenue is actually flowing into telephony verticals like debt collection and senior check-ins, not consumer AI apps, with debt collection being a surprisingly effective use case.

“Collections is actually a place where voice AI where they have, you know, voice AI is making calls, people who are behind on desks, is actually a use case that works quite well, like surprisingly well.”

Tolen's platform is over 70% voice interactions by message volume, compared to ChatGPT which is approximately 90-95% text.

“We're like 70 plus% voice in terms of like the quantity of messages happening on the platform and you know that's totally not the case with chbd right chd got to be 90 95 plus percent text.”