GPT-5 Is Here. OpenAI guns for Google and Microsoft

Welcome to the very first issue of Prompt Punk — the AI business newsletter for business people.

✅ Signal, not noise — the most important AI business moves, minus the jargon
✅ Opportunities — tools, tactics, and trends to help you close deals, or outsmart slower people
✅ Irreverence and humour — because in the long run, we’re all dead.

Let’s dive in…

OpenAI just launched GPT-5, its most advanced model yet. It’s faster. It codes better. It writes better. It gives smarter health advice. And it hallucinates less — so it lies to you more politely.

But here’s the real story: Chat is replacing Search. And Office.

Need research? Chat.
Need to write? Chat.
Need to think? Honestly… Chat.

Just writing this newsletter, I used AI hundreds of times — to pull quotes, build charts, do calculations, rewrite headlines, the whole shebang. And I’m not alone. Any company doing knowledge work will end up buying something like ChatGPT for every employee.

Why? Because using an LLM is faster, easier, and (soon) cheaper than the Frankenstein combo of Google + Docs + Excel.

GPT-5 isn’t a product update. It’s a platform shift.

It’s OpenAI week in AI. There’s a planned employee stock sale that values OpenAI at half a trillion dollars. That’s up from $29B just two years ago. Incredible. But don’t get too jealous, OpenAI’s unique non-profit compensation model caps employee stock growth at 10-20x. Rich, yes, Filthy rich, probably not.

Why it matters:
AI companies of all stages will continue to be a magnet for talent when compensation can hit these levels. Legacy software companies will have a hard time hiring. Who wants stability when there’s a seat on a rocket ship.

Everyone’s raising. Everyone thinks their model will win. How is this possible?

Why it matters:
In the last 6 months the market has shown there can be multiple winners for different markets. OpenAI leads in chat, Anthropic in code, Google in video, Midjourney/BackForest in images, Grok in science, Mistral in on-premise? The markets are bigger than we dreamed 24 months ago.

OpenAI is on track for 13.6B in annualized revenue by the end of 2025, surpassing AirBnB and Spotify. So...if these markets are so huge, why not plough in some more cash. We can always rely on our friends from McKinsey to confirm our biases with an outrageous statistic: AI could be worth at least $13.6 trillion to the global economy. If that’s the case, I might as well sell my children and buy NVIDIA stock (not investment advice 😝 )

In 2023 Amazon, Microsoft, Google, and Meta dropped $153B on AI infrastructure. In 2025? Projected to hit $350B.

Here’s why the hyperscalers can’t spend fast enough….

Why it matters:
This isn’t hype. It’s real demand — and it’s straining supply chains. Whoever controls compute, wins. Why else would OpenAI unleash the ginormous Stargate datacenter project.

Never heard of Clay? That’s because your company blocks tools made after 2015. Don’t you just hate those information security policies. 😄
Clay helps teams find leads, enrich them, and automate outreach. They just raised at a $3.1B valuation — and they’re hiring in Europe.

Why it matters:
AI in sales is no longer a RevOps fantasy. It’s happening. And if you’re not using tools like Clay, your competitors are.

A personal story: Outside an event at my daughter’s school I spoke with a Partner at a law firm about how they were using AI. Of course, they were already using Legora and loving it. It sped up research, review, and prep. I am not surprised people love the product, I once met the CTO of Legora at a dinner, the guy was totally cracked.

Why it matters:
AI isn’t replacing full roles. It’s replacing what people hate doing. And it’s happening bottom-up — one task at a time.

SaaStr’s Jason Lemkin, our personal tech sales guru turned over decade of blogs, talks, and decks into a chatbot. It’ll answer anything from comp plans to when to hire a CRO.

Why it matters:
This is what productizing content looks like. Every company with a dusty Google Drive full of training material should be paying attention.

At Prompt Punk we like to keep on ROI on all this AI craziness. Let’s see where we stand. Since 2023:

Why it matters:
It looks bad. But this is how infra gets built. The smart money’s now in:

That’s not a typo, a projection or promise. That’s money in the bank. Projects range from Telecoms to Food Processing to Oil and Gas. Use cases include customer service, business intelligence, supply chain and more. Accenture CEO explains why it is working…

Why it matters:
Generative AI is an excuse to get big things done in slow moving organizations.

The open-weight French model shop is now hiring in Singapore, off the back of a partnership with the country’s Ministry of Defence.

Why it matters:
Smart geopolitical move. It’s about more than talent — it’s about building outside U.S. and EU.

Granola is a fast-scaling AI notetaker. Reportedly at $10M+ ARR, now hiring a founding sales rep in the UK.

Why it matters:
Real product, real traction. If you want to sell into a hot category, this is worth a look.

OpenAI released an open-weight model: GPT-OSS, running on AWS and other clouds.

Why it matters:
This is a chess move. It helps OpenAI:

Don’t be fooled — it’s strategic, not spiritual. Sam Altman wants to be on the right side of history.

Anthropic has released Claude Opus 4.1. Better coding. Better docs. Better reasoning.

Why it matters:
30M+ devs and builders are going to use AI coding assistants. Claude has become the one you actually want in a workflow. Now let’s calculate 30m multiplied by $2,400 per year = $7.2E10

OpenAI will bring 100,000 GPUs online by 2026 in Norway — their first in Europe.

Why it matters:

This is OpenAI preparing for world domination — one GPU cluster at a time.

Can AI replace an inbound sales rep?

I’ve been testing ElevenLabs-powered voice agents. Next issue:

I’ll share it all!