π Whatβs up, deal chasers β
Welcome to Prompt Punk β the AI business newsletter for people in the business of selling technology.
Letβs get into itβ¦
π₯ Biggest Story You Missed?
π₯ Did you see OpenAIβs judo trick?
No, not the GPT-5 release but what they did to their free tier and legacy models. Sure the power users were not happy.
GPT-5β¦
Hallucinated (Joe Biden is still President)
Screwed up images
Lacked personality
But ignore those internet βhot takesβ. Itβs already fixed. This wasnβt a product update. It was a platform play.
GPT-5 (as opposed to the 6 other models they just retired) makes it easier and cheaper to serve AI with one model to rule them all. OpenAI wants everyone using ChatGPT-5 β for free.
Why? Ads.
OpenAI already has 700M weekly active users. If they can capture just 20% of the online ad market (currently dominated by Google, Meta and Amazon), thatβs a potential $90B business. Compare that to their $12B+ subscription revenue and you start to see the angle. Itβs easier selling ads to CMOs, than subs to goat farmers in Kazakhstan.
Give away ChatGPT. Monetize attention. Pray to become the next Google.
The tradeoff? One-size-fits-all models are hard. Thatβs why we still have Claude for code, ElevenLabs for voice, Grok for math, etc.
So hereβs the real question:
Do you build one good-enough model for everyone, or specialized models that crush specific jobs?
OpenAI picked door one. For the rest of usβ¦the future is sponsored.

π° Whereβs the Money Going?
π§ Salesforce buys Waii to save us from endless clicks
Ever built a report in Salesforce? Itβs like death by a thousand clicks. Now theyβve acquired Waii β an AI startup that turns plain English into SQL.
Think: βShow me all customers in EMEA with >$100K ARRβ β boom, instant report.
Why it matters:
Salesforce doesnβt want to end up like Siebel (Siebel who?). This is one of their smartest bets yet β and theyβre still hiring sellers while the rest of Big Tech reins in headcount.
π€ Lovable targets $1B ARR β and goes full agent mode
Swedish βvibe codingβ star Lovable announced it is now adding $8M-$15M ARR per month, on track for $250M by year-end and $1B within 12 months. They hit $100M ARR just eight months after their first $1M.
Now their new Agent Mode is default β reading your request, understanding your codebase, fixing bugs, running multi-file edits, and plugging into external tools with 91% fewer errors. Real-time app analytics just launched too.
Why it matters:
Lovableβs evolving from βbuild a demo toolβ to a βbuild a full SaaS toolβ, a bit like what Shopify did to e-commerce websites. The TAM (Total Addressable Market) is basically, all of modern SaaS development. Next week, I will share how I got offered $20k to build an AI-native CRM in Lovable.
π οΈπ€ Anthropic snaps up Humanloop β AI dev tools, now in-house
London-based Humanloop, a YC-backed startup powering AI app development for teams at Duolingo, Gusto and more, is joining Anthropic. Their platform handles prompt management, evaluation, and fine-tuning β the unsexy but critical plumbing for enterprise AI.
Why it matters:
Anthropic isnβt just selling models β itβs buying the tools companies need to deploy them.
𧬠Donβt sleep on Google: Waymo, Gemini 3.0, Isomorphic Labs
Everyone clowned Google for missing the (early) LLM wave they basically created. But hereβs whatβs cooking and why I am impressed!
Waymo: 250,000+ driverless rides a week
Isomorphic Labs: Curing cancer?
Gemini 3.0 leak: performance about to leapfrog GPT-5 and Grok4
Genie 3: building interactive world models (think: AI meets Star Trek Holodeck)

Why it matters:
Google doesnβt care about churn, CAC or gross margins. Theyβre still trying to invent the future. Technology requires visionaries. Demis Hassabis is Googleβs Jesus.
π Whoβs Winning with AI?
π Pinterest used AI to cut clicks β and raised revenue 17%
Pinterest used AI to reduce the number of clicks it takes to create ads on its platform.
Result: $998M in Q2 revenue, up 17% YoY.
Why it matters:
AI that shortens time-to-value = money. Whatever you sell, fewer steps = higher conversion. Everyone with a website should use AI to shorten the customer journey.
π¬ Fyxer AI: Inbox overload β $10M ARR
A couple of years ago I met Archie Hollingsworth, a young founder hacking on ChatGPT 3.5 to send automated emails in Gmail. We were both tinkering with Chrome extensions β mine was a hobby project called Rapid Reply. I quit. He didnβt.
Fast forward to today: Iβve have a day job. His company, Fyxer AI, just hit 500,000 users and $10M ARR.
Moral of the story? Maybe I should stick with my hobbies π
Why it matters:
People hate email. If your business solves email, calendars, or admin with AI β youβll win. Fyxer is winning.Β Check them out.
π§ Whoβs Hiring and Moving?
πͺ GitHub CEO exits β folded into Microsoft AI
GitHubβs CEO βresignedβ (pushed?) and the company is now folded into Microsoft AI.
Why it matters:
Copilot was supposed to dominate AI coding.
Instead, Cursor, Lovable, Windsurf, Bolt and Replit ate GitHubβs lunch.
Microsoft is not messing around. AI is not just daisies and rainbows.
π§βπ» New future job title alert: AI Orchestrator
I see a new job role emerging β part strategist, part operations, part wild west sheriff: the AI Orchestrator.
They donβt build models. They buy them, integrate them, and own the results. See Jason Lemkinβs tweet below.
Why it matters:
Not every org needs prompt engineers
But every org needs someone to make AI actually do something.
If you have in-house AI projects, get someone to own the results, give them a nice title and attract the best. This is not an engineerβs side project.

π€ Whatβs new in Tech?
π Appleβs voice-powered Siri is coming for your app
Apple is quietly testing a new Siri that operates apps with voice. No taps needed.
Want to edit a photo, comment on Instagram, order sushi, buy something on Amazon? Just say it.
Why it matters:
This changes interface design. If Siri works as promised, and your app isnβt voice-operable by 2026β¦ youβre invisible.
π New AI architecture alert: The AI that actually rethinks
Singapore startup Sapient Intelligence β with alumni from DeepMind, DeepSeek, Anthropic, and xAI β is betting big on the Hierarchical Reasoning Model (HRM). A brain-inspired dual-network setup (think endless back and forth between CEO + COO discussions) that loops between each other until it lands at the right answer.
My wife often asks me to rethink, so I like this idea.
Why it matters:
Transformers (like ChatGPT, AmazonQ, Gemini, Claude etc.) make one-speed guesses and move on. HRM can change its mind mid-problem, delivering smarter reasoning on complex tasks. That means cheaper, deeper AI thinking β especially useful for industries that need multi-step planning (finance, logistics, strategy). Letβs see if it works.
Mostly importantly, engineers are getting excited.
π οΈ Weekly Deep Dive: Can AI be your Sales Rep?
π§Ό I built a voice-powered inbound sales rep for a window-cleaning biz (yes, really)
Iβve been playing with ElevenLabs, the London-based AI voice company known for eerily realistic voices. Theyβve raised $281M from A16Z and friends.
I tested it to build an inbound voice agent for a window-cleaning company and it worked. Sure it was a bit janky, but it kinda did the job.
Why it matters:
AI voice agents are no longer just for support.
They can qualify leads, book meetings, and even close small deals.
If you're in sales and not experimenting with this, you're falling behind.
How good is it?
β
70% of customer support? Done.
β
Basic inbound sales? Almost.
π« Outbound prospecting? Not yet.
π Multilingual? English is great. Others need work.
Should you try it?
Yes β if you run a service biz, get too many calls, or hate repeating yourself.
π Try my demo (no signup required)
Go talk to my AI β tell me what you think.
πΌοΈ Meme of the Week
π€£π€£π€£

π Thatβs a wrap
If you liked this:
π¨ Forward to a biz techie whoβs tired of reading Techcrunch
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See you next week,
β John
Prompt Punk