Is AI threatening traditional subscription software models and accelerating competitive turnover? Sam Altman thinks so.

In this episode, Chris and Ray discuss OpenAI’s GPT-5 release, and Altman's prediction that AI will enable a “fast fashion” era of SaaS, where applications can be created, deployed, and discarded in rapid cycles.

You'll also hear them delve into Apple's commitment of $2.5 billion toward US-based manufacturing as part of a broader $600 billion plan, and their examination of the public spat between Elon Musk and Sam Altman on X, exploring what it reveals about ego, platform power, and the competitive dynamics shaping the AI industry.

In this episode, you will:

• Understand why GPT-5’s biggest innovation might be routing, not raw intelligence
• Learn how AI cost structures are shifting as subsidies fade
• Explore the risks and opportunities in the “fast-fashion” SaaS economy
• See why control of the browser is the next big AI platform play
• Analyse Apple’s US manufacturing move in the context of global geopolitics
• Recognise the double-edged impact of AI on the labour market
• Hear lessons founders can apply from today’s tech power plays

The Pact 

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Key links

Get your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A 

The Startup Podcast website: https://www.tsp.show/episodes/

Learn more about Chris and Yaniv

Work 1:1 with Chris: http://chrissaad.com/advisory/  

Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/  

Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/

Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthur

Intro Voice: Jeremiah Owyang https://web-strategist.com/