Pivot to AI

the Metaverse just didn't have legs https://pivot-to-ai.com/2026/03/18/facebook-shutting-down-its-horizon-worlds-vr-metaverse/ - blog post  Patreon: https://www.patreon.com/davidgerard (get in with the cool kids) Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: Updates to Your Meta Quest Experience in 2026 https://communityforums.atmeta.com/blog/AnnouncementsBlog/updates-to-your-meta-quest-experience-in-2026/1369435 NewsMeta Horizon Worlds is discontinued! https://www.reddit.com/r/oculus/comments/1rweb1a/meta_horizon_worlds_is_discontinued/ Our Renewed Focus in 2026 https://developers.meta.com/horizon/blog/2026-vr-state-of-the-union-horizon-mobile-focus/ Meta Reports Fourth Quarter and Full Year 2025 Results https://www.prnewswire.com/news-releases/meta-reports-fourth-quarter-and-full-year-2025-results-302673127.html Meta to cut up to 30% of metaverse budget, Bloomberg News reports https://www.reuters.com/business/meta-ceo-zuckerberg-plans-deep-cuts-metaverse-efforts-bloomberg-news-reports-2025-12-04/ Meta Plans to Shift Spending Away From the Metaverse https://www.wsj.com/tech/ai/meta-plans-to-shift-spending-away-from-the-metaverse-d0ac3b7f Building a Digital Future: The Metaverse (PDF, archive) https://web.archive.org/web/20260318174813/https://davidgerard.co.uk/tmp/Resnick2022_Building_ResearchByGartner_21pages.pdf Into the Metaverse: Creators, Commerce and Connection https://www.youtube.com/watch?v=7j7P6gt2jLU&list=UU9rJrMVgcXTfa8xuMnbhAEA Previously on Pivot to AI and Attack of the 50 Foot Blockchain: Terra's stablecoin does its own 2008 crisis — UST crashes and takes Bitcoin with it https://davidgerard.co.uk/blockchain/2022/05/10/terras-stablecoin-does-a-2008-crisis-ust-crashes-and-takes-bitcoin-with-it/ Wear Meta's AI creepshot glasses — or be left behind! https://pivot-to-ai.com/2025/08/04/wear-metas-ai-creepshot-glasses-or-be-left-behind/ video: https://www.youtube.com/watch?v=NOlAbLVX_wk&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

When you're out of ideas, why not try magic https://pivot-to-ai.com/2026/03/17/uk-chancellor-rachel-reeves-quantum-is-an-area-within-ai/ - blog post Patreon: https://www.patreon.com/davidgerard (get in with the cool kids) Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: Mais Lecture 2026 https://www.gov.uk/government/speeches/mais-lecture-2026 LIVE: UK finance minister Rachel Reeves delivers annual Mais Lecture https://www.youtube.com/watch?v=TPjXVpctAHo&list=UU9rJrMVgcXTfa8xuMnbhAEA UK's "Quantum leap"  to help beat disease, deliver high-paid jobs, and strengthen national security, as first country in the world to roll out Quantum computers at scale https://www.gov.uk/government/news/uks-quantum-leap-tohelp-beat-diseasedeliver-high-paid-jobs-and-strengthen-national-security-as-first-country-in-the-world-to-roll-out-quantum Reeves vows to stop UK tech from 'drifting abroad' (archive) https://web.archive.org/web/20260317021100/https://www.bbc.co.uk/news/articles/c0k16zdr1r1o UK will win AI race as Chancellor sets out economic 'big choices' https://www.gov.uk/government/news/uk-will-win-ai-race-as-chancellor-sets-out-economic-big-choices Ensuring that the UK can capture the benefits of quantum computing https://www.oxfordeconomics.com/resource/ensuring-that-the-uk-can-capture-the-benefits-of-quantum-computing/ Previously on Pivot to AI: The hype after AI: lads, it's looking really quantum https://pivot-to-ai.com/2025/09/16/the-hype-after-ai-lads-its-looking-really-quantum/ video: https://www.youtube.com/watch?v=P2y2fX4YNKw&list=UU9rJrMVgcXTfa8xuMnbhAEA UK AI Action Plan: vaporware, crypto bros, and no AI https://pivot-to-ai.com/2026/03/10/uk-ai-action-plan-vaporware-crypto-bros-and-no-ai/ video: https://www.youtube.com/watch?v=nB415dkRsYI&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

actual quote from the OpenAI Expert Council on Well-Being and AI https://pivot-to-ai.com/2026/03/16/openai-advisor-adult-mode-risks-becoming-sexy-suicide-coach/ - blog post  Patreon: https://www.patreon.com/davidgerard (get in with the cool kids) Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Sennheiser HD 599 SE https://amzn.to/4dvY7Y6 (UK) https://amzn.to/4bsMDCh (US) Send in your story tips: dgerard@gmail.com CONTENT WARNING: this episode discusses sexual chatbots and their horrifying failure modes, though with no explicit detail. Sources: OpenAI's Bid to Allow X-Rated Talk Is Freaking Out Its Own Advisers https://www.wsj.com/tech/ai/openai-adult-mode-chatgpt-f9e5fc1a We made ChatGPT pretty restrictive to make sure we were being careful with mental health issues https://x.com/sama/status/1978129344598827128 Ok this tweet about upcoming changes to ChatGPT blew up on the erotica point much more than I thought it was going to! https://x.com/sama/status/1978539332215681076 If it's allowed in an R-rated movie, it's allowed in @Grok Imagine https://x.com/elonmusk/status/2031989543529038103 Previously on Pivot to AI: ChatGPT sales are flat — so Altman offers OpenAI adult chat https://pivot-to-ai.com/2025/10/17/chatgpt-sales-are-flat-so-altman-offers-openai-adult-chat/ video: https://www.youtube.com/watch?v=ZzFVuQl7xp8&list=UU9rJrMVgcXTfa8xuMnbhAEA Grok generates bikini pics of children — UK, US oddly powerless https://pivot-to-ai.com/2026/01/09/grok-generates-bikini-pics-of-children-uk-us-oddly-powerless/ video: https://www.youtube.com/watch?v=evezPiGyTas&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

Sorry kid, life is rentware now https://pivot-to-ai.com/2026/03/13/ai-chatbot-kids-toys-are-still-an-obviously-terrible-idea/ - blog post  Patreon: https://www.patreon.com/davidgerard (get in with the cool kids) Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: AI toys for children misread emotions and respond inappropriately, researchers warn https://www.bbc.co.uk/news/articles/clyg4wx6nxgo Trouble in Toyland 2025 (PDF) https://publicinterestnetwork.org/wp-content/uploads/2025/11/TOYLAND-2025-11-14-7a.pdf Previously on Pivot to AI: Sorry kid, we killed your robot — Embodied goes broke, AI social devices will stop working https://pivot-to-ai.com/2024/12/10/sorry-kid-we-killed-your-robot-embodied-goes-broke-ai-social-devices-will-stop-working/ Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

I owe my SOUL.md to the company store https://pivot-to-ai.com/2026/03/12/ai-companies-try-to-pay-staff-in-ai-tokens-not-money/ - blog post  Patreon: https://www.patreon.com/davidgerard (get in with the cool kids) Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: Silicon Valley is buzzing about this new idea: AI compute as compensation https://www.businessinsider.com/ai-compute-compensation-software-engineers-greg-brockman-2026-3 I am increasingly asked during candidate interviews https://x.com/thsottiaux/status/2024635825997459841 the inference compute available to you is increasingly going to drive overall software productivity https://x.com/gdb/status/2024662197692223857 Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues (2024) https://www.youtube.com/watch?v=nSM0xd8xHUM&list=UU9rJrMVgcXTfa8xuMnbhAEA Sam Altman: This Past Weekend w/ Theo Von #599 (2025) https://www.youtube.com/watch?v=aYn8VKW6vXA&list=UU9rJrMVgcXTfa8xuMnbhAEA Nvidia CEO hints at end of investments in OpenAI, Anthropic https://www.reuters.com/business/nvidia-will-not-be-able-invest-100-billion-openai-due-ipo-ceo-jensen-says-2026-03-04/ Nvidia Will Spend $26 Billion to Build Open-Weight AI Models, Filings Show https://www.wired.com/story/nvidia-investing-26-billion-open-source-models/ Previously on Pivot to AI: Sam Altman rebrands Worldcoin to 'World', still wants your eyeballs https://pivot-to-ai.com/2024/10/20/sam-altman-rebrands-worldcoin-to-world-still-wants-your-eyeballs/ What Satya Nadella actually said at Davos about the AI bubble https://pivot-to-ai.com/2026/01/21/what-satya-nadella-actually-said-at-davos-about-ai/ video: https://www.youtube.com/watch?v=oOPPKG7XLZk&list=UU9rJrMVgcXTfa8xuMnbhAEA OpenAI's '$110b' funding round is $25b and some promises https://pivot-to-ai.com/2026/03/03/openais-110b-funding-round-is-25b-and-some-promises/ video: https://www.youtube.com/watch?v=vXdofxSKtDg&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

the dumbest AI bubble acqui-hire this week https://pivot-to-ai.com/2026/03/11/ai-bot-network-facebook-buys-ai-bot-network-moltbook/ - blog post  Patreon: https://www.patreon.com/davidgerard (get in with the cool kids) Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Bialetti Moka Pot 6tz https://amzn.to/4sLUAJP Send in your story tips: dgerard@gmail.com Sources: Exclusive: Meta hires duo behind Moltbook https://www.axios.com/2026/03/10/meta-facebook-moltbook-agent-social-network Meta acquired Moltbook, the AI agent social network that went viral because of fake posts https://techcrunch.com/2026/03/10/meta-acquired-moltbook-the-ai-agent-social-network-that-went-viral-because-of-fake-posts/ Meta envisages social media filled with AI-generated users (2024) https://www.ft.com/content/91183cbb-50f9-464a-9d2e-96063825bfcf Mark Zuckerberg — AI will write most Meta code in 18 months https://www.youtube.com/watch?v=rYXeQbTuVl0&list=UU9rJrMVgcXTfa8xuMnbhAEA Fastly Threat Insights Report (PDF) https://learn.fastly.com/rs/025-XKO-469/images/Fastly-Threat-Insights-Report.pdf Previously on Pivot to AI: If AI is so good at coding ... where are the open source contributions? https://pivot-to-ai.com/2025/05/13/if-ai-is-so-good-at-coding-where-are-the-open-source-contributions/ video: https://www.youtube.com/watch?v=lPu_qzv0zIA&list=UU9rJrMVgcXTfa8xuMnbhAEA Moltbot/Clawdbot/OpenClaw: an expensive and insecure AI agent that doesn't work https://pivot-to-ai.com/2026/01/28/moltbot-clawdbot-an-expensive-and-insecure-ai-agent-that-doesnt-work/ video: https://www.youtube.com/watch?v=InH0S9QHlbY&list=UU9rJrMVgcXTfa8xuMnbhAEA The obnoxious GitHub OpenClaw AI bot is ... a crypto bro https://pivot-to-ai.com/2026/02/16/the-obnoxious-github-openclaw-ai-bot-is-a-crypto-bro/ video: https://www.youtube.com/watch?v=xYFvi4hK7wI&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

♫ we told you so ♫ https://pivot-to-ai.com/2026/03/10/uk-ai-action-plan-vaporware-crypto-bros-and-no-ai/ - blog post Patreon: https://www.patreon.com/davidgerard (get in with the cool kids) Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: The U.K. Pivot to AI Is Doomed From the Start https://foreignpolicy.com/2025/03/10/ai-uk-starmer-opportunities-plan/ Revealed: UK's multibillion AI drive is built on 'phantom investments' https://www.theguardian.com/technology/2026/mar/09/revealed-uks-multibillion-ai-drive-is-built-on-phantom-investments Prime Minister sets out blueprint to turbocharge AI https://www.gov.uk/government/news/prime-minister-sets-out-blueprint-to-turbocharge-ai From press release ... to scrap metal site: the Essex 'supercomputer' that's still a scaffolding yard https://www.theguardian.com/technology/2026/mar/09/from-press-release-to-scrap-metal-site-the-essex-supercomputer-thats-still-a-scaffolding-yard US-UK pact will boost advances in drug discovery, create tens of thousands of jobs and transform lives https://www.gov.uk/government/news/us-uk-pact-will-boost-advances-in-drug-discovery-create-tens-of-thousands-of-jobs-and-transform-lives Previously on Pivot to AI: ChatGPT predicts tremendous role for ChatGPT in UK government https://pivot-to-ai.com/2024/07/16/chatgpt-predicts-tremendous-role-for-chatgpt-in-uk-government/ UK government plans to splurge billions on AI — we step through the tricky details https://pivot-to-ai.com/2024/07/16/chatgpt-predicts-tremendous-role-for-chatgpt-in-uk-government/ Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

ayahuasca beard weirdo https://pivot-to-ai.com/2026/03/09/blocks-ai-layoffs-are-fake-too/ - blog post  Patreon: https://www.patreon.com/davidgerard (get in with the cool kids) Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: we're making @blocks smaller today. here's my note to the company https://x.com/jack/status/2027129697092731343 Q4 2025 Shareholder Letter (PDF) https://s29.q4cdn.com/628966176/files/doc_financials/2025/q4/Q4-2025-Shareholder-Letter_Block.pdf Inside the Rolling Layoffs at Jack Dorsey's Block https://www.wired.com/story/inside-rolling-layoffs-jack-dorsey-block/ Jack Dorsey's 4,000 Job Cuts at Block Arouse Suspicions of AI-Washing https://www.bloomberg.com/news/articles/2026-03-01/jack-dorsey-s-4-000-job-cuts-at-block-arouse-suspicions-of-ai-washing Current and former Block workers say AI can't do their jobs after Jack Dorsey's mass layoffs: 'You can't really AI that' https://www.theguardian.com/technology/2026/mar/08/block-ai-layoffs-jack-dorsey My employer Block laid off 40% of its workforce last Thursday (2/26) https://www.linkedin.com/feed/update/urn:li:activity:7434699479389405184/ yes we over-hired during covid https://x.com/jack/status/2027290756793135253 Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

Google goes to court not to tell you https://pivot-to-ai.com/2026/03/06/how-much-water-do-the-data-centres-use-its-a-secret/ - blog post  Patreon: https://www.patreon.com/davidgerard (get in with the cool kids) Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: With $1 Billion Google Data Center Deal Inked, the Roanoke Valley Enters the Game https://www.roanokerambler.com/with-1-billion-google-data-center-deal-inked-the-roanoke-valley-enters-the-game/ Ruling (PDF) https://storage.ghost.io/c/4f/7d/4f7d448e-fe49-4f83-b349-3cbb39e372de/content/files/2025/11/Henri-Gendreau-v.-Mike-McEvoy---CL25-2187--1-.pdf Google Strives To Keep Data Center Water Use Secret After Judge Orders Records Released https://www.roanokerambler.com/google-strives-keep-data-center-botetourt-county-water-use-secret-judge-orders-records-released/ Google data center water estimates go public, residents in Roanoke and Botetourt react https://www.wsls.com/news/local/2026/02/26/google-data-center-water-estimates-go-public-residents-in-roanoke-and-botetourt-react/ Sam Altman Unfiltered: ChatGPT, AI Risks & What's Coming Next, 40 Questions in 60 Minutes https://www.youtube.com/watch?v=qH7thwrCluM&list=UU9rJrMVgcXTfa8xuMnbhAEA The Gentle Singularity https://blog.samaltman.com/the-gentle-singularity How People Use ChatGPT https://forklightning.substack.com/p/how-people-use-chatgpt Previously on Pivot to AI: Ilya Sutskever gets $2b funding not to release anything until he has 'super intelligence' https://www.youtube.com/watch?v=c1yHrZR_Sgg&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

Brookings: make the data centres pay to build the power plants https://pivot-to-ai.com/2026/03/05/power-prices-data-centres-nothing-but-data-centres/ - blog post  Patreon: https://www.patreon.com/davidgerard (get in with the cool kids) Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: Why are electricity prices rising in the US and what can be done about it? https://www.youtube.com/watch?v=IKEu4NeAIjw&list=UU9rJrMVgcXTfa8xuMnbhAEA Data Centers in Nvidia's Hometown Stand Empty Awaiting Power https://www.bloomberg.com/news/articles/2025-11-10/data-centers-in-nvidia-s-hometown-stand-empty-awaiting-power Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

even if you think your robot is alive https://pivot-to-ai.com/2026/03/04/ai-works-cant-be-copyrighted-or-patented-in-the-us/ - blog post  Patreon: https://www.patreon.com/davidgerard (get in with the cool kids) Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: US Supreme Court declines to hear dispute over copyrights for AI-generated material https://www.reuters.com/legal/government/us-supreme-court-declines-hear-dispute-over-copyrights-ai-generated-material-2026-03-02/ Stephen L. Thaler, Ph.D., President & CEO, Imagination Engines, Inc. https://imagination-engines.com/founder.html Complaint (PDF) https://storage.courtlistener.com/recap/gov.uscourts.vaed.483404/gov.uscourts.vaed.483404.1.0.pdf Case docket https://www.courtlistener.com/docket/17458883/thaler-v-iancu/ Answer (PDF) https://storage.courtlistener.com/recap/gov.uscourts.vaed.483404/gov.uscourts.vaed.483404.13.0.pdf Memorandum opinion (PDF) https://storage.courtlistener.com/recap/gov.uscourts.vaed.483404/gov.uscourts.vaed.483404.33.0_1.pdf Appeal decided (PDF) https://storage.courtlistener.com/recap/gov.uscourts.cafc.17833/gov.uscourts.cafc.17833.60.0.pdf Appeal docket https://www.courtlistener.com/docket/64871696/thaler-v-vidal/ US Supreme Court rejects computer scientist's lawsuit over AI-generated inventions https://www.reuters.com/legal/us-supreme-court-rejects-computer-scientists-lawsuit-over-ai-generated-2023-04-24/ 'It has feelings': Inventor says he has built a sentient AI https://www.youtube.com/watch?v=bcg0Qpzfzjw&list=UU9rJrMVgcXTfa8xuMnbhAEA Thaler (Appellant) v Comptroller-General of Patents, Designs and Trademarks (Respondent) https://www.supremecourt.uk/cases/uksc-2021-0201 Complaint (PDF) https://storage.courtlistener.com/recap/gov.uscourts.dcd.243956/gov.uscourts.dcd.243956.1.0.pdf Case docket https://www.courtlistener.com/docket/63356475/thaler-v-perlmutter/Memorandum opinion (PDF) https://storage.courtlistener.com/recap/gov.uscourts.dcd.243956/gov.uscourts.dcd.243956.24.0_2.pdfAppeal decided (PDF) https://storage.courtlistener.com/recap/gov.uscourts.cadc.40231/gov.uscourts.cadc.40231.01208720945.0.pdf Appeal docket https://www.courtlistener.com/docket/67892225/stephen-thaler-v-shira-perlmutter/ Previously on Pivot to AI: People are 'blatantly stealing my work,' AI artist complains https://pivot-to-ai.com/2024/09/30/people-are-blatantly-stealing-my-work-ai-artist-complains/ Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

It's not circular! More of a Moebius strip Patreon: https://www.patreon.com/davidgerard (get in with the cool kids) Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Elgato Prompter: https://amzn.to/4rRaXVs Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: Scaling AI for everyone https://openai.com/index/scaling-ai-for-everyone/ $110 Billion in Name Only https://om.co/2026/03/02/110-billion-in-name-only/ Form 8-K https://www.sec.gov/Archives/edgar/data/1018724/000110465926021050/tm267374d1_8k.htm Amazon's $50 Billion Investment in OpenAI Could Hinge on IPO, AGI https://www.theinformation.com/articles/amazons-50-billion-investment-openai-hinge-ipo-agi Follow-on Investments in OpenAI https://group.softbank/en/news/press/20260227 Form 10-K https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm OpenAI Finalizes $110 Billion Funding at $730 Billion Value https://www.bloomberg.com/news/articles/2026-02-27/openai-finalizes-110-billion-funding-at-730-billion-valuation OpenAI Raises $110 Billion as It Races Toward IPO https://www.wsj.com/tech/openai-raises-110-billion-a2a34d23 Previously on Pivot to AI: AI screws us over again: memory shortages, Crucial shutting down https://pivot-to-ai.com/2025/12/04/ai-screws-us-over-again-memory-shortages-crucial-shutting-down/ video: https://www.youtube.com/watch?v=rWNSPL6BRuY&list=UU9rJrMVgcXTfa8xuMnbhAEA The OpenAI and Nvidia $100b not-a-deal is off https://pivot-to-ai.com/2026/02/05/the-openai-and-nvidia-100b-not-a-deal-is-off/ video: https://www.youtube.com/watch?v=JSUjc6XR_Vk&list=UU9rJrMVgcXTfa8xuMnbhAEA Get your war on: AI chatbots in the kill chain https://pivot-to-ai.com/2026/03/02/get-your-war-on-ai-chatbots-in-the-kill-chain/ video: https://www.youtube.com/watch?v=_lLpB-VaN_U&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

what if Anthropic and OpenAI were both bad https://pivot-to-ai.com/2026/03/02/get-your-war-on-ai-chatbots-in-the-kill-chain/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: Anthropic-Pentagon Clash Over Limits on AI Puts $200 Million Contract at Risk https://www.wsj.com/tech/ai/anthropic-ai-defense-department-contract-947d5f33 Exclusive: Pentagon threatens Anthropic punishment https://www.axios.com/2026/02/16/anthropic-defense-department-relationship-hegseth Pentagon Gives A.I. Company an Ultimatum https://www.nytimes.com/2026/02/24/us/politics/pentagon-anthropic.html How Talks Between Anthropic and the Defense Dept. Fell Apart https://www.nytimes.com/2026/03/01/technology/anthropic-defense-dept-openai-talks.html Inside Anthropic's Killer-Robot Dispute With the Pentagon https://www.theatlantic.com/technology/2026/03/inside-anthropics-killer-robot-dispute-with-the-pentagon/686200/ This week, Anthropic delivered a master class in arrogance and betrayal https://x.com/SecWar/status/2027507717469049070 Statement on the comments from Secretary of War Pete Hegseth https://www.anthropic.com/news/statement-comments-secretary-war OpenAI Reaches A.I. Agreement With Defense Dept. After Anthropic Clash https://www.nytimes.com/2026/02/27/technology/openai-agreement-pentagon-ai.html Tonight, we reached an agreement with the Department of War to deploy our models in their classified network https://x.com/sama/status/2027578652477821175 Anthropic's Claude Goes Down Amid 'Unprecedented Demand' https://www.bloomberg.com/news/articles/2026-03-02/anthropic-s-claude-chatbot-goes-down-for-thousands-of-users Full interview: Anthropic CEO responds to Trump order, Pentagon clash https://www.youtube.com/watch?v=MPTNHrq_4LU&list=UU9rJrMVgcXTfa8xuMnbhAEA Statement from Dario Amodei on our discussions with the Department of War https://www.anthropic.com/news/statement-department-of-war U.S. Strikes in Middle East Use Anthropic, Hours After Trump Ban https://www.wsj.com/livecoverage/iran-strikes-2026/card/u-s-strikes-in-middle-east-use-anthropic-hours-after-trump-ban-ozNO0iClZpfpL7K7ElJ2 Previously on Pivot to AI: Military AI: I'm from the government and EXTERMINATE EXTERMINATE https://pivot-to-ai.com/2024/08/09/military-ai-im-from-the-government-and-exterminate-exterminate/ Department of Defense goes to war by AI chatbot https://pivot-to-ai.com/2025/12/10/department-of-defense-goes-to-war-by-ai-chatbot/ video: https://www.youtube.com/watch?v=KPh9dirnYeA&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

how does this keep happening https://pivot-to-ai.com/2026/02/27/copilot-insecure-and-unhelpful-but-oh-those-influencers/ - blog post  Patreon: https://www.patreon.com/davidgerard (get in with the cool kids) Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: Microsoft says bug causes Copilot to summarize confidential emails https://www.bleepingcomputer.com/news/microsoft/microsoft-says-bug-causes-copilot-to-summarize-confidential-emails/ Microsoft 365 Alert – Service Degradation – Power BI – Users' email messages with a confidential label applied are being incorrectly processed by Microsoft 365 Copilot chat – RESOLVED https://support.nhs.net/2025/04/microsoft-365-alert-service-degradation-power-bi-users-email-messages-with-a-confidential-label-applied-are-being-incorrectly-processed-by-microsoft-365-copilot-chat/ Copilot Broke Your Audit Log, but Microsoft Won't Tell You https://pistachioapp.com/blog/copilot-broke-your-audit-log Living off Microsoft Copilot https://www.youtube.com/watch?v=FH6P288i2PE&list=UU9rJrMVgcXTfa8xuMnbhAEA An Evaluation of DWP's Microsoft 365 Copilot Trial https://www.gov.uk/government/publications/an-evaluation-of-dwps-microsoft-copilot-365-trial/an-evaluation-of-dwps-microsoft-365-copilot-trial Google and Microsoft offer lucrative deals to promote AI, but even $500,000 won't sway some creators https://www.cnbc.com/2026/02/06/google-microsoft-pay-creators-500000-and-more-to-promote-ai.html About Pivot to AI https://pivot-to-ai.com/about/ Previously on Pivot to AI: UK government productivity not enhanced by Copilot AI https://pivot-to-ai.com/2025/09/15/uk-government-productivity-not-enhanced-by-copilot-ai/ video: https://www.youtube.com/watch?v=7vIFga-QiEg&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

The AI data centre business is solid, honest https://pivot-to-ai.com/2026/02/26/blue-owl-wont-give-your-money-back-this-is-fine/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: Meta Announces Joint Venture with Funds Managed by Blue Owl Capital to Develop Hyperion Data Center https://investor.atmeta.com/investor-news/press-release-details/2025/Meta-Announces-Joint-Venture-with-Funds-Managed-by-Blue-Owl-Capital-to-Develop-Hyperion-Data-Center/default.aspx Blue Owl's Woes Expose Private Credit Risks for Retail Investors https://www.bloomberg.com/news/articles/2026-02-19/blue-owl-redemption-halt-stirs-private-credit-unease Certain Blue Owl BDCs to Sell $1.4 Billion of Assets to Institutional Investors https://www.blueowl.com/news/certain-blue-owl-bdcs-sell-14-billion-assets-institutional-investors Blue Owl private credit fund merger leaves some investors facing 20% hit https://www.ft.com/content/8c953f6d-3d30-4657-bda1-ba4c2911c8d8 Blue Owl Anxiety Rattles $1.8 Trillion Private Credit Market https://www.bloomberg.com/news/features/2026-02-22/blue-owl-redemptions-halt-intensifies-private-credit-fears Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom https://www.theinformation.com/articles/blue-owl-eyes-new-deals-pushes-deeper-ai-boom Previously on Pivot to AI: SaaSpocalypse: investors overspend badly on software companies and blame AI https://pivot-to-ai.com/2026/02/12/saaspocalypse-investors-overspend-badly-on-software-companies-and-blame-ai/ video: https://www.youtube.com/watch?v=_DYFmohEZHw&list=UU9rJrMVgcXTfa8xuMnbhAEA The AI Scare Trade — the all-purpose excuse for number go down https://pivot-to-ai.com/2026/02/17/the-ai-scare-trade-the-all-purpose-excuse-for-number-go-down/ video: https://www.youtube.com/watch?v=VBj9sBLwb3c&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

'broken slop generators' https://pivot-to-ai.com/2026/02/25/accenture-youre-promoted-or-fired-on-using-the-ai/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: Accenture Fourth Quarter Fiscal 2025 Financial Results: Conference Call Transcript (PDF) https://investor.accenture.com/~/media/Files/A/Accenture-IR-V3/quarterly-earnings/2025/q4-fy-25/accenture-fourth-quarter-fiscal-2025-conference-call-transcript.pdf $ACN Accenture Q4 2025 Earnings Conference Call https://www.youtube.com/watch?v=JKkVeCvyvsw&list=UU9rJrMVgcXTfa8xuMnbhAEA Accenture to 'exit' staff who cannot be retrained for age of AI https://www.ft.com/content/a74f8564-ed5a-42e9-8fb3-d2bddb2b8675 Accenture combats AI refuseniks by linking promotions to log-ins https://www.ft.com/content/ac672f97-a603-4c56-afa3-4a5273d45674 Accenture Acquires Advanced AI Technology to Help Communications Companies Accelerate Autonomous Network Journeys https://newsroom.accenture.com/news/2026/accenture-acquires-advanced-ai-technology-to-help-communications-companies-accelerate-autonomous-network-journeys RØDE Wireless ME https://amzn.to/46tMih3 (UK) https://amzn.to/4rDHXAo (US) Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

STOP, OPENCLAW! https://pivot-to-ai.com/2026/02/24/metas-director-of-ai-alignment-falls-for-openclaw/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: Summer Yue https://www.linkedin.com/in/yutingyue/ Nothing humbles you like telling your OpenClaw "confirm before acting" and watching it speedrun deleting your inbox https://x.com/summeryue0/status/2025774069124399363 'I had to RUN to my Mac mini like I was defusing a bomb': OpenClaw AI chose to 'speedrun' deleting Meta AI safety director's inbox due to a 'rookie error' https://www.pcgamer.com/software/ai/i-had-to-run-to-my-mac-mini-like-i-was-defusing-a-bomb-openclaw-ai-chose-to-speedrun-deleting-meta-ai-safety-directors-inbox-due-to-a-rookie-error/ Previously on Pivot to AI: Don't use AI to summarize documents — it's worse than humans in every way https://pivot-to-ai.com/2024/09/04/dont-use-ai-to-summarize-documents-its-worse-than-humans-in-every-way/ Meta buys into Scale AI in the quest for fresh data https://pivot-to-ai.com/2025/06/13/meta-buys-into-scale-ai-in-the-quest-for-fresh-data/ video: https://www.youtube.com/watch?v=JJ1DusIXIhw&list=UU9rJrMVgcXTfa8xuMnbhAEA AI doomsday and AI heaven: live forever in AI God https://pivot-to-ai.com/2025/08/17/ai-doomsday-and-ai-heaven-live-forever-in-ai-god/ video: https://www.youtube.com/watch?v=tAJIew3FAJ8&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

'eliminate the noise introduced by the AI hype' https://pivot-to-ai.com/2026/02/23/bet-against-the-bubble-goldman-sachs-non-ai-stock-index/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com The nice keyboard: https://amzn.to/4s2JTlA Send in your story tips: dgerard@gmail.com Sources: Exclusive: Goldman Sachs launches AI-free index https://www.axios.com/2026/02/20/ai-goldman-sachs-stocks-index SPXT: S&P 500 Ex-Technology ETF https://www.proshares.com/our-etfs/strategic/spxt Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

'user error, not AI error,' Amazon said https://pivot-to-ai.com/2026/02/20/amazon-web-services-vibe-codes-itself-an-outage-or-two/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Source: Amazon service was taken down by AI coding bot https://www.ft.com/content/00c282de-ed14-4acd-a948-bc8d6bdb339d Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

The most random number is 7 https://pivot-to-ai.com/2026/02/19/ai-vibe-generates-the-same-random-passwords-over-and-over/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: Deterministic or probabilistic? The psychology of LLMs as random number generators (PDF) https://arxiv.org/pdf/2502.19965 The predominance of seven and the apparent spontaneity of numerical choices (1976) https://psycnet.apa.org/record/1977-00345-001 Vibe Password Generation: Predictable by Design https://www.irregular.com/publications/vibe-password-generation Your AI-generated password isn't random, it just looks that way https://www.theregister.com/2026/02/18/generating_passwords_with_llms/ 1Password generator: https://1password.com/password-generator LastPass generator: https://www.lastpass.com/features/password-generator Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA