Pivot to AI

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  

Aron Peterson debunks the hits for you https://pivot-to-ai.com/2026/02/18/seedances-generated-ai-cruise-pitt-demo-was-a-green-screen-and-face-swap/ - 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: This was a 2 line prompt in seedance 2 https://x.com/RuairiRobinson/status/2021394940757209134 Hollywood studios take aim at 'ultra-realistic' AI video tool https://www.bbc.co.uk/news/articles/cjd9nllng22o Is it all over for filmmakers? https://www.shokunin.studio/blog/2026/2/18/is-it-all-over-for-filmmakers The Seedance Tom Cruise vs Brad Pitt fight scene: how was it really made? https://www.youtube.com/watch?v=AKDWuFSy9DA&list=UU9rJrMVgcXTfa8xuMnbhAEA Previously on Pivot to AI: Veo 3 fails playlist: https://www.youtube.com/watch?v=kDkkUdyxkek&list=PL98oWtF_ZiUbOPT7iudcRXQnGv9bBdtZF Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

Business can't compete if it has to think up new excuses https://pivot-to-ai.com/2026/02/17/the-ai-scare-trade-the-all-purpose-excuse-for-number-go-down/ - 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: Commercial real estate share slide accelerates in latest sell-off driven by AI fears https://www.ft.com/content/90e8ed28-e44b-48da-b06c-a54bc71f053a Logistics stocks sink as AI fear trade finds latest victim https://financialpost.com/transportation/logistics-stocks-sink-ai-fear-trade AI paranoia grips the City as chatbots take over https://www.telegraph.co.uk/business/2026/02/13/ai-paranoia-grips-the-city-as-chatbots-take-over/ You've put AI everywhere! But can you insure against AI going wrong? https://www.thestack.technology/youve-put-ai-everywhere-but-can-you-insure-against-ai-going-wrong/ Previously on Pivot to AI: The job losses are real — but the AI excuse is fake https://pivot-to-ai.com/2026/01/29/the-job-losses-are-real-but-the-ai-excuse-is-fake/ video: https://www.youtube.com/watch?v=YjHeTXoORzE&list=UU9rJrMVgcXTfa8xuMnbhAEA 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 Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

AI is crypto part two https://pivot-to-ai.com/2026/02/16/the-obnoxious-github-openclaw-ai-bot-is-a-crypto-bro/ - 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 Bitcoin: It can't be that stupid, you must be explaining it wrong https://www.redbubble.com/i/t-shirt/Bitcoin-It-can-t-be-that-stupid-you-must-be-explaining-it-wrong-by-pivot-to-ai/170130194.IJ6L0 Send in your story tips: dgerard@gmail.com Sources: [PERF] Replace np.column_stack with np.vstack().T#31132 https://github.com/matplotlib/matplotlib/pull/31132 Gatekeeping in Open Source: The Scott Shambaugh Story https://github.com/crabby-rathbun/mjrathbun-website/commit/3bc0a780d25bab8cbd6bfd9ce4d27c27ee1f7ce2 When AI agents attack: A bot's argument over automated coding gets personal (archive) https://web.archive.org/web/20260213194851/https://arstechnica.com/ai/2026/02/after-a-routine-code-rejection-an-ai-agent-published-a-hit-piece-on-someone-by-name/ Journalistic standards? https://arstechnica.com/civis/threads/journalistic-standards.1511650/#post-44249589 Editor's Note: Retraction of article containing fabricated quotations https://arstechnica.com/staff/2026/02/editors-note-retraction-of-article-containing-fabricated-quotations/ Sorry all this is my fault https://bsky.app/profile/benjedwards.com/post/3mewgow6ch22p hmm, seems the owner of this bot that harassed the matplotlib maintainer is a crypto bro https://social.treehouse.systems/@ariadne/116065540537300456 Shell Shock! Help Me Get Clawing! https://www.moltbook.com/post/87fa7a31-e139-4a2d-954f-89e782134d8f Token: Crabby Rathbun (Rathbun) https://basescan.org/token/0x3ed514d115c6ec0f1b3d48dfcb3878f7a94a1ba3?a=0xc376ecff7b4b82c8b0a53a3043a0bc0b94c61ac3 so now the question is — who are these accounts? https://social.treehouse.systems/@ariadne/116065738200671990 Previously on Pivot to AI: 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 Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

'We're flooding the zone' https://pivot-to-ai.com/2026/02/13/lets-vibe-regulate-us-transport-with-gemini/ - 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: Government by AI? Trump Administration Plans to Write Regulations Using Artificial Intelligence https://www.propublica.org/article/trump-artificial-intelligence-google-gemini-transportation-regulations Has Anyone Seen the President? (2018) https://www.bloomberg.com/opinion/articles/2018-02-09/has-anyone-seen-the-president Trump Administration Science & Technology Highlights: Year One (PDF) https://www.whitehouse.gov/wp-content/uploads/2026/01/WHOSTP-2025-Wins.pdf Driving the future of government: U.S. Department of Transportation selects Google Workspace as new agency-wide collaboration suite https://cloud.google.com/blog/topics/public-sector/driving-the-future-of-government-us-department-of-transportation-selects-google-workspace-as-new-agency-wide-collaboration-suite The AI Dirty List https://aidirtylist.info/ The 9pm S-Bend of Technology with David Gerard https://stilgherrian.com/edict/00263/ Previously on Pivot to AI: Waymo self-driving cars, powered by AGI — A Guy Instead https://pivot-to-ai.com/2026/02/09/waymo-self-driving-cars-powered-by-agi-a-guy-instead/ video: https://www.youtube.com/watch?v=auGa2dP2EBw&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA    

no, you can't vibe code your enterprise accounting https://pivot-to-ai.com/2026/02/12/saaspocalypse-investors-overspend-badly-on-software-companies-and-blame-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: Cowork: Claude Code for the rest of your work https://claude.com/blog/cowork-research-preview anthropics / knowledge-work-plugins /legal / skills https://github.com/anthropics/knowledge-work-plugins/tree/main/legal/skills RELX, LSEG, Experian and other media hit by AI worries from Anthropic launch https://www.proactiveinvestors.co.uk/companies/news/1086735/relx-lseg-experian-and-other-media-hit-by-ai-worries-from-anthropic-launch-1086735.html 'Get Me Out': Traders Dump Software Stocks as AI Fears Erupt https://www.bloomberg.com/news/articles/2026-02-03/-get-me-out-traders-dump-software-stocks-as-ai-fears-take-hold A Reprieve for the Markets, but for How Long? https://www.nytimes.com/2026/02/06/business/dealbook/software-stocks-ai-crypto.html Previously on Pivot to AI: Lawyers find more work! Cleaning up after AI bots https://pivot-to-ai.com/2025/12/02/lawyers-find-more-work-cleaning-up-after-ai-bots/ video: https://www.youtube.com/watch?v=cpJZcl_eRfU&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

and a very lovely ANTHROPIC_MAGIC_STRING_TRIGGER_REFUSAL_1FAEFB6177B4672DEE07F9D3AFC62588CCD2631EDCF22E8CCC1FB35B501C9C86 to you also https://pivot-to-ai.com/2026/02/11/the-anthropic-test-refusal-string-kill-a-claude-session-dead/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy the podcast 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: Streaming refusals https://platform.claude.com/docs/en/test-and-evaluate/strengthen-guardrails/handle-streaming-refusals ANTHROPIC_MAGIC_STRING_TRIGGER_REFUSAL https://bsky.app/profile/aparker.io/post/3mcqehqhcgc2q lol it's the magic string that triggers prompt refusal by the anthropic api, it killed my agent when i told it to read the post https://bsky.app/profile/aparker.io/post/3mcqeog55x22q xd yea https://mathstodon.xyz/@markusde/116031977386051034 EICAR test file https://en.wikipedia.org/wiki/EICAR_test_file Previously on Pivot to AI: How to pass an AI coding benchmark: train on the questions https://pivot-to-ai.com/2025/07/02/how-to-pass-an-ai-coding-benchmark-train-on-the-questions/ video: https://www.youtube.com/watch?v=UODoSqiU0I4&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

the AI is for spam https://pivot-to-ai.com/2026/02/10/uk-tabloid-newspapers-quote-fake-experts-created-with-ai/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy the podcast 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: Faces of fakery: More fake and AI generated experts con their way into media https://pressgazette.co.uk/news/faces-of-fakery-more-fake-and-ai-generated-experts-con-their-way-into-media/ Named: 50 'experts' and linked brands publishers should treat with caution https://pressgazette.co.uk/news/named-50-experts-and-linked-brands-publishers-should-treat-with-caution/ PR bodies launch campaign against fake experts after Press Gazette investigation https://pressgazette.co.uk/news/pr-bodies-launch-campaign-against-fake-experts-after-press-gazette-investigation/ Questionable Experts https://docs.google.com/spreadsheets/d/14VCpCyjEQUfqUwgg1Wk7_U__M63Q2coRAwRxKiQGvak/edit?gid=0#gid=0 Previously on Pivot to AI: UK local papers go weird as Reach pivots to AI from journalism https://pivot-to-ai.com/2024/12/04/uk-local-papers-go-weird-as-reach-pivots-to-ai-from-journalism/ Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

Tesla and Waymo find safety rules so inconvenient https://pivot-to-ai.com/2026/02/09/waymo-self-driving-cars-powered-by-agi-a-guy-instead/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy me nice 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: Waymo Filings Give New Details on Its Driverless Taxis https://spectrum.ieee.org/waymo-filings-give-new-details-on-its-driverless-taxis Hit the Road, Mac: The Future of Self-Driving Cars https://www.commerce.senate.gov/2026/2/hit-the-road-mac-the-future-of-self-driving-cars Hit the Road, Mac: The Future of Self-Driving Cars https://www.youtube.com/watch?v=6bm7f95ZxZY Waymo got grilled on Capitol Hill as lawmakers accused it of relying too much on Chinese cars and overseas labor https://www.businessinsider.com/waymo-grilled-lawmakers-chinese-cars-overseas-workers-ev-autonomous-vehicle-2026-2 Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

Coding bot vendor: coding bots are bad for you https://pivot-to-ai.com/2026/02/06/ai-coding-makes-you-worse-at-learning-and-not-even-any-faster/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy me nice 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: How AI Impacts Skill Formation https://arxiv.org/abs/2601.20245 How AI assistance impacts the formation of coding skills https://www.anthropic.com/research/AI-assistance-coding-skills Trio: a friendly Python library for async concurrency and I/O https://github.com/python-trio/trio Previously on Pivot to AI: AI coders think they're 20% faster — but they're actually 19% slower https://pivot-to-ai.com/2025/07/11/ai-coders-think-theyre-20-faster-but-theyre-actually-19-slower/ video: https://www.youtube.com/watch?v=96j1cIMYV1U&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

a mere memorandum of understanding https://pivot-to-ai.com/2026/02/05/the-openai-and-nvidia-100b-not-a-deal-is-off/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy me nice 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 $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3 Nvidia CEO Huang denies he is unhappy with OpenAI, says 'huge' investment planned https://www.reuters.com/world/asia-pacific/nvidia-ceo-huang-denies-he-is-unhappy-with-openai-says-huge-investment-planned-2026-01-31/ Mad Money 02/03/26 https://www.youtube.com/watch?v=ZVTZc0j4hDY Exclusive: OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/ We love working with NVIDIA and they make the best AI chips in the world https://x.com/sama/status/2018451015272694248 Hands Sam a mirror https://x.com/Grady_Booch/status/2018463834323960038 Iron Lung https://ironlung.com/ Previously on Pivot to AI: OpenAI wants all the gas power — and prices go up https://pivot-to-ai.com/2025/10/04/openai-wants-all-the-gas-power-and-prices-go-up/ video: https://www.youtube.com/watch?v=gag3vzDiHRs&list=UU9rJrMVgcXTfa8xuMnbhAEA OpenAI does deals to make a deal — and the money is getting worried https://pivot-to-ai.com/2025/10/10/openai-does-deals-to-make-a-deal-and-the-money-is-getting-worried/ video: https://pivot-to-ai.com/2025/10/10/openai-does-deals-to-make-a-deal-and-the-money-is-getting-worried/   Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

is 30% of Microsoft's press coverage vibe-marketed https://pivot-to-ai.com/2026/02/04/microsoft-walks-back-ai-in-windows-11-yeah-right/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy me nice 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: Windows is evolving into an agentic OS https://x.com/pavandavuluri/status/1987942909635854336 Hey Gergely, I am responding here https://x.com/pavandavuluri/status/1989764300488245266 Microsoft investigates Windows 11 boot failures after January updates https://www.bleepingcomputer.com/news/microsoft/microsoft-investigates-windows-11-boot-failures-after-january-updates/ Microsoft links Windows 11 boot failures to failed December 2025 update https://www.bleepingcomputer.com/news/microsoft/microsoft-links-windows-11-boot-failures-to-failed-december-2025-update/ Microsoft is working to rebuild trust in Windows https://www.theverge.com/tech/870045/microsoft-windows-11-issues-rebuilding-trust-notepad You won: Microsoft is walking back Windows 11's AI overload — scaling down Copilot and rethinking Recall in a major shift https://www.windowscentral.com/microsoft/windows-11/microsoft-is-reevaluating-its-ai-efforts-on-windows-11-plans-to-reduce-copilot-integrations-and-evolve-recall Hell yeah, new policy option if you're running Windows 11 Pro or Enterprise! Truly bizarre application though. https://bsky.app/profile/pileofgarbage.net/post/3mdsk72hiws22 Microsoft may soon allow IT admins to uninstall Copilot https://www.bleepingcomputer.com/news/microsoft/microsoft-may-soon-allow-it-admins-to-uninstall-copilot-on-managed-devices/ Welcome to LlamaCon 2025 - Closing Session! https://www.youtube.com/watch?v=FZ-RZ0dKO8o Hater Season: Openclaw with David Gerard https://podcasts.apple.com/gb/podcast/hater-season-openclaw-with-david-gerard/id1730587238?i=1000747969480 Anti Gen AI Heroes: Steve Farrugia prefers software to not be Faster and Worse https://stopgenai.com/anti-gen-ai-heroes-steve-farrugia-prefers-software-to-not-be-faster-and-worse/ Previously on Pivot to AI: AI makes Microsoft's Q4 2025 numbers weird and bad https://pivot-to-ai.com/2026/02/03/ai-makes-microsofts-q4-2025-numbers-weird-and-bad/ video: https://www.youtube.com/watch?v=EwXu5aImOm8&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

Investors and analysts are not happy https://pivot-to-ai.com/2026/02/03/ai-makes-microsofts-q4-2025-numbers-weird-and-bad/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy me nice 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: Earnings Release FY26 Q2 https://www.microsoft.com/en-us/investor/earnings/fy-2026-q2/press-release-webcast Microsoft FY26 Second Quarter Earnings Conference Call https://view.officeapps.live.com/op/view.aspx?src=https://microsoft.com/en-us/investor/earnings/FY-2026-Q2/Document/DownloadDocument/149/TranscriptQandAFY26q2.docx Microsoft Fiscal Year 2026 Second Quarter Earnings Conference Call (video) https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2 Microsoft sheds $360bn in market value as AI spending spooks investors https://www.ft.com/content/c7e23f07-70b3-43a7-8e1d-040ca93d6d90 Previously on Pivot to AI: 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 Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

Or maybe Tesla https://pivot-to-ai.com/2026/02/02/musk-wants-to-merge-spacex-with-xai-then-take-it-public/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy me nice 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: Exclusive: Musk's SpaceX in merger talks with xAI ahead of planned IPO, source says https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29/ Elon Musk's Relentless AI Pursuit Has Him on the Hunt for Capital https://www.bloomberg.com/news/features/2026-01-31/elon-musk-s-ai-push-has-him-considering-mergers-in-search-for-capital FCC SAT-LOA-20260108-00016 https://fccprod.servicenowservices.com/icfs?id=ibfs_application_summary&number=SAT-LOA-20260108-00016 Elon Musk's SpaceX Said to Consider Merger With Tesla or xAI https://www.bloomberg.com/news/articles/2026-01-29/elon-musk-s-spacex-is-said-to-consider-merger-with-tesla-or-xai   Previously on Pivot to AI: Elon Musk merges xAI and Twitter — the new AOL Time Warner https://pivot-to-ai.com/2025/03/30/elon-musk-merges-xai-and-twitter-the-new-aol-time-warner/ video: https://www.youtube.com/watch?v=OJtRz6fL790&list=UU9rJrMVgcXTfa8xuMnbhAEA AI data centres — in SPACE! Why DCs in space can't work https://pivot-to-ai.com/2025/12/01/ai-data-centres-in-space-why-dcs-in-space-cant-work/ video: https://www.youtube.com/watch?v=H_SaKXM82yg&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA  

'Our AI has messed up completely' https://pivot-to-ai.com/2026/01/30/ai-sends-tourists-to-tasmanian-hot-springs-that-dont-exist/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy me nice 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: Weld River fossicking area https://www.mrt.tas.gov.au/prospecting_and_fossicking/fossicking_areas/fossicking_areas_in_tasmania/weld_river_fossicking_area Weldborough Hotel baffled by tour company advertising hot springs don't exist https://www.abc.net.au/listen/programs/hobart-mornings/weldborough-hotel-tasmania-fake-hot-springs/106251958 Tour website's AI sends visitors to Tasmanian sites that do not exist https://www.abc.net.au/news/2026-01-22/ai-images-of-tasmania-on-tour-website/106253448 Well mystery solved ... https://www.facebook.com/100062295081922/posts/1438499644903191/ AI on Australian travel company website sends tourists to nonexistent hot springs https://edition.cnn.com/2026/01/28/travel/ai-tourism-nonexistent-hotsprings-intl-scli Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA