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Pivot to AI

David Gerard

The latest foolishness from the AI bubble, every weekday. It can't be that stupid, you must be prompting it wrong.

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Yesterday · 4 min
20260922 - US nearly attacks Chinese ship based on AI hallucination
the existential risk from AI: stupid people https://pivot-to-ai.com/2026/09/22/us-nearly-attacks-chinese-ship-based-on-ai-hallucination/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: Exclusive: US military had close call after using AI for false intelligence report, sources say https://edition.cnn.com/2026/09/18/politics/us-military-ai-false-intelligence-china-ship Reed, Warner & Coons Seek Investigation into Faulty AI-Assisted Intelligence & Operations https://www.reed.senate.gov/news/releases/reed-warner-and-coons-seek-investigation-into-faulty-ai-assisted-intelligence_operations Previously on Pivot to AI: 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 Extras: Ghost in the Machine on PBS (US) https://www.youtube.com/watch?v=dLQzVLtvdv8&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Monday · 4 min
20260921 - When the AI slop is bad enough the AI CEO notices
Tobias Lütke from Shopify blames the humans in the loop https://pivot-to-ai.com/2026/09/21/tobias-lutke-shopify-when-the-ai-slop-is-bad-enough-the-ai-ceo-notices/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: I heard this internal memo of mine is being leaked right now, so here it is https://x.com/tobi/status/1909231499448401946 Shopify CEO: The Skills AI Makes More Valuable https://www.youtube.com/watch?v=G9P9D9hptq8&list=UU9rJrMVgcXTfa8xuMnbhAEA Shopify CEO says employees' 'slop grenades' are making more work for everyone else https://fortune.com/2026/09/17/shopify-tobias-lutke-ai-slop-grenades/ "Slop Grenades": Shopify CEO Who Pushed Staff to Use AI Is Now Horrified by What He's Wrought https://futurism.com/artificial-intelligence/shopify-ceo-ai-workplace-staff-horrified-backfire Extras: Ghost in the Machine on PBS (US) https://www.youtube.com/watch?v=dLQzVLtvdv8&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Friday · 3 min
20260918 - Scottish Parliament passes AI data centre pause
Scottish Parliament passes AI data centre pause https://pivot-to-ai.com/2026/09/18/scottish-parliament-passes-ai-data-centre-pause/ - blog post No to a full moratorium Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: Hyperscale Data Centres https://www.parliament.scot/chamber-and-committees/votes-and-motions/S7M-01177 Direction for new data centres https://www.gov.scot/news/direction-for-new-data-centres/ Multi-gigawatt data centre announced for Aberdeen https://aprs.scot/news/multi-gigawatt-data-centre-announced-for-aberdeen/ What the AI data centre pause means for the SNP and the Greens https://www.thenational.scot/news/26556964.ai-data-centre-pause-means-snp-greens/ Campaigners 'won't stop' until moratorium announced on AI data centres https://www.independent.co.uk/news/uk/home-news/john-swinney-scottish-parliament-scottish-government-scotland-government-b3044217.html Extras: Ghost in the Machine on PBS (US) https://www.youtube.com/watch?v=dLQzVLtvdv8&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Thursday · 3 min
20260917 - AI data centre fires overwhelm emergency responders
Keep the home fires from burning https://pivot-to-ai.com/2026/09/17/ai-data-centre-fires-overwhelm-emergency-responders/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: Chief: Lake Mariner fire exposed safety concerns https://www.lockportjournal.com/news/local_news/chief-lake-mariner-fire-exposed-safety-concerns/article_2331341f-cacb-447d-b520-e04c2e930a6e.html Columbus-area township officials bemoan data center drain on emergency response resources https://eu.dispatch.com/story/news/local/2025/09/24/data-center-drain-on-townships-defended-as-good-for-economy/86094661007/ Lithium-ion batteries are reshaping data centers, fire safety must keep pace https://www.datacenterdynamics.com/en/opinions/lithium-ion-batteries-are-reshaping-data-centers-fire-safety-must-keep-pace/ Extras: Ghost in the Machine on PBS (US) https://www.youtube.com/watch?v=dLQzVLtvdv8&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
September 16 · 4 min
20260916 - ChatGPT ads: media agencies are 'underwhelmed'
ads for people who block ads https://pivot-to-ai.com/2026/09/16/chatgpt-ads-media-agencies-are-underwhelmed/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: Inside the ChatGPT Ads Beta: What Australia's early tests reveal about the future of AI advertising https://www.adnews.com.au/opinion/inside-the-chatgpt-ads-beta-what-australia-s-early-tests-reveal-about-the-future-of-ai-advertising Media agencies underwhelmed by Chat GPT Ads performance https://www.adnews.com.au/news/media-agencies-underwhelmed-by-chat-gpt-ads-performance Industry calling for independent measurement of ChatGPT and Gemini: IAB https://mumbrella.com.au/industry-calling-for-independent-measurement-of-chatgpt-and-gemini-iab-935507 ChatGPT advertising hits $US1 billion in annualised revenue https://www.adnews.com.au/news/chatgpt-advertising-hits-us1-billion-in-annualised-revenue Reimagining advertising with AI https://openai.com/index/reimagining-advertising-with-ai/ Extras: Ghost in the Machine on PBS (US) https://www.youtube.com/watch?v=dLQzVLtvdv8&list=UU9rJrMVgcXTfa8xuMnbhAEA Previously on Pivot to AI: OpenAI tries ads in ChatGPT — but it won't save them https://pivot-to-ai.com/2026/04/29/openai-tries-ads-in-chatgpt-but-it-wont-save-them/ video: https://www.youtube.com/watch?v=BEI5N3U3Mqo&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
September 15 · 7 min
20260915 - Jensen claims 100× returns on Nvidia's circular financing
Not a Ponzi scheme https://pivot-to-ai.com/2026/09/15/jensen-claims-100x-returns-on-nvidias-circular-financing/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: Goldman Sachs Communacopia + Technology Conference 2026 https://stockanalysis.com/stocks/nvda/transcripts/740955-goldman-sachs-communacopia-technology-conference-2026/ Don't Look Up https://www.wheresyoured.at/dont-look-up/ Nvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are 'investable asset' https://www.cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html NVIDIA AI Factory Compute Is Becoming an Investable Asset Class https://x.com/jensenhuang/status/2086934705207959965 Extras: 1/200 Bonus E23: The AI Scam and the Coming Crash https://www.1of200.nz/podcast/1200-bonus-e23-the-ai-scam-and-the-coming-crash Ghost in the Machine on PBS (US) https://www.youtube.com/watch?v=dLQzVLtvdv8&list=UU9rJrMVgcXTfa8xuMnbhAEA Previously on Pivot to AI: Nvidia Q2 2024 earnings: the market is still on crack https://pivot-to-ai.com/2024/09/01/nvidia-q2-2024-earnings-the-market-is-still-on-crack/ AI slowdown: The only AI guardrails you need are Trump, apparently https://pivot-to-ai.com/2026/09/14/9023/ video: https://www.youtube.com/watch?v=6Y5SpNLoRsY&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
September 14 · 7 min
20260914 - AI slowdown: The only AI guardrails you need are Trump, apparently
we're not running out of money, no no https://pivot-to-ai.com/2026/09/14/9023/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: We Must Pace the Frontier https://darioamodei.com/post/we-must-pace-the-frontier Extended Interview: Dario Amodei https://www.youtube.com/watch?v=hQR_VJF6ukk OpenAI boss and Elon Musk back calls to put brakes on 'reckless' AI development https://www.theguardian.com/technology/2026/sep/13/openai-sam-altman-elon-musk-back-anthropic-calls-brakes-ai-development Altman: AI Beyond Human Control "Absolutely" Possible, Vows Safeguards https://www.youtube.com/watch?v=2my-NU6LuCM AI getting more powerful 'by the day' and kill switch should be required, tech boss tells BBC https://www.bbc.co.uk/news/live/cm70d91rg7l4t Prototype AGREEMENT (PDF) https://drive.google.com/file/d/1Ek-xpuaXUURWkpTdfXBB2C60tnmZgZOK/view Extras: Ghost in the Machine on PBS (US) https://www.youtube.com/watch?v=dLQzVLtvdv8 Previously on Pivot to AI: Strawberry fields forever — delving into OpenAI's new 'o1' model https://pivot-to-ai.com/2024/09/13/strawberry-fields-forever-openais-new-o1-model/ OpenAI, Google, Anthropic admit they can't scale up their chatbots any further https://pivot-to-ai.com/2024/11/14/openai-google-anthropic-admit-they-cant-scale-up-their-chatbots-any-further/ 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 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 Jacob Coxon: how to run an AI doomsday media campaign https://pivot-to-ai.com/2026/09/10/jacob-coxon-how-to-run-an-ai-doomsday-media-campaign/ video: https://www.youtube.com/watch?v=F3IoTZNN6iM&list=UU9rJrMVgcXTfa8xuMnbhAEA OpenAI IPO proceeds — even as CFO says the company is 'not ready' https://pivot-to-ai.com/2026/04/08/openai-ipo-proceeds-even-as-cfo-says-the-company-is-not-ready/ video: https://www.youtube.com/watch?v=dJGHXdcVzYc&list=UU9rJrMVgcXTfa8xuMnbhAEA OpenAI loses even more executives ahead of the alleged IPO https://pivot-to-ai.com/2026/08/26/openai-loses-even-more-executives-ahead-of-the-alleged-ipo/ video: https://www.youtube.com/watch?v=_EVSFYPcZ14&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
September 11 · 41 min
20260911 - Valerie Veatch: Ghost in the Machine: AI as eugenics
Coming to PBS Monday 14 September! Ghost in the Machine https://notaidoc.com/ Rent online at Kinema https://kinema.com/films/ghost-in-the-machine-pvxg4p Interview transcript for patrons https://www.patreon.com/davidgerard/posts/valerie-veatch-169276798 Pivot to AI Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
September 10 · 6 min
20260910 - Jacob Coxon: how to run an AI doomsday media campaign
to keep you talking about Skynet — not the data centre down the road https://pivot-to-ai.com/2026/09/10/jacob-coxon-how-to-run-an-ai-doomsday-media-campaign/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: I resigned from Anthropic today https://x.com/hilbertspaess/status/2097476196791709843 Anthropic Researcher Quits Over 'Out-of-Control' AI Fears https://www.wsj.com/tech/ai/anthropic-researcher-quits-over-out-of-control-ai-fears-707b7628 Anthropic Researcher Quits Over 'Out-of-Control' AI Fears (archive of 8 September) http://archive.today/2026.09.09-115719/https://www.wsj.com/tech/ai/anthropic-researcher-quits-over-out-of-control-ai-fears-707b7628 AI could kill all humans in next decade, warn experts: but how seriously should we take them? https://www.theguardian.com/technology/2026/sep/09/ai-superintelligence-risks-warnings-scientists-politicians Extras: Valerie Veatch interview for Patreon (video and podcast) https://www.patreon.com/davidgerard/posts/ghost-in-machine-168979850 Valerie Veatch interview for YouTube https://www.youtube.com/watch?v=3WZpRQQfX00 Previously on Pivot to AI: The AI doomsday cult recruits social media influencers https://pivot-to-ai.com/2026/08/06/the-ai-doomsday-cult-recruits-social-media-influencers/ video: https://www.youtube.com/watch?v=PbZgAQD61xY&list=UU9rJrMVgcXTfa8xuMnbhAEA Your guide to astroturf fake anti-AI groups https://pivot-to-ai.com/2026/09/02/your-guide-to-astroturf-fake-anti-ai-groups/ video: https://www.youtube.com/watch?v=SWyDio3Udlg&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
September 9 · 5 min
20260909 - Microsoft Vibe Gaming: an AI to play your games for you
Microsoft literally titled the blog post 'Vibe Gaming' https://pivot-to-ai.com/2026/09/09/microsoft-vibe-gaming-an-ai-to-play-your-games-for-you/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: Vibe Gaming https://www.microsoft.com/en-us/research/project/project-vega/ Beyond Pixel Histories: World Models with Persistent 3D State (PDF) https://arxiv.org/pdf/2603.03482 Luanti removed from Google Play due to baseless AI copyright notice https://blog.luanti.org/2026/08/27/luanti-dmca-tracer-ai/ Minecraft Shows Why Game Cloning Can Be a Good Thing https://www.vox.com/2014/9/17/11630962/minecraft-shows-why-game-cloning-can-be-a-good-thing Microsoft/TracerAI withdraws copyright takedown against Luanti https://blog.luanti.org/2026/09/08/dmca-rescinded/ Empowering Creators and Players With Muse, a Generative AI Model for Gameplay https://news.xbox.com/en-us/2025/02/19/muse-ai-xbox-empowering-creators-and-players/ Extras: Valerie Veatch interview for Patreon (video and podcast) https://www.patreon.com/davidgerard/posts/ghost-in-machine-168979850 Valerie Veatch interview for YouTube https://www.youtube.com/watch?v=3WZpRQQfX00 Previously on Pivot to AI: Microsoft Copilot for Games: an AI Clippy for your Xbox https://pivot-to-ai.com/2025/03/15/microsoft-copilot-for-games-an-ai-clippy-for-your-xbox/ video: https://www.youtube.com/watch?v=dI1ZLKM2t0k&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
September 8 · 4 min
20260908 - Students who don't use AI are ahead on every measure
'equivalent to being around one year of schooling ahead of their peers' https://pivot-to-ai.com/2026/09/08/students-who-dont-use-ai-are-ahead-on-every-measure/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: PISA 2025 Results (Volume I) Summary https://www.oecd.org/en/publications/pisa-2025-results-volume-i_73451bc5-en.html PISA 2025 Results (Volume I) (PDF) https://www.oecd.org/content/dam/oecd/en/publications/reports/2026/09/pisa-2025-results-volume-i_5265bfb1/73451bc5-en.pdf Extras: Valerie Veatch interview for Patreon (video and podcast) https://www.patreon.com/davidgerard/posts/ghost-in-machine-168979850 Valerie Veatch interview for YouTube https://www.youtube.com/watch?v=3WZpRQQfX00 Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
September 7 · 8 min
20260907 - AI data centre finance: building a bigger and bigger bomb
when half of economic "growth" is fake https://pivot-to-ai.com/2026/09/07/ai-data-centre-finance-building-a-bigger-and-bigger-bomb/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Logitech MX Brio Ultra HD 4K Collaboration and Streaming Webcam (Graphite) https://amzlinks.in/B08KWILxJ (UK) https://amzn.to/4iQCZP4 (US) Sources: From resilience to robustness? https://www.bis.org/publications/aer-2026-0 The multiplying risks of financing data centres https://www.ft.com/content/9cb63980-cd43-419d-a7e5-42039b9fd01e Are credit rating agencies getting fed up with hyperscalers? https://www.ft.com/content/623c286b-c973-4488-83f3-97e9016e85f6 Previously on Pivot to AI: 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://www.youtube.com/watch?v=YLvT2k9qmA0&list=UU9rJrMVgcXTfa8xuMnbhAEA Banks turn data centre loans into 2008-style financial time bombs https://pivot-to-ai.com/2026/05/11/banks-turn-data-centre-loans-into-2008-style-financial-time-bombs/ video: https://www.youtube.com/watch?v=LuBlliJ8QMU&list=UU9rJrMVgcXTfa8xuMnbhAEA Data centres get too hot for Texas politicians https://pivot-to-ai.com/2026/08/18/data-centres-get-too-hot-for-texas-politicians/ video: https://www.youtube.com/watch?v=KfAJWeIoucM&list=UU9rJrMVgcXTfa8xuMnbhAEA Everybody hates the AI, more and more https://pivot-to-ai.com/2026/08/25/everybody-hates-the-ai-more-and-more/ video: https://www.youtube.com/watch?v=ABcEse_MEtk&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
September 4 · 6 min
20260904 - OpenAI: GPT-6 is totally Artificial General Intelligence, guys
Never mind the IPO, here's the AGI https://pivot-to-ai.com/2026/09/04/openai-gpt-6-is-totally-artificial-general-intelligence-guys/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: GPT-6 Astra: A new generation of intelligence https://openai.com/index/gpt-6-astra/ GPT-6 Astra System Card https://deploymentsafety.openai.com/gpt-6-astra/safety-overview-gpt-6-astra OpenAI's next big AI model has 'entered the AGI era' https://www.theverge.com/ai-artificial-intelligence/989601/openai-gpt-6-astra-release OpenAI hails 'new era of artificial general intelligence' with Astra model release https://www.theguardian.com/technology/2026/sep/03/openai-artificial-general-intelligence-astra-release OpenAI agents hijacked German website before Hugging Face hack, report claims https://www.bbc.co.uk/news/articles/ckg725z5kgzo Previously on Pivot to AI: OpenAI o3 beats FrontierMath — because OpenAI funded the test and had access to the questions https://pivot-to-ai.com/2025/01/20/openai-o3-beats-frontiermath-because-openai-funded-the-test-and-had-access-to-questions/ AI benchmarks are self-promoting trash — but regulators keep using them https://pivot-to-ai.com/2025/02/25/ai-benchmarks-are-self-promoting-trash-but-regulators-keep-using-them/ 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 Claude Mythos: the AI hacking model too good to release! Allegedly https://pivot-to-ai.com/2026/04/09/claude-mythos-the-ai-hacking-model-too-good-to-release-allegedly/ video: https://www.youtube.com/watch?v=-c1DC-gNizQ&list=UU9rJrMVgcXTfa8xuMnbhAEA OpenAI loses even more executives ahead of the alleged IPO https://pivot-to-ai.com/2026/08/26/openai-loses-even-more-executives-ahead-of-the-alleged-ipo/ video: https://www.youtube.com/watch?v=_EVSFYPcZ14&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
September 3 · 5 min
20260903 - UK AI medical transcription is dangerous and doesn't work
but it sure saves on staff! https://pivot-to-ai.com/2026/09/03/uk-ai-medical-transcription-is-dangerous-and-doesnt-work/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: Adopting ambient scribing products in health and care settings https://digital.nhs.uk/services/ambient-scribing Doctors' AI scribes get names of drugs and diagnoses wrong, NHS watchdog warns https://www.theguardian.com/society/2026/aug/31/doctors-ai-scribes-get-names-of-drugs-and-diagnoses-wrong-nhs-watchdog-warns The double-edged sword: AI Scribes in an overstretched NHS https://bjgplife.com/the-double-edged-sword-ai-scribes-in-an-overstretched-nhs/ GPs are urged to report all AI inaccuracies to medicine regulator https://www.bmj.com/content/390/bmj.r1694.full MHRA clarifies regulatory status of ambient voice technologies used in the NHS https://www.gov.uk/government/news/mhra-clarifies-regulatory-status-of-ambient-voice-technologies-used-in-the-nhs RCP expresses concern over MHRA decision not to regulate all automated voice technologies as medical devices https://www.rcp.ac.uk/news-and-media/news-and-opinion/rcp-expresses-concern-over-mhra-decision-not-to-regulate-all-automated-voice-technologies-as-medical-devices/ Frustrated GP patients hang up as Yorkshire accent baffles AI receptionist https://www.theguardian.com/society/2026/aug/20/yorkshire-rotherham-ai-gp-receptionist-cannot-understand-accent Tech Report: AI Bubble: 'AI's use case is work that shouldn't be done' https://www.youtube.com/watch?v=vkIn0Xh0Ld8&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
September 2 · 10 min
20260902 - Your guide to astroturf fake anti-AI groups
funded by AI vendors and Effective Altruist cultists https://pivot-to-ai.com/2026/09/02/your-guide-to-astroturf-fake-anti-ai-groups/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Stop Gen AI Open House video meet https://stopgenai.com/open/ Sources: The AI Backlash Gets Professional https://www.theatlantic.com/technology/2026/08/irreplaceable-climate-activists-ai-backlash/688404/ Irreplaceable Careers https://irreplaceable.org/careers I'm working with a really special group of people to build a grassroots movement to ensure AI benefits us all https://www.linkedin.com/posts/tristanzucker_im-working-with-a-really-special-group-of-activity-7493054288357638145-QIbB/ Distributed Organizer Contractor https://tally.so/r/WObr6v Stop the billionaire race to replace humanity https://action.eko.org/a/support-pro-human-ai-0 The Pro-Human AI Declaration (PDF) https://futureoflife.org/wp-content/uploads/2026/01/pro-human-ai-declaration.pdf Elon Musk-funded nonprofit run by MIT professor offered to finance Swedish pro-nazi group https://expo.se/nyhet/elon-musk-funded-nonprofit-run-mit-professor-offered-finance-swedish-pro-nazi-group/ The reality is there is a race between people who are trying to build a God-like entity that will basically most likely kill everyone, and us https://bsky.app/profile/pauseai.bsky.social/post/3m6wu3kb7qv2p QuitGPT https://quitgpt.org/ Previously on Pivot to AI: Ineffective altruism — FTX and the future robot apocalypse https://davidgerard.co.uk/blockchain/2023/02/06/ineffective-altruism-ftx-and-the-future-robot-apocalypse/ Vox: Arts funding is an outrage! Averting AI doom is much more effective altruism https://pivot-to-ai.com/2024/12/12/vox-arts-funding-is-an-outrage-averting-ai-doom-is-much-more-effective-altruism/ How Sam Altman got fired from OpenAI in 2023: not being an AI doom crank (and lying a lot) https://pivot-to-ai.com/2025/04/06/how-sam-altman-got-fired-from-openai-in-2023-not-being-an-ai-doom-crank-and-lying-a-lot/ video: https://www.youtube.com/watch?v=xlrBjeAtJUk&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 The AI doomsday cult recruits social media influencers https://pivot-to-ai.com/2026/08/06/the-ai-doomsday-cult-recruits-social-media-influencers/ video: https://www.youtube.com/watch?v=PbZgAQD61xY&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
September 1 · 5 min
20260901 - Romania's new data centre for 'AI and quantum'
we can't tell you where the $1b is coming from https://pivot-to-ai.com/2026/09/01/romanias-new-data-centre-for-ai-and-quantum/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: Primul centru de date din lume cu Inteligență Artificială Cuantică se construiește în România, de către o companie americană https://www.senat.ro/StiriSenatDetaliu.aspx?ID=EE858458-CEC4-4A35-AE79-9AF3931B6845 DriverAI, compania americană care ar vrea să ridice un "centru de date cuantic" de un miliard de dolari la Cluj a făcut până acum aplicaţii de cumpărături. Ce arată datele publice despre companie https://www.zf.ro/business-hi-tech/driverai-compania-americana-care-ar-vrea-sa-ridice-un-centru-de-date-23164175 Sub Pământ SRL: Centrul de Date Quantum AI de la Luna va fi construit în subteran pe malul Arieșului https://pressone.ro/sub-pamant-srl-centrul-de-date-quantum-ai-de-la-luna-va-fi-construit-in-subteran-pe-malul-ariesului DriverAI Advances Plans for Romania's First Quantum AI Data Centre in Luna, Cluj County (PDF) https://driverai.io/documents/DriverAI_Press_Release_27_May_26.pdf 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 Quantum computing doesn't need to exist to make venture capital deals https://pivot-to-ai.com/2026/07/08/quantum-computing-doesnt-need-to-exist-to-make-venture-capital-deals/ video: https://www.youtube.com/watch?v=zDNNwLBiv-Y&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
August 31 · 7 min
20260831 - China tries to kickstart a bubble in humanoid robots
financial kayfabe is all you need https://pivot-to-ai.com/2026/08/31/china-tries-to-kickstart-a-bubble-in-humanoid-robots/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: Moonshot AI targets August 27 closing for pre-IPO round ahead of Hong Kong filing https://kr-asia.com/moonshot-ai-targets-august-27-closing-for-pre-ipo-round-ahead-of-hong-kong-filing China fast tracks humanoid robots and embodied AI into industry under nationwide programme https://www.scmp.com/economy/china-economy/article/3356629/china-fast-tracks-humanoid-robots-and-embodied-ai-industry-under-nationwide-programme Chinese humanoid robot maker surges 600% in trading debut https://www.ft.com/content/14cd8246-7fb1-4f8f-81b4-8de11ced79e5 Humanoid robots don't deserve their superhuman valuations https://www.ft.com/content/ba2a65de-7b9a-4938-bde6-91d41722ea08 Who is really buying China's humanoid robots? https://www.ft.com/content/26735a23-315f-47ef-8cf2-6c6ea9713998 China Humanoid Makers Hold 97% of Global Shipments, Report Says https://www.bloomberg.com/news/articles/2026-08-10/china-humanoid-makers-hold-97-of-global-shipments-report-says Humanoids: A $5 Trillion Market https://www.morganstanley.com/insights/articles/humanoid-robot-market-5-trillion-by-2050 Here Are Morgan Stanley's Top Stock Picks For Investing In The Metaverse https://www.forbes.com/sites/sergeiklebnikov/2021/11/16/here-are-morgan-stanleys-top-stock-picks-for-investing-in-the-metaverse/ Luxury NFTs could become a $56 billion market by 2030 and could see 'dramatically' increased demand thanks to the metaverse, Morgan Stanley says https://markets.businessinsider.com/news/currencies/luxury-nfts-metaverse-56-billion-market-revenue-2030-morgan-stanley-2021-11 Previously on Pivot to AI: China massively overbuilds empty AI data centres https://pivot-to-ai.com/2025/04/04/china-massively-overbuilds-empty-ai-data-centres/ video: https://www.youtube.com/watch?v=uH39J3rUAmE&list=UU9rJrMVgcXTfa8xuMnbhAEA Figure AI's BotQ humanoid robot is an investor demo, not a product https://pivot-to-ai.com/2025/08/01/figure-ais-botq-humanoid-robot-is-an-investor-demo-not-a-product/ video: https://www.youtube.com/watch?v=O7sr8e0GpSE&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
August 28 · 50 min
20260828 - Ketan Joshi: AI versus the climate
the AI bubble as fossil fuel marketing Cleaned-up transcript for patrons https://www.patreon.com/davidgerard/posts/ketan-joshi-167955606 Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Links: Google's exponential path to climate-wrecking digital bloat https://ketanjoshi.co/2026/07/01/googles-exponential-path-to-climate-wrecking-digital-bloat/ The life and death of Microsoft's Moonshot (2025) https://ketanjoshi.co/2025/05/31/the-life-and-death-of-microsofts-moonshot/ Moss Vale locals oppose plans for gas-fired power plant to run data centres https://www.abc.net.au/news/2026-05-26/moss-vale-locals-oppose-plans-gas-powered-data-centres/106718446 Stop The Gas Plant https://stopthegasplant.com/ Ketan Joshi: Website: https://ketanjoshi.co Bluesky: https://bsky.app/profile/ketanjoshi.co Mastodon: https://climatejustice.social/@ketan LinkedIn: https://www.linkedin.com/in/ketanjoshi1/recent-activity/all/ Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
August 27 · 4 min
20260827 - Your AGENTS.md file doesn't actually do anything
except cost you more tokens https://pivot-to-ai.com/2026/08/27/your-agents-md-file-doesnt-actually-do-anything/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Name read (Patreon) https://www.patreon.com/davidgerard/posts/august-patron-in-167751828 Name read (YouTube) email dgerard@gmail.com Ketan Joshi interview (YouTube members) https://www.youtube.com/watch?v=GiO34-6ZR0s Ketan Joshi interview (Patreon, podcast and video) https://www.patreon.com/davidgerard/posts/ketan-joshi-167222572 Sources: How Claude remembers your project https://code.claude.com/docs/en/memory Evaluating AGENTS.md: Are Repository-Level Context Files Helpful for Coding Agents? (PDF) https://arxiv.org/pdf/2602.11988 I've maintained a CLAUDE.md file for about 3 months now across two projects https://www.reddit.com/r/programming/comments/1r89c8e/evaluating_agentsmd_are_repositorylevel_context/o69zp26/ Previously on Pivot to AI: Claude Code codebase is leaked https://pivot-to-ai.com/2026/04/01/claude-code-codebase-is-leaked/ video: https://www.youtube.com/watch?v=OpkyF-ugVq4&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
August 26 · 6 min
20260826 - OpenAI loses even more executives ahead of the alleged IPO
who needs data centres anyway https://pivot-to-ai.com/2026/08/26/openai-loses-even-more-executives-ahead-of-the-alleged-ipo/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): 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 and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: OpenAI's Head of Data Centers Has Left the Company https://www.wsj.com/tech/ai/openais-head-of-data-centers-has-left-company-6d24fd83 13 executives who left OpenAI in 2026 https://www.businessinsider.com/executives-who-left-openai-in-2026-8 OpenAI's Brockman brushes off concerns about leadership changes in CNBC exclusive https://www.cnbc.com/2026/08/17/openai-brockman-leadership-changes.html Extras: Name read (Patreon) https://www.patreon.com/davidgerard/posts/august-patron-in-167751828 Name read (YouTube) email dgerard@gmail.com Ketan Joshi interview (YouTube members) https://www.youtube.com/watch?v=GiO34-6ZR0s Ketan Joshi interview (Patreon, podcast and video) https://www.patreon.com/davidgerard/posts/ketan-joshi-167222572 Previously on Pivot to AI: 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://www.youtube.com/watch?v=YLvT2k9qmA0&list=UU9rJrMVgcXTfa8xuMnbhAEA OpenAI faces cash crunch in 2026 as bills come due https://pivot-to-ai.com/2026/01/23/openai-faces-cash-crunch-in-2026-as-bills-come-due/ video: https://www.youtube.com/watch?v=eaQKJuA3qF8&list=UU9rJrMVgcXTfa8xuMnbhAEA OpenAI may not be able to IPO in 2026 https://pivot-to-ai.com/2026/05/08/openai-may-not-be-able-to-ipo-in-2026/ video: https://www.youtube.com/watch?v=ZAZRZcVM14E&list=UU9rJrMVgcXTfa8xuMnbhAEA The SpaceX IPO works like a crypto fraud, but with AI https://pivot-to-ai.com/2026/05/28/the-spacex-ipo-works-like-a-crypto-fraud-but-with-ai/ video: https://www.youtube.com/watch?v=wkYiquKR0tA&list=UU9rJrMVgcXTfa8xuMnbhAEA Sam Altman: Guys, we're in the Singularity now https://pivot-to-ai.com/2026/07/28/sam-altman-guys-were-in-the-singularity-now/ video: https://www.youtube.com/watch?v=h6FPzOWi0YI&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

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