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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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  • Friday · 6 min

    20261106 - Tech stocks crash, and so do data center loans

    Magic still doesn't happen written by Amy Castor and David Gerard https://pivot-to-ai.com/2026/11/06/tech-stocks-crash-and-so-do-data-centre-loans/ - 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: S&P 500 Sinks 4% as AI Washout Rattles Wall Street: Markets Wrap https://www.bloomberg.com/news/articles/2026-11-04/stock-market-today-dow-s-p-live-updates US midterms 2026 reaction as it happened: Global stocks tumble as Democratic midterm sweep sparks AI rout https://www.ft.com/content/7c6ceb4f-d7b1-49ec-9047-0e2e4cd2615c Wall Street sheds $3.2tn as Democratic midterm sweep triggers brutal AI rout https://www.ft.com/content/3d079b3d-580d-400b-bf9c-56af6a08f60f Crypto and AI's $250 million election goes sideways https://www.citationneeded.news/2026-election-results/ The AI 'credit card' is getting costlier as CoreWeave bond yield tops 16% https://www.cnbc.com/2026/11/06/coreweave-bond-yield-tops-16percent-as-ai-credit-stress-rises.html Goldman, Apollo in Talks to Sell SpaceX's $40 Billion AI Deal https://www.bloomberg.com/news/articles/2026-11-04/goldman-apollo-in-talks-to-sell-spacex-s-40-billion-ai-deal ING Said to Be Seller of $500 Million Data Center Loans https://www.bloomberg.com/news/articles/2026-11-05/mystery-seller-puts-up-500-million-data-center-loans-backing-stargate-cyrusone Bank of England Questions Lenders About Risky Data Center Loans https://www.bloomberg.com/news/articles/2026-11-05/bank-of-england-questions-lenders-about-risky-data-center-loans ECB Considers Review of Bank Data Center Lending on AI Risk https://www.bloomberg.com/news/articles/2026-11-06/ecb-considers-review-of-banks-data-center-lending-as-fears-rise?srnd=homepage-americas AI backlash threatens trillion-dollar data centre boom, say tech leaders https://www.ft.com/content/32fd4450-5880-437d-9bd9-df13289ada24 OpenAI, ready to IPO in 2027, now counts majority of sales from enterprises, Brockman says https://www.reuters.com/legal/transactional/openai-ready-ipo-2027-now-counts-majority-sales-enterprises-brockman-says-2026-11-05/ Major Investors Are Skeptical Anthropic IPO Can Achieve $1.5 Trillion Valuation https://www.wsj.com/finance/major-investors-are-skeptical-anthropic-ipo-can-achieve-1-5-trillion-valuation-ca965d8b AI Has Taken Over Every Corner of the Market https://www.bloomberg.com/graphics/2026-ai-bubble-financial-markets/?srnd=homepage-americas Bring out your dead https://ftav.substack.com/p/bring-out-your-dead Previously on Pivot to AI: Molly White: following the AI and crypto money in US politics https://www.youtube.com/watch?v=ikfAfRUNSCs&list=UU9rJrMVgcXTfa8xuMnbhAEA Kat Jones: How Scotland is winning against data centres https://www.youtube.com/watch?v=TDXbDrzKoWY&list=UU9rJrMVgcXTfa8xuMnbhAEA Oracle invokes 'force majeure' on OpenAI data centre contract https://pivot-to-ai.com/2026/09/25/oracle-invokes-force-majeure-on-openai-data-centre-contract/ video: https://www.youtube.com/watch?v=Mj3MYXaR4nA&list=UU9rJrMVgcXTfa8xuMnbhAEA SpaceX to send Nvidia chips 'somewhere in the universe' https://pivot-to-ai.com/2026/10/08/spacex-to-send-nvidia-chips-somewhere-in-the-universe/ video: https://www.youtube.com/watch?v=8_TlfIKgL5w&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • Thursday · 5 min

    20261105 - Sam Altman wants your RAM, there are Compute Campuses to build

    the chatbot will alter physics by Amy Castor and David Gerard https://pivot-to-ai.com/2026/11/05/sam-altman-wants-your-ram-there-are-compute-campuses-to-build/ - 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: Why Sam Altman is against a single superintelligence https://www.youtube.com/watch?v=iMsUcCYNKqY&list=UU9rJrMVgcXTfa8xuMnbhAEA Why Sam Altman is against a single superintelligence https://cheekypint.substack.com/p/why-sam-altman-is-against-a-single but only because https://x.com/sama/status/2117846298472886419 can u rename your x to ram altman! https://x.com/jestermolecule/status/2117844478702608437 Voters Rejected A.I. in the Midterms. Now Comes an Era of Scrutiny https://www.nytimes.com/2026/11/04/technology/midterm-elections-ai-data-centers.html OpenAI wants everyone to call AI data centers 'compute campuses' https://www.businessinsider.com/openai-ai-data-centers-rebrand-compute-campuses-midterms-2026-11 OpenAI, ready to IPO in 2027, now counts majority of sales from enterprises, Brockman says https://www.reuters.com/legal/transactional/openai-ready-ipo-2027-now-counts-majority-sales-enterprises-brockman-says-2026-11-05/ 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 Memory prices are up 500% in the past year — because of AI https://pivot-to-ai.com/2026/08/19/memory-prices-are-up-500-in-the-past-year-because-of-ai/ video: https://www.youtube.com/watch?v=1Un7g_vyePI&list=UU9rJrMVgcXTfa8xuMnbhAEA 'Some bad things' may happen to you, but that's a sacrifice Sam Altman is willing to make https://pivot-to-ai.com/2026/10/06/some-bad-things-may-happen-to-you-but-thats-a-sacrifice-sam-altman-is-willing-to-make/ video: https://www.youtube.com/watch?v=hfLoCXTSRJc&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • Wednesday · 6 min

    20261104 - Elon Musk admits Grok Bot costs too much to serve

    saying the costs part out loud written by Amy Castor and David Gerard https://pivot-to-ai.com/2026/11/04/elon-musk-admits-grok-bot-costs-too-much-to-serve/ - 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: Saving money for the distant future is pointless with the advent of super intelligent abundance https://x.com/elonmusk/status/2115686311134744736 Introducing Grok Bot https://x.ai/news/introducing-grok-bot Space Exploration Technologies Corp. NasdaqGS:SPCX FQ3 2026 Earnings Call Transcripts (PDF) https://drive.google.com/file/d/1mUYkp_2DHbI1pTS5iSSzc-DMzFqXS1iw/view Any chance for a Grok Bot reset, @elonmusk? https://x.com/DogecoinNorway/status/2116986414110007446 The cost of serving Grok Bot was unsustainably high relative to revenue https://x.com/elonmusk/status/2116992258520064397 Grok Bot weekly usage meter flips between 77% and 100% in real time https://forum.cursor.com/t/grok-bot-weekly-usage-meter-flips-between-77-and-100-in-real-time/176909 AI firms ration usage as losses mount https://www.telegraph.co.uk/business/2026/11/02/ai-firms-ration-usage-as-losses-mount/ Upgrade to higher usage plan cost increase is too high? https://x.com/elonmusk/status/2117008189195800814 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm Pricing https://x.ai/pricing An update from Amazon engineering leadership on the role of the developer in the age of AI https://www.aboutamazon.com/news/company-news/amazon-software-engineer-role-guideline-ai Previously on Pivot to AI: Tokenmaxxing: 'How much did you spend in tokens?' — CEO of tokens https://pivot-to-ai.com/2026/04/28/tokenmaxxing-how-much-did-you-spend-in-tokens-ceo-of-tokens/ video: https://www.youtube.com/watch?v=Ny6HnGZInBg&list=UU9rJrMVgcXTfa8xuMnbhAEA Anthropic files its 'IPO' — but all the key numbers are missing https://pivot-to-ai.com/2026/10/27/anthropic-files-its-ipo-but-all-the-key-numbers-are-missing/ video: https://www.youtube.com/watch?v=pFG2_uKlinw&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • Tuesday · 4 min

    20261103 - Google cuts off search if schools block AI

    Monopoly abuse? No such thing for us https://pivot-to-ai.com/2026/11/03/google-cuts-off-search-if-schools-block-ai/ - 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: Google Turns On Gemini A.I. for Students Using Its Classroom App https://www.nytimes.com/2026/08/14/business/google-gemini-ai-schools.html New York City Bans A.I. in Elementary and Middle Schools https://www.nytimes.com/2026/09/01/nyregion/ai-ban-schools-nyc.html Google Will Turn Off Search for Schools That Reject A.I. https://www.nytimes.com/2026/11/03/us/google-search-schools-restrict-ai.html Designing responsible AI for learning https://blog.google/products-and-platforms/products/education/ai-learning-era-updates-2026/ Schools Gain Direct Control Over Google AI Search Tools https://campussecuritytoday.com/articles/2026/11/03/schools-gain-direct-control-over-google-ai-search-tools.aspx Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • November 2 · 5 min

    20261102 - Claude Code official Cursor extension gets malware back door

    Signing official extensions is not fast moving enough https://pivot-to-ai.com/2026/11/02/claude-code-official-cursor-extension-gets-malware-back-door/ - 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: Security notice — malicious version of Anthropic.claude-code (2.1.312 and 2.1.313) identified in the Cursor VS Code Extension Marketplace https://cursor.com/blog/claude-code-extension-security-notice Just to be clear: This did not involve a compromise of any Anthropic systems https://x.com/ddworken/status/2116178850032066572 Binance's initial investigation suggests that the security incident may involve a compromised DevOps engineer's laptop https://x.com/binance/status/2115993361517891592 Binance Accelerator Program: Full Stack Engineer (APAC Remote) https://www.binance.com/en-TR/careers/job?id=5002449101 I've confirmed Binance use Claude Code on Cursor with this extension https://cyberplace.social/@GossiTheDog/11752944007566218 Previously on Pivot to AI: Vibe-coded build system NX gets hacked, steals vibe-coders' crypto https://pivot-to-ai.com/2025/08/29/vibe-coded-build-system-nx-gets-hacked-steals-vibe-coders-crypto/ video: https://www.youtube.com/watch?v=vnFKkBBzpVg&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 30 · 11 min

    20261030 - Proton Mail goes full AI slop, Tuta starts going AI slop

    Your meal is 99% not sewage! https://pivot-to-ai.com/2026/10/30/proton-mail-goes-full-ai-slop-tuta-starts-going-slop/ - 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: Manifestos, Fear, and 'Loser Thinking': Inside Proton's AI Reckoning https://www.404media.co/manifestos-fear-and-loser-thinking-inside-protons-ai-reckoning/ We're not interested in diving into the AI or crypto hype https://mastodon.social/@Tutanota/112886048788603064 Tuta User Survey 2025 https://tuta.com/blog/tuta-survey-2025 Are you joining QuitGPT? https://mastodon.social/@Tutanota/116187908158060508 Google's Gemini AI invasion continues https://mastodon.social/@Tutanota/117228920764701690 Muse is Meta's latest attempt to get as much of your data as possible https://tuta.com/blog/dont-trust-meta-muse-ai Check out this cool open source tool that removes or disables unwanted AI components like Copilot https://mastodon.social/@Tutanota/117415699615961618 Contribution policy https://github.com/tutao/tutanota#contribution-policy LLM/AI contributions seemingly being accepted now? https://github.com/tutao/tutanota/discussions/11601 This is because we are in the exploring phase https://mastodon.social/@Tutanota/117529137025831727 Hi there, thanks for your question. Hanna here from the Tuta Team https://www.reddit.com/r/tutanota/comments/1ximsy2/dear_ceo_of_tuta/19ru7p9lepl34/ The current Tuta apps are built more than 99% without AI https://mastodon.social/@Tutanota/117518311002072172 Connecting AI tools via Fastmail's MCP server https://www.fastmail.help/hc/en-us/articles/15869557281295-Connecting-AI-tools-via-Fastmail-s-MCP-server Hello everyone! We have some unfortunate news https://union.place/@fastmailunited/112672408714595554 Previously on Pivot to AI: Proton Mail goes AI, security-focused userbase goes 'what on earth' https://pivot-to-ai.com/2024/07/18/proton-mail-goes-ai-security-focused-userbase-goes-what-on-earth/ Proton's Lumo AI chatbot: not end-to-end encrypted, not open source https://pivot-to-ai.com/2025/08/02/protons-lumo-ai-chatbot-not-end-to-end-encrypted-not-open-source/ video: https://www.youtube.com/watch?v=HDPZbUPUFyk&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 29 · 5 min

    20261029 - AI Overview damages Google ad revenue, stock crashes 12%

    AI search may be worse, but it also makes less money https://pivot-to-ai.com/2026/10/29/ai-overview-damages-google-ad-revenue-stock-crashes-12/ - 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: 2026 Q3 Earnings Call https://abc.xyz/investor/events/event-details/2026/2026-Q3-Earnings-Call-2026-Ujou16CTw9/default.aspx Alphabet Announces Third Quarter 2026 Results (PDF) https://s206.q4cdn.com/479360582/files/doc_financials/2026/q3/2026q3-alphabet-earnings-release.pdf Google upsizes historic equity raising to $85bn to back AI spending spree https://www.ft.com/content/85299cdd-d9b3-4b40-8d10-73fc9ddb4573 Extras: October supporter read (Patreon) https://www.patreon.com/davidgerard/posts/october-read-get-173439617 Previously on Pivot to AI: Google is replacing search results with only the AI https://pivot-to-ai.com/2026/05/20/google-is-replacing-search-results-with-only-the-ai/ video: https://www.youtube.com/watch?v=Aji8lhaV3XM&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 28 · 5 min

    20261028 - The Chinese AI crash is not the end, but it is cheering

    This too shall pass https://pivot-to-ai.com/2026/10/28/the-chinese-ai-crash-is-not-the-end-but-it-is-cheering/ - 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: In China, the AI bubble has already burst https://www.reuters.com/world/china/china-ai-bubble-has-already-burst-2026-10-26/ Chinese Stocks Turn Biggest Losers as Global AI Trade Stumbles https://www.bloomberg.com/news/articles/2026-10-17/chinese-stocks-turn-biggest-losers-as-global-ai-trade-stumbles Moonshot Said to Eye Early 2027 IPO After Value Hits $50 Billion https://www.bloomberg.com/news/articles/2026-10-06/moonshot-said-to-eye-early-2027-ipo-after-value-hits-50-billion China Moves to Prop Up Stocks With Selling Curbs, Buybacks https://www.bloomberg.com/news/articles/2026-10-16/china-moves-to-prop-up-stock-market-with-selling-curbs-buybacks Extras: October supporter read (Patreon) https://www.patreon.com/davidgerard/posts/october-read-get-173439617 Previously on Pivot to AI: China tries to kickstart a bubble in humanoid robots https://pivot-to-ai.com/2026/08/31/china-tries-to-kickstart-a-bubble-in-humanoid-robots/ video: https://www.youtube.com/watch?v=1OL4GiBPHLI&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 27 · 13 min

    20261027 - Anthropic files its 'IPO,' but all the key numbers are missing

    FINAL final (1) USE THIS ONE.docx.pdf Written by Amy Castor and David Gerard https://pivot-to-ai.com/2026/10/27/anthropic-files-its-ipo-but-all-the-key-numbers-are-missing/ - 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: Form S-1 Registration Statement: Anthropic, PBC https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm Extras: October supporter read (Patreon) https://www.patreon.com/davidgerard/posts/october-read-get-173439617 Previously on Pivot to AI: 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 OpenAI ChatGPT goes goblin mode — let none say 'model collapse' https://pivot-to-ai.com/2026/05/06/openai-chatgpt-goes-goblin-mode-let-none-say-model-collapse/ video: https://www.youtube.com/watch?v=7-E6oSeIMLw&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 Anthropic IPO filing: the disaster in numbers https://pivot-to-ai.com/2026/10/01/anthropic-ipo-filing-the-disaster-in-numbers/ video: https://www.youtube.com/watch?v=20VYK0-Q-3o&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 26 · 6 min

    20261026 - Anthropic AI safety bill: let us kill 50 people, but not 51

    or pay one MILLION dollars https://pivot-to-ai.com/2026/10/26/anthropic-ai-safety-bill-let-us-kill-50-people-but-not-51/ - 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 Tntor 5000mAh Thin Power Bank https://link.amazon/B0hr3AQit 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: Anthropic quietly pitches its own AI safety bill to lawmakers https://www.politico.com/news/2026/10/16/anthropic-ai-safety-01124654 Discussion Draft / Privileged & Confidential / Attorney Work Product (PDF, archive) https://web.archive.org/web/20261026181523/https://media.licdn.com/dms/document/media/v2/D561FAQE0a0R-_eZ1Gg/feedshare-document-sanitized-pdf/B56aFRDQuoIEA8-/0/1792361173600?e=1793646000&v=beta&t=6NP3UhCDro3qHUxF1gyzlvEHFSaDOLV4rq92fFIG7M4 AI & Tech Brief: Anthropic's leaked bill https://www.washingtonpost.com/wp-intelligence/ai-tech-brief/2026/10/19/ai-tech-brief-anthropics-leaked-bill/ Anthropic's Advanced AI Framework (PDF) https://www-cdn.anthropic.com/files/4zrzovbb/website/0a58d567024a8b448ff15158ebc3625328dfcc1f.pdf Why Anthropic's draft bill sets $1 billion threshold for AI risk https://www.politico.com/news/2026/10/21/anthropic-bill-ai-risk-threshold-01128458 Cyberpunk 2077: All Skippy Interactions Dialogue (Skippy The Talking Gun) https://www.youtube.com/watch?v=JSMK7UR1P44&t=253s&list=UU9rJrMVgcXTfa8xuMnbhAEA Extras: Tech Report: Vibe coding will bankrupt businesses https://www.youtube.com/watch?v=oLOzJtGVpyM&list=UU9rJrMVgcXTfa8xuMnbhAEA October supporter read (Patreon) https://www.patreon.com/davidgerard/posts/october-read-get-173439617 Previously on Pivot to AI: 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 Mythos is just too powerful? OK, we'll ban it then https://pivot-to-ai.com/2026/06/29/mythos-is-just-too-powerful-ok-well-ban-it-then/ video: https://www.youtube.com/watch?v=8dybon_41uI&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 23 · 7 min

    20261023 - We put human neurons into a computer! AI will surely follow

    Robocop plays Doom https://pivot-to-ai.com/2026/10/23/we-put-human-neurons-into-a-computer-ai-will-surely-follow/ - 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 Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 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: In vitro neurons learn and exhibit sentience when embodied in a simulated game-world https://www.cell.com/neuron/fulltext/S0896-6273%2822%2900806-6 Biocomputer with live neurons brought to life through art and cloud https://connectsci.au/news/news-parent/7947/Biocomputer-with-live-neurons-brought-to-life Human Brain Cells on a Chip for Sale: World-first biocomputing platform hits the market https://spectrum.ieee.org/biological-computer-for-sale Living Human Brain Cells Play DOOM on a CL1 https://www.youtube.com/watch?v=yRV8fSw6HaE&list=UU9rJrMVgcXTfa8xuMnbhAEA Human brain cells on a chip learned to play Doom in a week https://www.newscientist.com/article/2517389-human-brain-cells-on-a-chip-learned-to-play-doom-in-a-week/ A petri dish of human brain cells is currently playing Doom. Should we be worried? https://www.theguardian.com/games/2026/mar/16/petri-dish-brain-cells-playing-doom-cortical-labs NUS Medicine, DayOne and Cortical Labs Unveil Biological Data Center Prototype in Singapore https://medicine.nus.edu.sg/news/nus-medicine-dayone-and-cortical-labs-unveil-biological-data-center-prototype-in-singapore/ Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 22 · 8 min

    20261022 - AI will HACK ALL THE TVs by the end of 2026! Or not

    Anthropic spook themselves again https://pivot-to-ai.com/2026/10/22/ai-will-hack-all-the-tvs-by-the-end-of-2026-or-not/ - 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 Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 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: AI models may be capable of self-replicating without access to a datacenter https://www.anthropic.com/research/self-replicating-ai What are self-replicating 'AI worms', and why is Anthropic worried about them? https://www.theguardian.com/technology/2026/oct/18/anthropic-ai-worm-worries AI Agents Enable Adaptive Computer Worms (PDF) https://arxiv.org/pdf/2606.03811 AI could self-replicate on home devices within 'months', Anthropic says https://www.aljazeera.com/economy/2026/10/13/ai-could-self-replicate-on-home-devices-within-months-anthropic-says Extras: AI Delusion with David Gerard https://www.machine-ethics.net/podcast/ai-delusion-with-david-gerard/ Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 20 · 4 min

    20261020 - Facebook tries to grab all news publisher website content for training for free

    'Meta cannot simply write itself permission to take that work' https://pivot-to-ai.com/2026/10/20/facebook-tries-to-grab-all-news-publisher-website-content-for-training-for-free/ - 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 Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 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: Meta Commercial Terms https://www.facebook.com/legal/commercial_terms_preview Meta removes language that may have allowed it to scrape news sites https://www.theverge.com/tech/1013409/meta-removes-language-that-may-have-allowed-it-to-scrape-news-sites Legal experts warn Meta's new terms still grant broad scraping permissions, despite language changes https://www.niemanlab.org/2026/10/legal-experts-warn-metas-new-terms-still-grant-broad-scraping-permissions-despite-language-changes/ Meta updates data scraping policy following criticism https://www.mercurynews.com/2026/10/16/meta-updates-data-scraping-policy-following-criticism/ NMA Condemns Arrogant Meta's 'Shameless Landgrab Attempt' To Plunder News Publisher Websites https://newsmediauk.org/blog/2026/10/16/nma-condemns-arrogant-metas-shameless-landgrab-attempt-to-plunder-news-publisher-websites/ European Commission should be extremely concerned about Meta's dilemma for European Publishers: Hand Over Journalism for AI Scraping or Lose Access to Key Platforms https://www.epceurope.eu/post/european-commission-should-be-extremely-concerned-about-meta-s-dilemma-for-european-publishers-hand Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 19 · 5 min

    20261019 - CoreWeave founders cash out, the rest is mop-up

    A successfully concluded blowoff https://pivot-to-ai.com/2026/10/19/coreweave-founders-cash-out-the-rest-is-mop-up/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if ot 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 Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 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: CoreWeave Founders Shield Fortunes With $3.3 Billion Stock Sales https://www.bloomberg.com/news/articles/2026-10-15/coreweave-founders-shield-fortunes-with-3-3-billion-stock-sales CoreWeave Is A Time Bomb https://www.wheresyoured.at/core-incompetency/ CoreWeave targets 'unlimited' insurance money to fund AI build-out https://www.ft.com/content/4ffa1853-0e2c-424f-b941-88c6bcac5765 Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 16 · 5 min

    20261016 - US Third Circuit: AI training not fair use after all

    Anthropic on tenterhooks https://pivot-to-ai.com/2026/10/16/us-third-circuit-ai-training-not-fair-use-after-all/ - 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 Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 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: AI training of copyrighted material not fair use: Third Circuit https://www.courthousenews.com/ai-training-of-copyrighted-material-not-fair-use-third-circuit/ Opinion (PDF) https://www.courthousenews.com/wp-content/uploads/2026/09/opinion-thomson-reuters-v-ross-intelligence-ai-third-circuit-affirm-partial-summary-judgment.pdf Previously on Pivot to AI: Thomson Reuters wins AI training copyright ruling — what this does and doesn't mean https://pivot-to-ai.com/2025/02/12/thomson-reuters-wins-ai-training-copyright-case-what-this-does-and-doesnt-mean/ Anthropic AI wins broad fair use for training! — but not on pirated books https://pivot-to-ai.com/2025/06/24/anthropic-wins-broad-fair-use-for-training-but-not-on-pirated-books/ video: https://www.youtube.com/watch?v=MwoScPzTWiA&list=UU9rJrMVgcXTfa8xuMnbhAEA Anthropic IPO filing: the disaster in numbers https://pivot-to-ai.com/2026/10/01/anthropic-ipo-filing-the-disaster-in-numbers/ video: https://www.youtube.com/watch?v=20VYK0-Q-3o&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 15 · 5 min

    20261015 - Epic Games goes full vibe code: MAXIMUM AI ACCELERATION

    'No more hand-written code' https://pivot-to-ai.com/2026/10/15/epic-games-goes-full-vibe-code-maximum-ai-acceleration/ - 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 Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 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 have a huge pivot underway here at Epic https://x.com/TimSweeneyEpic/status/2109705826688549304 Epic Games Delays Disney Project, Asks Developers to Use More AI https://www.bloomberg.com/news/articles/2026-10-12/epic-games-delays-disney-project-asks-developers-to-use-more-ai The new Epic Games Launcher is finally here in Preview https://store.epicgames.com/news/epic-games-launcher-preview Epic's new games launcher is 'vibe coded' https://www.theverge.com/games/1010751/epic-games-launcher-vibe-coded-ai-linux More examples of AI coding issues with EPIC GAMES STORE coming out https://www.reddit.com/r/videogames/comments/1x6gmph/more_examples_of_ai_coding_issues_with_epic_games/ Awesome Gaming on Linux Without Cheating https://onlineservices.epicgames.com/news/introducing-easy-anti-cheat-linux-v2 Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 14 · 13 min

    20261014 - Linux kernel goes full AI slop code, hides chatbot commits

    'The kernel project only wants serious developers. That includes having access to enough resources to function in this world' https://pivot-to-ai.com/2026/10/14/linux-kernel-goes-full-ai-slop-code-hides-chatbot-commits/ - 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 Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 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: The 2026 Maintainers Summit https://lwn.net/SubscriberLink/1099594/be20382b54a9b4cd/ What is Windows K2? Inside Microsoft's big plan to save Windows 11 and win back trust from users https://www.windowscentral.com/microsoft/windows-11/what-is-windows-k2-everything-you-need-to-know-saving-windows-11 Building the PERFECT Linux PC with Linus Torvalds https://www.youtube.com/watch?v=mfv0V1SxbNA AudioNoise https://github.com/torvalds/AudioNoise The new rules for AI-assisted code in the Linux kernel: What every dev needs to know https://www.zdnet.com/article/linus-torvalds-and-maintainers-finalize-ai-policy-for-linux-kernel-developers/ Linking Patchwork with Sashiko? https://lore.kernel.org/linux-media/CAHk-=wi4zC+Ze8e+p3tMv8TtG_80KzsZ1syL9anBtmEh5Z40vg@mail.gmail.com/ [GIT PULL] Networking for 7.3 https://lore.kernel.org/lkml/20260818212923.2725202-1-kuba@kernel.org/ [PATCH] docs: remove Assisted-by references https://lore.kernel.org/lkml/20261009083137.3-1-sashal@kernel.org/ Debian "trixie" Release Information https://www.debian.org/releases/trixie/ The NetBSD Project https://netbsd.org/ THE WAY WE LIVE NOW: 9-28-03: QUESTIONS FOR LINUS TORVALDS; The Sharer https://www.nytimes.com/2003/09/28/magazine/the-way-we-live-now-9-28-03-questions-for-linus-torvalds-the-sharer.html Previously on Pivot to AI: Anthropic IPO filing: the disaster in numbers https://pivot-to-ai.com/2026/10/01/anthropic-ipo-filing-the-disaster-in-numbers/ video: https://www.youtube.com/watch?v=20VYK0-Q-3o&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 13 · 4 min

    20261013 - The AI Photoshop clones: interface mockups that don't work

    the return of the SaaSpocalypse https://pivot-to-ai.com/2026/10/13/the-ai-photoshop-clones-interface-mockups-that-dont-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 Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 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: Adobe Agrees to $150 Million Settlement and Injunction to Resolve Alleged Violations of the Restore Online Shoppers' Confidence Act https://www.justice.gov/opa/pr/adobe-agrees-150-million-settlement-and-injunction-resolve-alleged-violations-restore-online Adobe in Trouble After Someone Reverse Engineered Adobe Creative Suite and Released It as Open Source https://futurism.com/future-society/adobe-creative-suite-software-open-source-artcraft Yes, no AI is now a feature https://blog.documentfoundation.org/blog/2026/09/03/yes-no-ai-is-now-a-feature/ Attack of the Vibe Coded Photoshop Clones https://www.shokunin.studio/blog/2026/10/9/attack-of-the-vibe-coded-photoshop-clones Shopper denied $51 refund for 20TB HDD that's mostly a weighted plastic box https://arstechnica.com/gadgets/2025/06/man-buys-20tb-portable-hdd-for-51-son-breaks-the-news-that-its-a-fake/ Adobe slips on back of HSBC downgrade https://www.tradingview.com/news/seekingalpha:d5935752b094b:0-adobe-slips-on-back-of-hsbc-downgrade/ 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 Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 12 · 4 min

    20261012 - AI game demo is going broke on just 430 players

    all my apes gone https://pivot-to-ai.com/2026/10/12/ai-game-demo-is-going-broke-on-just-430-players/ - 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 Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 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: Teach My Little Sister How To Drive https://store.steampowered.com/app/3948460/Teach_My_Little_Sister_How_To_Drive/ How this game uses AI https://easyfoxgames.com/tsd/ai/privacy/gl v1.2.9 Update and a Development Status Update https://store.steampowered.com/news/app/3948460/view/699903960312447039 Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • October 9 · 4 min

    20261009 - Anthropic bans 'abusive or cruel behavior' toward Claude

    Us abusing our customers is different, you understand https://pivot-to-ai.com/2026/10/09/anthropic-bans-abusive-or-cruel-behavior-toward-claude/ - 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 Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 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: 2026 Usage Policy update https://www.anthropic.com/news/2026-usage-policy-update Religious Scholars Met With Anthropic. What They Heard Stunned Them https://www.nytimes.com/2026/09/29/us/anthropic-claude-morals-ai.html Previously on Pivot to AI: Generative AI runs on gambling addiction — just one more prompt, bro! https://pivot-to-ai.com/2025/06/05/generative-ai-runs-on-gambling-addiction-just-one-more-prompt-bro/ video: https://www.youtube.com/watch?v=QWngvJnoPJA&list=UU9rJrMVgcXTfa8xuMnbhAEA Anthropic: Could AI be conscious? Pope Leo: lol, no https://pivot-to-ai.com/2026/10/05/anthropic-could-ai-be-conscious-pope-leo-lol-no/ video: https://www.youtube.com/watch?v=9VCWgoIrRCo&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

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