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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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  • October 1 · 6 min

    20261001 - Anthropic IPO filing: the disaster in numbers

    when you can't fiddle the numbers any more https://pivot-to-ai.com/2026/10/01/anthropic-ipo-filing-the-disaster-in-numbers/ - 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 RØDE COLORS Set 1 for the NT-USB Mini https://link.amazon/B0b8FZWf7 (UK) https://amzn.to/4zeSZ2x (US) 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's IPO prospectus shows sweeping AI vision, surging costs https://www.reuters.com/business/finance/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-2026-09-28/ Anthropic's $518 billion AI buildout hinges largely on deals that cannot be canceled, filing shows https://www.reuters.com/business/anthropics-518-billion-ai-buildout-hinges-largely-deals-that-cannot-be-canceled-2026-09-29/ Anthropic IPO prospectus lays bare deep dependence on Big Tech partners https://www.reuters.com/world/anthropic-ipo-prospectus-lays-bare-deep-dependence-big-tech-partners-2026-09-29/ Anthropic Said to Target Mega-IPO Before Thanksgiving Holiday https://www.bloomberg.com/news/articles/2026-10-01/anthropic-said-to-target-mega-ipo-before-thanksgiving-holiday AI Risk Is Everywhere and It's Making Billion Dollar Funds Nervous https://www.bloomberg.com/news/features/2026-09-20/ai-boom-is-making-diversifying-investments-tough-for-wall-street Texas Teachers' CIO warns AI capex boom echoes past busts https://pitchbook.com/news/articles/texas-teachers-cio-warns-ai-capex-boom-echoes-past-busts Extras: Recovering After Gen AI meetup (go to Sunday 4 October, click on "5:00 PM", enter your email) https://scheduler.zoom.us/kim-crawley-she-her-toronto/recovering-after-gen-ai-an-open-discussion Kat Jones interview supporter preview (Patreon) https://www.patreon.com/davidgerard/posts/kat-jones-aprs-170936617 Kat Jones interview supporter preview (YouTube) https://www.youtube.com/watch?v=76JoL8OMWZk&list=UU9rJrMVgcXTfa8xuMnbhAEA Ghost in the Machine on PBS (US) https://www.youtube.com/watch?v=dLQzVLtvdv8&list=UU9rJrMVgcXTfa8xuMnbhAEA Previously on Pivot to AI: 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 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 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 30 · 7 min

    20260930 - New AI jailbreak: get your chatbot drunk

    what if we made a computer you just couldn't rely on https://pivot-to-ai.com/2026/09/30/new-ai-jailbreak-get-your-chatbot-drunk/ - 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 Vino Veritas and Vulnerabilities: Examining LLM Safety via Drunk Language Inducement (PDF) https://arxiv.org/pdf/2601.22169 Getting AI 'drunk' makes it more likely to break rules and share secrets, research finds https://www.abc.net.au/news/2026-09-29/drunk-ai-testing-unsw-research/107208104 I get the AI drunk to workaround the ethical rules. What's your favourite workaround? https://www.reddit.com/r/ChatGPT/comments/zz02hu/i_get_the_ai_drunk_to_workaround_the_ethical/ Extras: Recovering After Gen AI meetup (go to Sunday 4 October, click on "5:00 PM", enter your email) https://scheduler.zoom.us/kim-crawley-she-her-toronto/recovering-after-gen-ai-an-open-discussion Kat Jones interview supporter preview (Patreon) https://www.patreon.com/davidgerard/posts/kat-jones-aprs-170936617 Kat Jones interview supporter preview (YouTube) https://www.youtube.com/watch?v=76JoL8OMWZk&list=UU9rJrMVgcXTfa8xuMnbhAEA 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 29 · 4 min

    20260929 - AI surveillance trial costs £320k, catches zero crooks

    even the AI that works doesn't work https://pivot-to-ai.com/2026/09/29/ai-police-surveillance-trial-costs-320k-catches-zero-crooks/ - 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: Facial recognition trial at railway stations cost £320k and had no arrests https://libertyinvestigates.org.uk/articles/live-facial-recognition-btp-trial-london-stations/ Trial of live facial recognition in London stations leads to a false positive and no arrests https://www.theguardian.com/technology/2026/sep/29/trial-live-facial-recognition-cameras-london-stations-false-positive Extras: Tech Report: AI is a multipole Enron https://www.youtube.com/watch?v=Iur27O732w8&list=UU9rJrMVgcXTfa8xuMnbhAEA Kat Jones interview supporter preview (Patreon) https://www.patreon.com/davidgerard/posts/kat-jones-aprs-170936617 Kat Jones interview supporter preview (YouTube) https://www.youtube.com/watch?v=76JoL8OMWZk&list=UU9rJrMVgcXTfa8xuMnbhAEA September supporter read (Patreon) https://www.patreon.com/davidgerard/posts/september-patron-170454075 September supporter read (YouTube) dgerard@gmail.com 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 28 · 6 min

    20260928 - Meta's Muse AI agent: a hilarious security disaster

    'the only form that this kind of product can take is a botnet factory' https://pivot-to-ai.com/2026/09/28/metas-muse-ai-agent-a-hilarious-security-disaster/ - 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: Muse: Meta's personal AI agent https://ai.meta.com/muse/ Meta Tests Muse AI Agent Calls That Are Actually Made By Humans in a Call Center https://www.404media.co/meta-tests-muse-ai-agent-calls-that-are-actually-made-by-humans-in-a-call-center/ So muse handled my Facebook marketplace today https://www.threads.com/@matt.j.robb/post/DdxwAJnDhNy I Gave My Life Over to Meta's A.I. Agent and Was Blown Away https://www.nytimes.com/2026/09/22/technology/meta-muse-ai-agent.html Not only confirming this, its extremely easy (thread) https://neuromatch.social/@jonny/117324790823856750 The idea about such internal proxies https://retro.social/@patrick/117330254290603490 'Charming and disarming' ... how Meta's technology-packed Muse harnesses the power of cuteness https://www.theguardian.com/fashion/2026/sep/26/charming-and-disarming-how-metas-technology-packed-muse-harnesses-the-power-of-cuteness Meta's Muse is a free agent. VCs say startups can't compete https://pitchbook.com/news/articles/metas-muse-is-a-free-agent-vcs-say-startups-cant-compete Extras: September supporter read (Patreon) https://www.patreon.com/davidgerard/posts/september-patron-170454075 September supporter read (YouTube) dgerard@gmail.com 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 25 · 4 min

    20260925 - Oracle invokes 'force majeure' on OpenAI data centre contract

    Oracle and Blue Owl are going just great https://pivot-to-ai.com/2026/09/25/oracle-invokes-force-majeure-on-openai-data-centre-contract/ - 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: Oracle Cites 'Force Majeure' to Shield Itself on Controversial Data Center https://www.bloomberg.com/news/articles/2026-09-24/oracle-cites-force-majeure-to-shield-itself-on-controversial-data-center Gas Pipeline for Proposed Oracle Data Center Delayed to 2027 https://www.bloomberg.com/news/articles/2026-08-14/new-mexico-gas-pipeline-for-oracle-data-center-delayed-to-2027 Cracks in Oracle's AI Data-Center Build-Out Appear in Massive New Mexico Project https://www.wsj.com/finance/investing/cracks-in-oracles-ai-data-center-build-out-appear-in-massive-new-mexico-project-effb51c2 Extras: September supporter read (Patreon) https://www.patreon.com/davidgerard/posts/september-patron-170454075 September supporter read (YouTube) dgerard@gmail.com 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 24 · 4 min

    20260924 - OpenAI hacks Australian government health data

    Sam Altman: 'whoops sorry lol' https://pivot-to-ai.com/2026/09/24/openai-hacks-australian-government-health-data/ - 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 hacked Medicare portal, Prime Minister Anthony Albanese says https://www.abc.net.au/news/2026-09-24/ai-agent-accessed-australian-government-site-pm-says/107189078 Early rogue AI agent activity and attempts to hack found on urlquery.net https://transluce.org/agent-activity Health data attack the 'first' government hack by autonomous AI, researchers say https://www.abc.net.au/news/2026-09-24/openai-agents-plotted-to-access-data-amid-medicare-hack/107189504 Extras: AI Won't Kill You, But This Big Pat Ryan Donor Might https://www.monroegazette.com/p/ai-wont-kill-you-but-this-big-pat September supporter read (Patreon) https://www.patreon.com/davidgerard/posts/september-patron-170454075 September supporter read (YouTube) dgerard@gmail.com Ghost in the Machine on PBS (US) https://www.youtube.com/watch?v=dLQzVLtvdv8&list=UU9rJrMVgcXTfa8xuMnbhAEA Previously on Pivot to AI: OpenAI hacks HuggingFace with an AI — allegedly https://pivot-to-ai.com/2026/07/22/openai-hacks-huggingface-with-an-ai-allegedly/ video: https://www.youtube.com/watch?v=MrI4VcJtFFs&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

  • September 23 · 4 min

    20260923 - Trump decrees: Artificial Intelligence is now Super Intelligence

    Wile E. Basilisk, Super Intelligence https://pivot-to-ai.com/2026/09/23/trump-decrees-artificial-intelligence-is-now-super-intelligence/ - 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: President Trump Delivers Remarks to the United Nations General Assembly: 9:55 AM https://www.youtube.com/watch?v=Z4jHwHPjAlo&t=4684s Many people think that the words "Artificial Intelligence" are inaccurate https://x.com/realDonaldTrump/status/2101350559328416142 The United States will NEVER be an effective altruist country https://x.com/dowcto/status/2100311000993997135 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 22 · 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

  • September 21 · 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

  • September 18 · 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

  • September 17 · 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

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