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.

  1. 56 MIN AGO

    20260508 - OpenAI may not be able to IPO in 2026

    But your pension fund will pay if it does https://pivot-to-ai.com/2026/05/08/openai-may-not-be-able-to-ipo-in-2026/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273 OpenAI Wants to Go Public. First Sarah Friar Needs to Get It to Grow Up https://www.wsj.com/business/openai-sam-altman-ipo-sarah-friar-392c582b OpenAI: The IPO That Cannot Afford to Wait (PDF) https://pitchbook.brightspotcdn.com/ca/14/061592ef4dc29560d4a762c47eea/q2-2026-pitchbook-analyst-note-openai-the-ipo-that-cannot-afford-to-wait.pdf Exclusive: OpenAI lays groundwork for juggernaut IPO at up to $1 trillion valuation https://www.reuters.com/business/openai-lays-groundwork-juggernaut-ipo-up-1-trillion-valuation-2025-10-29/ SpaceX Financials Are Leaking Out. What Surprised Us https://www.barrons.com/articles/spacex-financials-what-surprised-us-45f50ba6 New Nasdaq rules offer SpaceX free liquidity https://www.ft.com/content/ed08478f-89a3-405e-ab03-464f0959d0a0 Previously on Pivot to AI: SoftBank needs OpenAI to stay alive — no matter what https://pivot-to-ai.com/2025/08/27/softbank-needs-openai-to-stay-alive-no-matter-what/ video: https://www.youtube.com/watch?v=zTYxEVRiCvM&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://pivot-to-ai.com/2026/04/08/openai-ipo-proceeds-even-as-cfo-says-the-company-is-not-ready/ Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

    6 min
  2. 2 DAYS AGO

    20250506 - OpenAI GPT 5.5 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/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Sources: I was wondering why my claw suddenly became a goblin with codex 5.5 https://x.com/TaraViswanathan/status/2048992206711927100 i was just asking about camera equipment https://x.com/AndyAyrey/status/2047956630676095280 codex/codex-rs/models-manager/models.json https://github.com/openai/codex/blob/main/codex-rs/models-manager/models.json#L55 Where the goblins came from https://openai.com/index/where-the-goblins-came-from/ What should we work on in argon? https://x.com/sama/status/2049241518540808440 Previously on Pivot to AI: The AI centipede: model collapse happens fast https://pivot-to-ai.com/2024/07/25/the-ai-centipede-model-collapse-happens-fast/ 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 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

    6 min
  3. 1 MAY

    20260501 - Kim Crawley: Technofascism Survival Guide

    a practical manual for these trying times Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com Links: Kim Crawley https://kimcrawley.com/ Stop Gen AI https://stopgenai.com/ Technofascism Survival Guide Kickstarter https://www.kickstarter.com/projects/kimcrawley/technofascism-survival-guide Technofascism Survival Guide press release https://www.issuewire.com/technofascism-survival-guides-successful-kickstarter-indicates-growing-public-concern-about-gen-ai-mass-surveillance-1859856371446643 The Pentester Blueprint: Starting a Career as an Ethical Hacker https://amzn.to/4cLqfpy (UK) https://amzn.to/4emGzOL (US) 8 Steps to Better Security: A Simple Cyber Resilience Guide for Business https://amzn.to/4cJdgVt (UK) https://amzn.to/4cXq6ht (US) Hacker Culture A to Z: A Fun Guide to the People, Ideas, and Gadgets That Made the Tech World https://amzn.to/4tM7A39 (UK) https://amzn.to/4w8l1Mo (US) Digital Safety in a Dangerous World https://amzn.to/3QzMaaL (UK) https://amzn.to/4tMblF (US) Previously on Pivot to AI: 'How do people survive?' A chat with StopGenAI https://www.youtube.com/watch?v=VMF3nciTJbs&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

    21 min
  4. 30 APR

    20260430 - OpenAI to Microsoft: It's not me, it's you

    so long, suckers https://pivot-to-ai.com/2026/04/30/openai-to-microsoft-its-not-me-its-you/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com PATRON READ: afkpuezo * alxndr * Anton Savin * Brenton Fletcher * Cringe Quatto * Doctor Popular * Greg Leo * Isabelle * Jared White * Jeanetmarie * Peter Wiggin * Rhys Jones * Robin Syl * Ruben Schade * Saini * SudoNymm * Stickers * Tomás Pereira Machado Sources: The next phase of the Microsoft OpenAI partnership https://openai.com/index/next-phase-of-microsoft-partnership/ The next phase of the Microsoft-OpenAI partnership https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ How Microsoft Vaporized a Trillion Dollars, Pt. 2 https://axelriet.medium.com/how-microsoft-vaporized-a-trillion-dollars-pt-2-ba33d024ca85 Microsoft Fiscal Year 2026 Third Quarter Earnings Conference Call https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q3 Stupid Sexy Privacy: AI bubble a multi-company Enron waiting to happen https://share.transistor.fm/s/55b01c02 Previously on Pivot to AI: Let's power AI with supersonic jet engine turbines! https://pivot-to-ai.com/2025/12/11/lets-power-ai-with-supersonic-jet-engine-turbines/ video: https://www.youtube.com/watch?v=fwkFdqAbpUc&list=UU9rJrMVgcXTfa8xuMnbhAEA OpenAI's '$110b' funding round is $25b and some promises https://pivot-to-ai.com/2026/03/03/openais-110b-funding-round-is-25b-and-some-promises/ video: https://www.youtube.com/watch?v=vXdofxSKtDg&list=UU9rJrMVgcXTfa8xuMnbhAEA 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 Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

    7 min
  5. 29 APR

    20260429 - OpenAI tries ads in ChatGPT. It won't save them

    Sam Altman desperately scraping pennies together https://pivot-to-ai.com/2026/04/29/openai-tries-ads-in-chatgpt-but-it-wont-save-them/ - blog post  Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips: dgerard@gmail.com CORRECTION: Meta's 2025 ad revenue was $196 billion per https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx Sources: A fireside chat with Sam Altman OpenAI CEO at Harvard University https://www.youtube.com/watch?v=FVRHTWWEIz4&list=UU9rJrMVgcXTfa8xuMnbhAEA OpenAI Readies Itself for Its Facebook Era https://www.theinformation.com/articles/openai-readies-facebook-era ChatGPT Android app 1.2025.329 beta includes new references https://x.com/btibor91/status/1994714152636690834 OpenAI's Ads Push Starts Taking Shape https://www.theinformation.com/articles/openais-ads-push-starts-taking-shape Testing ads in ChatGPT https://openai.com/index/testing-ads-in-chatgpt/ OpenAI Forecasts Advertising to Hit $102 billion by 2030 https://www.theinformation.com/articles/openai-forecasts-advertising-hit-102-billion-2030 Why ads are coming to your AI chatbot https://www.ft.com/content/c9acd1f7-4864-4bd7-9ada-d2e13f05b906 OpenAI's First Advertisers Can't Prove ChatGPT Ads Work https://www.theinformation.com/articles/openais-first-advertisers-prove-chatgpt-ads-work Previously on Pivot to AI: Cash incinerator OpenAI secures its $6.6 billion lifeline — 'in the spirit of a donation' https://pivot-to-ai.com/2024/10/03/cash-incinerator-openai-secures-its-6-6-billion-lifeline-in-the-spirit-of-a-donation/ 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 Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

    9 min

About

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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