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. 3 hr ago

    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

  2. 3 days ago

    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

  3. 4 days ago

    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

  4. 5 days ago

    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

  5. 6 days ago

    20260825 - Everybody hates the AI, more and more

    Take heart, you're not alone  https://pivot-to-ai.com/2026/08/25/everybody-hates-the-ai-more-and-more/ - 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: Young adults in the U.S. are increasingly wary of AI, concerned it will take jobs https://www.pewresearch.org/short-reads/2026/08/18/young-adults-in-the-us-are-increasingly-wary-of-ai-concerned-it-will-take-jobs/ Wave 195: Attitudes about AI (PDF) https://www.pewresearch.org/wp-content/uploads/sites/20/2026/08/SR_26.08.19_young-adults-ai_topline.pdf Americans Oppose AI Data Centers in Their Area https://news.gallup.com/poll/709772/americans-oppose-data-centers-area.aspx Exclusive: 75% of Americans Now Oppose Local Data Center Development https://heatmap.news/daily/data-center-opposition-poll-collapse Extras: 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: 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

  6. 24 Aug

    20260824 - Twitch AI class action: inept and written with ChatGPT

    chatbot bad court thingy https://pivot-to-ai.com/2026/08/24/twitch-ai-class-action-inept-and-written-with-chatgpt/ - 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: Online streamers sue Twitch, Amazon over generative AI training https://www.courthousenews.com/online-streamers-sue-twitch-amazon-over-generative-ai-training/ Pandiscia v. Twitch complaint (PDF) https://storage.courtlistener.com/recap/gov.uscourts.cand.476724/gov.uscourts.cand.476724.1.0.pdf Ted Entertainment et al v. Amazon complaint (PDF) https://storage.courtlistener.com/recap/gov.uscourts.wawd.360688/gov.uscourts.wawd.360688.1.0.pdf Motion to dismiss (PDF) https://storage.courtlistener.com/recap/gov.uscourts.wawd.360688/gov.uscourts.wawd.360688.17.0.pdf Extras: 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: Amazon's AI training on Twitch: 'If it was opt in, nobody would opt in' https://pivot-to-ai.com/2026/08/13/amazons-ai-training-on-twitch-if-it-was-opt-in-nobody-would-opt-in/ video: https://www.youtube.com/watch?v=rE4Ucw-zbpc&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

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