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. 21 HR AGO

    20260226 - Blue Owl won't give your money back. This is fine.

    The AI data centre business is solid, honest https://pivot-to-ai.com/2026/02/26/blue-owl-wont-give-your-money-back-this-is-fine/ - 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: Meta Announces Joint Venture with Funds Managed by Blue Owl Capital to Develop Hyperion Data Center https://investor.atmeta.com/investor-news/press-release-details/2025/Meta-Announces-Joint-Venture-with-Funds-Managed-by-Blue-Owl-Capital-to-Develop-Hyperion-Data-Center/default.aspx Blue Owl's Woes Expose Private Credit Risks for Retail Investors https://www.bloomberg.com/news/articles/2026-02-19/blue-owl-redemption-halt-stirs-private-credit-unease Certain Blue Owl BDCs to Sell $1.4 Billion of Assets to Institutional Investors https://www.blueowl.com/news/certain-blue-owl-bdcs-sell-14-billion-assets-institutional-investors Blue Owl private credit fund merger leaves some investors facing 20% hit https://www.ft.com/content/8c953f6d-3d30-4657-bda1-ba4c2911c8d8 Blue Owl Anxiety Rattles $1.8 Trillion Private Credit Market https://www.bloomberg.com/news/features/2026-02-22/blue-owl-redemptions-halt-intensifies-private-credit-fears Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom https://www.theinformation.com/articles/blue-owl-eyes-new-deals-pushes-deeper-ai-boom 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 The AI Scare Trade — the all-purpose excuse for number go down https://pivot-to-ai.com/2026/02/17/the-ai-scare-trade-the-all-purpose-excuse-for-number-go-down/ video: https://www.youtube.com/watch?v=VBj9sBLwb3c&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

    8 min
  2. 1 DAY AGO

    20260225 - Accenture: you're promoted or fired on using the AI

    'broken slop generators' https://pivot-to-ai.com/2026/02/25/accenture-youre-promoted-or-fired-on-using-the-ai/ - 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: Accenture Fourth Quarter Fiscal 2025 Financial Results: Conference Call Transcript (PDF) https://investor.accenture.com/~/media/Files/A/Accenture-IR-V3/quarterly-earnings/2025/q4-fy-25/accenture-fourth-quarter-fiscal-2025-conference-call-transcript.pdf $ACN Accenture Q4 2025 Earnings Conference Call https://www.youtube.com/watch?v=JKkVeCvyvsw&list=UU9rJrMVgcXTfa8xuMnbhAEA Accenture to 'exit' staff who cannot be retrained for age of AI https://www.ft.com/content/a74f8564-ed5a-42e9-8fb3-d2bddb2b8675 Accenture combats AI refuseniks by linking promotions to log-ins https://www.ft.com/content/ac672f97-a603-4c56-afa3-4a5273d45674 Accenture Acquires Advanced AI Technology to Help Communications Companies Accelerate Autonomous Network Journeys https://newsroom.accenture.com/news/2026/accenture-acquires-advanced-ai-technology-to-help-communications-companies-accelerate-autonomous-network-journeys RØDE Wireless ME https://amzn.to/46tMih3 (UK) https://amzn.to/4rDHXAo (US) Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

    5 min
  3. 2 DAYS AGO

    20260224 - Meta's director of AI alignment falls for OpenClaw

    STOP, OPENCLAW! https://pivot-to-ai.com/2026/02/24/metas-director-of-ai-alignment-falls-for-openclaw/ - 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: Summer Yue https://www.linkedin.com/in/yutingyue/ Nothing humbles you like telling your OpenClaw "confirm before acting" and watching it speedrun deleting your inbox https://x.com/summeryue0/status/2025774069124399363 'I had to RUN to my Mac mini like I was defusing a bomb': OpenClaw AI chose to 'speedrun' deleting Meta AI safety director's inbox due to a 'rookie error' https://www.pcgamer.com/software/ai/i-had-to-run-to-my-mac-mini-like-i-was-defusing-a-bomb-openclaw-ai-chose-to-speedrun-deleting-meta-ai-safety-directors-inbox-due-to-a-rookie-error/ Previously on Pivot to AI: Don't use AI to summarize documents — it's worse than humans in every way https://pivot-to-ai.com/2024/09/04/dont-use-ai-to-summarize-documents-its-worse-than-humans-in-every-way/ Meta buys into Scale AI in the quest for fresh data https://pivot-to-ai.com/2025/06/13/meta-buys-into-scale-ai-in-the-quest-for-fresh-data/ video: https://www.youtube.com/watch?v=JJ1DusIXIhw&list=UU9rJrMVgcXTfa8xuMnbhAEA AI doomsday and AI heaven: live forever in AI God https://pivot-to-ai.com/2025/08/17/ai-doomsday-and-ai-heaven-live-forever-in-ai-god/ video: https://www.youtube.com/watch?v=tAJIew3FAJ8&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

    6 min
  4. 17 FEB

    20260217 - The AI Scare Trade: the all-purpose excuse for number go down

    Business can't compete if it has to think up new excuses https://pivot-to-ai.com/2026/02/17/the-ai-scare-trade-the-all-purpose-excuse-for-number-go-down/ - 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: Commercial real estate share slide accelerates in latest sell-off driven by AI fears https://www.ft.com/content/90e8ed28-e44b-48da-b06c-a54bc71f053a Logistics stocks sink as AI fear trade finds latest victim https://financialpost.com/transportation/logistics-stocks-sink-ai-fear-trade AI paranoia grips the City as chatbots take over https://www.telegraph.co.uk/business/2026/02/13/ai-paranoia-grips-the-city-as-chatbots-take-over/ You've put AI everywhere! But can you insure against AI going wrong? https://www.thestack.technology/youve-put-ai-everywhere-but-can-you-insure-against-ai-going-wrong/ Previously on Pivot to AI: The job losses are real — but the AI excuse is fake https://pivot-to-ai.com/2026/01/29/the-job-losses-are-real-but-the-ai-excuse-is-fake/ video: https://www.youtube.com/watch?v=YjHeTXoORzE&list=UU9rJrMVgcXTfa8xuMnbhAEA 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

    7 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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