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Pivot to AI

Pivot to AI

By: David Gerard
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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.© 2025 Politics & Government
Episodes
  • 20260403 - Nobody wants OpenAI shares on the secondary market
    Apr 3 2026

    meanwhile, SpaceX lines up its IPO

    • Patreon: https://www.patreon.com/davidgerard
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    • Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6
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    Send in your story tips: dgerard@gmail.com

    Sources:

    • OpenAI Valued at $852 Billion After Completing $122 Billion Round https://www.bloomberg.com/news/articles/2026-03-31/openai-valued-at-852-billion-after-completing-122-billion-round
    • OpenAI opens the door to individual investors https://www.axios.com/2026/03/31/openai-ai-stock-investors-ipo
    • OpenAI Is Falling Out of Favor With Secondary Buyers https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot
    • SpaceX Has Filed Confidentially for IPO Ahead of AI Rivals https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals

    Previously on Pivot to AI:

    • AI venture capital resorts to feeding the secondary market https://pivot-to-ai.com/2025/06/20/ai-venture-capital-resorts-to-feeding-the-secondary-market/
    • video: https://www.youtube.com/watch?v=9OizNdgHEAQ&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, Anthropic, SpaceX to trash stock market IPOs for 2026 https://pivot-to-ai.com/2026/03/20/openai-anthropic-spacex-to-trash-stock-market-ipos-for-2026/
    • video: https://www.youtube.com/watch?v=THMhJd3XMhQ&list=UU9rJrMVgcXTfa8xuMnbhAEA

    Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

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    5 mins
  • 20260402 - Microsoft AI reshuffle, Suleyman goes AI doomsday crank
    Apr 2 2026

    not to worry, Copilot's 'for entertainment purposes only'

    https://pivot-to-ai.com/2026/04/02/microsoft-ai-reshuffle-mustafa-suleyman-goes-ai-doomsday-crank/ - blog post

    • Patreon: https://www.patreon.com/davidgerard
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    • 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:

    • Announcing Copilot leadership update https://blogs.microsoft.com/blog/2026/03/17/announcing-copilot-leadership-update/
    • Towards Humanist Superintelligence https://microsoft.ai/news/towards-humanist-superintelligence/
    • Microsoft AI Superintelligence Team Promises To Keep Humans In Charge: Mustafa Suleyman https://www.youtube.com/watch?v=aIifmbE2Ztw&list=UU9rJrMVgcXTfa8xuMnbhAEA
    • Microsoft Copilot: Meet Copilot Appearances https://www.youtube.com/watch?v=G3AfVni7t9A&list=UU9rJrMVgcXTfa8xuMnbhAEA
    • Microsoft Copilot Terms of Use https://www.microsoft.com/en-us/microsoft-copilot/for-individuals/termsofuse
    • Microsoft tweaks fine print to warn everyone not to take its AI seriously (2024) https://www.theregister.com/2024/08/14/microsoft_services_agreement_update_warns/
    • Consumer Terms of Service https://www.anthropic.com/legal/consumer-terms

    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
    • AI makes Microsoft's Q4 2025 numbers weird and bad https://pivot-to-ai.com/2026/02/03/ai-makes-microsofts-q4-2025-numbers-weird-and-bad/
    • video: https://www.youtube.com/watch?v=EwXu5aImOm8&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

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    6 mins
  • 20260401 - Claude Code codebase leaked
    Apr 1 2026

    Anthropic: 'human error, not a security breach'

    https://pivot-to-ai.com/2026/04/01/claude-code-codebase-is-leaked/ - blog post

    • Patreon: https://www.patreon.com/davidgerard
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    • 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
    • RØDE Interview GO Handheld Adaptor https://amzn.to/4m1SNy2

    Send in your story tips: dgerard@gmail.com

    Sources:

    • Claude code source code has been leaked via a map file in their npm registry https://x.com/Fried_rice/status/2038894956459290963
    • Anthropic Accidentally Exposes System Behind Claude Code https://www.bloomberg.com/news/articles/2026-04-01/anthropic-accidentally-releases-source-code-for-claude-ai-agent
    • Claude Code source leak reveals how much info Anthropic can hoover up about you and your system https://www.theregister.com/2026/04/01/claude_code_source_leak_privacy_nightmare/
    • After looking at the code, my understanding of how Claude works https://mastodon.gamedev.place/@duke_of_germany/116325952442241156
    • Can confirm Claude Code is 100% written by Claude Code https://x.com/bcherny/status/2030109840555790357
    • one thing that is clear from reading a lot of LLM code https://neuromatch.social/@jonny/116328694967192899

    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
    • AI works can't be copyrighted or patented in the US https://pivot-to-ai.com/2026/03/04/ai-works-cant-be-copyrighted-or-patented-in-the-us/
    • video: https://www.youtube.com/watch?v=JoNrMLTJXhE&list=UU9rJrMVgcXTfa8xuMnbhAEA

    Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

    Show More Show Less
    8 mins
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