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20260121 - What Satya Nadella actually said at Davos about the AI bubble

Pivot to AI

Release Date: 01/21/2026

20260205 - The OpenAI and Nvidia $100b not-a-deal is off show art 20260205 - The OpenAI and Nvidia $100b not-a-deal is off

Pivot to AI

a mere memorandum of understanding - blog post  Patreon: Ko-Fi:  Buy me nice things:  Get an extremely cool Pivot to AI shirt or mug:  Send in your story tips:  Sources: The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice Nvidia CEO Huang denies he is unhappy with OpenAI, says 'huge' investment planned  Mad Money 02/03/26  Exclusive: OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say  We love working with NVIDIA and they make the best AI chips in the world  Hands Sam a mirror  Iron Lung ...

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20260204 - Microsoft walks back AI in Windows 11! Yeah, right show art 20260204 - Microsoft walks back AI in Windows 11! Yeah, right

Pivot to AI

is 30% of Microsoft’s press coverage vibe-marketed - blog post  Patreon: Ko-Fi:  Buy me nice things:  Get an extremely cool Pivot to AI shirt or mug:  Send in your story tips:  Sources: Windows is evolving into an agentic OS Hey Gergely, I am responding here Microsoft investigates Windows 11 boot failures after January updates  Microsoft links Windows 11 boot failures to failed December 2025 update  Microsoft is working to rebuild trust in Windows  You won: Microsoft is walking back Windows 11’s AI overload — scaling down Copilot and...

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20260203 - AI makes Microsoft’s quarterly numbers weird and bad show art 20260203 - AI makes Microsoft’s quarterly numbers weird and bad

Pivot to AI

Investors and analysts are not happy - blog post  Patreon: Ko-Fi:  Buy me nice things:  Get an extremely cool Pivot to AI shirt or mug:  Send in your story tips:  Sources: Earnings Release FY26 Q2 Microsoft FY26 Second Quarter Earnings Conference Call  Microsoft Fiscal Year 2026 Second Quarter Earnings Conference Call (video)  Microsoft sheds $360bn in market value as AI spending spooks investors  Previously on Pivot to AI: What Satya Nadella actually said at Davos about the AI bubble video:  Full Pivot to AI playlist:   

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20260202 - Musk wants to merge SpaceX with xAI, then go public show art 20260202 - Musk wants to merge SpaceX with xAI, then go public

Pivot to AI

Or maybe Tesla - blog post  Patreon: Ko-Fi:  Buy me nice things:  Get an extremely cool Pivot to AI shirt or mug:  Send in your story tips: Sources: Exclusive: Musk's SpaceX in merger talks with xAI ahead of planned IPO, source says Elon Musk’s Relentless AI Pursuit Has Him on the Hunt for Capital  FCC SAT-LOA-20260108-00016  Elon Musk’s SpaceX Said to Consider Merger With Tesla or xAI    Previously on Pivot to AI: Elon Musk merges xAI and Twitter — the new AOL Time Warner video:  AI data centres — in SPACE! Why DCs in space...

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20260130 - AI sends tourists to Tasmanian hot springs that don’t exist show art 20260130 - AI sends tourists to Tasmanian hot springs that don’t exist

Pivot to AI

‘Our AI has messed up completely’  - blog post Patreon: Ko-Fi:  Buy me nice things:  Get an extremely cool Pivot to AI shirt or mug:  Send in your story tips: Sources: Weld River fossicking area Weldborough Hotel baffled by tour company advertising hot springs don’t exist  Tour website’s AI sends visitors to Tasmanian sites that do not exist  Well mystery solved ...  AI on Australian travel company website sends tourists to nonexistent hot springs  Full Pivot to AI playlist:   

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20260129 - The job losses are real, but the AI excuse is fake show art 20260129 - The job losses are real, but the AI excuse is fake

Pivot to AI

Great Depression 2.0 gets under way  - blog post Patreon: Ko-Fi:  Buy me nice things:  Get an extremely cool Pivot to AI shirt or mug:  Send in your story tips:  Sources: AI layoffs are looking more and more like corporate fiction that’s masking a darker reality, Oxford Economics suggests  AI is not killing jobs, US study finds  Companies are blaming AI for job cuts. Critics say it’s a ‘good excuse’  The AI jobs crisis is here, now  AI Killed My Job: Tech workers  Managers are throwing entry-level workers under the bus in race to...

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20260128 - Clawdbot: an expensive insecure AI agent that doesn’t work show art 20260128 - Clawdbot: an expensive insecure AI agent that doesn’t work

Pivot to AI

plus casual bot racism about Morocco - blog post  Patreon: Ko-Fi:  Buy me nice things:  Get an extremely cool Pivot to AI shirt or mug:  Send in your story tips: Sources: Moltbot PSPDFkit raises $116M, its first outside money; now nearly 1B people use apps powered by its collaboration, signing and markup tools  Finding My Spark Again  Star History: moltbot/moltbot  This is so scary we were attacked 7,922 times over the weekend after using Clawdbot  ClawdBot Creator Disowns Crypto After Scammers Hijack AI Project Rebrand  To all crypto...

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20260127 - Cursor lies about vibe-coding a web browser with AI show art 20260127 - Cursor lies about vibe-coding a web browser with AI

Pivot to AI

original theft, do not steal - blog post  Patreon: Ko-Fi:  Buy me nice things:  Get an extremely cool Pivot to AI shirt or mug:  Send in your story tips:  Sources: We built a browser with GPT-5.2 in Cursor Scaling long-running autonomous coding  Cursor used a swarm of AI agents powered by OpenAI to build and run a web browser for a week — with no human help. Here’s why developers are buzzing  fastrender/Cargo.toml  In various comments, I have explained at length why your fleet of autonomous agents failed miserably at building something that...

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20260126 - Insurers don’t want to cover AI show art 20260126 - Insurers don’t want to cover AI

Pivot to AI

The true AI risk - blog post  Patreon: Ko-Fi:  Buy me nice things:  Get an extremely cool Pivot to AI shirt or mug:  Send in your story tips:  Sources: Insurers retreat from AI cover as risk of multibillion-dollar claims mounts The Continued Proliferation of AI Exclusions  Insurers balk at multibillion-dollar claims faced by OpenAI and Anthropic  Previously on Pivot to AI: Lloyd’s offers corporate insurance against AI chatbot errors! Now try to get a payout video:  Anthropic AI pays off authors with just $1.5 billion  video:  Full...

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20260123 - OpenAI faces cash crunch in 2026 as bills come due show art 20260123 - OpenAI faces cash crunch in 2026 as bills come due

Pivot to AI

I’ll gladly pay you Tuesday for a GPU today  - blog post Patreon: Ko-Fi:  Buy me nice things:  Get an extremely cool Pivot to AI shirt or mug:  Send in your story tips:  Sources: OpenAI faces financial crunch point as huge supplier bills start to come due A business that scales with the value of intelligence OpenAI CFO: IPO is not off the table, it's a question of when  OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates  White House AI czar rules out federal bailout for the sector  Previously on Pivot...

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Microsoft CEO one-shotted by GitHub Copilot

https://pivot-to-ai.com/2026/01/21/what-satya-nadella-actually-said-at-davos-about-ai/ - blog post 

Send in your story tips: dgerard@gmail.com

Sources:

FasterAndWorse: https://www.youtube.com/@FasterAndWorse

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