old devil washes out in deal with new devil

https://pivot-to-ai.com/2026/01/15/bondholders-sue-oracle-over-openai-debt-deals/ - blog post

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CORRECTION: I say in the audio that the Oracle stock price on 9 September 2025 was $251 - but it was $241.

Sources:

• Oracle, OpenAI Sign $300 Billion Cloud Deal https://www.wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe
• Oracle is already underwater on its 'astonishing' $300bn OpenAI deal https://www.ft.com/content/064bbca0-1cb2-45ab-85f4-25fdfc318d89
• Oracle hit hard in Wall Street's tech sell-off over its huge AI bet https://www.ft.com/content/583e9391-bdd0-433e-91e0-b1b93038d51e
• Oracle's $10bn Michigan data centre in limbo after Blue Owl funding talks stall https://www.ft.com/content/84c147a4-aabb-4243-8298-11fabf1022a3
• Oracle is Set to Power on New Data Center in Michigan https://www.oracle.com/news/announcement/blog/oracle-is-set-to-power-on-new-data-center-in-michigan-2025-1018/
• Oracle Is Sued Over Disclosures Tied to 2025 Bond Offering https://www.bloomberg.com/news/articles/2026-01-15/oracle-sued-over-disclosures-tied-to-18-billion-bond-offering
• Record $38 Billion Debt Sale Nears for Oracle-Tied Data Centers https://www.bloomberg.com/news/articles/2025-10-23/record-38-billion-debt-sale-nears-for-oracle-tied-data-centers

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Please use our lying chatbot. Please?

https://pivot-to-ai.com/2026/01/14/microsoft-now-paying-customers-to-train-in-copilot-ai/ - blog post

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Sources:

• Applied AI: Microsoft Offers Training Funds for Copilot AI Customers https://www.theinformation.com/articles/applied-ai-microsoft-offers-training-funds-copilot-ai-customers

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Claude bros know how to measure performance. They just don't.

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Sources:

• Measuring the Impact of Early-2025 AI on Experienced Open-Source Developer Productivity https://arxiv.org/abs/2507.09089
• DORA: State of AI-assisted Software Development (PDF) https://services.google.com/fh/files/misc/2025_state_of_ai_assisted_software_development.pdf
• AI Coding Assistants Are Getting Worse: Newer models are more prone to silent but deadly failure modes https://spectrum.ieee.org/ai-coding-degrades

Previously on Pivot to AI:

• AI coding tools 'fix' bugs by adding bugs https://pivot-to-ai.com/2025/03/19/ai-coding-tools-fix-bugs-by-adding-bugs/
• video: https://www.youtube.com/watch?v=xnzkgDt-d3o&list=UU9rJrMVgcXTfa8xuMnbhAEA
• 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 coders think they're 20% faster — but they're actually 19% slower https://pivot-to-ai.com/2025/07/11/ai-coders-think-theyre-20-faster-but-theyre-actually-19-slower/
• video: https://www.youtube.com/watch?v=96j1cIMYV1U&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
• If AI coding is so good … where are the little apps? https://pivot-to-ai.com/2025/09/09/if-ai-coding-is-so-good-where-are-the-little-apps/
• video: https://www.youtube.com/watch?v=mz_lG6SmgK0&list=UU9rJrMVgcXTfa8xuMnbhAEA

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Don't believe the PCGamer hype

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Sources:

• Most dubious uses of AI at CES 2026 https://www.theverge.com/tech/858315/most-dubious-ai-tech-ces-2026
• Dell's CES 2026 chat was the most pleasingly un-AI briefing I've had in maybe 5 years https://www.pcgamer.com/hardware/dells-ces-2026-chat-was-the-most-pleasingly-un-ai-briefing-ive-had-in-maybe-5-years/
• Dell Technologies Delivers Third Quarter Fiscal 2026 Financial Results https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-delivers-third-quarter-fiscal-2026-financial
• Dell XPS 14 Laptop Model: DA14260 https://www.dell.com/en-us/shop/dell-laptops/xps-14-laptop/spd/xps-da14260-laptop
• Bit by Bit: Leadership Conversations: Inside Dell's Strategy and the Future of XPS https://www.youtube.com/watch?v=mxK5-PaDcbs&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Kevin Terwilliger, Dell Technologies: Dell Bets Big on AI PCs at CES (2025) https://www.youtube.com/watch?v=QTTe4yhflqo&list=UU9rJrMVgcXTfa8xuMnbhAEA

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

Nobody wants a computer. They want what it does.

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Sources:

• Mozilla Suite https://www-archive.mozilla.org/products/mozilla1.x/
• Windows president addresses current state of Windows 11 after AI backlash — "We know we have a lot of work to do" https://www.windowscentral.com/microsoft/windows-11/windows-president-addresses-current-state-of-windows-11-after-ai-backlash-we-know-we-have-a-lot-of-work-to-do
• Servo: Sponsorship https://servo.org/sponsorship/

Previously on Pivot to AI:

• Apple Intelligence at WWDC 2025! Don't expect much — it still doesn't work https://pivot-to-ai.com/2025/06/09/apple-intelligence-at-wwdc-2025-dont-expect-much-it-still-doesnt-work/
• video: https://www.youtube.com/watch?v=6fo9ybMmkKc&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Microsoft Copilot AI's official avatar https://pivot-to-ai.com/2025/07/28/
• video: https://www.youtube.com/watch?v=3av5g0hAKwE&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Microsoft's 2030 Vision: no mouse, no keyboard — just the AI! https://pivot-to-ai.com/2025/08/06/microsofts-2030-vision-no-mouse-no-keyboard-just-the-ai/
• video: https://www.youtube.com/watch?v=VU-kqS0G_Uo&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Firefox browser falls to AI. What do we do now? https://pivot-to-ai.com/2025/12/23/firefox-browser-falls-to-ai-what-do-we-do-now/
• video: https://www.youtube.com/watch?v=c40irxnC_qM&list=UU9rJrMVgcXTfa8xuMnbhAEA

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why don't you take a seat over there

https://pivot-to-ai.com/2026/01/09/grok-generates-bikini-pics-of-children-uk-us-oddly-powerless/ - blog post

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Sources:

• Grok's 'Spicy' Mode Makes NSFW Celebrity Deepfakes of Women (But Not Men) https://gizmodo.com/groks-spicy-mode-makes-nsfw-celebrity-deepfakes-of-women-but-not-men-2000639308
• Behind Grok's 'sexy' settings, workers review explicit and disturbing content https://www.businessinsider.com/elon-musk-grok-explicit-content-data-annotation-2025-9
• Grok says safeguard lapses led to images of 'minors in minimal clothing' on X (archive) https://archive.ph/2026.01.02-214935/https://www.reuters.com/legal/litigation/grok-says-safeguard-lapses-led-images-minors-minimal-clothing-x-2026-01-02/
• Who's who at X, the deepfake porn site formerly known as Twitter https://www.ft.com/content/ad94db4c-95a0-4c65-bd8d-3b43e1251091
• Anyone using Grok to make illegal content will suffer the same consequences as if they upload illegal content https://x.com/elonmusk/status/2007475612949102943
• Musk Won't Fix Grok's Fake AI Nudes. A Ban Would https://www.bloomberg.com/opinion/articles/2026-01-07/musk-will-not-fix-fake-ai-nudes-made-by-grok-a-ban-would
• Statement in response to Grok AI on X https://ico.org.uk/about-the-ico/media-centre/news-and-blogs/2026/01/a-statement-in-response-to-grok-ai-on-x/
• Coimisiún na Meán engaging with EU over creation of explicit images on Grok https://www.rte.ie/news/2026/0105/1551617-regulator-engaging-with-eu-over-explicit-images-on-grok/
• Réaction du Gouvernement concernant la génération par Grok, l'IA generative de X, de contenus à caractère sexiste et sexuel https://presse.economie.gouv.fr/reaction-du-gouvernement-concernant-la-generation-par-grok-lia-generative-de-x-de-contenus-a-caractere-sexiste-et-sexuel/
• EU orders X to keep Grok documents for longer amid sexualised AI photos furore https://www.reuters.com/world/eu-commission-has-ordered-x-retain-all-grok-documents-until-end-2026-2026-01-08/
• Midday press briefing from 05/01/2026 (video) https://audiovisual.ec.europa.eu/en/media/video/I-282956
• Highest Engagement Days on X https://x.com/nikitabier/status/2008444770071298397

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Everybody hates data centres!

https://pivot-to-ai.com/2026/01/07/us-voters-hate-ai-and-politicians-are-noticing/ - blog post

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Sources:

• Americans Prioritize AI Safety and Data Security https://news.gallup.com/poll/694685/americans-prioritize-safety-data-security.aspx
• How the U.S. Public and AI Experts View Artificial Intelligence https://www.pewresearch.org/internet/2025/04/03/how-the-us-public-and-ai-experts-view-artificial-intelligence/
• Americans Hate AI. Which Party Will Benefit? https://www.politico.com/news/magazine/2025/12/28/ai-job-losses-populism-democrats-bernie-sanders-00706680
• The data center rebellion is here, and it's reshaping the political landscape https://www.washingtonpost.com/business/2026/01/06/data-centers-backlash-impact-local-communities-opposition/

Previously on Pivot to AI:

• Data Center Watch worries that anti-AI activism is working https://pivot-to-ai.com/2025/11/17/data-center-watch-worries-that-anti-ai-activism-is-working/
• video: https://www.youtube.com/watch?v=nPbTXEOJEVM&list=UU9rJrMVgcXTfa8xuMnbhAEA

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Burn more dollars! More dollars! More!

https://pivot-to-ai.com/2026/01/06/most-venture-capital-deals-are-now-ai/ - blog post

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Sources:

• PitchBook Analyst Note: AI, Megadeals, and the Making of a Concentrated Venture Market https://pitchbook.com/news/reports/q4-2025-pitchbook-analyst-note-ai-megadeals-and-the-making-of-a-concentrated-venture-market
• report (PDF) https://pitchbook.brightspotcdn.com/de/d6/6a4f06b94d73ad336be33bf1f9de/q4-2025-pitchbook-analyst-note-ai-megadeals-and-the-making-of-a-concentrated-venture-market.pdf
• Exclusive: SoftBank races to fulfill $22.5 billion funding commitment to OpenAI by year-end, sources say https://www.reuters.com/business/media-telecom/softbank-races-fulfill-225-billion-funding-commitment-openai-by-year-end-sources-2025-12-19/

Previously on Pivot to AI:

• AI winter is in the air! But we think the AI bubble keeps going until 2027 https://pivot-to-ai.com/2025/08/23/ai-winter-is-in-the-air-but-we-think-the-ai-bubble-keeps-going-until-2027/
• video: https://www.youtube.com/watch?v=vp1-3Ypmr1Y&list=UU9rJrMVgcXTfa8xuMnbhAEA
• 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 wants all the gas power — and prices go up https://pivot-to-ai.com/2025/10/04/openai-wants-all-the-gas-power-and-prices-go-up/
• video: https://www.youtube.com/watch?v=gag3vzDiHRs&list=UU9rJrMVgcXTfa8xuMnbhAEA

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