meanwhile, SpaceX lines up its IPO

https://pivot-to-ai.com/2026/04/03/nobody-wants-openai-shares-on-the-secondary-market/ - blog post

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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

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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

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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

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Anthropic: 'human error, not a security breach'

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

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• RØDE Interview GO Handheld Adaptor https://amzn.to/4m1SNy2

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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

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Microsoft: 'product tips', not 'ads'

https://pivot-to-ai.com/2026/03/31/github-copilot-puts-ads-into-pull-requests/ - blog post

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• Back the Technofascism Survival Guide: https://www.kickstarter.com/projects/kimcrawley/technofascism-survival-guide/
• Help Kim Crawley promote the book: https://ko-fi.com/kimatstopgenai

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Sources:

• Copilot Edited an Ad Into My PR https://notes.zachmanson.com/copilot-edited-an-ad-into-my-pr/
• I'm part of Raycast, we didn't know about it, learnt about it here https://news.ycombinator.com/item?id=47572859
• Tim from the Copilot coding agent team here https://news.ycombinator.com/item?id=47573233
• GitHub backs down, kills Copilot pull-request ads after backlash https://www.theregister.com/2026/03/30/github_copilot_ads_pull_requests/

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By not guaranteeing it in any way

https://pivot-to-ai.com/2026/03/30/openai-offers-17-5-on-venture-deal-how-can-it-do-that/ - blog post

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Sources:

• Exclusive: OpenAI courts private equity to join enterprise AI venture, sources say https://www.reuters.com/business/openai-courts-private-equity-join-enterprise-ai-venture-sources-say-2026-03-16/
• Exclusive: OpenAI sweetens private equity pitch amid enterprise turf war with Anthropic, sources say https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23/

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Everything is screwed. But how screwed?

https://pivot-to-ai.com/2026/03/27/the-ai-bubble-and-the-global-polycrisis/ - blog post

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Sources:

• Welcome to a Multidimensional Economic Disaster https://www.theatlantic.com/technology/2026/03/ai-boom-polycrisis/686559/
• Supply crunch in Intel, AMD CPUs deals fresh blow to PC and server makers https://asia.nikkei.com/business/tech/semiconductors/supply-crunch-in-intel-amd-cpus-deals-fresh-blow-to-pc-and-server-makers
• The AI Industry Is Lying To You https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/

Previously on Pivot to AI:

• Dan Davies: Lying for Money — not a book about crypto, except it really is https://davidgerard.co.uk/blockchain/2021/09/23/dan-davies-lying-for-money-not-a-book-about-crypto-except-it-totally-is/
• 'AI is here to stay' — is it, though? What do you mean, 'stay'? https://pivot-to-ai.com/2025/07/10/ai-is-here-to-stay-is-it-though-what-do-you-mean-stay/
• video: https://www.youtube.com/watch?v=306W5Nqnbbs&list=UU9rJrMVgcXTfa8xuMnbhAEA
• 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
• AI screws us over again: memory shortages, Crucial shutting down https://pivot-to-ai.com/2025/12/04/ai-screws-us-over-again-memory-shortages-crucial-shutting-down/
• video: https://www.youtube.com/watch?v=rWNSPL6BRuY&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Let's power AI with supersonic jet engine turbines! https://pivot-to-ai.com/2025/12/11/lets-power-ai-with-supersonic-jet-engine-turbines/
• video: https://www.youtube.com/watch?v=fwkFdqAbpUc&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Blue Owl won't give your money back. This is fine https://pivot-to-ai.com/2026/02/26/blue-owl-wont-give-your-money-back-this-is-fine/
• video: https://www.youtube.com/watch?v=Fh6DbLNM1lI&list=UU9rJrMVgcXTfa8xuMnbhAEA

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go slop, go flop

https://pivot-to-ai.com/2026/03/26/buzzfeed-goes-ai-then-it-goes-broke/ - blog post

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Sources:

• BuzzFeed's Bet on Bots (archive) https://web.archive.org/web/20230128051113/https://view.newsletters.cnn.com/messages/1674787291972586081ce914d/raw
• BuzzFeed to Use ChatGPT Creator OpenAI to Help Create Quizzes and Other Content https://www.wsj.com/articles/buzzfeed-to-use-chatgpt-creator-openai-to-help-create-some-of-its-content-11674752660
• BuzzFeed Is Quietly Publishing Whole AI-Generated Articles, Not Just Quizzes https://futurism.com/buzzfeed-publishing-articles-by-ai
• BuzzFeed News, Which Dragged Media Into the Digital Age, Shuts Down https://www.nytimes.com/2023/04/20/business/buzzfeed-news-shut-down.html
• BuzzFeed Says AI Will "Replace the Majority of Static Content" https://futurism.com/buzzfeed-ai-replace-content
• How Buzzfeed is using AI to boost engagement as social traffic wanes https://pressgazette.co.uk/publishers/digital-journalism/buzzfeed-ai/
• BuzzFeed, Inc. Reports Q4 and Full Year 2025 Results https://investors.buzzfeed.com/news-releases/news-release-details/buzzfeed-inc-reports-q4-and-full-year-2025-results
• BuzzFeed debuts AI slop apps in bid for new revenue https://techcrunch.com/2026/03/17/buzzfeed-ai-slop-apps-sxsw-bf-island-conjure/

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pivoting from video

https://pivot-to-ai.com/2026/03/25/openai-shuts-down-sora-video-disney-deal-off/ - blog post

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

• We're saying goodbye to the Sora app https://x.com/soraofficialapp/status/2036546752535470382
• Creating with Sora safely https://openai.com/index/creating-with-sora-safely/
• OpenAI to Cut Back on Side Projects in Push to 'Nail' Core Business https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825
• OpenAI Could Be Blowing As Much As $15 Million Per Day On Silly Sora Videos https://www.forbes.com/sites/phoebeliu/2025/11/10/openai-spending-ai-generated-sora-videos/
• OpenAI Scraps Sora Video Platform Months After Launch https://www.wsj.com/tech/ai/openai-set-to-discontinue-sora-video-platform-app-a82a9e4e
• OpenAI drops AI video tool Sora, startling Disney, sources say https://www.reuters.com/technology/openai-set-discontinue-sora-video-platform-app-wsj-reports-2026-03-24/
• OpenAI CEO Shifts Responsibilities, Preps 'Spud' AI Model https://www.theinformation.com/articles/openai-ceo-shifts-responsibilities-preps-spud-ai-model
• i guess those celebrating soras death https://bsky.app/profile/dril.bsky.social/post/3mhuesr6dms23

Previously on Pivot to AI:

• OpenAI releases new Sora demo videos — with a few less glitches https://pivot-to-ai.com/2024/09/14/openai-releases-new-sora-demo-videos-with-a-few-less-glitches/
• OpenAI launches then un-launches Sora, Twitter gives Grok away for free https://pivot-to-ai.com/2024/12/11/openai-launches-then-un-launches-sora-twitter-gives-grok-away-for-free/
• How OpenAI dodged Hollywood on Sora 2 https://pivot-to-ai.com/2025/10/18/how-openai-dodged-hollywood-on-sora-2/
• video: https://www.youtube.com/watch?v=By3GRSY2Ptw&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Why Disney just put $1 billion into OpenAI https://pivot-to-ai.com/2025/12/12/why-disney-just-put-1-billion-into-openai/
• video: https://www.youtube.com/watch?v=mBbVPmlfUqk&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

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the customers? not so convinced

https://pivot-to-ai.com/2026/03/24/walmart-dumps-openai-at-the-checkout/ - blog post

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Sources:

• Buy it in ChatGPT: Instant Checkout and the Agentic Commerce Protocol https://openai.com/index/buy-it-in-chatgpt/
• Walmart Partners with OpenAI to Create AI-First Shopping Experiences https://corporate.walmart.com/news/2025/10/14/walmart-partners-with-openai-to-create-ai-first-shopping-experiences
• Why Walmart and OpenAI Are Shaking Up Their Agentic Shopping Deal https://www.wired.com/story/ai-lab-walmart-openai-shaking-up-agentic-shopping-deal/
• OpenAI Scales Back Shopping Plans for ChatGPT https://www.theinformation.com/articles/openai-scales-back-shopping-plans-chatgpt
• OpenAI's Shopping Ambitions Hit Messy Data Reality https://www.theinformation.com/articles/openais-shopping-ambitions-hit-messy-data-reality

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'Restructuring' gets a 7% hit, 'AI' only a 2% hit

https://pivot-to-ai.com/2026/03/23/layoffs-dont-boost-the-share-price-they-drop-it/ - blog post

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Sources:

• Wall Street is no longer rewarding job-cut announcements, Goldman analysis finds https://www.marketwatch.com/story/wall-street-is-no-longer-rewarding-job-cut-announcements-goldman-analysis-finds-a60c87a4
• The Great Turnover: 9 in 10 Companies Plan To Hire in 2026, Yet 6 in 10 Will Have Layoffs https://www.resume.org/the-great-turnover-9-in-10-companies-plan-to-hire-in-2026-yet-6-in-10-will-have-layoffs-2/

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