Coding bot vendor: coding bots are bad for you

https://pivot-to-ai.com/2026/02/06/ai-coding-makes-you-worse-at-learning-and-not-even-any-faster/ - blog post

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Sources:

• How AI Impacts Skill Formation https://arxiv.org/abs/2601.20245
• How AI assistance impacts the formation of coding skills https://www.anthropic.com/research/AI-assistance-coding-skills
• Trio: a friendly Python library for async concurrency and I/O https://github.com/python-trio/trio

Previously on Pivot to AI:

• 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

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a mere memorandum of understanding

https://pivot-to-ai.com/2026/02/05/the-openai-and-nvidia-100b-not-a-deal-is-off/ - blog post

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Sources:

• The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3
• Nvidia CEO Huang denies he is unhappy with OpenAI, says 'huge' investment planned https://www.reuters.com/world/asia-pacific/nvidia-ceo-huang-denies-he-is-unhappy-with-openai-says-huge-investment-planned-2026-01-31/
• Mad Money 02/03/26 https://www.youtube.com/watch?v=ZVTZc0j4hDY
• Exclusive: OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/
• We love working with NVIDIA and they make the best AI chips in the world https://x.com/sama/status/2018451015272694248
• Hands Sam a mirror https://x.com/Grady_Booch/status/2018463834323960038
• Iron Lung https://ironlung.com/

Previously on Pivot to AI:

• 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
• OpenAI does deals to make a deal — and the money is getting worried https://pivot-to-ai.com/2025/10/10/openai-does-deals-to-make-a-deal-and-the-money-is-getting-worried/
• video: https://pivot-to-ai.com/2025/10/10/openai-does-deals-to-make-a-deal-and-the-money-is-getting-worried/

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is 30% of Microsoft's press coverage vibe-marketed

https://pivot-to-ai.com/2026/02/04/microsoft-walks-back-ai-in-windows-11-yeah-right/ - blog post

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Sources:

• Windows is evolving into an agentic OS https://x.com/pavandavuluri/status/1987942909635854336
• Hey Gergely, I am responding here https://x.com/pavandavuluri/status/1989764300488245266
• Microsoft investigates Windows 11 boot failures after January updates https://www.bleepingcomputer.com/news/microsoft/microsoft-investigates-windows-11-boot-failures-after-january-updates/
• Microsoft links Windows 11 boot failures to failed December 2025 update https://www.bleepingcomputer.com/news/microsoft/microsoft-links-windows-11-boot-failures-to-failed-december-2025-update/
• Microsoft is working to rebuild trust in Windows https://www.theverge.com/tech/870045/microsoft-windows-11-issues-rebuilding-trust-notepad
• You won: Microsoft is walking back Windows 11's AI overload — scaling down Copilot and rethinking Recall in a major shift https://www.windowscentral.com/microsoft/windows-11/microsoft-is-reevaluating-its-ai-efforts-on-windows-11-plans-to-reduce-copilot-integrations-and-evolve-recall
• Hell yeah, new policy option if you're running Windows 11 Pro or Enterprise! Truly bizarre application though. https://bsky.app/profile/pileofgarbage.net/post/3mdsk72hiws22
• Microsoft may soon allow IT admins to uninstall Copilot https://www.bleepingcomputer.com/news/microsoft/microsoft-may-soon-allow-it-admins-to-uninstall-copilot-on-managed-devices/
• Welcome to LlamaCon 2025 - Closing Session! https://www.youtube.com/watch?v=FZ-RZ0dKO8o
• Hater Season: Openclaw with David Gerard https://podcasts.apple.com/gb/podcast/hater-season-openclaw-with-david-gerard/id1730587238?i=1000747969480
• Anti Gen AI Heroes: Steve Farrugia prefers software to not be Faster and Worse https://stopgenai.com/anti-gen-ai-heroes-steve-farrugia-prefers-software-to-not-be-faster-and-worse/

Previously on Pivot to AI:

• 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

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Investors and analysts are not happy

https://pivot-to-ai.com/2026/02/03/ai-makes-microsofts-q4-2025-numbers-weird-and-bad/ - blog post

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Sources:

• Earnings Release FY26 Q2 https://www.microsoft.com/en-us/investor/earnings/fy-2026-q2/press-release-webcast
• Microsoft FY26 Second Quarter Earnings Conference Call https://view.officeapps.live.com/op/view.aspx?src=https://microsoft.com/en-us/investor/earnings/FY-2026-Q2/Document/DownloadDocument/149/TranscriptQandAFY26q2.docx
• Microsoft Fiscal Year 2026 Second Quarter Earnings Conference Call (video) https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q2
• Microsoft sheds $360bn in market value as AI spending spooks investors https://www.ft.com/content/c7e23f07-70b3-43a7-8e1d-040ca93d6d90

Previously on Pivot to AI:

• What Satya Nadella actually said at Davos about the AI bubble https://pivot-to-ai.com/2026/01/21/what-satya-nadella-actually-said-at-davos-about-ai/
• video: https://www.youtube.com/watch?v=oOPPKG7XLZk&list=UU9rJrMVgcXTfa8xuMnbhAEA

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Or maybe Tesla

https://pivot-to-ai.com/2026/02/02/musk-wants-to-merge-spacex-with-xai-then-take-it-public/ - blog post

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Sources:

• Exclusive: Musk's SpaceX in merger talks with xAI ahead of planned IPO, source says https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29/
• Elon Musk's Relentless AI Pursuit Has Him on the Hunt for Capital https://www.bloomberg.com/news/features/2026-01-31/elon-musk-s-ai-push-has-him-considering-mergers-in-search-for-capital
• FCC SAT-LOA-20260108-00016 https://fccprod.servicenowservices.com/icfs?id=ibfs_application_summary&number=SAT-LOA-20260108-00016
• Elon Musk's SpaceX Said to Consider Merger With Tesla or xAI https://www.bloomberg.com/news/articles/2026-01-29/elon-musk-s-spacex-is-said-to-consider-merger-with-tesla-or-xai

Previously on Pivot to AI:

• Elon Musk merges xAI and Twitter — the new AOL Time Warner https://pivot-to-ai.com/2025/03/30/elon-musk-merges-xai-and-twitter-the-new-aol-time-warner/
• video: https://www.youtube.com/watch?v=OJtRz6fL790&list=UU9rJrMVgcXTfa8xuMnbhAEA
• AI data centres — in SPACE! Why DCs in space can't work https://pivot-to-ai.com/2025/12/01/ai-data-centres-in-space-why-dcs-in-space-cant-work/
• video: https://www.youtube.com/watch?v=H_SaKXM82yg&list=UU9rJrMVgcXTfa8xuMnbhAEA

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

'Our AI has messed up completely'

https://pivot-to-ai.com/2026/01/30/ai-sends-tourists-to-tasmanian-hot-springs-that-dont-exist/ - blog post

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Sources:

• Weld River fossicking area https://www.mrt.tas.gov.au/prospecting_and_fossicking/fossicking_areas/fossicking_areas_in_tasmania/weld_river_fossicking_area
• Weldborough Hotel baffled by tour company advertising hot springs don't exist https://www.abc.net.au/listen/programs/hobart-mornings/weldborough-hotel-tasmania-fake-hot-springs/106251958
• Tour website's AI sends visitors to Tasmanian sites that do not exist https://www.abc.net.au/news/2026-01-22/ai-images-of-tasmania-on-tour-website/106253448
• Well mystery solved ... https://www.facebook.com/100062295081922/posts/1438499644903191/
• AI on Australian travel company website sends tourists to nonexistent hot springs https://edition.cnn.com/2026/01/28/travel/ai-tourism-nonexistent-hotsprings-intl-scli

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

Great Depression 2.0 gets under way

https://pivot-to-ai.com/2026/01/29/the-job-losses-are-real-but-the-ai-excuse-is-fake/ - blog post

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

• AI layoffs are looking more and more like corporate fiction that's masking a darker reality, Oxford Economics suggests https://fortune.com/2026/01/07/ai-layoffs-convenient-corporate-fiction-true-false-oxford-economics-productivity/
• AI is not killing jobs, US study finds https://www.ft.com/content/c9f905a0-cbfc-4a0a-ac4f-0d68d0fc64aa
• Companies are blaming AI for job cuts. Critics say it's a 'good excuse' https://www.cnbc.com/2025/10/19/firms-are-blaming-ai-for-job-cuts-critics-say-its-a-good-excuse.html
• The AI jobs crisis is here, now https://www.bloodinthemachine.com/p/the-ai-jobs-crisis-is-here-now
• AI Killed My Job: Tech workers https://www.bloodinthemachine.com/p/how-ai-is-killing-jobs-in-the-tech-f39?utm_source=publication-search
• Managers are throwing entry-level workers under the bus in race to adopt AI https://www.theregister.com/2025/10/10/ai_is_displacing_entrylevel_professionals/
• AI layoffs to backfire: Half quietly rehired at lower pay https://www.theregister.com/2025/10/29/forrester_ai_rehiring/
• AI today is literally not capable of replacing the senior engineers they are laying off https://bsky.app/profile/lizthegrey.com/post/3lvkw2mdmn22u
• Trump orders firing of department head after weak US jobs growth report https://www.bbc.co.uk/news/live/cpqvdxzwv22t?post=asset%3A46907b3a-47b1-4385-a53b-28e4a99b882a#post
• Stop Gen AI https://stopgenai.com/
• Se os usuários reparam em seu software, você já perdeu https://manualdousuario.net/software-olhe-para-mim/

Previously on Pivot to AI:

• In 2025, venture capital can't pretend everything is fine any more https://pivot-to-ai.com/2025/05/03/in-2025-venture-capital-cant-pretend-everything-is-fine-any-more/
• video: https://www.youtube.com/watch?v=VcSnLt6Knbs&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Duolingo replaces its contractors with AI, courses with slop https://pivot-to-ai.com/2025/05/04/duolingo-replaces-its-contractors-with-ai-courses-with-slop/
• video: https://www.youtube.com/watch?v=k4hYEhKP150&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Firing people for AI is not going so well https://pivot-to-ai.com/2025/05/26/firing-people-for-ai-not-going-so-well/
• video: https://www.youtube.com/watch?v=k7M8fI7JvXs&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
• Whoops! Microsoft's new Windows AI agent platform lets in malware https://pivot-to-ai.com/2025/11/19/whoops-microsofts-new-windows-ai-agent-platform-lets-in-malware/
• video: https://www.youtube.com/watch?v=tAeNFkZJVxc&list=UU9rJrMVgcXTfa8xuMnbhAEA

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

plus casual bot racism about Morocco

https://pivot-to-ai.com/2026/01/28/moltbot-clawdbot-an-expensive-and-insecure-ai-agent-that-doesnt-work/ - blog post

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

• Moltbot https://clawd.bot/
• PSPDFkit raises $116M, its first outside money; now nearly 1B people use apps powered by its collaboration, signing and markup tools https://techcrunch.com/2021/10/01/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 https://steipete.me/posts/2025/finding-my-spark-again
• Star History: moltbot/moltbot https://www.star-history.com/#moltbot/moltbot&type=date&legend=top-left
• This is so scary we were attacked 7,922 times over the weekend after using Clawdbot https://x.com/atShruti/status/2015850485392245192
• ClawdBot Creator Disowns Crypto After Scammers Hijack AI Project Rebrand https://beincrypto.com/clawdbot-creator-crypto-harassment/
• To all crypto folks: https://x.com/steipete/status/2016072109601001611

Previously on Pivot to AI:

• Hack a smart home with a calendar invite! And Google Gemini https://pivot-to-ai.com/2025/08/10/hack-a-smart-home-with-a-calendar-invite-and-google-gemini/
• video: https://www.youtube.com/watch?v=jybs-p6rzz8&list=UU9rJrMVgcXTfa8xuMnbhAEA

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original theft, do not steal

https://pivot-to-ai.com/2026/01/27/cursor-lies-about-vibe-coding-a-web-browser-with-ai/ - blog post

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Sources:

• We built a browser with GPT-5.2 in Cursor https://x.com/mntruell/status/2011562190286045552
• Scaling long-running autonomous coding https://cursor.com/blog/scaling-agents
• 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 https://fortune.com/2026/01/23/cursor-built-web-browser-with-swarm-ai-agents-powered-openai/
• fastrender/Cargo.toml https://github.com/wilsonzlin/fastrender/blob/main/Cargo.toml
• In various comments, I have explained at length why your fleet of autonomous agents failed miserably at building something that could be seen as a valid POC https://news.ycombinator.com/item?id=46709191

Previously on Pivot to AI:

• If AI coding is so good … where are the performance numbers? https://pivot-to-ai.com/2026/01/13/if-ai-coding-is-so-good-where-are-the-performance-numbers/
• video: https://www.youtube.com/watch?v=xeU208KqeRc&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Steve Yegge's Gas Town: Vibe coding goes crypto scam https://pivot-to-ai.com/2026/01/22/steve-yegges-gas-town-vibe-coding-goes-crypto-scam/
• video: https://www.youtube.com/watch?v=-0_8gPam4tM&list=UU9rJrMVgcXTfa8xuMnbhAEA

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The true AI risk

https://pivot-to-ai.com/2026/01/26/insurers-dont-want-to-cover-ai/ - blog post

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Sources:

• Insurers retreat from AI cover as risk of multibillion-dollar claims mounts https://www.ft.com/content/abfe9741-f438-4ed6-a673-075ec177dc62
• The Continued Proliferation of AI Exclusions https://natlawreview.com/article/continued-proliferation-ai-exclusions
• Insurers balk at multibillion-dollar claims faced by OpenAI and Anthropic https://www.ft.com/content/0211e603-7da6-45a7-909a-96ec28bf6c5a?syn-25a6b1a6=1

Previously on Pivot to AI:

• Lloyd's offers corporate insurance against AI chatbot errors! Now try to get a payout https://pivot-to-ai.com/2025/05/12/lloyds-offers-corporate-insurance-against-ai-chatbot-errors-now-try-to-get-a-payout/
• video: https://www.youtube.com/watch?v=Qadpn0MiB4w&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Anthropic AI pays off authors with just $1.5 billion https://pivot-to-ai.com/2025/09/07/anthropic-ai-pays-off-authors-with-just-1-5-billion/
• video: https://www.youtube.com/watch?v=14Tr930opuI&list=UU9rJrMVgcXTfa8xuMnbhAEA

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