What do you call it when a bubble stops growing?

Text version: https://pivot-to-ai.com/2025/04/07/confirmed-microsoft-stops-new-data-centres-worldwide/

Microsoft Abandons Data Center Projects, TD Cowen Says https://www.bloomberg.com/news/articles/2025-03-26/microsoft-abandons-more-data-center-projects-td-cowen-says

Microsoft Pulls Back on Data Centers From Chicago to Jakarta https://www.bloomberg.com/news/articles/2025-04-03/microsoft-pulls-back-on-data-centers-from-chicago-to-jakarta

Microsoft AI chief Suleyman sees advantage in building models '3 or 6 months behind' https://www.cnbc.com/2025/04/04/microsoft-ai-chief-sees-benefits-to-ai-models-that-are-months-behind.html

CoreWeave inks $11.9 billion contract with OpenAI ahead of IPO https://www.reuters.com/technology/artificial-intelligence/coreweave-strikes-12-billion-contract-with-openai-ahead-ipo-sources-say-2025-03-10/

Alibaba's Tsai Warns of 'Bubble' in AI Data Center Buildout https://www.bloomberg.com/news/articles/2025-03-25/alibaba-s-tsai-warns-of-a-bubble-in-ai-datacenter-buildout

Previously:

Microsoft plays down AI bubble, cancels data center leases https://pivot-to-ai.com/2025/02/24/microsoft-plays-down-ai-bubble-cancels-data-center-leases/

China massively overbuilds empty AI data centres https://pivot-to-ai.com/2025/04/04/china-massively-overbuilds-empty-ai-data-centres/

Video: https://www.youtube.com/watch?v=uH39J3rUAmE&list=UU9rJrMVgcXTfa8xuMnbhAEA

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Text version: https://pivot-to-ai.com/2025/04/06/how-sam-altman-got-fired-from-openai-in-2023-not-being-an-ai-doom-crank-and-lying-a-lot/

Sources:

The Secrets and Misdirection Behind Sam Altman's Firing From OpenAI https://www.wsj.com/tech/ai/the-real-story-behind-sam-altman-firing-from-openai-efd51a5d

Rationality: Common Interest of Many Causes https://www.lesswrong.com/posts/4PPE6D635iBcGPGRy/rationality-common-interest-of-many-causes

Unfriendly Artificial Intelligence https://www.lesswrong.com/w/unfriendly-artificial-intelligence

Paperclip maximizer https://www.lesswrong.com/w/paperclip-maximizer-1

Pausing AI Developments Isn't Enough. We Need to Shut it All Down https://time.com/6266923/ai-eliezer-yudkowsky-open-letter-not-enough/

The OpenAI CEO Disagrees With the Forecast That AI Will Kill Us All https://www.bloomberg.com/news/newsletters/2023-03-08/openai-ceo-sam-altman-s-twitter-feud-with-ai-doomer-eliezer-yudkowsky-explained

Decoding Intentions: Artificial Intelligence and Costly Signals https://cset.georgetown.edu/publication/decoding-intentions/

Microsoft offers to match pay of all OpenAI staff https://www.bbc.co.uk/news/technology-67484455

AI 2027 https://ai-2027.com/

Previously:

Pivot to AI: Replacing Sam Altman with a very small shell script (2023) https://davidgerard.co.uk/blockchain/2023/11/18/pivot-to-ai-replacing-sam-altman-with-a-very-small-shell-script/

Pivot to AI: Microsoft looks into taking over Torment Nexus development (2023) https://amycastor.com/2023/11/21/pivot-to-ai-microsoft-looks-into-taking-over-torment-nexus-development/

Vox: Arts funding is an outrage! Averting AI doom is much more effective altruism https://pivot-to-ai.com/2024/12/12/vox-arts-funding-is-an-outrage-averting-ai-doom-is-much-more-effective-altruism/

Ilya Sutskever, ex-OpenAI, gets $2b funding not to release anything until he has 'super intelligence' https://pivot-to-ai.com/2025/03/06/ilya-sutskever-ex-openai-gets-2b-funding-not-to-release-anything-until-he-has-super-intelligence/

video: https://www.youtube.com/watch?v=c1yHrZR_Sgg&list=UU9rJrMVgcXTfa8xuMnbhAEA

Preorder page for The Optimist by Keach Hagey: https://amzn.to/42ircP (UK), https://amzn.to/43CFUDw (US)

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For only a small large fee! (ongoing)

Text version: https://pivot-to-ai.com/2025/04/05/capgemini-fix-your-customer-service-with-chatbots/

Unleashing the value of customer service: The transformative impact of Gen AI and agentic AI (PDF) https://www.capgemini.com/wp-content/uploads/2025/03/18th-March-Customer-service-transformation-CRI_V7.pdf

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Pivoting from real estate

Text version: https://pivot-to-ai.com/2025/04/04/china-massively-overbuilds-empty-ai-data-centres/

China built hundreds of AI data centers to catch the AI boom. Now many stand unused https://www.technologyreview.com/2025/03/26/1113802/china-ai-data-centers-unused/

Tumbling prices end China's AI data center binge https://www.lightreading.com/ai-machine-learning/tumbling-prices-end-china-s-ai-data-center-binge

Exclusive: ByteDance plans $20 billion capex in 2025, mostly on AI, sources say https://www.reuters.com/technology/bytedance-plans-20-billion-capex-2025-mostly-ai-sources-say-2025-01-23/

How Malaysia's data centres became the engine powering China's AI ambitions https://www.thestar.com.my/tech/tech-news/2025/04/03/how-malaysias-data-centres-became-the-engine-powering-chinas-ai-ambitions

Previously on Pivot to AI:

DeepSeek slaps OpenAI, tech stocks crash https://pivot-to-ai.com/2025/01/28/deepseek-slaps-openai-tech-stocks-crash/

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oh no! anyway

Text version: https://pivot-to-ai.com/2025/04/03/bonfire-of-the-llms-gartner-forecasts-extinction-for-generative-ai-vendors/

Sources:

LLM providers on the cusp of an 'extinction' phase as capex realities bite https://www.theregister.com/2025/03/31/llm_providers_extinction/

Digital Disruption Profile: Blockchain's Radical Promise Spans Business and Society https://www.gartner.com/en/doc/3855708-digital-disruption-profile-blockchains-radical-promise-spans-business-and-society

Metaverse: Critical R&D Business Insights https://www.gartner.com/en/innovation-strategy/trends/critical-insights-metaverse

Previously:

OpenAI signs its $40 billion deal with SoftBank! Or maybe $30 billion, probably https://pivot-to-ai.com/2025/04/02/openai-signs-its-40-billion-deal-with-softbank-or-maybe-30-billion-probably/

Video: https://www.youtube.com/watch?v=8aP1zUUcmjk&list=UU9rJrMVgcXTfa8xuMnbhAEA

Cash incinerator OpenAI secures its $6.6 billion lifeline — 'in the spirit of a donation' https://pivot-to-ai.com/2024/10/03/cash-incinerator-openai-secures-its-6-6-billion-lifeline-in-the-spirit-of-a-donation/

Sam Altman: AI agents will totally replace your employees any year now! Also, ChatGPT Pro is losing money https://pivot-to-ai.com/2025/01/06/sam-altman-ai-agents-will-totally-replace-your-employees-any-year-now-also-chatgpt-pro-is-losing-money/

AI in the enterprise is failing over twice as fast in 2025 as it was in 2024 https://pivot-to-ai.com/2025/04/01/ai-in-the-enterprise-is-failing-over-twice-as-fast-in-2025-as-it-was-in-2024/

Video: https://www.youtube.com/watch?v=FjgdohQk0IY&list=UU9rJrMVgcXTfa8xuMnbhAEA

Apple Intelligence: AI Siri crashes and burns, takes exec with it https://pivot-to-ai.com/2025/03/22/apple-intelligence-ai-siri-crashes-and-burns-takes-exec-with-it/

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Also, eyeball-coins. Text version: https://pivot-to-ai.com/2025/04/02/openai-signs-its-40-billion-deal-with-softbank-or-maybe-30-billion-probably/

Sources:

OpenAI: New funding to build towards AGI https://openai.com/index/march-funding-updates/

OpenAI secures $300bn valuation after $40bn SoftBank-led funding round https://www.ft.com/content/d21037d1-7b84-4f07-8d82-b417badbe96e

SoftBank Seeks Record $16.5 Billion Loan for AI Projects in US https://www.bloomberg.com/news/articles/2025-04-01/softbank-seeks-record-16-5-billion-loan-for-ai-projects-in-us

"we added one million users in the last hour" https://x.com/sama/status/1906771292390666325

"we are excited to release a powerful new open-weight language model" https://x.com/sama/status/1906793591944646898

Sam Altman's World is developing its own app store — where only humans are allowed https://www.businessinsider.com/sam-altmans-world-app-store-2025-3

Previously:

OpenAI's for-profit plan is in trouble https://pivot-to-ai.com/2025/03/11/openais-for-profit-plan-is-in-trouble/

video: https://www.youtube.com/watch?v=tJhcCgB-c3w&list=UU9rJrMVgcXTfa8xuMnbhAEA

OpenAI brings you statistically average literary fiction https://pivot-to-ai.com/2025/03/17/openai-brings-you-statistically-average-literary-fiction/ video: https://www.youtube.com/watch?v=D-qL88Wfk5w&list=UU9rJrMVgcXTfa8xuMnbhAEA

Sam Altman's Studio Ghibli memes are another distraction from OpenAI's money troubles https://pivot-to-ai.com/2025/03/27/sam-altmans-studio-ghibli-memes-are-another-distraction-from-openais-money-troubles/

video: https://www.youtube.com/watch?v=38T84uF771U&list=UU9rJrMVgcXTfa8xuMnbhAEA

DeepSeek slaps OpenAI, tech stocks crash https://pivot-to-ai.com/2025/01/28/deepseek-slaps-openai-tech-stocks-crash/

Sam Altman rebrands Worldcoin to 'World', still wants your eyeballs https://pivot-to-ai.com/2024/10/20/sam-altman-rebrands-worldcoin-to-world-still-wants-your-eyeballs/

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"Celebrating failures matters." Well, I've got my party hat on.

Text version: https://pivot-to-ai.com/2025/04/01/ai-in-the-enterprise-is-failing-over-twice-as-fast-in-2025-as-it-was-in-2024/

S&P Global: Generative AI Adoption Surges, but Project Failures Rise https://telecomreseller.com/2025/03/13/sp-global-2/

AI project failure rates are on the rise: report https://www.cybersecuritydive.com/news/AI-project-fail-data-SPGlobal/742768/

Generative AI: Where Are We Now? https://events.industrydive.com/events/generative-ai-where-are-we-now

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Look, we just wanted some press releases!

Text version: https://pivot-to-ai.com/2025/03/31/uk-government-cuts-funds-for-actually-working-anti-cancer-ai/

'Ridiculous' cuts to AI cancer tech funding in England could cost lives, experts warn https://www.theguardian.com/politics/2025/mar/31/ridiculous-cuts-to-ai-cancer-tech-funding-in-england-could-cost-lives-experts-warn

UK tech scheme includes AI tool to mark homework as ministers weigh selling data https://www.ft.com/content/85d8b8cc-878c-4e72-a9a8-8a3b31a5d670

Previously:

UK science secretary Peter Kyle cribs ChatGPT for advice https://pivot-to-ai.com/2025/03/13/foi-reveals-uk-science-secretary-peter-kyle-cribs-chatgpt-for-advice/

video: https://www.youtube.com/watch?v=oqHi3806cSc&list=UU9rJrMVgcXTfa8xuMnbhAEA

UK government plans to splurge billions on AI — we step through the tricky details https://pivot-to-ai.com/2025/01/13/uk-government-plans-to-splurge-billions-on-ai-we-step-through-the-tricky-details/

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AOL Time Warner for the modern age

Text version: https://pivot-to-ai.com/2025/03/30/elon-musk-merges-xai-and-twitter-the-new-aol-time-warner/

@xAI has acquired @X in an all-stock transaction https://x.com/elonmusk/status/1905731750275510312

Musk's xAI Discussing $10 Billion Raise at $75 Billion Valuation https://www.bloomberg.com/news/articles/2025-02-14/musk-s-xai-discussing-10-billion-raise-at-75-billion-valuation

Musk's social media firm X bought by his AI company, valued at $33 billion https://www.reuters.com/markets/deals/musks-xai-buys-social-media-platform-x-45-billion-2025-03-28/

Scoop: Fidelity marks up the value of its stake in Elon Musk's X https://www.axios.com/2024/12/01/elon-musk-x-fidelity-mark-up

Elon Musk's Twitter Takeover Is Now the Worst Buyout for Banks Since the Financial Crisis https://www.wsj.com/tech/elon-musks-twitter-takeover-is-now-the-worst-buyout-for-banks-since-the-financial-crisis-3f4272cb

Musk's xAI Startup Swallows Up X Social Network in Surprise Deal https://www.bloomberg.com/news/articles/2025-03-28/musk-says-that-his-xai-startup-has-acquired-x-for-33-billion

How the AOL-Time Warner Merger Went So Wrong (2010) https://www.nytimes.com/2010/01/11/business/media/11merger.html

Previously:

Welcome to Twitter, Mr. Musk! Here's your accordion https://davidgerard.co.uk/blockchain/2022/11/03/welcome-to-twitter-mr-musk-heres-your-accordion/

If Twitter goes down, where will crypto Twitter migrate to? https://davidgerard.co.uk/blockchain/2022/11/22/if-twitter-goes-down-where-will-crypto-twitter-migrate-to/

Twitter's decline continues — follow me on Mastodon https://davidgerard.co.uk/blockchain/2022/12/16/twitters-decline-continues-follow-me-on-mastodon/

Remarkable bird, the South African Blue, idn'it, ay? Beautiful plumage! https://davidgerard.co.uk/blockchain/2023/07/02/crypto-collapse-trueusd-in-trouble-prime-trust-and-banq-go-down-europe-hates-binance-blockfi-terra-luna-twitter-is-just-resting/

The Morgan Stanley era of Twitter https://davidgerard.co.uk/blockchain/2023/11/02/crypto-collapse-bankman-fried-trial-draws-to-a-close-safemoon-arrested-fourth-us-bank-failure-was-crypto/

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At least it's not Microsoft Recall ... yet. Text version: https://pivot-to-ai.com/2025/03/29/google-screenai-make-your-chromebook-melt-down/

Today Google bricked my Chromebook https://cloudisland.nz/@rmi/114219847307106213 ScreenAI: A Vision-Language Model for UI and Infographics Understanding https://arxiv.org/html/2402.04615v3 Add Screen AI service for accessibility annotations https://chromium-review.googlesource.com/c/chromium/src/+/3358073 All flags on my machines have always operated at the default setting https://support.google.com/chromebook/thread/286204300?hl=en&msgid=289818570 Debian: disable screen_ai binary blob https://salsa.debian.org/chromium-team/chromium/-/commit/ee2d7017ed0b99a27f5b763ee782fdd8a0999660 Did Google publish unsigned code and push it to Mac Chrome Users? https://www.reddit.com/r/macsysadmin/comments/1ei9kk8/did_google_publish_unsigned_code_and_push_it_to/ So turning off three OCR flags in chrome://flags seems to have worked https://support.google.com/chromebook/thread/286204300?hl=en&msgid=289761480

Previously:

Windows AI Copilot+ Recall stores screenshots of sensitive data, regardless of 'sensitive information' filter https://pivot-to-ai.com/2024/12/13/windows-ai-copilot-recall-stores-screenshots-of-sensitive-data-regardless-of-sensitive-information-filter/

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