Pivot to AI

20260522 - OpenAI user numbers go flat. Just in time for the IPO

more 'annualised' numbers https://pivot-to-ai.com/2026/05/22/openai-user-numbers-go-flat-just-in-time-for-the-ipo/ [https://pivot-to-ai.com/2026/05/22/openai-user-numbers-go-flat-just-in-time-for-the-ipo/] - blog post * Patreon: https://www.patreon.com/davidgerard [https://www.patreon.com/davidgerard] * Ko-Fi: https://ko-fi.com/A1529D5 [https://ko-fi.com/A1529D5] * Buy us nice useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 [https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6] * Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com [https://pivot-to-ai.redbubble.com] Send in your story tips: dgerard@gmail.com [dgerard@gmail.com] Sources: * OpenAI Is Preparing to File for an IPO Very Soon https://www.wsj.com/tech/ai/openai-ipo-filing-date-0ec95af5 [https://www.wsj.com/tech/ai/openai-ipo-filing-date-0ec95af5] * Form S-1 https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/0001628280-26-036936-index.htm [https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/0001628280-26-036936-index.htm] * OpenAI Generated Nearly $6 Billion in Revenue in First Quarter, Boosted by Codex https://www.theinformation.com/articles/openai-held-1-billion-revenue-lead-anthropic-first-quarter [https://www.theinformation.com/articles/openai-held-1-billion-revenue-lead-anthropic-first-quarter] Previously on Pivot to AI: * OpenAI may not be able to IPO in 2026 https://pivot-to-ai.com/2026/05/08/openai-may-not-be-able-to-ipo-in-2026/ [https://pivot-to-ai.com/2026/05/08/openai-may-not-be-able-to-ipo-in-2026/] * video: https://www.youtube.com/watch?v=ZAZRZcVM14E&list=UU9rJrMVgcXTfa8xuMnbhAEA [https://www.youtube.com/watch?v=ZAZRZcVM14E&list=UU9rJrMVgcXTfa8xuMnbhAEA] Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA [https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA]

20260521 - Amazon engineers use MeshClaw bot to hit manager AI token targets

'Show me the incentive and I'll show you the outcome' https://pivot-to-ai.com/2026/05/21/amazon-engineers-use-meshclaw-bot-to-hit-managers-ai-token-targets/ [https://pivot-to-ai.com/2026/05/21/amazon-engineers-use-meshclaw-bot-to-hit-managers-ai-token-targets/] - blog post * Patreon: https://www.patreon.com/davidgerard [https://www.patreon.com/davidgerard] * Ko-Fi: https://ko-fi.com/A1529D5 [https://ko-fi.com/A1529D5] * Buy us useful things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 [https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6] * Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com [https://pivot-to-ai.redbubble.com] Send in your story tips: dgerard@gmail.com [dgerard@gmail.com] Sources: * Amazon staff use AI tool for unnecessary tasks to inflate usage scores https://www.ft.com/content/8ee0d3ef-9548-422d-8ff1-ebd48ad4b2ca Previously on Pivot to AI: * Amazon Web Services vibe-codes itself an outage or two https://pivot-to-ai.com/2026/02/20/amazon-web-services-vibe-codes-itself-an-outage-or-two/ [https://pivot-to-ai.com/2026/02/20/amazon-web-services-vibe-codes-itself-an-outage-or-two/] * video: https://www.youtube.com/watch?v=xju34CkVfX4&list=UU9rJrMVgcXTfa8xuMnbhAEA [https://www.youtube.com/watch?v=xju34CkVfX4&list=UU9rJrMVgcXTfa8xuMnbhAEA] * Project Lobster: Microsoft brings Copilot AI to OpenClaw https://pivot-to-ai.com/2026/04/24/project-lobster-microsoft-brings-copilot-ai-to-openclaw/ [https://pivot-to-ai.com/2026/04/24/project-lobster-microsoft-brings-copilot-ai-to-openclaw/] * video: https://www.youtube.com/watch?v=D7bQnFC4K1Y&list=UU9rJrMVgcXTfa8xuMnbhAEA [https://www.youtube.com/watch?v=D7bQnFC4K1Y&list=UU9rJrMVgcXTfa8xuMnbhAEA] Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA [https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA]

20260520 - Google replacing search results with only the AI

replace the Web with slop https://pivot-to-ai.com/2026/05/20/google-is-replacing-search-results-with-only-the-ai/ [https://pivot-to-ai.com/2026/05/20/google-is-replacing-search-results-with-only-the-ai/] - blog post * Patreon: https://www.patreon.com/davidgerard [https://www.patreon.com/davidgerard] * Ko-Fi: https://ko-fi.com/A1529D5 [https://ko-fi.com/A1529D5] * Buy me nice things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 [https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6] * Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com [https://pivot-to-ai.redbubble.com] * Attack of the 50 Foot Blockchain: http://amzn.to/2iW7kzW [http://amzn.to/2iW7kzW] (UK) http://amzn.to/2xSxs1e [http://amzn.to/2xSxs1e] (US) Libra Shrugged: https://amzn.to/3mF8bke [https://amzn.to/3mF8bke] (UK) https://amzn.to/2HLzxGa [https://amzn.to/2HLzxGa] (US) Send in your story tips: dgerard@gmail.com [dgerard@gmail.com] Sources: * The Man Who Killed Google Search https://www.wheresyoured.at/the-men-who-killed-google/ [https://www.wheresyoured.at/the-men-who-killed-google/] * Google Search as you know it is over https://techcrunch.com/2026/05/19/google-search-as-you-know-it-is-over/ [https://techcrunch.com/2026/05/19/google-search-as-you-know-it-is-over/] * A new era for AI Search https://blog.google/products-and-platforms/products/search/search-io-2026/ [https://blog.google/products-and-platforms/products/search/search-io-2026/] Previously on Pivot to AI: * Oops, all AI! Google replaces search with the AI Overview https://pivot-to-ai.com/2025/03/07/oops-all-ai-google-replaces-search-with-the-ai-overview/ [https://pivot-to-ai.com/2025/03/07/oops-all-ai-google-replaces-search-with-the-ai-overview/] * video: https://www.youtube.com/watch?v=02tR-e47OxY&list=UU9rJrMVgcXTfa8xuMnbhAEA [https://www.youtube.com/watch?v=02tR-e47OxY&list=UU9rJrMVgcXTfa8xuMnbhAEA] * AI doomsday cultist throws Molotov at Sam Altman's house https://pivot-to-ai.com/2026/04/13/ai-doomsday-cultist-throws-molotov-at-sam-altmans-house/ [https://pivot-to-ai.com/2026/04/13/ai-doomsday-cultist-throws-molotov-at-sam-altmans-house/] * video: https://www.youtube.com/watch?v=Oo7KI5jON_c&list=UU9rJrMVgcXTfa8xuMnbhAEA [https://www.youtube.com/watch?v=Oo7KI5jON_c&list=UU9rJrMVgcXTfa8xuMnbhAEA] * GitHub Copilot AI token charges to go up 10×–100× https://pivot-to-ai.com/2026/05/18/github-copilot-ai-token-charges-to-go-up-10x-100x/ [https://pivot-to-ai.com/2026/05/18/github-copilot-ai-token-charges-to-go-up-10x-100x/] * video: https://www.youtube.com/watch?v=-A9FjHGcFWg&list=UU9rJrMVgcXTfa8xuMnbhAEA [https://www.youtube.com/watch?v=-A9FjHGcFWg&list=UU9rJrMVgcXTfa8xuMnbhAEA] Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA [https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA]

20260519 - Tucson Project Blue: data centres lie about water again

a flood of NDAs in the desert https://pivot-to-ai.com/2026/05/19/tucson-project-blue-data-centres-lie-about-water-again/ [https://pivot-to-ai.com/2026/05/19/tucson-project-blue-data-centres-lie-about-water-again/] - blog post * Patreon: https://www.patreon.com/davidgerard [https://www.patreon.com/davidgerard] * Ko-Fi: https://ko-fi.com/A1529D5 [https://ko-fi.com/A1529D5] * Buy me nice things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 [https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6] * Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com [https://pivot-to-ai.redbubble.com] Send in your story tips: dgerard@gmail.com [dgerard@gmail.com] Sources: * Public officials reconsider NDA process amid Project Blue outrage https://azluminaria.org/2025/08/04/project-blue-nda-policy-secrecy/ [https://azluminaria.org/2025/08/04/project-blue-nda-policy-secrecy/] * Detailed Timeline of Project Blue https://nodesertdatacenter.com/detailed-timeline-of-project-blue/ [https://nodesertdatacenter.com/detailed-timeline-of-project-blue/] * Pima County approves $3.6 billion data center project near fairgrounds https://www.azpm.org/s/101149-pima-county-approves-36-billion-data-center-project-near-fairgrounds/ [https://www.azpm.org/s/101149-pima-county-approves-36-billion-data-center-project-near-fairgrounds/] * City of Tucson shares details on Project Blue potential water and energy use https://www.kgun9.com/news/community-inspired-journalism/southeast-side-news/city-of-tucson-shares-details-on-project-blue-potential-water-and-energy-use [https://www.kgun9.com/news/community-inspired-journalism/southeast-side-news/city-of-tucson-shares-details-on-project-blue-potential-water-and-energy-use] * Tucson deal: 'Project Blue' data centers would thirst for water & electricity https://azmirror.com/2025/07/18/tucson-deal-project-blue-data-centers-would-thirst-for-water-electricity/ [https://azmirror.com/2025/07/18/tucson-deal-project-blue-data-centers-would-thirst-for-water-electricity/] * Pima County NDA confirms Amazon is behind Project Blue data center https://azluminaria.org/2025/10/01/pima-county-nda-confirms-amazon-is-behind-project-blue-data-center/ [https://azluminaria.org/2025/10/01/pima-county-nda-confirms-amazon-is-behind-project-blue-data-center/] * Tucson City Council rejects Project Blue data center amid intense community pressure https://azluminaria.org/2025/08/06/tucson-city-council-rejects-project-blue-amid-intense-community-pressure/ [https://azluminaria.org/2025/08/06/tucson-city-council-rejects-project-blue-amid-intense-community-pressure/] * Beale Infrastructure Confirms Updated Plan for Sustainable Digital Infrastructure Investment in Pima County https://www.businesswire.com/news/home/20250917601961/en/Beale-Infrastructure-Confirms-Updated-Plan-for-Sustainable-Digital-Infrastructure-Investment-in-Pima-County [https://www.businesswire.com/news/home/20250917601961/en/Beale-Infrastructure-Confirms-Updated-Plan-for-Sustainable-Digital-Infrastructure-Investment-in-Pima-County] * Amazon pulls out of Project Blue data centers, sources say https://tucson.com/news/local/subscriber/article_de6c4456-ff05-4403-a869-b7261838e24c.html [https://tucson.com/news/local/subscriber/article_de6c4456-ff05-4403-a869-b7261838e24c.html] * City says Project Blue must stop using Tucson Water for data center construction https://www.tucsonsentinel.com/local/report/050526_project_blue_water/city-says-project-blue-must-stop-using-tucson-water-data-center-construction/ [https://www.tucsonsentinel.com/local/report/050526_project_blue_water/city-says-project-blue-must-stop-using-tucson-water-data-center-construction/] * Contractor working on Project Blue data center issued Notice of Violation https://www.kgun9.com/news/local-news/contractor-working-on-project-blue-data-center-issued-notice-of-violation [https://www.kgun9.com/news/local-news/contractor-working-on-project-blue-data-center-issued-notice-of-violation] * Project Blue's 2 new Tucson wells could draw up to 31 million gallons of water annually https://www.tucsonsentinel.com/local/report/051826_project_blue_wells/project-blues-2-new-tucson-wells-could-draw-up-31-million-gallons-water-annually/ [https://www.tucsonsentinel.com/local/report/051826_project_blue_wells/project-blues-2-new-tucson-wells-could-draw-up-31-million-gallons-water-annually/] Previously on Pivot to AI: * 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/ [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 [https://www.youtube.com/watch?v=Fh6DbLNM1lI&list=UU9rJrMVgcXTfa8xuMnbhAEA] Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA [https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA]

20260518 - GitHub Copilot AI token charges go up 10x-100x

How Enterprise Software as a Service works https://pivot-to-ai.com/2026/05/18/github-copilot-ai-token-charges-to-go-up-10x-100x/ [https://pivot-to-ai.com/2026/05/18/github-copilot-ai-token-charges-to-go-up-10x-100x/] - blog post * Patreon: https://www.patreon.com/davidgerard [https://www.patreon.com/davidgerard] * Ko-Fi: https://ko-fi.com/A1529D5 [https://ko-fi.com/A1529D5] * Buy me nice things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 [https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6] * Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com [https://pivot-to-ai.redbubble.com] Send in your story tips: dgerard@gmail.com [dgerard@gmail.com] Sources: * Microsoft Fiscal Year 2026 Third Quarter Earnings Conference Call https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q3 [https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q3] * GitHub Copilot is moving to usage-based billing https://github.blog/news-insights/company-news/github-copilot-is-moving-to-usage-based-billing/ [https://github.blog/news-insights/company-news/github-copilot-is-moving-to-usage-based-billing/] * GitHub Copilot is moving to usage-based billing #192948 https://github.com/orgs/community/discussions/192948 [https://github.com/orgs/community/discussions/192948] * おー https://x.com/Sugar_develop/status/2054323790327492851 [https://x.com/Sugar_develop/status/2054323790327492851] * Well, party is over i guess https://x.com/abebeos/status/2054445525030654461 [https://x.com/abebeos/status/2054445525030654461] * 約$5000の値上げは草 https://x.com/wogikaze/status/2054365603994255639 [https://x.com/wogikaze/status/2054365603994255639] * I'll just leave this here ... https://www.reddit.com/r/GithubCopilot/comments/1tbfkui/ill_just_leave_this_here/ [https://www.reddit.com/r/GithubCopilot/comments/1tbfkui/ill_just_leave_this_here/] * GitHub Copilot individual plans: Introducing flex allotments in Pro and Pro+, and a new Max plan https://github.blog/news-insights/company-news/github-copilot-individual-plans-introducing-flex-allotments-in-pro-and-pro-and-a-new-max-plan/ [https://github.blog/news-insights/company-news/github-copilot-individual-plans-introducing-flex-allotments-in-pro-and-pro-and-a-new-max-plan/] * GitHub Copilot code review will start consuming GitHub Actions minutes on June 1, 2026 https://github.blog/changelog/2026-04-27-github-copilot-code-review-will-start-consuming-github-actions-minutes-on-june-1-2026/ [https://github.blog/changelog/2026-04-27-github-copilot-code-review-will-start-consuming-github-actions-minutes-on-june-1-2026/] * You think? My company is large https://x.com/CodyExistslol/status/2052042188998008840 [https://x.com/CodyExistslol/status/2052042188998008840] Previously on Pivot to AI: * 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/ [https://pivot-to-ai.com/2024/10/03/cash-incinerator-openai-secures-its-6-6-billion-lifeline-in-the-spirit-of-a-donation/] * 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/ [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 [https://www.youtube.com/watch?v=rWNSPL6BRuY&list=UU9rJrMVgcXTfa8xuMnbhAEA] * Companies go full AI — then the bill comes due https://pivot-to-ai.com/2026/03/19/companies-go-full-ai-then-the-bill-comes-due/ [https://pivot-to-ai.com/2026/03/19/companies-go-full-ai-then-the-bill-comes-due/] * video: https://www.youtube.com/watch?v=EBEOdoYs8v8&list=UU9rJrMVgcXTfa8xuMnbhAEA [https://www.youtube.com/watch?v=EBEOdoYs8v8&list=UU9rJrMVgcXTfa8xuMnbhAEA] * Claude Code rate limits: Anthropic AI squeezes the customers https://pivot-to-ai.com/2026/04/23/claude-code-rate-limits-anthropic-ai-squeezes-the-customers/ [https://pivot-to-ai.com/2026/04/23/claude-code-rate-limits-anthropic-ai-squeezes-the-customers/] * video: https://www.youtube.com/watch?v=TTSg0Xsic8k&list=UU9rJrMVgcXTfa8xuMnbhAEA [https://www.youtube.com/watch?v=TTSg0Xsic8k&list=UU9rJrMVgcXTfa8xuMnbhAEA] Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA [https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA]