Uploaded January 2026 | Updated September 2026, 9 hours ago
Burn more dollars! More dollars! More!
pivot-to-ai.com/2026/01/06/most-venture-capital-deals-are-now-ai - blog post
Patreon: patreon.com/davidgerard
Ko-Fi: ko-fi.com/A1529D5
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Send in your story tips: dgerard@gmail.com
Sources:
PitchBook Analyst Note: AI, Megadeals, and the Making of a Concentrated Venture Market pitchbook.com/news/reports/q4-2025-pitchbook-analyst-note-ai-megadeals-and-the-making-of-a-concentrated-venture-market
report (PDF) 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 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 pivot-to-ai.com/2025/08/23/ai-winter-is-in-the-air-but-we-think-the-ai-bubble-keeps-going-until-2027
video: youtube.com/watch?v=vp1-3Ypmr1Y&list=UU9rJrMVgcXTfa8xuMnbhAEA
SoftBank needs OpenAI to stay alive — no matter what pivot-to-ai.com/2025/08/27/softbank-needs-openai-to-stay-alive-no-matter-what
video: youtube.com/watch?v=zTYxEVRiCvM&list=UU9rJrMVgcXTfa8xuMnbhAEA
OpenAI wants all the gas power — and prices go up pivot-to-ai.com/2025/10/04/openai-wants-all-the-gas-power-and-prices-go-up
video: youtube.com/watch?v=gag3vzDiHRs&list=UU9rJrMVgcXTfa8xuMnbhAEA
Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
Burn more dollars! More dollars! More!
pivot-to-ai.com/2026/01/06/most-venture-capital-deals-are-now-ai - blog post
Patreon: patreon.com/davidgerard
Ko-Fi: ko-fi.com/A1529D5
Buy me nice things: amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6
Get an extremely cool Pivot to AI shirt or mug: pivot-to-ai.redbubble.com
Send in your story tips: dgerard@gmail.com
Sources:
PitchBook Analyst Note: AI, Megadeals, and the Making of a Concentrated Venture Market pitchbook.com/news/reports/q4-2025-pitchbook-analyst-note-ai-megadeals-and-the-making-of-a-concentrated-venture-market
report (PDF) 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 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 pivot-to-ai.com/2025/08/23/ai-winter-is-in-the-air-but-we-think-the-ai-bubble-keeps-going-until-2027
video: youtube.com/watch?v=vp1-3Ypmr1Y&list=UU9rJrMVgcXTfa8xuMnbhAEA
SoftBank needs OpenAI to stay alive — no matter what pivot-to-ai.com/2025/08/27/softbank-needs-openai-to-stay-alive-no-matter-what
video: youtube.com/watch?v=zTYxEVRiCvM&list=UU9rJrMVgcXTfa8xuMnbhAEA
OpenAI wants all the gas power — and prices go up pivot-to-ai.com/2025/10/04/openai-wants-all-the-gas-power-and-prices-go-up
video: youtube.com/watch?v=gag3vzDiHRs&list=UU9rJrMVgcXTfa8xuMnbhAEA
Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
