Episode Details

Burn more dollars! More dollars! More!

https://pivot-to-ai.com/2026/01/06/most-venture-capital-deals-are-now-ai/ - blog post

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Sources:

• PitchBook Analyst Note: AI, Megadeals, and the Making of a Concentrated Venture Market https://pitchbook.com/news/reports/q4-2025-pitchbook-analyst-note-ai-megadeals-and-the-making-of-a-concentrated-venture-market
• report (PDF) https://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 https://www.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 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
• SoftBank needs OpenAI to stay alive — no matter what https://pivot-to-ai.com/2025/08/27/softbank-needs-openai-to-stay-alive-no-matter-what/
• video: https://www.youtube.com/watch?v=zTYxEVRiCvM&list=UU9rJrMVgcXTfa8xuMnbhAEA
• 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

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