The AI bubble party slows just a little.
Text version: https://pivot-to-ai.com/2025/07/09/cursor-tries-setting-less-money-on-fire-ai-vibe-coders-outraged/

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Updates to Ultra and Pro https://cursor.com/blog/new-tier
Cursor 1.2 and Claude 4 Sonnet Rate Limit — Is This a Joke? https://www.reddit.com/r/cursor/comments/1lqvl21/cursor_12_and_claude_4_sonnet_rate_limit_is_this/
“Why is no one talking about how @cursor_ai essentially rug pulled???” https://x.com/0ni_x4/status/1940885976127283342
Clarifying Our Pricing https://cursor.com/en/blog/june-2025-pricing

Previously on Pivot to AI:

Cursor AI assistant tells vibe coder: learn to code https://pivot-to-ai.com/2025/03/12/cursor-ai-assistant-tells-vibe-coder-learn-to-code/
video: https://www.youtube.com/watch?v=ETqfWTDp2BI&list=UU9rJrMVgcXTfa8xuMnbhAEA
‘Guys, I’m under attack’ — AI ‘vibe coding’ in the wild https://pivot-to-ai.com/2025/03/18/guys-im-under-attack-ai-vibe-coding-in-the-wild/
video: https://www.youtube.com/watch?v=HBL_tD_x3OA&list=UU9rJrMVgcXTfa8xuMnbhAEA
Cursor’s AI-powered tech support vibe-codes a customer revolt https://pivot-to-ai.com/2025/04/16/cursors-ai-powered-tech-support-vibe-codes-a-customer-revolt/
video: https://www.youtube.com/watch?v=-fBLCogS2cs&list=UU9rJrMVgcXTfa8xuMnbhAEA
Generative AI runs on gambling addiction — just one more prompt, bro! https://pivot-to-ai.com/2025/06/05/generative-ai-runs-on-gambling-addiction-just-one-more-prompt-bro/
video: https://www.youtube.com/watch?v=QWngvJnoPJA&list=UU9rJrMVgcXTfa8xuMnbhAEA
ChatGPT goes down — and fake jobs grind to a halt worldwide https://pivot-to-ai.com/2025/06/11/chatgpt-goes-down-and-fake-jobs-grind-to-a-halt-worldwide/
video: https://www.youtube.com/watch?v=889fSJTRZlg&list=UU9rJrMVgcXTfa8xuMnbhAEA

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Where there’s muck, there’s brass.
Text version: https://pivot-to-ai.com/2025/07/08/calling-in-the-ai-vibe-writing-cleanup-crew/

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‘I’m being paid to fix issues caused by AI’ https://www.bbc.co.uk/news/articles/cyvm1dyp9v2o

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Google: users love lying AI slop, actually
Text version: https://pivot-to-ai.com/2025/07/07/publishers-file-competition-complaints-in-uk-and-eu-over-googles-ai-overviews/

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Urgent bid lodged with UK regulator to stop Google AI Overviews ‘stealing journalism’ https://pressgazette.co.uk/news/urgent-bid-lodged-with-uk-regulator-to-stop-google-ai-overviews-stealing-journalism/
Exclusive: Google's AI Overviews hit by EU antitrust complaint from independent publishers https://www.reuters.com/legal/litigation/googles-ai-overviews-hit-by-eu-antitrust-complaint-independent-publishers-2025-07-04/
How Google forced publishers to accept AI scraping as price of appearing in search https://pressgazette.co.uk/platforms/how-google-forced-publishers-to-accept-ai-scraping-as-price-of-appearing-in-search/
Commission sends preliminary findings to Alphabet under the Digital Markets Act https://ec.europa.eu/commission/presscorner/detail/en/ip_25_811
CMA set to force Google to work more fairly with UK publishers https://pressgazette.co.uk/platforms/cma-to-force-google-to-work-more-fairly-with-uk-publishers/

Previously on Pivot to AI:

Google is no longer asking — feed the AI or you’re not in search results https://pivot-to-ai.com/2024/08/19/google-is-no-longer-asking-feed-the-ai-or-youre-not-in-search-results/

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That famously long-term asset class.
Text version: https://pivot-to-ai.com/2025/07/06/venture-capital-is-lending-money-against-video-cards/

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Wall Street frenzy creates $11bn debt market for AI groups buying Nvidia chips https://www.ft.com/content/41bfacb8-4d1e-4f25-bc60-75bf557f1f21
Wall Street's Elites Are Piling Into a Massive AI Gamble https://www.bloomberg.com/news/articles/2024-11-17/ai-s-1-trillion-hysteria-offers-fat-payday-for-wall-street-bankers
Venture debt hits all-time high as startups diverge from VC expectations https://pitchbook.com/news/articles/venture-debt-all-time-high-startups-vc-expectations
AI startups gobbling more than a third of venture debt dollars this year https://pitchbook.com/news/articles/ai-startups-gobbling-more-than-third-venture-debt-dollars-2025

Previously on Pivot to AI:

Silicon Valley and Wall Street invent collateralized GPU obligations. Surely this will work out fine https://pivot-to-ai.com/2024/11/04/silicon-valley-and-wall-street-invent-collateralized-gpu-obligations-surely-this-will-work-out-fine/
Pumping the AI bubble: a data center funding craze with ‘novel types of debt structures’ https://pivot-to-ai.com/2024/11/19/pumping-the-ai-bubble-a-data-center-funding-craze-with-novel-types-of-debt-structures/
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

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Just imagine that 97% conversion opportunity!
Text version: https://pivot-to-ai.com/2025/07/04/only-3-of-us-ai-users-are-willing-to-pay-a-penny-for-it/

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Sources:

2025: The State of Consumer AI https://menlovc.com/perspective/2025-the-state-of-consumer-ai/
Make Fun Of Them https://www.wheresyoured.at/make-fun-of-them/
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/
video: https://www.youtube.com/watch?v=02tR-e47OxY&list=UU9rJrMVgcXTfa8xuMnbhAEA
‘AI is no longer optional’ — Microsoft admits AI doesn’t help at work https://pivot-to-ai.com/2025/06/30/ai-is-no-longer-optional-microsoft-admits-ai-doesnt-help-at-work/
video: https://www.youtube.com/watch?v=jud2iYT66OY&list=UU9rJrMVgcXTfa8xuMnbhAEA

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Cutting off body parts to spend more on AI
Text version: https://pivot-to-ai.com/2025/07/03/microsoft-lays-off-the-staff-who-make-the-money-to-fund-ai-that-doesnt/

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Sources:

Microsoft laying off about 9,000 employees in latest round of cuts https://www.cnbc.com/2025/07/02/microsoft-laying-off-about-9000-employees-in-latest-round-of-cuts.html
Microsoft to lay off about 9,000 employees in latest round https://www.seattletimes.com/business/microsoft/microsoft-to-lay-off-as-many-as-9000-employees-in-latest-round/

Previously on Pivot to AI:

a16z raising fresh $20b to keep the AI bubble pumping https://pivot-to-ai.com/2025/04/10/a16z-raising-fresh-20b-for-ai-bubble-investments/
video: https://www.youtube.com/watch?v=M7a1-6MU3QA&list=UU9rJrMVgcXTfa8xuMnbhAEA
No, Microsoft did not state ‘strong AI demand’ in Q1 2025 — the FT is wrong https://pivot-to-ai.com/2025/05/02/no-microsoft-did-not-state-strong-ai-demand-in-q1-2025-the-ft-is-wrong/
video: https://www.youtube.com/watch?v=-ytdeHHrLnE&list=UU9rJrMVgcXTfa8xuMnbhAEA
‘AI is no longer optional’ — Microsoft admits AI doesn’t help at work https://pivot-to-ai.com/2025/06/30/ai-is-no-longer-optional-microsoft-admits-ai-doesnt-help-at-work/
video: https://www.youtube.com/watch?v=jud2iYT66OY&list=UU9rJrMVgcXTfa8xuMnbhAEA

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