Appears On
Episode Appearances
The Tech Report · Jul 15, 2026
The rising cost of AI is reaching tipping point | David Gerard
“Guest discussing AI cost economics, vendor sustainability, and industry fundamentals; provides critical analysis of benchmarking and ROI”
AI Cost Economics and Unit EconomicsLarge Language Model Performance S-Curve LimitationsAgentic AI and Multi-Agent Systems
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Pivot to AI · May 14, 2026
20260514 - Kevin O'Leary's giant Utah data centre: will it happen?
“Podcast host analyzing O'Leary's data center project and broader industry trends”
Data Center Construction and DevelopmentAI Infrastructure and Power RequirementsWater Rights and Environmental Impact
View AnalysisPivot to AI · May 8, 2026
20260508 - OpenAI may not be able to IPO in 2026
“Podcast host and primary commentator analyzing OpenAI and SpaceX IPO prospects and financial challenges”
OpenAI IPO timeline and delaysAI startup financial fundamentals and burn ratesVenture capital valuation bubbles
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Better Offline · Feb 4, 2026
Hater Season: Openclaw with David Gerard
“AI critic and host of Pivot 2 AI; discusses security flaws and venture capital dynamics of AI agents”
Prompt Injection Security VulnerabilitiesAI Agent Architecture and Design FlawsAPI Cost Economics and Unsustainable Spending
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