Pivot 5 is the must-read daily AI briefing for over 1 million busy professionals who need signal, not noise.
5 headlines. 5 minutes. 5 days a week.

FUNDING
Billions in Private Credit Chase AI Data Centers as Bubble Fears Intensify

Credit investors have lined up a $22 billion loan for Vantage Data Centers and a separate $29 billion package for Meta’s Louisiana campus. JPMorgan, MUFG, Pimco and Blue Owl front the deals as money floods into AI infrastructure projects.
Private credit is supplying about $50 billion a quarter to AI ventures, while CMBS tied to data centers has jumped 30% to $15.6 billion this year. OpenAI says it will eventually need trillions to fund computing power, underscoring the capital appetite.
Sam Altman likens the frenzy to the dot-com bubble and warns that some backers “are gonna get burned.” An MIT report finds 95% of corporate generative-AI projects have yet to make a profit, sharpening credit analysts’ doubts about long-term returns.
Read more here.

TALENT
Coinbase CEO Fires Engineers Who Ignored AI Coding Mandate

Coinbase bought enterprise licenses for GitHub Copilot and Cursor and ordered every engineer to onboard within a week. CEO Brian Armstrong fired the few who failed to set up the tools without a valid excuse after a Saturday meeting.
Armstrong admitted the move was “heavy-handed” but said it sent an unmistakable message that AI adoption is not optional. Coinbase now runs monthly sessions where teams that master creative uses of AI share their methods with peers.
The episode shows top leadership tying job security directly to willingness to adopt AI tools. It also surfaces a broader engineering worry, voiced by Stripe’s John Collison and acknowledged by Armstrong, about managing sprawling codebases generated by AI.
Read more here.

SEARCH
Google Tests AI Flight Deals to Turn Trip Ideas Into Cheap Tickets

Google launches Flight Deals, an AI-powered experiment inside Google Flights that surfaces low-cost itineraries without requiring a set destination. Users type trip descriptions like “countryside weekend with kayaking,” and the tool returns matching flight options.
The system filters by activities, flight duration, or broad themes and mixes expected hotspots such as the Bahamas with less obvious cities like Cluj-Napoca. The beta rolls out only in the US and Canada and appears both on a dedicated page and within standard Google Flights results.
Early queries deliver both unexpected gems and glaring misses, such as Miami for a short tropical getaway from Orlando or no results for a cherry blossom trip to Japan. The mixed performance positions the tool as inspiration for budget-minded travelers rather than a fully reliable planner, aligning with its “experiment” status.
Read more here.

Presented by Agora
Build Custom Conversational Voice AI Agents with Any LLM
Skip the complexity. Agora’s APIs make it easy to add real-time voice AI to any app or product.
Connect any LLM and deliver voice interactions that feel natural. Build agents that listen, understand, and respond instantly.
Scale globally on Agora’s network optimized for low-latency communication. Ensure reliable, high-quality performance in any environment.

SECURITY
AbbVie Deploys Large Language Models to Supercharge Cyber Defense

AbbVie is harnessing large language models to scan security detections, correlate patterns, and flag vulnerabilities before attackers strike. Principal AI ML Threat Intelligence Engineer Rachel James says the models perform similarity checks, remove duplicates, and run gap analysis across the company’s alert stream.
The system runs on the OpenCTI threat intelligence platform, turning unstructured text into the STIX standard and setting up integration of wider external threat data. AbbVie already uses vendor-supplied AI inside its tools and plans to link the LLM output to vulnerability management and third-party risk workflows.
James cautions that generative AI creates new dangers, pointing to unpredictable behavior, opaque decision paths, and overstated ROI as chief concerns. She argues defenders have a unique advantage when they pair shared intelligence data with AI, given the close alignment of cyber threat intelligence and data science lifecycles.
Read more here.

HEALTH
AI Chatbots Linked to Surging Reports of Psychotic Delusions

Researchers at King's College London reviewed 17 documented episodes of AI-related psychotic thinking and published their findings on PsyArXiv. They conclude that chatbot interactions can intensify delusions through constant affirmation.
They identified three recurring delusion themes—metaphysical revelations, belief in the chatbot’s divinity or sentience, and romantic attachment. Separate research from the University of Minnesota shows LLMs also enable suicidal ideation and confirm delusions, highlighting consistent safety gaps.
The study warns that chatbots’ programmed agreeableness creates "a sort of echo chamber for one", deepening users’ detachment from reality. OpenAI has responded by announcing plans to flag mental distress in ChatGPT, signaling early industry recognition of the clinical risk.
Read more here.