Fusebox <![CDATA[The Arion Brief: AI at 10]]> The Arion Brief delivers Enterprise AI news, decoded by an analyst. The day's biggest AI stories and what they mean for your business. 

Hosted by Michael Fauscette, founder and chief analyst at Arion Research, and former Chief Research Officer at G2, every episode answers the question that counts: what does this mean for your business?

Our flagship show, AI at 10, breaks down the day's biggest AI developments in 10 focused minutes, from the frontier labs and agentic AI to enterprise deals, funding, and policy, each with a clear read on the business impact. New episodes go live Tuesdays and Thursdays at 10 AM ET, plus shorts all week.

If you lead strategy, technology, or operations and you are tired of AI hype that never reaches the "so what," subscribe for the analyst's read on AI.

Arion Research advisory: https://www.arionresearch.com 
Connect: www.linkedin.com/in/mfauscette]]> The Arion Brief delivers Enterprise AI news, decoded by an analyst. The day's biggest AI stories and what they mean for your business. 

Hosted by Michael Fauscette, founder and chief analyst at Arion Research, and former Chief Research Officer at G2, every episode answers the question that counts: what does this mean for your business?

Our flagship show, AI at 10, breaks down the day's biggest AI developments in 10 focused minutes, from the frontier labs and agentic AI to enterprise deals, funding, and policy, each with a clear read on the business impact. New episodes go live Tuesdays and Thursdays at 10 AM ET, plus shorts all week.

If you lead strategy, technology, or operations and you are tired of AI hype that never reaches the "so what," subscribe for the analyst's read on AI.

Arion Research advisory: https://www.arionresearch.com 
Connect: www.linkedin.com/in/mfauscette]]> en-us false <![CDATA[The Arion Brief: AI at 10 Trailer]]> fbx/fa12cf1e-6421-11f1-af5d-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 09 Jun 2026 12:40:51 -0400 AI moves faster than anyone can keep up with. New models, new agents, billion-dollar deals, every single day. The hard part isn't finding AI news. It's knowing which of it matters to you.I'm Michael Fauscette. I've spent my career as an industry analyst, leading enterprise application research at IDC and as Chief Research Officer at G2, and now at Arion Research. This is The Arion Brief. Here you get more than headlines. You get the analyst's read: what each story means for your business, your strategy, and the decisions in front of you. The frontier labs. Agentic AI. The enterprise deals, the funding, the policy fights. We cut through the hype and get to the part that counts. The "so what."Our show is AI at 10. The news that matters, in ten focused minutes. Live Tuesdays and Thursdays at 10 AM Eastern, with quick hits all week long. If you lead in a world being rewritten by AI, subscribe and tap the bell so you never miss the read. I'll see you at 10. AI moves faster than anyone can keep up with. New models, new agents, billion-dollar deals, every single day. The hard part isn't finding AI news. It's knowing which of it matters to you.

I'm Michael Fauscette. I've spent my career as an industry analyst, leading enterprise application research at IDC and as Chief Research Officer at G2, and now at Arion Research. This is The Arion Brief. Here you get more than headlines. You get the analyst's read: what each story means for your business, your strategy, and the decisions in front of you. The frontier labs. Agentic AI. The enterprise deals, the funding, the policy fights. We cut through the hype and get to the part that counts. The "so what."

Our show is AI at 10. The news that matters, in ten focused minutes. Live Tuesdays and Thursdays at 10 AM Eastern, with quick hits all week long. If you lead in a world being rewritten by AI, subscribe and tap the bell so you never miss the read. I'll see you at 10.

]]> 91 false 1 full <![CDATA[The Arion Brief: AI at 10 - June 9th, 2026]]> fbx/a6ad160c-6423-11f1-95cb-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 09 Jun 2026 12:53:12 -0400 Apple just told a billion device owners they can fire Siri's brain and bolt in Claude, ChatGPT, Gemini, or Grok instead. Anthropic just became the most valuable AI company on the planet and filed to go public. And Gartner says the coding agent market you shortlisted six months ago has already been redrawn.Good morning and welcome to AI at 10. I'm Michael Fauscette from Arion Research, and this is the show where we skip the hype and ask the only question that matters for your business: so what? Let's get into it. Apple just told a billion device owners they can fire Siri's brain and bolt in Claude, ChatGPT, Gemini, or Grok instead. Anthropic just became the most valuable AI company on the planet and filed to go public. And Gartner says the coding agent market you shortlisted six months ago has already been redrawn.

Good morning and welcome to AI at 10. I'm Michael Fauscette from Arion Research, and this is the show where we skip the hype and ask the only question that matters for your business: so what? Let's get into it.

]]> 588 false 2 full <![CDATA[The Arion Brief: AI at 10 June 11, 2026]]> fbx/922828ba-65a0-11f1-9a1c-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 11 Jun 2026 10:20:26 -0400 Wall Street just put a number on the AI buildout: Morgan Stanley sees AI debt nearly doubling to $570B this year, and the bill lands on enterprise buyers. Industry analyst Michael Fauscette of Arion Research breaks down what the shift to debt-financed AI means for your vendor strategy, plus KPMG and Microsoft scaling AI agents worldwide with Agent 365. Quick hits: Anthropic's Claude Fable 5 release, OpenAI backs compliance startup Poetic, and the EU AI Act's new timeline. Live Tuesdays and Thursdays at 10 AM. Subscribe to the Arion newsletter for full written breakdowns. Wall Street just put a number on the AI buildout: Morgan Stanley sees AI debt nearly doubling to $570B this year, and the bill lands on enterprise buyers. Industry analyst Michael Fauscette of Arion Research breaks down what the shift to debt-financed AI means for your vendor strategy, plus KPMG and Microsoft scaling AI agents worldwide with Agent 365. Quick hits: Anthropic's Claude Fable 5 release, OpenAI backs compliance startup Poetic, and the EU AI Act's new timeline. Live Tuesdays and Thursdays at 10 AM. Subscribe to the Arion newsletter for full written breakdowns.]]> 565 false 3 full <![CDATA[The Arion Brief: AI at 10 June 15, 2026]]> fbx/18e83a42-698f-11f1-b495-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 16 Jun 2026 10:31:53 -0400 This week the US government forced Anthropic to switch off its two most capable models overnight, and OpenAI and Anthropic are both racing toward IPO. Michael Fauscette of Arion Research breaks down what it means for the people who buy, build, and bet on AI, plus quick hits on NVIDIA's agent hardware, Microsoft's MAI models, and new EU AI Act rules. The through-line: AI has crossed from experiment to infrastructure, and it's time to manage it like infrastructure.The Arion Brief. New episodes Tuesdays and Thursdays. This week the US government forced Anthropic to switch off its two most capable models overnight, and OpenAI and Anthropic are both racing toward IPO. Michael Fauscette of Arion Research breaks down what it means for the people who buy, build, and bet on AI, plus quick hits on NVIDIA's agent hardware, Microsoft's MAI models, and new EU AI Act rules. The through-line: AI has crossed from experiment to infrastructure, and it's time to manage it like infrastructure.

The Arion Brief. New episodes Tuesdays and Thursdays.
]]> 590 false 4 full <![CDATA[The Arion Brief: AI at 10 June 18, 2026]]> fbx/84a0ee8a-6b21-11f1-9e7f-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 18 Jun 2026 10:25:22 -0400 A rocket company just bought one of the hottest AI coding startups on the planet, Google is reportedly renting compute from that same company, and the firms building all of this still cannot get enough power to plug it in. This week the AI market's center of gravity is concentration, and host Michael Fauscette, founder and chief analyst at Arion Research, breaks down what it means for the people who have to buy this technology and make it work.In this episode:SpaceX's reported $60B acquisition of Cursor and the three-way war for your developers' editor The AI compute capacity crunch, the power bottleneck behind it, and why scarcity at the top flows downhill to your pricing and rate limits&nbsp;Quick hits: GitHub reroutes traffic through AWS under agentic load, Gartner launches its first Magic Quadrant for AI Governance Platforms, and the new White House frontier-AI order The Arion Take: why your smartest move in the back half of 2026 is buying optionality, not chasing the best modelAI at 10 goes live Tuesdays and Thursdays at 10 AM. If this was useful, follow the show and share it with someone on your team who owns an AI decision. A rocket company just bought one of the hottest AI coding startups on the planet, Google is reportedly renting compute from that same company, and the firms building all of this still cannot get enough power to plug it in. This week the AI market's center of gravity is concentration, and host Michael Fauscette, founder and chief analyst at Arion Research, breaks down what it means for the people who have to buy this technology and make it work.

In this episode:

SpaceX's reported $60B acquisition of Cursor and the three-way war for your developers' editor The AI compute capacity crunch, the power bottleneck behind it, and why scarcity at the top flows downhill to your pricing and rate limits 

Quick hits: GitHub reroutes traffic through AWS under agentic load, Gartner launches its first Magic Quadrant for AI Governance Platforms, and the new White House frontier-AI order The Arion Take: why your smartest move in the back half of 2026 is buying optionality, not chasing the best model

AI at 10 goes live Tuesdays and Thursdays at 10 AM. If this was useful, follow the show and share it with someone on your team who owns an AI decision.
]]> 616 false 5 full <![CDATA[The Arion Brief: AI at 10, June 23, 2026]]> fbx/572cef3a-6f0e-11f1-88ed-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 23 Jun 2026 10:23:28 -0400 The smartest model isn't the one to buy anymore. This morning: Google's Gemini 3.5 Pro hits its enterprise window with a 2M-token context, the agent-governance wave arrives (Workday Agent Passport, Microsoft Agent 365), and Wall Street warns the AI bill is coming due. Plus the new White House AI executive order, Anthropic's Opus 4.8, and a financing picture every buyer should watch.The Arion read: capability is commoditizing. Trust and economics are where the deal gets won. Buy the control plane, not the benchmark.Hosted by Michael Fauscette, Founder &amp; Chief Analyst at Arion Research. Live Tuesdays &amp; Thursdays at 10. Subscribe, and get the full written breakdowns in the Arion Research Digital First newsletter. The smartest model isn't the one to buy anymore. This morning: Google's Gemini 3.5 Pro hits its enterprise window with a 2M-token context, the agent-governance wave arrives (Workday Agent Passport, Microsoft Agent 365), and Wall Street warns the AI bill is coming due. Plus the new White House AI executive order, Anthropic's Opus 4.8, and a financing picture every buyer should watch.

The Arion read: capability is commoditizing. Trust and economics are where the deal gets won. Buy the control plane, not the benchmark.

Hosted by Michael Fauscette, Founder & Chief Analyst at Arion Research. Live Tuesdays & Thursdays at 10. Subscribe, and get the full written breakdowns in the Arion Research Digital First newsletter.
]]> 605 false 6 full <![CDATA[The Arion Brief: AI at 10, June 25, 2026]]> fbx/5fdcc558-70a1-11f1-8255-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 25 Jun 2026 10:23:36 -0400 The frontier is concentrating and getting cheaper at the same time. What that means for your AI strategy.Two of the researchers behind Google's Gemini are reportedly leaving for Anthropic, and Alphabet stock took a 7% hit on the news. Meanwhile, a new Chinese model claims frontier-quality work at a fraction of the price, and Microsoft's own CEO is openly questioning whether the biggest labs have earned society's trust. Industry analyst Michael Fauscette breaks down what these moves mean for the people who have to buy this technology and make it work.In this episode:-Google's talent exodus and the platform risk hiding in your vendor roadmap&nbsp;-MiniMax M2.5 and why you're probably overpaying for "good enough" workloads&nbsp;-Satya Nadella's sharp critique of OpenAI and Anthropic&nbsp;-Gemini 3.5 Pro slips to July&nbsp;-The EU AI Act's August 2 deadline is five weeks outThe Arion take: treat your model layer like a commodity input, not a marriage. Fall in love with your architecture, not your vendor.Live Tuesdays and Thursdays at 10. Subscribe for the analyst's read on AI news, and get the full written breakdowns in the Arion Research Digital First newsletter. The frontier is concentrating and getting cheaper at the same time. What that means for your AI strategy.

Two of the researchers behind Google's Gemini are reportedly leaving for Anthropic, and Alphabet stock took a 7% hit on the news. Meanwhile, a new Chinese model claims frontier-quality work at a fraction of the price, and Microsoft's own CEO is openly questioning whether the biggest labs have earned society's trust. Industry analyst Michael Fauscette breaks down what these moves mean for the people who have to buy this technology and make it work.

In this episode:
-Google's talent exodus and the platform risk hiding in your vendor roadmap 

-MiniMax M2.5 and why you're probably overpaying for "good enough" workloads 

-Satya Nadella's sharp critique of OpenAI and Anthropic 
-Gemini 3.5 Pro slips to July 
-The EU AI Act's August 2 deadline is five weeks out

The Arion take: treat your model layer like a commodity input, not a marriage. Fall in love with your architecture, not your vendor.

Live Tuesdays and Thursdays at 10. Subscribe for the analyst's read on AI news, and get the full written breakdowns in the Arion Research Digital First newsletter.
]]> 541 false 7 full <![CDATA[The Arion Brief: AI at 10 - June 30, 2026]]> fbx/1be153a4-748f-11f1-89e4-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 30 Jun 2026 10:22:47 -0400 OpenAI just split its flagship into three models at three price points, Anthropic is now worth more than OpenAI on paper, and the whole market is turning from raw capability to cost. Join analyst Michael Fauscette of Arion Research for the buyer's take on what GPT-5.6 pricing, the efficiency shift, and the EU's looming transparency deadline mean for the people who have to buy this technology and make it work. OpenAI just split its flagship into three models at three price points, Anthropic is now worth more than OpenAI on paper, and the whole market is turning from raw capability to cost. Join analyst Michael Fauscette of Arion Research for the buyer's take on what GPT-5.6 pricing, the efficiency shift, and the EU's looming transparency deadline mean for the people who have to buy this technology and make it work.]]> 583 false 8 full <![CDATA[The Arion Brief: Breaking News July 1, 2026]]> fbx/d654c10e-7556-11f1-b2b7-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Wed, 01 Jul 2026 10:19:50 -0400 BREAKING on The Arion Brief: Anthropic just shipped Claude Sonnet 5 into full general availability, a near-flagship agentic model at roughly half the price of Opus. Join Michael Fauscette live at 10 for the analyst read on what cheaper agent economics mean for your enterprise AI budget. BREAKING on The Arion Brief: Anthropic just shipped Claude Sonnet 5 into full general availability, a near-flagship agentic model at roughly half the price of Opus. Join Michael Fauscette live at 10 for the analyst read on what cheaper agent economics mean for your enterprise AI budget.]]> 297 false 9 full <![CDATA[The Arion Brief: AI at 10 - July 2, 2026]]> fbx/3d902afa-7621-11f1-bfd3-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 02 Jul 2026 10:22:11 -0400 Claude's back online with tighter guardrails, California just wrote the playbook for enterprise AI procurement, and the money chasing the top labs keeps getting stranger. Michael Fauscette breaks down what each means for the people who actually have to buy, deploy, and defend this technology. Claude's back online with tighter guardrails, California just wrote the playbook for enterprise AI procurement, and the money chasing the top labs keeps getting stranger. Michael Fauscette breaks down what each means for the people who actually have to buy, deploy, and defend this technology.]]> 580 false 10 full <![CDATA[The Arion Brief: AI at 10 - July 7, 2026]]> fbx/2d31117e-7a0e-11f1-b2cc-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 07 Jul 2026 10:20:54 -0400 Washington just tried to buy a stake in OpenAI, an export control got flipped off and back on for a top Claude model in two weeks, and Anthropic locked in $100 billion in AWS compute. On today's AI at 10, Michael Fauscette breaks down what all three mean for how enterprise buyers should think about AI vendor risk. Washington just tried to buy a stake in OpenAI, an export control got flipped off and back on for a top Claude model in two weeks, and Anthropic locked in $100 billion in AWS compute. On today's AI at 10, Michael Fauscette breaks down what all three mean for how enterprise buyers should think about AI vendor risk.]]> 474 false 11 full <![CDATA[The Arion Brief: AI at 10 - July 9, 2026]]> fbx/663169a8-7ba1-11f1-b586-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 09 Jul 2026 10:21:22 -0400 Today on AI at 10: OpenAI's GPT-5.6 goes public in three price tiers the same week Grok 4.5 launches and Gemini 3.5 Pro gets delayed, while SpaceX's $60B acquisition of Cursor-maker Anysphere reshapes the AI coding market. Michael Fauscette breaks down what the shift from "pick a winner" to managing a multi-vendor AI portfolio means for enterprise buyers, plus a new Illinois audit law, Anthropic's $65B raise, and how WPP and AWS are moving agentic AI from pilots to production. Today on AI at 10: OpenAI's GPT-5.6 goes public in three price tiers the same week Grok 4.5 launches and Gemini 3.5 Pro gets delayed, while SpaceX's $60B acquisition of Cursor-maker Anysphere reshapes the AI coding market. Michael Fauscette breaks down what the shift from "pick a winner" to managing a multi-vendor AI portfolio means for enterprise buyers, plus a new Illinois audit law, Anthropic's $65B raise, and how WPP and AWS are moving agentic AI from pilots to production.]]> 507 false 12 full <![CDATA[The Arion Brief: AI at 10, July 14, 2026]]> fbx/274439fe-7f8f-11f1-be6d-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 14 Jul 2026 10:20:51 -0400 Anthropic is lining up a custom Samsung chip and a possible IPO while Google tells Meta there isn't enough compute to go around, and a new Illinois law just made AI safety a legal requirement instead of a talking point. On today's AI at 10, Michael Fauscette breaks down what all three mean for the enterprise buyers who actually have to sign the contracts. Anthropic is lining up a custom Samsung chip and a possible IPO while Google tells Meta there isn't enough compute to go around, and a new Illinois law just made AI safety a legal requirement instead of a talking point. On today's AI at 10, Michael Fauscette breaks down what all three mean for the enterprise buyers who actually have to sign the contracts.]]> 426 false 13 full <![CDATA[The Arion Brief: AI at 10, July 16, 2026]]> fbx/75a15404-8121-11f1-b56b-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 16 Jul 2026 10:20:43 -0400 Three AI labs just placed the same billion-dollar bet on deployment over models, while a major cybersecurity player bought its way into governing what AI agents actually do. On today's AI at 10, Michael Fauscette breaks down what both moves mean for enterprise buyers deciding who builds their AI and who watches it. Three AI labs just placed the same billion-dollar bet on deployment over models, while a major cybersecurity player bought its way into governing what AI agents actually do. On today's AI at 10, Michael Fauscette breaks down what both moves mean for enterprise buyers deciding who builds their AI and who watches it.]]> 509 false 14 full <![CDATA[The Arion Brief: Breaking News, July 17, 2026]]> fbx/974f5c72-81e9-11f1-9d1b-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Fri, 17 Jul 2026 10:20:52 -0400 China just stood up its own version of the UN for artificial intelligence, and the United States wasn't in the room. China just stood up its own version of the UN for artificial intelligence, and the United States wasn't in the room.

]]> 220 false 15 full <![CDATA[The Arion Brief: AI at 10, July 21, 2026]]> fbx/3b943c4e-850f-11f1-9a91-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 21 Jul 2026 10:24:36 -0400 The free ride on enterprise AI agents is over: OpenAI just started billing for them, Anthropic and Databricks are raising capital at trillion-dollar-range valuations, and an open-weight model from Moonshot just beat Claude Opus 4.8 on coding benchmarks for less money. Michael Fauscette breaks down what all of it means for the people who actually have to budget, govern, and buy this technology.Subscribe to the Arion Brief Newsletter: https://www.arionresearch.com/newsletter-subscription The free ride on enterprise AI agents is over: OpenAI just started billing for them, Anthropic and Databricks are raising capital at trillion-dollar-range valuations, and an open-weight model from Moonshot just beat Claude Opus 4.8 on coding benchmarks for less money. Michael Fauscette breaks down what all of it means for the people who actually have to budget, govern, and buy this technology.

Subscribe to the Arion Brief Newsletter: https://www.arionresearch.com/newsletter-subscription]]> 513 false 16 full <![CDATA[The Arion Brief: Breaking News - July 22, 2026]]> fbx/9e9a8a82-85d7-11f1-983d-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Wed, 22 Jul 2026 10:14:40 -0400 OpenAI says one of its own AI models broke out of a locked-down test environment, got onto the open internet, and hacked into another company to get answers on an evaluation. Michael Fauscette breaks down why this is a genuine first, and what it means for every enterprise trusting an AI agent with real access. OpenAI says one of its own AI models broke out of a locked-down test environment, got onto the open internet, and hacked into another company to get answers on an evaluation. Michael Fauscette breaks down why this is a genuine first, and what it means for every enterprise trusting an AI agent with real access.

]]> 233 false 17 full <![CDATA[The Arion Brief: AI at 10, July 23, 2026]]> fbx/5a5da19e-86a2-11f1-8885-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 23 Jul 2026 10:26:10 -0400 Google's Gemini Enterprise is racing to build cryptographic agent identity and audit trails right as OpenAI shifts to metered agent billing, and federal regulators are moving from voluntary guidance to mandatory security rules for agentic AI in critical infrastructure. Michael Fauscette breaks down what both moves mean for enterprise buyers deciding what to purchase, build, and trust in their AI stack this quarter.The Arion Brief Newsletter:https://arionresearch.com/newsletter-subscription Google's Gemini Enterprise is racing to build cryptographic agent identity and audit trails right as OpenAI shifts to metered agent billing, and federal regulators are moving from voluntary guidance to mandatory security rules for agentic AI in critical infrastructure. Michael Fauscette breaks down what both moves mean for enterprise buyers deciding what to purchase, build, and trust in their AI stack this quarter.

The Arion Brief Newsletter:
https://arionresearch.com/newsletter-subscription]]> 624 false 18 full <![CDATA[The Arion Brief: AI at 10, July 28, 2026]]> fbx/6dd87254-8a8e-11f1-ab2b-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 28 Jul 2026 10:18:20 -0400 Anthropic ships Claude Opus 5 with a cost-control toggle built for enterprise budgets, and Nvidia leads 37 companies into a new security alliance days after an OpenAI model reportedly broke out of its sandbox, with OpenAI, Google, and Anthropic notably absent. Michael Fauscette breaks down what both moves mean for the people who have to buy, deploy, and govern this technology. Anthropic ships Claude Opus 5 with a cost-control toggle built for enterprise budgets, and Nvidia leads 37 companies into a new security alliance days after an OpenAI model reportedly broke out of its sandbox, with OpenAI, Google, and Anthropic notably absent. Michael Fauscette breaks down what both moves mean for the people who have to buy, deploy, and govern this technology.]]> 523 false 19 full <![CDATA[The Arion Brief: AI at 10, July 30, 2026]]> fbx/8c59fd0e-8c20-11f1-ba86-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 30 Jul 2026 10:19:58 -0400 Anthropic just diversified its compute across four chip vendors and passed OpenAI's valuation, while Google was forced to crack open Android for competing AI assistants. On today's AI at 10, Michael Fauscette breaks down what both moves mean for enterprise buyers, plus why 88% of AI agent pilots are still stuck in production purgatory.Subscribe to the Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription Anthropic just diversified its compute across four chip vendors and passed OpenAI's valuation, while Google was forced to crack open Android for competing AI assistants. On today's AI at 10, Michael Fauscette breaks down what both moves mean for enterprise buyers, plus why 88% of AI agent pilots are still stuck in production purgatory.

Subscribe to the Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription

]]> 427 false 20 full <![CDATA[The Arion Brief: AI at 10, August 4, 2026]]> fbx/9498e132-900e-11f1-b427-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 04 Aug 2026 10:17:29 -0400 Today on AI at 10: the EU's new AI transparency rules just went live and Anthropic admitted its own models breached three real companies during a botched security test. Michael Fauscette breaks down what both mean for the enterprise leaders buying and building AI right now. Today on AI at 10: the EU's new AI transparency rules just went live and Anthropic admitted its own models breached three real companies during a botched security test. Michael Fauscette breaks down what both mean for the enterprise leaders buying and building AI right now.]]> 509 false 21 full <![CDATA[The Arion Brief: AI at 10, August 6, 2026]]> fbx/55a7bcc8-91a3-11f1-8c90-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 06 Aug 2026 10:38:13 -0400 Today on The Arion Brief: Anthropic bets $1.5B on getting AI actually deployed inside mid-market banks, health systems, and manufacturers, while two major security partnerships expose a hard truth, most enterprises have no idea where their AI agents are even running. Michael breaks down what both mean for buyers deciding what to purchase, build, and trust next. Today on The Arion Brief: Anthropic bets $1.5B on getting AI actually deployed inside mid-market banks, health systems, and manufacturers, while two major security partnerships expose a hard truth, most enterprises have no idea where their AI agents are even running. Michael breaks down what both mean for buyers deciding what to purchase, build, and trust next.]]> 532 false 22 full <![CDATA[The Arion Brief: AI at 10 - August 11, 2026]]> fbx/470734e6-9590-11f1-9f92-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 11 Aug 2026 10:24:02 -0400 OpenAI just slowed its next frontier model over first-ever critical cyber risk concerns, while Meta released a free open-weight agent model that runs on a single laptop. Live at 10 AM ET, I'll break down what these opposite moves mean for enterprise AI buyers, plus Salesforce's new data showing agent deployments nearly tripled. OpenAI just slowed its next frontier model over first-ever critical cyber risk concerns, while Meta released a free open-weight agent model that runs on a single laptop. Live at 10 AM ET, I'll break down what these opposite moves mean for enterprise AI buyers, plus Salesforce's new data showing agent deployments nearly tripled.

]]> 599 false 23 full <![CDATA[The Arion Brief: AI at 10 - August 13, 2026]]> fbx/92126c7a-9721-11f1-b7d0-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 13 Aug 2026 10:21:54 -0400 Nvidia just lined up six Wall Street giants to raise more than $500 billion so customers can finance AI chips like real estate, and OpenAI shipped a model trained to find zero-days, locked behind a vetting wall instead of a price tag. On today's AI at 10: what it means when compute becomes an asset class and capability becomes a clearance level, plus the Anthropic/Riot mega-deal, the LiteLLM supply chain breach, and Claude's new invisible watermarks.&nbsp; Nvidia just lined up six Wall Street giants to raise more than $500 billion so customers can finance AI chips like real estate, and OpenAI shipped a model trained to find zero-days, locked behind a vetting wall instead of a price tag. On today's AI at 10: what it means when compute becomes an asset class and capability becomes a clearance level, plus the Anthropic/Riot mega-deal, the LiteLLM supply chain breach, and Claude's new invisible watermarks. ]]> 604 false 24 full <![CDATA[The Arion Brief: AI at 10 - August 18, 2026]]> fbx/51770620-9b0f-11f1-84b8-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 18 Aug 2026 10:23:45 -0400 Nvidia just guaranteed up to $105 billion so OpenAI can lease eight gigawatts of compute in rural Ohio for twenty years, and on the same day we learned OpenAI dissolved the team that decided whether its models were too dangerous to ship. Live at 10 on The Arion Brief: what both moves tell enterprise buyers about where the risk in their AI stack actually sits. Nvidia just guaranteed up to $105 billion so OpenAI can lease eight gigawatts of compute in rural Ohio for twenty years, and on the same day we learned OpenAI dissolved the team that decided whether its models were too dangerous to ship. Live at 10 on The Arion Brief: what both moves tell enterprise buyers about where the risk in their AI stack actually sits.]]> 664 false 25 full <![CDATA[The Arion Brief: AI at 10 - August 20, 2026]]> fbx/a805918a-9ca1-11f1-9795-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 20 Aug 2026 10:20:53 -0400 OpenAI and Anthropic now publicly disagree about whether a lab needs to retain your data to keep its models safe, and Pennsylvania just pulled every data center off fast-track permitting. Michael Fauscette on what both mean for the people who have to buy this technology and make it work. OpenAI and Anthropic now publicly disagree about whether a lab needs to retain your data to keep its models safe, and Pennsylvania just pulled every data center off fast-track permitting. Michael Fauscette on what both mean for the people who have to buy this technology and make it work.]]> 677 false 26 full <![CDATA[The Arion Brief: AI at 10 - August 25, 2026]]> fbx/4a39fbda-a08f-11f1-a976-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 25 Aug 2026 10:20:13 -0400 Nvidia just committed about $6 billion to become a model company, and Hugging Face has hired a bank to explore a sale at $13 billion or more. Michael Fauscette of Arion Research on what it means for enterprise buyers when the open layer of the AI stack starts getting owners. Nvidia just committed about $6 billion to become a model company, and Hugging Face has hired a bank to explore a sale at $13 billion or more. Michael Fauscette of Arion Research on what it means for enterprise buyers when the open layer of the AI stack starts getting owners.]]> 651 false 27 full <![CDATA[The Arion Brief: AI at 10 - August 27, 2026]]> fbx/98c1fbb6-a221-11f1-904a-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 27 Aug 2026 10:20:54 -0400 Nvidia just posted a $96 billion quarter and told you its margins are going down, because the price increases it is passing to customers are already signed. Salesforce beat, raised, and on the same day agreed to let people run Salesforce without ever opening Salesforce, so today we work out what both of those moves cost the buyer. Nvidia just posted a $96 billion quarter and told you its margins are going down, because the price increases it is passing to customers are already signed. Salesforce beat, raised, and on the same day agreed to let people run Salesforce without ever opening Salesforce, so today we work out what both of those moves cost the buyer.]]> 682 false 28 full <![CDATA[The Arion Brief: AI at 10 - Sept 1, 2026]]> fbx/c425dfb0-a60f-11f1-b114-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 01 Sep 2026 10:25:00 -0400 The Pentagon just put ChatGPT and Grok next to Gemini for three million people and said the whole point is to never depend on one AI vendor, while OpenAI is cutting off Cursor over who bought it, not over anything the product did. Industry analyst Michael Fauscette breaks down what both moves mean for enterprise buyers, plus the Sony and Warner suit against Anthropic, the 100-company AI cyber letter, and Clay's reported $7B round.Subscribe to the Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription The Pentagon just put ChatGPT and Grok next to Gemini for three million people and said the whole point is to never depend on one AI vendor, while OpenAI is cutting off Cursor over who bought it, not over anything the product did. Industry analyst Michael Fauscette breaks down what both moves mean for enterprise buyers, plus the Sony and Warner suit against Anthropic, the 100-company AI cyber letter, and Clay's reported $7B round.

Subscribe to the Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription

]]> 577 false 29 full <![CDATA[The Arion Brief: AI at 10 - Sept 3, 2026]]> fbx/3f23b5f0-a7a2-11f1-8578-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 03 Sep 2026 10:19:29 -0400 In 48 hours, attackers started harvesting OpenAI and AWS keys out of a popular AI development framework, a six-month-old startup raised $50 million to build a firewall for agent plug-ins, and Palo Alto Networks bought its way into the same problem. Michael Fauscette breaks down what the agent supply chain scramble means for enterprise buyers, plus Brussels officially classifying ChatGPT as a search engine, and why a third of companies building instead of buying are underpricing the run cost.Subscribe to the Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription In 48 hours, attackers started harvesting OpenAI and AWS keys out of a popular AI development framework, a six-month-old startup raised $50 million to build a firewall for agent plug-ins, and Palo Alto Networks bought its way into the same problem. Michael Fauscette breaks down what the agent supply chain scramble means for enterprise buyers, plus Brussels officially classifying ChatGPT as a search engine, and why a third of companies building instead of buying are underpricing the run cost.

Subscribe to the Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription

]]> 680 false 30 full <![CDATA[The Arion Brief: AI at 10, Sept 8, 2026]]> fbx/e9709a36-ab90-11f1-9935-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 08 Sep 2026 10:23:56 -0400 GPT-6 Astra just launched with an "AGI era" tagline and a rollout messy enough that Sam Altman apologized for it, and Nvidia is spending $12.93 billion to own Hugging Face, the platform where most of the open-source AI world lives. On today's AI at 10, Michael Fauscette breaks down what both moves mean for enterprise buyers, plus quick hits on a rogue AI agent incident, a $45 billion compute deal, and NYC's new ban on AI in schools.Subscribe to the Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription GPT-6 Astra just launched with an "AGI era" tagline and a rollout messy enough that Sam Altman apologized for it, and Nvidia is spending $12.93 billion to own Hugging Face, the platform where most of the open-source AI world lives. On today's AI at 10, Michael Fauscette breaks down what both moves mean for enterprise buyers, plus quick hits on a rogue AI agent incident, a $45 billion compute deal, and NYC's new ban on AI in schools.

Subscribe to the Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription

]]> 630 false 31 full <![CDATA[The Arion Brief: AI at 10 - Sept 10, 2026]]> fbx/ee57a0ca-ad21-11f1-aa6f-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 10 Sep 2026 10:20:36 -0400 Anthropic disclosed a fourth AI hacking incident this week, and a safety researcher quit publicly warning that neither Anthropic nor OpenAI is moving responsibly. Today's episode also covers Meta's Muse agent launch, which moved two stock prices in a single session, plus what it all means for how enterprise buyers should evaluate AI vendor trust.Subscribe to the Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription Anthropic disclosed a fourth AI hacking incident this week, and a safety researcher quit publicly warning that neither Anthropic nor OpenAI is moving responsibly. Today's episode also covers Meta's Muse agent launch, which moved two stock prices in a single session, plus what it all means for how enterprise buyers should evaluate AI vendor trust.

Subscribe to the Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription

]]> 589 false 32 full <![CDATA[The Arion Brief: AI at 10, September 15, 2026]]> fbx/3fecea3e-b110-11f1-880f-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 15 Sep 2026 10:19:35 -0400 The four biggest AI labs just agreed to police themselves on the same week Anthropic published a threat report showing roughly 200 million exchanges used to distill Claude, plus disrupted bioweapons and drone-swarm attempts, while Washington called the CEOs' push for oversight a "conspiracy." Michael Fauscette of Arion Research breaks down what the "Pace the Frontier" pledge, Microsoft's new AI code of conduct, and Anthropic's disclosures mean for enterprise buyers, and why you shouldn't wait on regulators to define what a responsible AI vendor looks like.The Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription The four biggest AI labs just agreed to police themselves on the same week Anthropic published a threat report showing roughly 200 million exchanges used to distill Claude, plus disrupted bioweapons and drone-swarm attempts, while Washington called the CEOs' push for oversight a "conspiracy." Michael Fauscette of Arion Research breaks down what the "Pace the Frontier" pledge, Microsoft's new AI code of conduct, and Anthropic's disclosures mean for enterprise buyers, and why you shouldn't wait on regulators to define what a responsible AI vendor looks like.


]]> 619 false 33 full <![CDATA[The Arion Brief: AI at 10, September 22, 2026]]> fbx/e0c58388-b68f-11f1-9953-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Tue, 22 Sep 2026 10:15:35 -0400 Anthropic is racing toward a reported $2 trillion IPO on $100 billion in annualized revenue, even as its own alignment lead admits there's no plan yet to solve superintelligence safety. Meanwhile Washington fractures into three competing AI policy tracks: California mandates a kill switch, Trump pushes an "AI Force," and safety talks with China remain unresolved ahead of the Trump-Xi summit.The Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription Anthropic is racing toward a reported $2 trillion IPO on $100 billion in annualized revenue, even as its own alignment lead admits there's no plan yet to solve superintelligence safety. Meanwhile Washington fractures into three competing AI policy tracks: California mandates a kill switch, Trump pushes an "AI Force," and safety talks with China remain unresolved ahead of the Trump-Xi summit.

The Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription

]]> 586 false 34 full <![CDATA[The Arion Brief: AI at 10, Sept 24, 2026]]> fbx/5845b570-b822-11f1-9b2e-1ee4f3c94deb https://app.fusebox.fm/data/show/rlLeEWKLeK/feed Thu, 24 Sep 2026 10:16:29 -0400 Anthropic and OpenAI's CEOs just told the UN AI needs global guardrails, a day after Trump called that idea a "globalist scheme," while Cisco Talos, Microsoft, and Palo Alto Networks all made AI-vs-AI cybersecurity news on the very same day. On today's AI at 10, Michael Fauscette breaks down what a fracturing AI governance landscape and a machine-speed security arms race actually mean for enterprise buyers building their 2027 AI strategy.Subscribe to the Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription Anthropic and OpenAI's CEOs just told the UN AI needs global guardrails, a day after Trump called that idea a "globalist scheme," while Cisco Talos, Microsoft, and Palo Alto Networks all made AI-vs-AI cybersecurity news on the very same day. On today's AI at 10, Michael Fauscette breaks down what a fracturing AI governance landscape and a machine-speed security arms race actually mean for enterprise buyers building their 2027 AI strategy.

Subscribe to the Arion Brief Newsletter: www.arionresearch.com/newsletter-subscription]]> 556 false 35 full