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.