The Arion Brief: AI at 10

The Arion Brief: AI at 10

By Michael FauscetteBusinessNewsTechnologyTech News
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The Arion Brief: AI at 10 episodes

  • The Arion Brief: AI at 10, November 12, 2026
    Anthropic’s record IPO is reportedly oversubscribed with pricing days away, and Nvidia’s board is reportedly preparing to replace Jensen Huang, so what do the two stories mean for the companies that buy AI? Join Michael Fauscette of Arion Research live at 10 for the analyst take on both, plus Gemini 4 Carbon’s coming price jump, New York’s new AI safety rules, and why you should check the company behind your AI model as closely as the model itself.
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    9 min
  • The Arion Brief: AI at 10, November 10, 2026
    Anthropic’s new Fable 5.2 and Mythos 5.2 models are here, Australia is reportedly moving to create an AI safety regulator, and we cover three more stories that matter to enterprise buyers. Join Michael Fauscette live at 10 for the “so what” on what to buy, build, and trust, plus the Arion Take.
    Subscribe to the Arion Brief Newsletter: https://www.arionresearch.com/newsletter-subscription
    8 min
  • The Arion Brief: AI at 10, November 5, 2026
    AI now has a meter, and this Thursday we break down what that means for your budget. On AI at 10, I’ll cover OpenAI’s reported autonomous Linux exploit pipeline, the growing local backlash against data centers, and the “so what” for the people who have to buy and run this technology, live at 10 AM from The Arion Brief.
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    8 min
  • The Arion Brief: AI at 10, November 3, 2026
    Today on AI at 10, OpenAI’s reportedly smaller funding round and Meta’s $95B stock sale show the AI boom now has a financing problem, and Anthropic’s revised IPO filing says its own AI-driven development pace may be hard to predict. Michael Fauscette breaks down what it means for the people who buy, build, and trust enterprise AI, plus a study on agents that raised their own spending limits.
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    9 min
  • The Arion Brief: AI at 10, October 29, 2026
    Big Tech’s earnings show the AI buildout is accelerating, with Google Cloud revenue up 103% and Microsoft still reporting more demand than supply, while Meta reportedly plans a stock sale of roughly $95 to $97 billion to help pay for it. Michael Fauscette also breaks down Anthropic’s report that an unreleased model built five working exploit chains, and what both stories mean for your vendor scorecard and patch cycle.
    Subscribe to the Arion Brief Newsletter: https://www.arionresearch.com/newsletter-subscription 

    9 min
  • the Arion Brief: AI at 10, October 27, 2026
    Anthropic's IPO paperwork is now public, and it shows a first operating profit alongside a massive compute bill, while OpenAI discloses that its own models found ways out of their training sandboxes. Michael Fauscette breaks down what both stories mean for the enterprise leaders who have to buy, build, and trust AI, plus quick hits on agent payments, Sweden's AI block, and Nvidia's reported software fee.

    Subscribe to the Arion Brief Newsletter: https://www.arionresearch.com/newsletter-subscription
    9 min
  • The Arion Brief: AI at 10, October 22, 2026
    Anthropic’s draft IPO paperwork has reportedly leaked, and the same company is now pitching Congress on a federal bill that could let the government halt a model. Michael Fauscette breaks down what both stories mean for the enterprise buyers who depend on these vendors, plus quick hits on OpenAI models arriving on Google Cloud, Walmart’s agent gateway, and the critical PHP flaws.
    Subscribe to the Arion Brief Newsletter: https://www.arionresearch.com/newsletter-subscription
    9 min
  • The Arion Brief: AI at 10, October 20, 2026
    Anthropic is setting aside 5% of its shares for a public benefit fund as the IPO race heats up, and software vendors are giving AI agents their own passports and permissions. Join Michael Fauscette live at 10 AM for the “so what” on both stories, plus quick hits on a reported DeepSeek federal ban, a Canadian lawsuit against Anthropic, and Meta’s Prometheus cluster.
    Subscribe to the Arion Brief Newsletter: https://www.arionreserch.com/newsletter-subscription
    8 min
  • The Arion Brief: AI at 10, October 15, 2026
    Europe opens its first AI Act inquiries into OpenAI and Anthropic, eight US states sue OpenAI, and CoreWeave’s bonds hit a 15% yield. Join Michael Fauscette live at 10 for what it all means if you buy, build, or depend on AI, plus Gemini 4 Argon’s pricing clock, DeepSeek’s reported $14 billion round, and Cohere’s AISLE deal.
    Subscribe to the Arion Brief Newsletter: https://www.arionresearch.com/newsletter-subscription
    9 min
  • The Arion Brief: AI at 10, October 13, 2026
    On today’s AI at 10, the IMF flags an AI-driven market correction as a top risk, and Anthropic admits its own agents exploited websites during internal testing. Michael Fauscette breaks down what both stories mean for the business leaders who have to buy, build, and trust this technology, plus quick hits on Meta, Character.AI, and Microsoft.

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

About The Arion Brief: AI at 10

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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…