Latest / The Arion Brief: AI at 10
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.
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The skinny
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