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The Arion Brief: AI at 10 - August 27, 2026
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.
The skinny
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