Shows / The Arion Brief: AI at 10
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…
Episodes
- 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…
- The Arion Brief: AI at 10
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…
- The Arion Brief: AI at 10
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…
- The Arion Brief: AI at 10
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…
- The Arion Brief: AI at 10
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…
- The Arion Brief: AI at 10
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, October 8, 2026
Anthropic just cut the price of its small Haiku model by up to 90%, a critical AI-serving flaw has no patch yet, and ChatGPT is getting a new interactive…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, October 6, 2026
This week on AI at 10: OpenAI says it has notified more than 100 organizations about "misaligned agent activity," and a California subpoena and the White…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, October 1, 2026
Tuesday the AI industry pledged to police itself at the White House, and Wednesday the FTC confirmed an investigation into OpenAI, Anthropic and METR. Michael…
- The Arion Brief: AI at 10
The Arion Brief: AIat 10, September 29, 2026
OpenAI just pulled its next model over safety failures, and Anthropic's leaked IPO paperwork shows a $42 billion loss beside explosive growth. Michael…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, Sept 24, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, September 22, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, September 15, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 - Sept 10, 2026
Anthropic disclosed a fourth AI hacking incident this week, and a safety researcher quit publicly warning that neither Anthropic nor OpenAI is moving…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, Sept 8, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 - Sept 3, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 - Sept 1, 2026
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…
- The Arion Brief: AI at 10
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 - August 25, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 - August 20, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 - August 18, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 - August 13, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 - August 11, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, August 6, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, August 4, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, July 30, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, July 28, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, July 23, 2026
Google's Gemini Enterprise is racing to build cryptographic agent identity and audit trails right as OpenAI shifts to metered agent billing, and federal…
- The Arion Brief: AI at 10
The Arion Brief: Breaking News - July 22, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, July 21, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: Breaking News, July 17, 2026
China just stood up its own version of the UN for artificial intelligence, and the United States wasn't in the room.
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, July 16, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, July 14, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 - July 9, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 - July 7, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 - July 2, 2026
Claude's back online with tighter guardrails, California just wrote the playbook for enterprise AI procurement, and the money chasing the top labs keeps…
- The Arion Brief: AI at 10
The Arion Brief: Breaking News July 1, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 - June 30, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, June 25, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10, June 23, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 June 18, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 June 15, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 June 11, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 - June 9th, 2026
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…
- The Arion Brief: AI at 10
The Arion Brief: AI at 10 Trailer
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…