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 Fauscette of Arion Research breaks down what it means for the people who buy, build, and bet on AI, plus quick hits on NVIDIA's agent hardware, Microsoft's MAI models, and new EU AI Act rules. The through-line: AI has crossed from experiment to infrastructure, and it's time to manage it like infrastructure.The Arion Brief. New episodes Tuesdays and Thursdays.

Episode metadata supplied by the publisher feed · Published Jun 16, 2026

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The Arion Brief: AI at 10 June 15, 2026

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