Luciano Ayres

The Executive AI Brief

The evidence behind your next AI decision.

What changed in enterprise AI, what it means and what to do next, every weekday, backed by live data and real company results.

Read the latest brief Explore the numbers

Every call is graded Act now, Evaluate or Monitor, across the brief, the numbers and the casebook.

Latest calls · · 8 min read

AI-Run Cyberattacks and the AI Spending Test

Agentic AI drives intrusions at Chainalysis and 200+ targets, a poisoned AI coding extension hits Cursor, and markets demand proof that AI spending pays.

Leaders need faster patching, controlled developer tools and AI budgets tied to proven returns.

  1. Act nowAI Security. AI-driven intrusions and a poisoned AI coding extension mean security chiefs must assume attackers work at machine speed and that developer tools are part of the attack surface.
  2. EvaluateAI Economics. Investors are punishing AI capital spending without visible returns, and the companies they reward, such as Santander, can put a figure on AI value; CFOs should hold internal AI budgets to the same test.
  3. MonitorFoundation Models. OpenAI's GPT-Rosalind-6 brings frontier reasoning to drug discovery only for vetted customers, who must enforce access controls and human review themselves.

Read the full briefPrevious: Open-Weight Frontier AI and Software's AI Reckoning

Where enterprise AI stands · Edition of October 25, 2026

AI is moving from experiment to default.

Leaders should plan for AI in production, disclosed and priced, not piloted.

Read the edition note

Ask the data

43 indicators, each with its source · All indicators

The Enterprise AI Casebook

What worked elsewhere, with the receipts.

Real organizations, the result they measured, and how far you can trust it.

  • 16 cases
  • 7 proven
  • 5 promising
  • 4 mixed results
Browse all cases

From the editor · Field Notes

The view from someone who has done it.

Essays, practical articles, quick takes, predictions on the record and the resources I actually use.

All field notes

Essay2 min read

Code was never the bottleneck.

AI is great at building software right. It can't tell you whether you're building the right thing. Why verification and validation are different questions, and why the second matters more now.

On the horizon

Dates to plan for.

Rules that start to apply, and the outlook on what comes next.

  1. European UnionEU AI Act deadline to mark AI-generated content from existing systems
  2. European UnionEU AI Act bans AI-generated non-consensual intimate imagery
  3. California, United StatesCalifornia rules for automated decisionmaking technology apply

All regulatory dates · 6 model retirements ahead

How to keep up

A rhythm built for busy leaders.

RSS feed · Field Notes feed · Follow on LinkedIn