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.

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

Latest calls · · 8 min read

AI Vendor Leadership Risk and AI Agent Access

Jensen Huang resigns as Nvidia CEO, United bars personal AI agents from booking, Google prices a decisions API at $0.10, and Deloitte launches Edisyl.

Leaders should check supplier concentration and decide which AI agents may act for customers.

  1. EvaluateAI Infrastructure. Nvidia lost its founder-CEO overnight while carrying an estimated $400 billion in obligations to other firms; CIOs and CFOs with Nvidia-dependent capacity contracts should review delivery and counterparty terms before the November 17 results.
  2. EvaluateAI Agents. United is the first US airline to say it will restrict third-party personal AI agents from booking; customer-facing companies need a stated policy on which agents may transact for their customers.
  3. MonitorAI Economics. Google's Decisions API scores up to 1,000 questions per request at $0.10 per million input tokens with no output charge, a cheap option for routing, policy checks and grading inside AI workflows.

Read the full briefPrevious: AI Spending Concentration and Stolen AI Keys

Where enterprise AI stands · Edition of November 10, 2026

Only one lab now sits at the AI frontier: Epoch AI's index on November 9 puts Anthropic's Claude Fable 5.2 ahead, with no rival within statistical reach.

Keep model contracts portable, broaden AI search work beyond one assistant, and plan for more capacity.

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 · 7 model retirements ahead

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A rhythm built for busy leaders.

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