ARC Europe Viewpoints
Sep
18
2026
18
2026
Jim Frazer — Industry Trends
May Mobility’s $1.4B SPAC Tests Asset-Light Autonomy
May Mobility is testing whether autonomous transportation can scale as a technology layer without requiring the autonomy provider to own the underlying fleet.
Sep
18
2026
18
2026
Jim Frazer — Technology Trends
OpenAI’s Misalignment Reports Point to the Next Enterprise AI Problem
OpenAI’s misalignment reports show why controlled autonomy and execution governance are becoming core requirements for enterprise AI.
Sep
18
2026
18
2026
Colin Masson — Technology Trends
Defeating the Tokenpocalypse: Edge Sovereignty, Latency, and the True Economics of Agentic Work
Industrial agentic AI is pushing enterprises toward hybrid cloud-edge architectures that balance inference cost, deterministic latency, and operational sovereignty.
Sep
18
2026
18
2026
Jim Frazer — Technology Trends
Salesforce Dreamforce Keynote: The Deterministic Layer Behind the Agentic Supply Chain
Salesforce’s Dreamforce architecture shows why agentic supply chains need deterministic data, permissions, governance, and execution around probabilistic AI.
Sep
18
2026
18
2026
Chantal Polsonetti — Project Success Story
Minneapolis-St. Paul Airport Deploys Private 5G to Modernize Critical Operations
Minneapolis-St. Paul International Airport is deploying private 5G to support reliable connectivity across critical airport operations and mobile assets.
Sep
18
2026
18
2026
Jim Frazer — Technology Trends
Harness Engineering in Logistics: Why Better Models Aren’t Enough
Logistics AI reliability depends as much on workflow architecture, state management, validation, and permissions as it does on model quality.
Sep
18
2026
18
2026
Jim Frazer — Technology Trends
Intelligence Is Becoming Part of the Logistics Control Loop
AI is becoming part of the logistics control loop, shifting attention from model capability to decision latency, governance, and controlled execution.
Sep
18
2026
18
2026
Colin Masson — Technology Trends
The Buyer's Tri-Domain Dilemma—Supply Chain vs. Factory Floor (OT/MES) vs. Enterprise Core (ERP/CRM)
Industrial AI architecture must be evaluated differently across supply chain, factory operations, and enterprise systems because each domain has distinct latency, governance, data, and execution requirements.
Sep
17
2026
17
2026
Patrick Arnold — Acquisition or Partnership
Palladyne AI and FANUC America Partner to Expand the Reach of Intelligent Robotic Automation
Palladyne AI and FANUC America are combining physical AI software and industrial robotics to support more adaptable and easier-to-deploy automation.
Sep
17
2026
17
2026
Jim Frazer — Industry Trends
Drone Warfare Is Exposing a New Critical-Minerals Logistics Problem
Germanium illustrates how small volumes of critical materials can create major downstream supply-chain risks when sourcing is concentrated and substitutes are limited.