Nathan Benaich (Air Street Capital)

Air Street Press

As an AI-native investor, we believe it’s important to be a hands-on contributor to the community. Since our earliest days, we’ve been building in public - whether that’s sharing our perspectives on the direction of the field, emerging best practice for building AI-first companies, organizing meet-ups, and campaigning for policy change. Air Street Press brings together all of our content under one umbrella. Subscribe to listen to our analysis, portfolio news, Guide to AI monthly newsletter, annual State of AI Report, and our policy work.

Author

Nathan Benaich (Air Street Capital)

Category

Technology

Podcast website

press.airstreet.com

Latest episode

Jul 9, 2026

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Episodes

From move 37 to drug design 22.07.2025

At this year’s RAAIS, Max Jaderberg of Isomorphic Labs delivered a talk that felt like the spiritual sequel to AlphaGo , only this time the board isn’t 19×19, it’s the human body. The stakes? The future of drug discovery and human health. Isomorphic Labs, the biotech spinout from DeepMind, has declared a radical mission: solving disease . It's not a metaphor. It’s a systems-level wager that th...

What comes after the peace dividend 17.07.2025

At this year’s RAAIS, I joined Adam Satariano of the New York Times and Dimitrios Kottas , founder of Delian Alliance Industries and formerly Apple's Special Projects Group, for a candid conversation about one of the most taboo, yet increasingly urgent topics in tech: AI and defense. The timing couldn’t be more acute. The war in Ukraine has shown how low-cost drones and software can upend conv...

The frontiers of pixel generation 15.07.2025

At RAAIS 2025, Andreas Blattmann , co-founder of Black Forest Labs , shared a deep dive into FLUX.1 Kontext, the startup’s newly released generative model for controllable image and video generation. The talk gave a rare look under the hood of one of the most technically ambitious and commercially relevant AI-first companies to emerge in Europe. Andreas is no stranger to the field. He was among th...

Your guide to AI: July 2025 13.07.2025

What you need to know in AI across geopolitics, big tech, hardware, research, models, datasets, financings and exits over the last 4 weeks. 

ElevenLabs and the voice frontier 10.07.2025

Two years ago, I met Mati Staniszewski in a time before AI voices were good enough to fool anyone. ElevenLabs hadn’t launched yet, but their vision was clear: voice was broken, and they were going to fix it. Today, ElevenLabs is one of the fastest-moving companies in the agentic voice space. Their platform powers narration for authors, dubbing for studios, real-time agents for enterprises, and eve...

2025 is the year of open-endedness 08.07.2025

If 2016 was the year AI shocked the world by mastering Go, 2025 is shaping up to be the year they learn to innovate . This is the thesis of Ed Hughes , long-time researcher at Google DeepMind and one of the few voices charting a credible path toward AI systems capable of doing science . In his closing talk at RAAIS this year, Hughes argued that we’re entering a new phase in the evolution of artifi...

AI, power, and politics at RAAIS 2025 03.07.2025

At this year's RAAIS, we convened a panel with Lionel Laurent ( Bloomberg ), Chris Yiu ( Meta ), and Benedict Macon-Cooney ( Tony Blair Institute ) to dissect the uneasy relationship between AI and the state. This conversation, grounded in experience across Whitehall, Big Tech, and Brussels, pulled no punches on where things stand and what still needs to change.

Inside poolside’s path to AGI with Eiso Kant 01.07.2025

When poolside co-founder and CTO Eiso Kant stepped on stage at RAAIS 2025, he didn’t deliver the kind of slick, pre-baked keynote you might expect from the co-founder of one of the most ambitious AI companies in the world. Instead, Kant opted for a more experimental approach: a candid walkthrough of poolside’s beliefs, software systems, and bets on how to build AGI. The result was one of the most...

State of AI Compute Index v4 (June 2025) 30.06.2025

Today, we release v4 of the You'll now find updated counts as of June 2025 for AI research papers using chips from NVIDIA, TPUs, Apple, Huawei, AMD, ASICs, FPGAs, and AI semi startups, as well as updates to A100 H100/200 cluster sizes. We also include new data on the most and least commonly used chips for specific research topic areas. State of AI Report Compute Index in collaboration with Zet...

The AI rollup mirage and the risk of repeating old mistakes 27.06.2025

Across the technology investing world, investors are scaling their bets on a seductive thesis: Generative AI will transform low-margin service businesses into high-margin software companies. Several well-known platform venture firms have committed billions to this strategy and have begun to make their bets. This essay is co-authored by Nathan Benaich and Nikola Mrksic, CEO of PolyAI.

From research to production with Gemini and Paige Bailey 26.06.2025

At this year’s RAAIS, Paige Bailey of Google DeepMind delivered her talk on AI research to production with interactive demos and a clear thesis: “I’m going to show you how to automate significant parts of your work.” Generative models are now a co-author, a debugger, a lab assistant, a video editor. And increasingly, models are doing the work behind the curtain while you coach and edit. Here’s her...

Ten years of RAAIS. Day one in AI. 24.06.2025

A decade is a familiar yardstick for measuring progress. In that time, we tend to expect  steady, incremental change. Historically, meaningful change tends to unfold slowly. In AI, however, the last ten years has been a story of "gradually, then suddenly". The weekly model launches we are now accustomed to feel incremental in the heat of the moment, but a ten-year look back reveals a lan...

‘Sovereign AI’ is political branding. The reality is closer to digital colonialism 09.06.2025

On AI factories, sovereign AI and what this means for national AI strategies. This article originally appeared on Fortune.com and can be  read here  for free.

Guide to AI: June 2025 08.06.2025

What you need to know in AI across geopolitics, big tech, hardware, research, models, datasets, financings and exits over the last 4 weeks. 

Britain’s Defence Strategy: from diagnosis to delivery 02.06.2025

Our read of the UK's Ministry of Defence Strategic Defence Review 2025.

Research and Applied AI Summit: celebrating 10 years 30.05.2025

Bringing you the best of AI today and what’s coming tomorrow.

Hedera Dx raises €15M Series A 30.05.2025

Scaling on-site precision oncology infrastructure and real-world data.

Is the EU AI Act actually useful? 27.05.2025

Born pre-GPT-4 to shape the world of GPT-7.

What Wall Street didn't see coming 23.05.2025

Generative models, reinforcement learning, model efficiency, DeepMind and NVIDIA's impact weren't top of mind on Wall Street back in 2016...

The AI Factory Illusion 20.05.2025

Where politics and power meet AI. In recent months, a subtle but politically astute rebranding has propagated across the AI industry. Leading figures like NVIDIA’s Jensen Huang and OpenAI’s Sam Altman are no longer calling the backbone of AI infrastructure "AI data centers." Instead, they refer to them as "AI factories." At first glance, this might seem like hype-driven marketi...

Guide to AI: May 2025 11.05.2025

Welcome to the latest issue of your guide to AI, an editorialized newsletter covering the key developments in AI policy, research, industry, and start-ups over the last month.

Delian Alliance Industries launches Interceptigon autonomous strike systems 08.05.2025

Expanding its product range as an emerging defense prime.

Biology has scaling laws too 06.05.2025

On Profluent’s launch of ProGen3, a new family of protein language models trained on over 3.4 billion protein sequences.

Your guide to AI: April 2025 06.04.2025

What you need to know in AI across geopolitics, big tech, hardware, research, models, datasets, financings and exits over the last 4 weeks. 

Our investment in Polar Mist 04.04.2025

Building European maritime supremacy.

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