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

Staking your ground 23.03.2025

Why startups should push an ambitious public-facing agenda from day one

Guide to AI: March 2025 02.03.2025

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

See you in Berlin, Munich and Zurich! 18.02.2025

We’re about to set off to bring Air Street AI meetups to Berlin on Thursday 20th Feb, Munich on Tuesday 25th Feb and Zurich on the 4th March. We focus these events on a) best practices that entrepreneurs and researchers can learn from and b) attracting the very best contributors and heavily curating event attendance to make sure that everyone makes high-value connections. Each event will host circ...

Our investment in Fern Labs 09.02.2025

$3M day one financing to build multi-agent systems for real-world problems. Learn more at www.fern-labs.ai

State of AI outtakes #2: embodied AI 04.02.2025

The State of AI Report aims to provide a comprehensive overview of everything you need to know across AI research, industry, politics, and safety. To ensure the report remains at a manageable length, lots of material doesn’t make it into the final version. We’re bringing Air Street Press some of the research that didn’t make the original cut, along with our own reflections. Read more on press.airs...

Guide to AI: January 2025 01.02.2025

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.

UK defence and dynamism 26.01.2025

Air Street’s submission to the UK Strategic Defence Review. You can read more at press.airstreet.com and https://press.airstreet.com/p/uk-defence-and-dynamism

Vibe shifts: Microsoft and Google on AI 23.01.2025

The dawning AI-first era is creating clear winners and losers. Here we dive into the vibe shift of both Microsoft and Google in their work on AI. 

91% of AI papers used NVIDIA in 2024 21.01.2025

Final 2024 statistics for AI chip usage across NVIDIA, Google, Huawei, Apple, AMD, Cerebras, Cambricon, Graphcore, Groq, SambaNova, and Intel Habana in the State of AI Report Compute Index.

Announcing Sereact's €25M Series A 20.01.2025

Scaling AI-first software for general purpose robotics.

AI-first biology: five years on 19.01.2025

Revisiting my 2019 lecture on why biology was experiencing its AI moment. Read more at press.airstreet.com and https://press.airstreet.com/p/ai-first-biology-five-years-on

Vibe shifts: is AI still an existential risk? 17.01.2025

The dawning AI-first era is creating clear winners and losers. We’re seeing giants of the past lose ground, while companies that few initially believed in defy their sceptics. At the same time, the terms of big macro debates in the field seemingly change overnight. In this “vibe shifts” series, we’ll be diving into some of these stories and drawing a few lessons for entrepreneurs and investors. He...

Profluent unveils Protein2PAM 14.01.2025

New research from Profluent Bio validates the power of machine learning models to design bespoke biological systems at scale.

How not to build a drone 12.01.2025

How the EU spent 16 years and €8 billion on a drone that may never fly. You can read the essay on press.airstreet.com at https://press.airstreet.com/p/how-not-to-build-a-drone

Air Street: 2024 year in review 10.01.2025

In the spirit of building in the open and holding ourselves accountable to our progress, here is our year in review for 2024. We cover Air Street, Air Street Press, the State of AI Report, and our community engagement.

2024's greatest hits on Air Street Press 22.12.2024

We share our best essays from 2024 on Air Street Press.

The AI energy wars will get worse before they get better 22.12.2024

We dive into the AI energy wars, arguing that things will get worse before they get better. Read on for uranium, geopolitics, and why technical fixes likely aren’t coming to the rescue.

Odyssey launches Explorer and welcomes Pixar founder to the Board 19.12.2024

The company's first generative world model and Pixar's co-founder, Ed Catmull, joins the Board and invests. Learn more at press.airstreet.com and odyseey.systems

Jeremy Kahn (Fortune) on Mastering AI 17.12.2024

Jeremy Kahn is the AI editor at Fortune and co-writes and edits Fortune’s Eye on AI newsletter. His book Mastering AI: A Survival Guide to Our Superpowered Future was published by Simon and Schuster in the U.S. In this episode, we interview Jeremy about his new book! You can subscribe for more at press.airstreet.com

State of AI outtakes #3: US politics 15.12.2024

The State of AI Report aims to provide a comprehensive overview of everything you need to know across AI research, industry, politics, and safety. To ensure the report remains at a manageable length, lots of material doesn’t make it into the final version. We’re bringing Air Street Press some of the research that didn’t make the original cut, along with our own reflections. You can read more on pr...

Street talk #1 - 13 December 2024 13.12.2024

Every month, we produce the ⁠Guide to AI⁠, an editorialized roundup covering geopolitics, hardware, start-ups, research, and fundraising. But so much happens in the AI world, that weeks can feel like years. So on off-weeks for Guide to AI, we’ll be bringing you three things that grabbed our attention from the past few days… You can subscribe for more at press.airstreet.com

Being first is a moat 12.12.2024

This week on Air Street Press - we’re looking at how speed, inertia, and friction impact AI-first start-ups. Why being first is a moat, taking examples from ElevenLabs, Perplexity and Synthesia. As well as some failure cases like Internet Explorer and ActiveX. You can subscribe at press.airstreet.com

Vibe shifts #1: Intel 10.12.2024

How Intel lost its way in AI and comes tumbling down. On Air Street Press , we’re starting a new “vibe shifts” series, where we’ll look at some of these stories and draw a few lessons for entrepreneurs and investors. First off: Intel Corporation. Subscribe to read more at press.airstreet.com You can read this post at airstreet.com/intel

Guide to AI - December 2024 08.12.2024

Welcome to the latest issue of your guide to AI, an editorialized newsletter covering the key developments in AI policy, research, industry, and startups over the month of November 2024. Read more at press.airstreet.com and guideto.ai

Street talk #1 - 6 December 2024 07.12.2024

Every month, we produce the  Guide to AI , an editorialized roundup covering geopolitics, hardware, start-ups, research, and fundraising. But so much happens in the AI world, that weeks can feel like years. So on off-weeks for Guide to AI, we’ll be bringing you three things that grabbed our attention from the past few days…

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