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.
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 talk and a narrative of the key insights:
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 landscape transformed by something that feels closer to magic. At our 9th Research and Applied AI Summit (RAAIS), ...
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.
What you need to know in AI across geopolitics, big tech, hardware, research, models, datasets, financings and exits over the last 4 weeks.
Our read of the UK's Ministry of Defence Strategic Defence Review 2025.
Bringing you the best of AI today and what’s coming tomorrow.
Scaling on-site precision oncology infrastructure and real-world data.
Born pre-GPT-4 to shape the world of GPT-7.
Generative models, reinforcement learning, model efficiency, DeepMind and NVIDIA's impact weren't top of mind on Wall Street back in 2016...
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 marketing speak. But the intent and implications of this linguistic shift are anything but trivial. The rebranding is deeply po...
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.
Expanding its product range as an emerging defense prime.
On Profluent’s launch of ProGen3, a new family of protein language models trained on over 3.4 billion protein sequences.
What you need to know in AI across geopolitics, big tech, hardware, research, models, datasets, financings and exits over the last 4 weeks.
Building European maritime supremacy.
Why startups should push an ambitious public-facing agenda from day one
What you need to know in AI across geopolitics, big tech, hardware, research, models, datasets, financings and exits over the last 4 weeks.
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 circa 100 people and to facilitate connections we share the list of attendees ahead of time so you’re ab...
$3M day one financing to build multi-agent systems for real-world problems. Learn more at www.fern-labs.ai
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.airstreet.com and www.stateof.ai
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.
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
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.
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.
Scaling AI-first software for general purpose robotics.
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
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. Here we dive into the vibe shift around existential risk.
New research from Profluent Bio validates the power of machine learning models to design bespoke biological systems at scale.
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
