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Air Street Press

Nathan Benaich (Air Street Capital)press.airstreet.com
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.
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Episodes

Who remembers capsule networks?

We recently stumbled across the first ever Hacker News thread discussing Attention Is All You Need , the landmark paper that describes the transformer architecture. The work had come out in the summer of 2017, but it took a while for the wider AI community to begin to grasp its significance and build on it. Most commenters at the time expressed interest or admiration. Some didn’t understand it. Others thought that the paper would probably be out of date in a few months. And one person asked what...

Jun 04, 202410 min

Your guide to AI: June 2024

Guide to AI is an editorialized newsletter covering the key developments in AI policy, research, industry, and startups over the last month. Produced by Air Street Capital.

Jun 02, 202430 min

Chips all the way down

If foundation model economics is alchemy, what does that mean for hardware? Read more at press.airstreet.com

May 30, 202416 min

Dynamism and defense: six months on

Revisiting our work on European readiness. It’s been close to six months since we published our report covering the challenges early-stage defense companies face in Europe. Since then, we’ve seen a rush of defense-related announcements from European governments, speculation about the future of US support for the Ukrainian war effort, and the Russian military continuing to step up its offensive. Given the pace of developments, we’re re-examining our initial work and assessing what’s changed, what...

May 28, 202412 min

Gorillas, hype cycles, and my MIT EmTech talk

Yesterday, I was the opening act at the MIT Tech Review EmTech Digital conference, where I spoke about how easy it is to miss step changes in AI progress among the day-to-day swirl. This prompted a series of reflections, which I’ve laid out in this blog.

May 24, 20246 min

Guide to AI - May 2024

Guide to AI is an editorialized newsletter covering the key developments in AI policy, research, industry, and startups over the last month. Produced by Air Street Capital.

May 05, 202431 min

Introducing OpenCRISPR

Profluent releases the world’s first open source AI-generated gene editor. You can read more in the New York Times: https://www.nytimes.com/2024/04/22/technology/generative-ai-gene-editing-crispr.html

Apr 24, 20243 min

Data acquisition strategies for AI-first start-ups

We dive into data acquisitions strategies for AI-first start-ups, including scraping, synthetic data, annotation, labelling, simulation, data marketplaces, data sharing, gamification and more, with a focus on generative ai and deep learning.

Apr 22, 202425 min

Data is not the new oil - the peril of easy analogies

In this piece we dive into why the analogy of "data is the new oil" is misleading. While it’s easy to brush this off, language matters, and the forms of short-hand we use have an outsized impact on how we perceive the world. This is only heightened when we approach the new and the unfamiliar. The number of AI-related analogies has exploded considerably in the past few years. At the same time, advances in capabilities have created a new generation of AI-first companies that are fighting to positi...

Apr 17, 202410 min

Guide to AI - April 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 last month. By Air Street Capital

Apr 07, 202427 min

State of AI Report 2023 - SF Launch Talk - Nathan Benaich

The State of AI Report (stateofai.com) analyses the most interesting developments in AI. We aim to trigger an informed conversation about the state of AI and its implication for the future. The Report is produced by AI investors Nathan Benaich and the Air Street Capital team. This talk was recorded in San Francisco on October 12, 2023 during the launch event for the 2023 report.

Nov 13, 202317 min

May 2021 - Your guide to AI

An analysis of key AI developments in life science, geopolitics, big tech, hardware, research, and startups over the last four weeks. Follow us on: https://twitter.com/nathanbenaich https://twitter.com/airstreet https://newsletter.airstreet.com/

Jun 20, 202112 minSeason 1Ep. 5

April 2021 - Your guide to AI

An analysis of key AI developments in life science, geopolitics, big tech, hardware, research, and startups over the last four weeks. Follow us on: https://twitter.com/nathanbenaich https://twitter.com/airstreet https://newsletter.airstreet.com/

May 16, 202124 minSeason 1Ep. 4

March 2021 - Your guide to AI

A review of key AI developments in life science, geopolitics, big tech, hardware, research, and startups over the last four weeks. Follow us on: https://twitter.com/nathanbenaich https://twitter.com/airstreet https://newsletter.airstreet.com/

Apr 19, 202131 minSeason 1Ep. 3

Conversation with Cade Metz (Genius Makers, NYT)

In a conversation with Cade Metz about his new book, Genius Makers, we dive into the history of AI, how academia drove the industry to adopt deep learning, geopolitics and China, Europe’s role on the world stage, AI in science, and more. Featuring Nathan Benaich (Air Street Capital) and Alex Flamant (Singular). Follow us: https://twitter.com/nathanbenaich https://twitter.com/airstreet https://newsletter.airstreet.com/

Mar 21, 202133 minSeason 1Ep. 2

February 2021 - Your guide to AI

A review of key AI developments in life science, geopolitics, big tech, hardware, research, and startups over the last four weeks. Follow us: https://twitter.com/nathanbenaich https://twitter.com/airstreet https://newsletter.airstreet.com/

Mar 14, 202128 minSeason 1Ep. 1
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