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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

Air Street: 2024 year in review

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.

Jan 10, 202516 min

Jeremy Kahn (Fortune) on Mastering AI

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

Dec 17, 202425 min

State of AI outtakes #3: US politics

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 press.airstreet.com and check out the full State of AI Report 2024 at www.stateof.ai

Dec 15, 20247 min

Street talk #1 - 13 December 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

Dec 13, 20246 min

Being first is a moat

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

Dec 12, 202415 min

Vibe shifts #1: Intel

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

Dec 10, 20249 min

Guide to AI - December 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

Dec 08, 202426 min

Street talk #1 - 6 December 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…

Dec 07, 20246 min

Guide to AI - November 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.

Dec 06, 202425 min

Bio-defense(less)?

Biorisk is real, but we’re having the wrong debates. Could the AI-first bio tools we use to design life-saving vaccines also be used to evade the screening protocols of DNA synthesis companies? How easy is it for non-state actors to use these tools? How worried should we be? We dive into all of this and more in this article on Air Street Press. Read more at: https://press.airstreet.com/p/bio-defenseless

Dec 05, 202418 min

State of AI outtakes #1: scaling in defense

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 readers some of the research that didn’t make the original cut, subsequent follow-up work, and our reflections.

Oct 26, 20247 min

Guide to AI - September 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.

Sep 01, 202430 min

Rediscovering the UK's AI ambition

At the end of July, the UK Secretary of State for Science, Innovation and Technology commissioned Matt Clifford, Chair of the Advanced Research and Invention Agency (ARIA), to produce a roadmap on how the government can harness the benefits for AI to drive growth and productivity. As part of this work, Alex attended a roundtable at 10 Downing Street and stakeholders have been invited to share their thoughts in writing with the taskforce. As believers in openness as a driver of progress, we share...

Aug 22, 202411 min

Open-endedness is all we’ll need

On “Agentic AI”: This week, we’re asking how far along this road we are towards agentic AI, looking at some of the more promising research threads, and assessing where value might be found in the meantime

Aug 15, 202417 min

The cathedral and the bazaar

Openness is not a strategy. Given our past advocacy for open source and skepticism of the ‘bigger is always better’ paradigm, we felt it worth asking if these breakthroughs mark a tipping point in AI research and commercialization. As ever, the answer is … complicated.

Aug 08, 202414 min

Guide to AI - August 2024

While we work on the State of AI Report 2024, this summer edition covers our 8th Research and Applied AI Summit , held in London on 14 June.

Aug 04, 202416 min

The State of Chinese AI

We dive into the SOTA from Chinese AI labs, the chip wars, sanctions, and loopholes.

Aug 01, 202418 min

The power of non-consensus

At Air Street, we search for ideas that are non-consensus today but have the potential to flip into being voted consensus by the market in a few years' time. We see this in founders who are working on unfashionable ideas that are difficult to pull off. These teams have a deep-seated conviction that the weight of evidence is on their side and the timing is right to chip away at the problem.

Jul 30, 202413 min

Copyright is the wrong hill to die on

The generative AI copyright wars took a new turn recently, when the Recording Industry Association of America (RIAA) announced that it was suing music generation services Suno and Udio for massive infringement of copyright. The lawsuit alleges the systematic unauthorized use of copyrighted works to train the two companies’ models and points to how some of their output either closely resembles or directly copies various iconic songs....

Jul 25, 202413 min

Guide to AI - July 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.

Jul 07, 202428 min

Alchemy is all you need

There are also specific dynamics at play in the frontier model space that will likely prevent the market from correcting in the near future. These have the potential to impact the entire AI value chain, from the chipmakers through to investors and founders.

Jun 11, 202416 min
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