
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.
Latest episodes

Jun 27, 2025 • 8min
The AI rollup mirage and the risk of repeating old mistakes
The discussion dives into the pitfalls of the AI roll-up strategy, questioning its viability in transforming low-margin service businesses into software powerhouses. Experts critique the unrealistic expectations placed on these service models and stress the importance of understanding their core dynamics. The conversation further explores how private equity can aid in effectively integrating AI into professional services, but warns against traditional approaches that overlook ownership of the software necessary for genuine transformation.

Jun 26, 2025 • 4min
From research to production with Gemini and Paige Bailey
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:

Jun 24, 2025 • 6min
Ten years of RAAIS. Day one in AI.
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), we brought together the people building the next decade. Researchers, founders, and policymakers who have gone from writing foundational papers to deploying infrastructure and policies at global scale. And if there’s one thing they agree on, it’s this: ten years in, we are still at the beginning.

Jun 9, 2025 • 4min
‘Sovereign AI’ is political branding. The reality is closer to digital colonialism
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.

Jun 8, 2025 • 36min
Guide to AI: June 2025
Explore the latest trends in AI policy and industry, including the geopolitical stakes of data centers. Discover innovative technologies like Alpha Evolve and their roles in scientific advancement. Dive into the self-improving Darwin Goodall machine that tweaks its own coding. Learn about the LaVita model's groundbreaking AI techniques and recent startup funding trends. Finally, catch up on major acquisitions, including OpenAI's significant buyout of Windsurf and Regeneron's strategic moves in drug discovery.

Jun 2, 2025 • 9min
Britain’s Defence Strategy: from diagnosis to delivery
Our read of the UK's Ministry of Defence Strategic Defence Review 2025.

May 30, 2025 • 6min
Research and Applied AI Summit: celebrating 10 years
Bringing you the best of AI today and what’s coming tomorrow.

May 30, 2025 • 8min
Hedera Dx raises €15M Series A
Scaling on-site precision oncology infrastructure and real-world data.

May 27, 2025 • 12min
Is the EU AI Act actually useful?
Born pre-GPT-4 to shape the world of GPT-7.

May 23, 2025 • 6min
What Wall Street didn't see coming
Discover how Wall Street's perception of artificial intelligence evolved from skepticism to fascination, driven by a pivotal Goldman Sachs report. Delve into the significance of quality data in machine learning, highlighting its advantage over mere quantity. Explore the complexities of deep learning, where less feature engineering is required, and critique the reliance on horizontal APIs. The discussion emphasizes the future importance of context awareness in enhancing digital assistants.