Air Street Press
Nathan Benaich (Air Street Capital)
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.
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.
Episodes
Mentioned books
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.
May 20, 2025 • 7min
The AI Factory Illusion
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 political, aligning Silicon Valley’s ambitions with nationalist industrial policy, particularly the Trump-era vision of reshoring American manufacturing.
May 11, 2025 • 32min
Guide to AI: May 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.
May 8, 2025 • 5min
Delian Alliance Industries launches Interceptigon autonomous strike systems
Expanding its product range as an emerging defense prime.
May 6, 2025 • 5min
Biology has scaling laws too
On Profluent’s launch of ProGen3, a new family of protein language models trained on over 3.4 billion protein sequences.
Apr 6, 2025 • 33min
Your guide to AI: April 2025
What you need to know in AI across geopolitics, big tech, hardware, research, models, datasets, financings and exits over the last 4 weeks.
Apr 4, 2025 • 5min
Our investment in Polar Mist
Building European maritime supremacy.
Mar 23, 2025 • 5min
Staking your ground
Why startups should push an ambitious public-facing agenda from day one
Mar 2, 2025 • 36min
Guide to AI: March 2025
Discover the latest in AI as groundbreaking advancements transform industries. Explore the integration of AI in smart devices and innovative generative tech for medical applications. Delve into the fascinating intersection of AI and neuroscience, enhancing communication for those with speech impairments. Uncover the financial landscape, highlighting major funding rounds and strategic moves by leading companies in the tech sector, showcasing the competitive dynamics shaping the future of artificial intelligence.
