Air Street Press

Nathan Benaich (Air Street Capital)
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16 snips
Dec 10, 2024 • 9min

Vibe shifts #1: Intel

The discussion starts with how Intel has faltered in the AI race, struggling against fierce competitors like Nvidia. There's a deep dive into the strategic blunders that hampered Intel's relevance, particularly in adapting to market demands. The host contrasts Intel’s aggressive acquisition strategy with AMD’s steady approach, raising concerns about Intel’s future. Ultimately, the podcast highlights the urgent need for innovation and agility in a rapidly evolving tech landscape.
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Dec 8, 2024 • 26min

Guide to AI - December 2024

Discover the latest trends shaping AI policy and research in the wake of November 2024. Explore the competitive landscape between major hardware players and the friction between artists and AI firms. Dive into Anthropics' collaboration with Amazon on AI-enhanced technology. Learn how breakthroughs in protein language models are unveiling biological patterns, as well as the exciting project OCX 24 that focuses on green hydrogen and CO2 recycling. The podcast highlights crucial investments and innovations driving the tech and biotech industries.
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Dec 7, 2024 • 6min

Street talk #1 - 6 December 2024

The podcast dives into the shifting landscape of the AI community, highlighting major debates over large language models. A key partnership between OpenAI and Anduril is discussed, showcasing exciting advancements in defense technology. Chess strategies also take the spotlight, as researchers from Google DeepMind combine language models with Monte Carlo Tree Search to tackle challenges in the game. This innovative approach signals a promising future for both AI development and strategic thinking.
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Dec 6, 2024 • 25min

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.
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Dec 5, 2024 • 18min

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
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4 snips
Nov 2, 2024 • 11min

Reflections on Reflection

Delve into a four-day crisis that raises questions about scrutiny and standards in the AI community. Discover a cautionary tale about misleading claims surrounding an AI model's performance. The discussion highlights the importance of research integrity and how media narratives shape public perception of technological advancements.
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Oct 31, 2024 • 11min

AI isn't the dotcom bubble

Reflections on the State of AI Report, by Air Street Capital.
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Oct 26, 2024 • 7min

State of AI outtakes #1: scaling in defense

The discussion opens with the hurdles in scaling defense tech in Europe, stressing the importance of investment and founder engagement. It highlights impressive innovations from U.S. startups, particularly Anduril. A closer look at Ukraine reveals its evolving procurement processes, contrasting them with slow Western methods. The conversation underscores how local innovation is crucial in wartime and examines the investment challenges that hinder defense tech growth in Ukraine.
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Sep 17, 2024 • 3min

Our investment in Patina Systems

Shifting creative control from companies to people.
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Sep 15, 2024 • 15min

Good technology doesn’t speak for itself

Why storytelling matters from inception to IPO and beyond.

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