

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

12 snips
Dec 15, 2024 • 7min
State of AI outtakes #3: US politics
Explore the dynamic intersection of AI and US politics in the wake of major political shifts. The conversation delves into the complexities of AI regulation amidst changing leadership, focusing on the obstacles posed by bipartisan politics. Discover how evolving state-level laws could redefine the landscape and what this means for both international relations and domestic legislation. This insightful discussion sheds light on the broader implications of these developments in the AI sphere.

4 snips
Dec 13, 2024 • 6min
Street talk #1 - 13 December 2024
Delve into the surprising challenges of AI investment as General Motors pulls the plug on its autonomous vehicle venture, Cruise, amid safety worries. The contrast between high hopes for AI and human capabilities raises intriguing questions. Explore the tug-of-war between nimble startups and lumbering giants that stifles innovation. There's also a look at the alarming use of Western tech in military contexts and the fierce competition among top players like Google DeepMind and OpenAI, revealing the evolving landscape of AI advancement.

Dec 12, 2024 • 15min
Being first is a moat
Explore the competitive edge of AI startups by understanding why being first to market can act as a protective moat. Discover insights from companies like ElevenLabs and Synthesia, while contrasting their successes with the shortcomings of legacy tools like Internet Explorer. Delve into the inertia of innovation that traps enterprises in outdated software and examine the complexities of user resistance in AI product development. Learn how overcoming these challenges can lead to thriving solutions in an ever-evolving landscape.

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.

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.

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.

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.

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

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.

Oct 31, 2024 • 11min
AI isn't the dotcom bubble
Reflections on the State of AI Report, by Air Street Capital.