Air Street Press
20 episodes - English - Latest episode: 16 days ago -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
Guide to AI - July 2024
July 07, 2024 15:30 - 27 minutes - 25.5 MBWelcome 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.
Alchemy doesn’t scale: the economics of general intelligence
June 25, 2024 13:03 - 12 minutes - 11.4 MBToday we're asking if something approaching ‘general intelligence’ did begin to become available, does it invalidate our thesis that alchemy doesn't scale?
Alchemy is all you need
June 11, 2024 13:04 - 15 minutes - 14.7 MBThere 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.
California’s AI bill was an avoidable disaster
June 06, 2024 17:15 - 14 minutes - 13.8 MBWhat went wrong and how to prevent this from happening again.
Who remembers capsule networks?
June 04, 2024 12:55 - 10 minutes - 9.41 MBWe recently stumbled across the first ever Hacker News thread discussing Attention Is All You Need, the landmark paper that describes the transformer architecture. The work had come out in the summer of 2017, but it took a while for the wider AI community to begin to grasp its significance and build on it. Most commenters at the time expressed interest or admiration. Some didn’t understand it. Others thought that the paper would probably be out of date in a few months. And one person asked...
Your guide to AI: June 2024
June 02, 2024 16:22 - 30 minutes - 28.1 MBGuide to AI is an editorialized newsletter covering the key developments in AI policy, research, industry, and startups over the last month. Produced by Air Street Capital.
Chips all the way down
May 30, 2024 13:51 - 15 minutes - 14.6 MBIf foundation model economics is alchemy, what does that mean for hardware? Read more at press.airstreet.com
Dynamism and defense: six months on
May 28, 2024 14:46 - 11 minutes - 11 MBRevisiting our work on European readiness. It’s been close to six months since we published our report covering the challenges early-stage defense companies face in Europe. Since then, we’ve seen a rush of defense-related announcements from European governments, speculation about the future of US support for the Ukrainian war effort, and the Russian military continuing to step up its offensive. Given the pace of developments, we’re re-examining our initial work and assessing what’s change...
Gorillas, hype cycles, and my MIT EmTech talk
May 24, 2024 00:30 - 6 minutes - 5.71 MBYesterday, I was the opening act at the MIT Tech Review EmTech Digital conference, where I spoke about how easy it is to miss step changes in AI progress among the day-to-day swirl. This prompted a series of reflections, which I’ve laid out in this blog.
Guide to AI - May 2024
May 05, 2024 17:17 - 30 minutes - 28.3 MBGuide to AI is an editorialized newsletter covering the key developments in AI policy, research, industry, and startups over the last month. Produced by Air Street Capital.
Introducing OpenCRISPR
April 24, 2024 16:18 - 3 minutes - 3.11 MBProfluent releases the world’s first open source AI-generated gene editor. You can read more in the New York Times: https://www.nytimes.com/2024/04/22/technology/generative-ai-gene-editing-crispr.html
Data acquisition strategies for AI-first start-ups
April 22, 2024 11:13 - 25 minutes - 34.9 MBWe dive into data acquisitions strategies for AI-first start-ups, including scraping, synthetic data, annotation, labelling, simulation, data marketplaces, data sharing, gamification and more, with a focus on generative ai and deep learning.
Data is not the new oil - the peril of easy analogies
April 17, 2024 11:38 - 9 minutes - 13.4 MBIn this piece we dive into why the analogy of "data is the new oil" is misleading. While it’s easy to brush this off, language matters, and the forms of short-hand we use have an outsized impact on how we perceive the world. This is only heightened when we approach the new and the unfamiliar. The number of AI-related analogies has exploded considerably in the past few years. At the same time, advances in capabilities have created a new generation of AI-first companies that are fighting t...
Guide to AI - April 2024
April 07, 2024 16:38 - 26 minutes - 36.5 MBWelcome 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. By Air Street Capital
State of AI Report 2023 - SF Launch Talk - Nathan Benaich
November 13, 2023 10:43 - 16 minutes - 19.9 MBThe State of AI Report (stateofai.com) analyses the most interesting developments in AI. We aim to trigger an informed conversation about the state of AI and its implication for the future. The Report is produced by AI investors Nathan Benaich and the Air Street Capital team. This talk was recorded in San Francisco on October 12, 2023 during the launch event for the 2023 report.
May 2021 - Your guide to AI
June 20, 2021 12:39 - 12 minutes - 11.2 MBAn analysis of key AI developments in life science, geopolitics, big tech, hardware, research, and startups over the last four weeks. Follow us on: https://twitter.com/nathanbenaich https://twitter.com/airstreet https://newsletter.airstreet.com/
April 2021 - Your guide to AI
May 16, 2021 18:16 - 23 minutes - 22.1 MBAn analysis of key AI developments in life science, geopolitics, big tech, hardware, research, and startups over the last four weeks. Follow us on: https://twitter.com/nathanbenaich https://twitter.com/airstreet https://newsletter.airstreet.com/
March 2021 - Your guide to AI
April 19, 2021 12:09 - 31 minutes - 28.9 MBA review of key AI developments in life science, geopolitics, big tech, hardware, research, and startups over the last four weeks. Follow us on: https://twitter.com/nathanbenaich https://twitter.com/airstreet https://newsletter.airstreet.com/
Conversation with Cade Metz (Genius Makers, NYT)
March 21, 2021 19:43 - 33 minutes - 30.8 MBIn a conversation with Cade Metz about his new book, Genius Makers, we dive into the history of AI, how academia drove the industry to adopt deep learning, geopolitics and China, Europe’s role on the world stage, AI in science, and more. Featuring Nathan Benaich (Air Street Capital) and Alex Flamant (Singular). Follow us: https://twitter.com/nathanbenaich https://twitter.com/airstreet https://newsletter.airstreet.com/
February 2021 - Your guide to AI
March 14, 2021 13:16 - 27 minutes - 25.6 MBA review of key AI developments in life science, geopolitics, big tech, hardware, research, and startups over the last four weeks. Follow us: https://twitter.com/nathanbenaich https://twitter.com/airstreet https://newsletter.airstreet.com/