Air Street Press

Reflections on Reflection Nov 02, 2024

What a four day meltdown tells us about standards and scrutiny.

AI isn't the dotcom bubble Oct 31, 2024

Reflections on the State of AI Report, by Air Street Capital.

State of AI outtakes #1: scaling in defense Oct 26, 2024

The State of AI Report aims to provide a comprehensive overview of everything you need to know across AI research, industry, politics, and safety. To ensure the report remains at a manageable length, lots of material doesn’t make it into the final version. We’re bringing Air Street Press readers some of the research that didn’t make the original cut, subsequent follow-up work, and our reflections.

Our investment in Patina Systems Sep 17, 2024

Shifting creative control from companies to people.

Good technology doesn’t speak for itself Sep 15, 2024

Why storytelling matters from inception to IPO and beyond.

Guide to AI - September 2024 Sep 01, 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.

Rediscovering the UK's AI ambition Aug 22, 2024

At the end of July, the UK Secretary of State for Science, Innovation and Technology commissioned Matt Clifford, Chair of the Advanced Research and Invention Agency (ARIA), to produce a roadmap on how the government can harness the benefits for AI to drive growth and productivity. As part of this work, Alex attended a roundtable at 10 Downing Street and stakeholders have been invited to share their thoughts in writing with the taskforce.

As believers in openness as a driver of progress, we share our unvarnished views publicly, not just behind closed doors. So in that spirit, we’re sharing our submission in full.

Open-endedness is all we’ll need Aug 15, 2024

On “Agentic AI”: This week, we’re asking how far along this road we are towards agentic AI, looking at some of the more promising research threads, and assessing where value might be found in the meantime

The cathedral and the bazaar Aug 08, 2024

Openness is not a strategy. Given our past advocacy for open source and skepticism of the ‘bigger is always better’ paradigm, we felt it worth asking if these breakthroughs mark a tipping point in AI research and commercialization. As ever, the answer is … complicated.

Guide to AI - August 2024 Aug 04, 2024

While we work on the State of AI Report 2024, this summer edition covers our 8th Research and Applied AI Summit, held in London on 14 June.

Alchemy doesn’t scale: the economics of general intelligence Aug 03, 2024

Today we're asking if something approaching ‘general intelligence’ did begin to become available, does it invalidate our thesis that alchemy doesn't scale?

The State of Chinese AI Aug 01, 2024

We dive into the SOTA from Chinese AI labs, the chip wars, sanctions, and loopholes.

The power of non-consensus Jul 30, 2024

At Air Street, we search for ideas that are non-consensus today but have the potential to flip into being voted consensus by the market in a few years' time. We see this in founders who are working on unfashionable ideas that are difficult to pull off. These teams have a deep-seated conviction that the weight of evidence is on their side and the timing is right to chip away at the problem.

Copyright is the wrong hill to die on Jul 25, 2024

The generative AI copyright wars took a new turn recently, when the Recording Industry Association of America (RIAA) announced that it was suing music generation services Suno and Udio for massive infringement of copyright. The lawsuit alleges the systematic unauthorized use of copyrighted works to train the two companies’ models and points to how some of their output either closely resembles or directly copies various iconic songs.

Our investment into Odyssey Jul 23, 2024

Powering breakthrough visual storytelling with AI-first visual effects for Hollywood.

Guide to AI - July 2024 Jul 07, 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.

Alchemy is all you need Jun 11, 2024

There 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 Jun 06, 2024

What went wrong and how to prevent this from happening again.

Who remembers capsule networks? Jun 04, 2024

We 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 what it could do for capsule networks.

But whatever happened to capsule networks?

Your guide to AI: June 2024 Jun 02, 2024

Guide 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.