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    Technology

    State of AI with Nathan Benaich

    The State of AI podcast from Nathan Benaich – investor at Air Street Capital and author of the State of AI Report, the most widely read analysis of AI, published every year since 2018.

    Two things, every week. Short, opinionated breakdowns of what’s actually moving in AI: frontier research, the geopolitics, and the capital. And long-form interviews and playbooks with the founders and scientists building the field – the people behind companies like ElevenLabs, Profluent, Synthesia, Wayve, Black Forest Labs and Anthropic.

    Subscribe to the newsletter at press.airstreet.com and www.stateof.ai

    Advertise

    Copyright: © Nathan Benaich

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    Latest Episodes:
    Guide to AI: January 2025 Feb 01, 2025
    Show notes

    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.


    UK defence and dynamism Jan 26, 2025
    Show notes

    Air Street’s submission to the UK Strategic Defence Review.

    You can read more at press.airstreet.com and https://press.airstreet.com/p/uk-defence-and-dynamism


    Vibe shifts: Microsoft and Google on AI Jan 23, 2025
    Show notes

    The dawning AI-first era is creating clear winners and losers. Here we dive into the vibe shift of both Microsoft and Google in their work on AI.


    91% of AI papers used NVIDIA in 2024 Jan 21, 2025
    Show notes

    Final 2024 statistics for AI chip usage across NVIDIA, Google, Huawei, Apple, AMD, Cerebras, Cambricon, Graphcore, Groq, SambaNova, and Intel Habana in the State of AI Report Compute Index.


    Announcing Sereact's €25M Series A Jan 20, 2025
    Show notes

    Scaling AI-first software for general purpose robotics.


    AI-first biology: five years on Jan 19, 2025
    Show notes

    Revisiting my 2019 lecture on why biology was experiencing its AI moment.

    Read more at press.airstreet.com and https://press.airstreet.com/p/ai-first-biology-five-years-on


    Vibe shifts: is AI still an existential risk? Jan 17, 2025
    Show notes

    The dawning AI-first era is creating clear winners and losers. We’re seeing giants of the past lose ground, while companies that few initially believed in defy their sceptics. At the same time, the terms of big macro debates in the field seemingly change overnight. In this “vibe shifts” series, we’ll be diving into some of these stories and drawing a few lessons for entrepreneurs and investors.

    Here we dive into the vibe shift around existential risk.


    Profluent unveils Protein2PAM Jan 14, 2025
    Show notes

    New research from Profluent Bio validates the power of machine learning models to design bespoke biological systems at scale.


    How not to build a drone Jan 12, 2025
    Show notes

    How the EU spent 16 years and €8 billion on a drone that may never fly.

    You can read the essay on press.airstreet.com at https://press.airstreet.com/p/how-not-to-build-a-drone


    Air Street: 2024 year in review Jan 10, 2025
    Show notes

    In the spirit of building in the open and holding ourselves accountable to our progress, here is our year in review for 2024. We cover Air Street, Air Street Press, the State of AI Report, and our community engagement.


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