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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:
    The cathedral and the bazaar Aug 08, 2024
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes

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


    The power of non-consensus Jul 30, 2024
    Show notes

    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
    Show notes

    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
    Show notes

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


    Guide to AI - July 2024 Jul 07, 2024
    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 startups over the last month.


    Alchemy is all you need Jun 11, 2024
    Show notes

    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
    Show notes

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


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