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State of AI with Nathan Benaich — 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

Copyright: © Nathan Benaich

Latest Episodes:

Who remembers capsule networks? Jun 04, 2024

Show notes

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 Others thought that the paper would probably be out of date in a few months.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

Show notes

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.

Chips all the way down May 30, 2024

Show notes

If 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

Show notes

Revisiting 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 changed, what hasn’t, some points we didn’t evaluate last time, and where we go from here.

Gorillas, hype cycles, and my MIT EmTech talk May 24, 2024

Show notes

Yesterday, 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

Show notes

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.

Introducing OpenCRISPR Apr 24, 2024

Show notes

Profluent 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 Apr 22, 2024

Show notes

We 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 Apr 17, 2024

Show notes

In 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 to position themselves in emerging markets.

Both these trends shed some light on the promise and perils of analogies and provide lessons for policymakers and entrepreneurs alike.

Guide to AI - April 2024 Apr 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.

By Air Street Capital

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