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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

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    Copyright: © Nathan Benaich

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    Latest Episodes:
    From research to production with Gemini and Paige Bailey Jun 26, 2025
    Show notes

    At this year’s RAAIS, Paige Bailey of Google DeepMind delivered her talk on AI research to production with interactive demos and a clear thesis: “I’m going to show you how to automate significant parts of your work.” Generative models are now a co-author, a debugger, a lab assistant, a video editor. And increasingly, models are doing the work behind the curtain while you coach and edit. Here’s her talk and a narrative of the key insights:

    Ten years of RAAIS. Day one in AI. Jun 24, 2025
    Show notes

    A decade is a familiar yardstick for measuring progress. In that time, we tend to expect steady, incremental change. Historically, meaningful change tends to unfold slowly. In AI, however, the last ten years has been a story of "gradually, then suddenly". The weekly model launches we are now accustomed to feel incremental in the heat of the moment, but a ten-year look back reveals a landscape transformed by something that feels closer to magic.

    At our 9th Research and Applied AI Summit (RAAIS), we brought together the people building the next decade. Researchers, founders, and policymakers who have gone from writing foundational papers to deploying infrastructure and policies at global scale. And if there’s one thing they agree on, it’s this: ten years in, we are still at the beginning.


    ‘Sovereign AI’ is political branding. The reality is closer to digital colonialism Jun 09, 2025
    Show notes

    On AI factories, sovereign AI and what this means for national AI strategies.

    This article originally appeared on Fortune.com and can be read here for free.

    Guide to AI: June 2025 Jun 08, 2025
    Show notes

    What you need to know in AI across geopolitics, big tech, hardware, research, models, datasets, financings and exits over the last 4 weeks.

    Britain’s Defence Strategy: from diagnosis to delivery Jun 02, 2025
    Show notes

    Our read of the UK's Ministry of Defence Strategic Defence Review 2025.

    Research and Applied AI Summit: celebrating 10 years May 30, 2025
    Show notes

    Bringing you the best of AI today and what’s coming tomorrow.

    Hedera Dx raises €15M Series A May 30, 2025
    Show notes

    Scaling on-site precision oncology infrastructure and real-world data.

    Is the EU AI Act actually useful? May 27, 2025
    Show notes

    Born pre-GPT-4 to shape the world of GPT-7.

    What Wall Street didn't see coming May 23, 2025
    Show notes

    Generative models, reinforcement learning, model efficiency, DeepMind and NVIDIA's impact weren't top of mind on Wall Street back in 2016...

    The AI Factory Illusion May 20, 2025
    Show notes

    Where politics and power meet AI.

    In recent months, a subtle but politically astute rebranding has propagated across the AI industry. Leading figures like NVIDIA’s Jensen Huang and OpenAI’s Sam Altman are no longer calling the backbone of AI infrastructure "AI data centers." Instead, they refer to them as "AI factories."

    At first glance, this might seem like hype-driven marketing speak. But the intent and implications of this linguistic shift are anything but trivial. The rebranding is deeply political, aligning Silicon Valley’s ambitions with nationalist industrial policy, particularly the Trump-era vision of reshoring American manufacturing.

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