Air Street Press Nathan Benaich (Air Street Capital)
-
- Technology
As an AI-native investor, we believe it’s important to be a hands-on contributor to the community. Since our earliest days, we’ve been building in public - whether that’s sharing our perspectives on the direction of the field, emerging best practice for building AI-first companies, organizing meet-ups, and campaigning for policy change.
Air Street Press brings together all of our content under one umbrella. Subscribe to listen to our analysis, portfolio news, Guide to AI monthly newsletter, annual State of AI Report, and our policy work.
-
Alchemy is all you need
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
What went wrong and how to prevent this from happening again.
-
Who remembers capsule networks?
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 Others thought that the paper would probably be out of date in a few months.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
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
If foundation model economics is alchemy, what does that mean for hardware?
Read more at press.airstreet.com -
Dynamism and defense: six months on
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.