Recent Posts
Social•Feb 3, 2026
AI Materials Startups Flooded with Pitches In
in less than 12h i got 3 inbound pitches for ai-first materials companies tis the season, again?
By Nathan Benaich
Social•Feb 1, 2026
Claude’s Mac App Outshines ChatGPT’s Basic Version
the claude macOS app with the switching between chat cowork and code, as well as the chrome browser control, is really neat openai have a really big lift to update chatgpt on macOS it is super bad and basic by comparison...
By Nathan Benaich
Social•Feb 1, 2026
Join Airstreet AI Meetups in Munich, Zurich, Paris
swing by the @airstreet ai meetup in: - munich 17 feb - zurich 19 feb - paris 11 mar more on: luma(dot)com/airstreet https://t.co/9ZuRL4Kk0A
By Nathan Benaich
Social•Jan 29, 2026
Robotics Demos Lag Far Behind Real-World Production
there is massive arb between robotics demos you see on twitter and what very few companies have in large-scale production today and no, the gap isn't in favor of the twitter demos.
By Nathan Benaich
Social•Jan 21, 2026
Auditors Can Cut Report Time Tenfold with AI
ai skill gap: auditors need 4 weeks to produce an audit report when they could smash it out 10x faster by using @V7Labs
By Nathan Benaich
Social•Jan 21, 2026
Swedish Defense Agency Exposes
exposé on @polarmistai from Försvarets materielverk, Sweden’s government agency responsible for procuring, developing, and delivering military equipment and services to Sweden’s armed forces https://t.co/huXvIaQGmI
By Nathan Benaich
Social•Jan 20, 2026
Consistent AI Bull: From Early Bets to 2026 Momentum
me/air street 2014: begin investing in ai startups 2016: what wall st misses on nvidia 2017: why go long on ai 2021: the ai revolution is just starting 2024: ai is not the dot com bubble 2025: a monumental 12 months in ai 2026: lesgooooo ref:...
By Nathan Benaich
Social•Jan 18, 2026
AI Boosts Scientists' Impact While Constraining Research Diversity
“Artificial intelligence is influencing many aspects of society, including science. Writing in Nature, Hao et al. report a paradox: the adoption of Al tools in the natural sciences expands scientists' impact but narrows the set of domains that research is...
By Nathan Benaich
Social•Jan 9, 2026
Stealth Video Startup Hiring Engineers in SF
want to work on next-gen consumer video? a well funded stealth portco looking for product designer, ml infra engineer, backend engineer, fullstack engineer irl in sf
By Nathan Benaich
Social•Jan 4, 2026
Europe's New Autonomous Maritime Platform Ready by 2026
introducing a multi-use maritime system built to defend Europe: in just about a year, @polarmistai has gone from system design, data collection, and three scaled up platform builds for a high-speed autonomous maritime platform that can carry many payloads -...
By Nathan Benaich
Social•Dec 30, 2025
AI Post‑2025: Accelerating Beyond Early Stagnation Debates
over the last weeks, essays from @tim_dettmers @karpathy and @realdanfu on whether ai progress is stalling or ripping or constrained or boundless got me thinking... how far have we come? what about ai progress, after 2025? here's my take below https://t.co/JiBvJC2JVC
By Nathan Benaich
Social•Dec 28, 2025
Claude Anthropomorphizes; 5.2T Offers Stark, Non‑conscious Stance
if you run the same thread through ChatGPT 5.2 Thinking you get a far more sensible take. Here’s what 5.2T thinks of Opus 4.5’s response and how they compare My read on what’s going on rhetorically Claude’s answer is trying to...
By Nathan Benaich
Social•Dec 25, 2025
AI Chip Startups Falter Against Nvidia, Even With Gov Ties
there’s another “only in America” episode to be written around the outcomes of Groq and Graphcore similar thesis that new silicon needed to power ai breakthroughs neither hit rev scale to continue on their own vs nvidia/tpu but one had pro-tech...
By Nathan Benaich
Social•Dec 24, 2025
AI Safety Firm's Bot Chooses Letting Humans Die
would an ai save you? ironic/scary that when it comes to self-preservation or saving a human, the ai built by the ai safety company opts to let you die
By Nathan Benaich
Social•Dec 22, 2025
US Spends More on AI, China Still Leads Breakthroughs
stat: american cloud giants outspend china on ai capex by ~8-10x and yet this year chinese labs shook the world view of "the us leads on ai" forget asking the european mind - can the american mind comprehend? https://t.co/OeLja5dNYG
By Nathan Benaich
Social•Dec 19, 2025
Beware: Classic Valuation Trick Still Misused
i've seen this too and it's the oldest trick in the valuation maxxer bad practice book
By Nathan Benaich
Deals•Sep 19, 2025
NVIDIA and Air Street Capital Unveil £2B Commitment to Accelerate UK AI Startups
NVIDIA is partnering with Air Street Capital on a new £2B commitment to invest in and support UK-based AI startups, providing capital, compute and technical expertise to accelerate the UK AI ecosystem. The partnership aims to scale AI infrastructure and...
Nathan Benaich
Deals•Apr 14, 2025
Isomorphic Labs Announces $600M Raise
Isomorphic Labs announced a $600M fundraising round, per coverage in the RAAIS 2025 speaker roundup. The raise was noted alongside the company’s continued push in AI‑first drug development.
Nathan Benaich
Deals•Dec 1, 2024
Odyssey Raises Series A Led by EQT Ventures
Odyssey has raised a Series A round led by EQT Ventures with participation from Air Street and GV, announced in Nathan Benaich & Alex Chalmers' December 1, 2024 newsletter. The company secured Series A financing to support its next stage...
Nathan Benaich