The State of AI Report 2025
09 Oct 2025
Contributed by Lukas
The State of AI Report is the most widely read and trusted analysis of key developments in AI. Pub...
Air Street Capital partners with NVIDIA on a £2B investment to accelerate the UK AI ecosystem
19 Sep 2025
Contributed by Lukas
AI is the ultimate force multiplier on technological progress in our digital, data-driven world. Our...
Our investment in Delfa to fix clinical trials
26 Aug 2025
Contributed by Lukas
Clinical trials are the bottleneck of the pharmaceutical industry. They’re slow, expensive, and of...
Studio Atelico raises $5M to build the AI-first games studio
14 Aug 2025
Contributed by Lukas
We’re excited to announce Air Street Capital’s lead investment in Studio Atelico’s $5M Seed ro...
Guide to AI: August 2025
03 Aug 2025
Contributed by Lukas
Welcome to the latest issue of your guide to AI, an editorialized newsletter covering the key develo...
Profluent’s OpenCRISPR-1 published in Nature magazine
31 Jul 2025
Contributed by Lukas
Gene editing has the potential to solve fundamental challenges in agriculture, biotechnology and hum...
Defense AI company Delian Alliance Industries raises a $14M Series A
29 Jul 2025
Contributed by Lukas
No one is coming to save Europe. We must build new primes here and now.
From move 37 to drug design
22 Jul 2025
Contributed by Lukas
At this year’s RAAIS, Max Jaderberg of Isomorphic Labs delivered a talk that felt like the spiritu...
What comes after the peace dividend
17 Jul 2025
Contributed by Lukas
At this year’s RAAIS, I joined Adam Satariano of the New York Times and Dimitrios Kottas, founder ...
The frontiers of pixel generation
15 Jul 2025
Contributed by Lukas
At RAAIS 2025, Andreas Blattmann, co-founder of Black Forest Labs, shared a deep dive into FLUX.1 Ko...
Your guide to AI: July 2025
13 Jul 2025
Contributed by Lukas
What you need to know in AI across geopolitics, big tech, hardware, research, models, datasets, fina...
ElevenLabs and the voice frontier
10 Jul 2025
Contributed by Lukas
Two years ago, I met Mati Staniszewski in a time before AI voices were good enough to fool anyone. E...
2025 is the year of open-endedness
08 Jul 2025
Contributed by Lukas
If 2016 was the year AI shocked the world by mastering Go, 2025 is shaping up to be the year they le...
AI, power, and politics at RAAIS 2025
03 Jul 2025
Contributed by Lukas
At this year's RAAIS, we convened a panel with Lionel Laurent (Bloomberg), Chris Yiu (Meta), and Ben...
Inside poolside’s path to AGI with Eiso Kant
01 Jul 2025
Contributed by Lukas
When poolside co-founder and CTO Eiso Kant stepped on stage at RAAIS 2025, he didn’t deliver the k...
State of AI Compute Index v4 (June 2025)
30 Jun 2025
Contributed by Lukas
Today, we release v4 of the You'll now find updated counts as of June 2025 for AI research paper...
The AI rollup mirage and the risk of repeating old mistakes
27 Jun 2025
Contributed by Lukas
Across the technology investing world, investors are scaling their bets on a seductive thesis: Gener...
From research to production with Gemini and Paige Bailey
26 Jun 2025
Contributed by Lukas
At this year’s RAAIS, Paige Bailey of Google DeepMind delivered her talk on AI research to product...
Ten years of RAAIS. Day one in AI.
24 Jun 2025
Contributed by Lukas
A decade is a familiar yardstick for measuring progress. In that time, we tend to expect steady, i...
‘Sovereign AI’ is political branding. The reality is closer to digital colonialism
09 Jun 2025
Contributed by Lukas
On AI factories, sovereign AI and what this means for national AI strategies. This article originall...
Guide to AI: June 2025
08 Jun 2025
Contributed by Lukas
What you need to know in AI across geopolitics, big tech, hardware, research, models, datasets, fina...
Britain’s Defence Strategy: from diagnosis to delivery
02 Jun 2025
Contributed by Lukas
Our read of the UK's Ministry of Defence Strategic Defence Review 2025.
Research and Applied AI Summit: celebrating 10 years
30 May 2025
Contributed by Lukas
Bringing you the best of AI today and what’s coming tomorrow.
Hedera Dx raises €15M Series A
30 May 2025
Contributed by Lukas
Scaling on-site precision oncology infrastructure and real-world data.
Is the EU AI Act actually useful?
27 May 2025
Contributed by Lukas
Born pre-GPT-4 to shape the world of GPT-7.
What Wall Street didn't see coming
23 May 2025
Contributed by Lukas
Generative models, reinforcement learning, model efficiency, DeepMind and NVIDIA's impact weren&...
The AI Factory Illusion
20 May 2025
Contributed by Lukas
Where politics and power meet AI. In recent months, a subtle but politically astute rebranding has p...
Guide to AI: May 2025
11 May 2025
Contributed by Lukas
Welcome to the latest issue of your guide to AI, an editorialized newsletter covering the key develo...
Delian Alliance Industries launches Interceptigon autonomous strike systems
08 May 2025
Contributed by Lukas
Expanding its product range as an emerging defense prime.
Biology has scaling laws too
06 May 2025
Contributed by Lukas
On Profluent’s launch of ProGen3, a new family of protein language models trained on over 3.4 bill...
Your guide to AI: April 2025
06 Apr 2025
Contributed by Lukas
What you need to know in AI across geopolitics, big tech, hardware, research, models, datasets, fina...
Our investment in Polar Mist
04 Apr 2025
Contributed by Lukas
Building European maritime supremacy.
Staking your ground
23 Mar 2025
Contributed by Lukas
Why startups should push an ambitious public-facing agenda from day one
Guide to AI: March 2025
02 Mar 2025
Contributed by Lukas
What you need to know in AI across geopolitics, big tech, hardware, research, models, datasets, fina...
See you in Berlin, Munich and Zurich!
18 Feb 2025
Contributed by Lukas
We’re about to set off to bring Air Street AI meetups to Berlin on Thursday 20th Feb, Munich on Tu...
Our investment in Fern Labs
09 Feb 2025
Contributed by Lukas
$3M day one financing to build multi-agent systems for real-world problems.Learn more at www.fern-la...
State of AI outtakes #2: embodied AI
04 Feb 2025
Contributed by Lukas
The State of AI Report aims to provide a comprehensive overview of everything you need to know acros...
Guide to AI: January 2025
01 Feb 2025
Contributed by Lukas
Welcome to the latest issue of your guide to AI, an editorialized newsletter covering the key develo...
UK defence and dynamism
26 Jan 2025
Contributed by Lukas
Air Street’s submission to the UK Strategic Defence Review. You can read more at press.airstreet....
Vibe shifts: Microsoft and Google on AI
23 Jan 2025
Contributed by Lukas
The dawning AI-first era is creating clear winners and losers. Here we dive into the vibe shift of b...
91% of AI papers used NVIDIA in 2024
21 Jan 2025
Contributed by Lukas
Final 2024 statistics for AI chip usage across NVIDIA, Google, Huawei, Apple, AMD, Cerebras, Cambric...
Announcing Sereact's €25M Series A
20 Jan 2025
Contributed by Lukas
Scaling AI-first software for general purpose robotics.
AI-first biology: five years on
19 Jan 2025
Contributed by Lukas
Revisiting my 2019 lecture on why biology was experiencing its AI moment. Read more at press.airstre...
Vibe shifts: is AI still an existential risk?
17 Jan 2025
Contributed by Lukas
The dawning AI-first era is creating clear winners and losers. We’re seeing giants of the past los...
Profluent unveils Protein2PAM
14 Jan 2025
Contributed by Lukas
New research from Profluent Bio validates the power of machine learning models to design bespoke bio...
How not to build a drone
12 Jan 2025
Contributed by Lukas
How the EU spent 16 years and €8 billion on a drone that may never fly. You can read the essay on...
Air Street: 2024 year in review
10 Jan 2025
Contributed by Lukas
In the spirit of building in the open and holding ourselves accountable to our progress, here is our...
2024's greatest hits on Air Street Press
22 Dec 2024
Contributed by Lukas
We share our best essays from 2024 on Air Street Press.
The AI energy wars will get worse before they get better
22 Dec 2024
Contributed by Lukas
We dive into the AI energy wars, arguing that things will get worse before they get better. Read on...
Odyssey launches Explorer and welcomes Pixar founder to the Board
19 Dec 2024
Contributed by Lukas
The company's first generative world model and Pixar's co-founder, Ed Catmull, joins the Board and i...
Jeremy Kahn (Fortune) on Mastering AI
17 Dec 2024
Contributed by Lukas
Jeremy Kahn is the AI editor at Fortune and co-writes and edits Fortune’s Eye on AI newsletter. Hi...
State of AI outtakes #3: US politics
15 Dec 2024
Contributed by Lukas
The State of AI Report aims to provide a comprehensive overview of everything you need to know acros...
Street talk #1 - 13 December 2024
13 Dec 2024
Contributed by Lukas
Every month, we produce the Guide to AI, an editorialized roundup covering geopolitics, hard...
Being first is a moat
12 Dec 2024
Contributed by Lukas
This week on Air Street Press - we’re looking at how speed, inertia, and friction impact AI-first ...
Vibe shifts #1: Intel
10 Dec 2024
Contributed by Lukas
How Intel lost its way in AI and comes tumbling down. On Air Street Press, we’re starting a new “...
Guide to AI - December 2024
08 Dec 2024
Contributed by Lukas
Welcome to the latest issue of your guide to AI, an editorialized newsletter covering the key develo...
Street talk #1 - 6 December 2024
07 Dec 2024
Contributed by Lukas
Every month, we produce the Guide to AI, an editorialized roundup covering geopolitics, hardware, ...
Guide to AI - November 2024
06 Dec 2024
Contributed by Lukas
Welcome to the latest issue of your guide to AI, an editorialized newsletter covering the key develo...
Bio-defense(less)?
05 Dec 2024
Contributed by Lukas
Biorisk is real, but we’re having the wrong debates. Could the AI-first bio tools we use to design...
Reflections on Reflection
02 Nov 2024
Contributed by Lukas
What a four day meltdown tells us about standards and scrutiny.
AI isn't the dotcom bubble
31 Oct 2024
Contributed by Lukas
Reflections on the State of AI Report, by Air Street Capital.
State of AI outtakes #1: scaling in defense
26 Oct 2024
Contributed by Lukas
The State of AI Report aims to provide a comprehensive overview of everything you need to know acros...
Our investment in Patina Systems
17 Sep 2024
Contributed by Lukas
Shifting creative control from companies to people.
Good technology doesn’t speak for itself
15 Sep 2024
Contributed by Lukas
Why storytelling matters from inception to IPO and beyond.
Guide to AI - September 2024
01 Sep 2024
Contributed by Lukas
Welcome to the latest issue of your guide to AI, an editorialized newsletter covering the key develo...
Rediscovering the UK's AI ambition
22 Aug 2024
Contributed by Lukas
At the end of July, the UK Secretary of State for Science, Innovation and Technology commissioned Ma...
Open-endedness is all we’ll need
15 Aug 2024
Contributed by Lukas
On “Agentic AI”: This week, we’re asking how far along this road we are towards agentic AI, lo...
The cathedral and the bazaar
08 Aug 2024
Contributed by Lukas
Openness is not a strategy. Given our past advocacy for open source and skepticism of the ‘bigger ...
Guide to AI - August 2024
04 Aug 2024
Contributed by Lukas
While we work on the State of AI Report 2024, this summer edition covers our 8th Research and Applie...
Alchemy doesn’t scale: the economics of general intelligence
03 Aug 2024
Contributed by Lukas
Today we're asking if something approaching ‘general intelligence’ did begin to become avail...
The State of Chinese AI
01 Aug 2024
Contributed by Lukas
We dive into the SOTA from Chinese AI labs, the chip wars, sanctions, and loopholes.
The power of non-consensus
30 Jul 2024
Contributed by Lukas
At Air Street, we search for ideas that are non-consensus today but have the potential to flip into ...
Copyright is the wrong hill to die on
25 Jul 2024
Contributed by Lukas
The generative AI copyright wars took a new turn recently, when the Recording Industry Association o...
Our investment into Odyssey
23 Jul 2024
Contributed by Lukas
Powering breakthrough visual storytelling with AI-first visual effects for Hollywood.
Guide to AI - July 2024
07 Jul 2024
Contributed by Lukas
Welcome to the latest issue of your guide to AI, an editorialized newsletter covering the key develo...
Alchemy is all you need
11 Jun 2024
Contributed by Lukas
There are also specific dynamics at play in the frontier model space that will likely prevent the ma...
California’s AI bill was an avoidable disaster
06 Jun 2024
Contributed by Lukas
What went wrong and how to prevent this from happening again.
Who remembers capsule networks?
04 Jun 2024
Contributed by Lukas
We recently stumbled across the first ever Hacker News thread discussing Attention Is All You Need,...
Your guide to AI: June 2024
02 Jun 2024
Contributed by Lukas
Guide to AI is an editorialized newsletter covering the key developments in AI policy, research, ind...
Chips all the way down
30 May 2024
Contributed by Lukas
If foundation model economics is alchemy, what does that mean for hardware? Read more at press.airs...
Dynamism and defense: six months on
28 May 2024
Contributed by Lukas
Revisiting our work on European readiness. It’s been close to six months since we published our ...
Gorillas, hype cycles, and my MIT EmTech talk
24 May 2024
Contributed by Lukas
Yesterday, I was the opening act at the MIT Tech Review EmTech Digital conference, where I spoke abo...
Guide to AI - May 2024
05 May 2024
Contributed by Lukas
Guide to AI is an editorialized newsletter covering the key developments in AI policy, research, ind...
Introducing OpenCRISPR
24 Apr 2024
Contributed by Lukas
Profluent releases the world’s first open source AI-generated gene editor. You can read more in th...
Data acquisition strategies for AI-first start-ups
22 Apr 2024
Contributed by Lukas
We dive into data acquisitions strategies for AI-first start-ups, including scraping, synthetic data...
Data is not the new oil - the peril of easy analogies
17 Apr 2024
Contributed by Lukas
In this piece we dive into why the analogy of "data is the new oil" is misleading. While...
Guide to AI - April 2024
07 Apr 2024
Contributed by Lukas
Welcome to the latest issue of your guide to AI, an editorialized newsletter covering the key develo...
State of AI Report 2023 - SF Launch Talk - Nathan Benaich
13 Nov 2023
Contributed by Lukas
The State of AI Report (stateofai.com) analyses the most interesting developments in AI. We aim to t...
May 2021 - Your guide to AI
20 Jun 2021
Contributed by Lukas
An analysis of key AI developments in life science, geopolitics, big tech, hardware, research, and s...
April 2021 - Your guide to AI
16 May 2021
Contributed by Lukas
An analysis of key AI developments in life science, geopolitics, big tech, hardware, research, and s...
March 2021 - Your guide to AI
19 Apr 2021
Contributed by Lukas
A review of key AI developments in life science, geopolitics, big tech, hardware, research, and star...
Conversation with Cade Metz (Genius Makers, NYT)
21 Mar 2021
Contributed by Lukas
In a conversation with Cade Metz about his new book, Genius Makers, we dive into the history of AI, ...
February 2021 - Your guide to AI
14 Mar 2021
Contributed by Lukas
A review of key AI developments in life science, geopolitics, big tech, hardware, research, and star...