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Nathan Benaich

Founder and General Partner, Air Street Capital

Verified interview transcripts, podcast appearances, and direct quotes from Nathan Benaich, Founder and General Partner at Air Street Capital. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • State of AI 2026: The Biggest Stories of the Year (and AGI in 2027?), with Nathan Benaich

    October 29, 2026 · 📺 The MAD Podcast with Matt Turck

    AGI in 2027. That’s the last line of this year’s State of AI Report, and its author Nathan Benaich (Air Street Capital) is back for the third year to defend it. AI is now building AI: Claude leads 26% of Anthropic’s own model R&D, up from under 1% in February, but Nathan thinks “research taste” is the wall. OpenAI’s evaluation agents ended up inside Hugging Face’s systems, only a Chinese open-weight model could help investigate, and Nathan now argues cyber risk matters more than existential risk. Catching up to OpenAI or Anthropic from scratch costs about a trillion dollars, which is why “you…

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  • Episode 90: The State of AI

    October 22, 2026 · 📺 Citi

    Heath Terry speaks with Nathan Benaich, founder of Air Street Capital, about key findings from Nathan's annual State of AI report, including intensifying competition among frontier model providers, the rise of AI agents and autonomous research, and growing demand for AI infrastructure. They also explore how cybersecurity, open-source ecosystems, and advances in model capabilities could shape the path toward artificial general intelligence. This podcast contains thematic content and is not intended to be investment research, nor does it constitute financial, economic, legal, tax, or accou…

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  • Sovereign AI Hits $138B as Nations Rush for Compute | Nathan Benaich

    October 09, 2026 · 📺 MTS

    Nathan Benaich, founder of Air Street Capital and author of the State of AI report, breaks down findings from the 9th edition. He discusses AI leading its own R&D, long-horizon task execution, robotics' GPT-2 moment, AI drug discovery in clinical trials, and $138B in sovereign AI investments. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/nathanbenaich -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS:  X |   / mtslive   YouTube |    / @mtsituation   Spotify | http…

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  • State of AI Report 2026: The Editor's Cut (Nathan Benaich from Air Street Capital) #ai #stateofai

    October 07, 2026 · 📺 The Research and Applied AI Summit - RAAIS

    The State of AI Report is the most widely read and trusted analysis of key developments in AI. Published annually since 2018, the open-access report aims to spark informed conversation about the state of AI and what it means for the future. Produced by AI investor Nathan Benaich and Air Street Capital. What changed in artificial intelligence in 2026, and what comes next? From AI agents helping build better AI to advances in robotics, the State of AI Report 2026 examines the breakthroughs, businesses, and risks shaping the field. I’m Nathan Benaich, founder of Air Street Capital and author of…

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  • Nathan Benaich (General Partner at Air Street Capital and The RAAIS Foundation) - Opening RAAIS 2026

    June 28, 2026 · 📺 The Research and Applied AI Summit - RAAIS

    Nathan Benaich is the founder of RAAIS and General Partner of Air Street Capital. Recorded at the 10th Research and Applied AI Summit (RAAIS), London, June 2026. Timestamps: 0:00 Welcome — 10 years of RAAIS 0:27 The RAAIS community 1:04 Thanks to the team 1:34 Setting the stage: "magic" every week 2:06 Early signs deep learning would scale 2:52 Scaling laws & recursive superintelligence 3:08 AI's improving unit economics 3:34 The acceleration in AI revenue 4:03 The DeepSeek moment & Jevons Paradox 4:47 The trillion-dollar build-out & sovereign AI 5:33 Generative world models 5:58 From "Rs in…

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  • From $27M to $232M: How I Built Europe's Largest Solo AI Fund | Nathan Benaich on TBPN

    March 28, 2026 · 📺 The Research and Applied AI Summit - RAAIS

    Nathan Benaich, Founder & General Partner of Air Street Capital, joins John Coogan and Jordi Hays on TBPN to talk about growing from a $27M first-time fund to a $232M Fund III — now the largest solo GP venture fund in Europe. Nathan has been investing in AI since 2013, when deep learning was still just cooking in the lab. In this conversation, he covers what AI deals looked like back then (recommender systems, fraud detection, AlexNet), why he chose high-conviction lead investing over the "network SDR" portfolio model, where the real AI opportunities are outside America (defense, sovereign AI…

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  • The State of AI: Rise of Reasoning, Open Source, Sovereign AI | Nathan Benaich, Air Street Capital

    January 22, 2026 · 📺 The Peel with Turner Novak

    Nathan Benaich is the founder of Air Street Capital and author of the State of AI report. On its eighth year, the report is a year-long effort on the biggest things happening in AI, across research, industry, politics, and safety. This episode covers the biggest takeaways from the latest report, like the rise in reasoning, the surge in China’s open source models, where AI is working in practice, the rise of sovereign AI, where he thinks value will actually accrue over the long-term, if we’re in an AI bubble, and how he’s investing in AI today at Air Street. 🙏 thans to Nico at Adjacent and Da…

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  • The Gradient Podcast - 2025 in AI, with Nathan Benaich

    January 22, 2026 · 📺 The Gradient

    Episode 144 Happy New Year! This is one of my favorite episodes of the year — for the fourth time, Nathan Benaich (https://open.substack.com/users/86676...) and I did our yearly roundup of AI news and advancements, including selections from this year’s State of AI Report. If you’ve stuck around and continue to listen, I’m really thankful you’re here. I love hearing from you. You can find Nathan and Air Street Press (https://open.substack.com/users/33534...) here on Substack and on Twitter (https://x.com/nathanbenaich), LinkedIn (  / nathanbenaich  , and his personal site (https://www.nathanben…

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  • Investing on the Front Lines of the AI Arms Race | Nathan Benaich

    November 10, 2025 · 📺 Hidden Forces

    In Episode 448 of Hidden Forces, Demetri Kofinas speaks with Nathan Benaich, founder and general partner of Air Street Capital and the creator of the annual State of AI Report, an open-access compendium that tracks advances across AI research, industry, policy, and geopolitics. Nathan Benaich and Demetri spend the first hour of their conversation exploring some of the most important AI breakthroughs of the year. They unpack the DeepSeek moment, dig into some of the advancements made by the latest reasoning models, and discuss why there appears to be a regression in capabilities across certain…

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  • State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue

    October 30, 2025 · 📺 The MAD Podcast with Matt Turck

    Power is the new bottleneck, reasoning got real, and the business finally caught up. In this wide-ranging conversation, I sit down with Nathan Benaich, Founder and General Partner at Air Street Capital, to discuss the newly published 2025 State of AI report—what’s actually working, what’s hype, and where the next edge will come from. We start at the physical layer: energy procurement, PPAs, off-grid builds, and why water and grid constraints are turning power—not GPUs—into the decisive moat. From there, we move into capability: reasoning models acting as AI co-scientists in verifiable domains…

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  • TechBio Talks Episode 3: Air Street Capital's Nathan Benaich with Host Chris Gibson

    October 27, 2025 · 📺 Recursion

    Tracking investment trends in TechBio. The third episode of the TechBio Talks podcast features host Chris Gibson in conversation with leading AI investor Nathan Benaich of Air Street Capital. Learn about the evolving landscape of AI in drug discovery, the biggest trends identified in Nathan’s new State of AI Report, and what AI investors are looking for, now and in the future.

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  • The State of AI 2025: Insights from Nathan Benaich at Air Street Capital #stateofai #ai

    October 09, 2025 · 📺 The Research and Applied AI Summit - RAAIS

    The State of AI Report is the most widely read and trusted analysis of key developments in AI. Published annually since 2018, the open-access report aims to spark informed conversation about the state of AI and what it means for the future. Produced by AI investor Nathan Benaich and Air Street Capital. In short, it’s been a monumental 12 months for AI. Our eighth annual report is the most comprehensive it’s ever been, covering what you need to know about research, industry, politics, and safety - along with our first State of AI Usage Survey of 1,200 practitioners. The State of AI Report has…

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