
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 bui... more
| Publishes | Twice weekly | Episodes | 132 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||

The fifth State of AI Compute Index, in collaboration with Zeta Alpha. After a soft 2025, open AI research citations rebounded in 2026 - and NVIDIA still appears in ~91% of them. But the bigger story has moved off the page: Hopper is now the live ins... more
Air Street Capital backs Stark, the German multi-domain defense company, in its €500M led by Founders Fund and Sequoia.
In this episode, we discuss why cheap, software-defined unmanned systems in the air and at sea are the decisive lesson of Ukrain... more
Nikolay Donets, Head of Machine Learning Engineering at Revolut, on what it takes to run AI across more than 70 million customers, 200+ products, and 40+ countries - and why the hard part is no longer the model but the control plane around it: one ga... more
Odyssey just raised a $310M Series B at a $1.45B valuation to build world models. We wrote the first check into the seed back in July 2024, so in this episode we walk through what the team has actually built, and why it is more interesting than "AI v... more
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Apple Podcasts | #152 |
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A program focused on AI-first investing, policy, and technology trends, with a strong emphasis on frontier AI, governance, and the economics surrounding rapid model releases. Episodes span policy debates, government contracts, and regulatory responses; coverage includes disagreements over safety guardrails among major players, defense and national security implications, and the evolving landscape of AI infrastructure, cloud compute, and data centers. Robotics, embodied AI, and space-enabled compute also appear, often linked to portfolio activity, investment strategy, and community-building efforts in the AI ecosystem. Noteworthy elements include frequent ties between policy, funding rounds, and real-world deployments, plus a clear emphasis ... more
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These podcasts share a similar audience with State of AI:
1. The AI Daily Brief: Artificial Intelligence News and Analysis
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State of AI launched 5 years ago and published 132 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on State of AI include:
1. Angelos Perivolaropoulos
2. Nikolay Donets
3. Raia Hadsell
4. Roberta Raileanu
5. Philip Johnston
6. Jeremy Kahn
7. Karls Reyna
8. Jonathan Turner
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