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State of AI with Nathan Benaich

Nathan Benaich (Air Street Capital)
Artificial Intelligence
Openai
Nvidia
Generative AI
CRISPR
Protein Engineering
Profluent
Meta
Robotics
Microsoft
Anthropic
China
AI Development
Google Deepmind
Elevenlabs
AI Safety
AI Infrastructure
Ukraine
Synthetic Data
Black Forest Labs

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

PublishesTwice weeklyEpisodes132Founded5 years ago
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Technology

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Artwork for State of AI

Latest Episodes

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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Recent Guests

Angelos Perivolaropoulos
Lead research engineering for speech-to-text at ElevenLabs
ElevenLabs
Episode: Speech-to-text at conversation speed - Angelos Perivolaropoulos, ElevenLabs
Nikolay Donets
Head of Machine Learning Engineering at Revolut
Revolut
Episode: What it takes to ship AI under regulation - Nikolay Donets, Revolut
Raia Hadsell
VP of Research at Google DeepMind, co-leads Frontier AI Unit; notable for work on continual learning, robotics, and frontier language models
Google DeepMind
Episode: From catastrophic forgetting to frontier AI - Raia Hadsell, Google DeepMind
Roberta Raileanu
Senior Staff Research Scientist at Google DeepMind, leads Open Endedness Team and is Adjunct Professor at UCL
Google DeepMind
Episode: When agents need to keep learning - Roberta Raileanu, Google DeepMind
Philip Johnston
Co-founder and CEO of Starcloud
Starcloud
Episode: The data centre that orbits Earth - Philip Johnston, Starcloud
Jeremy Kahn
AI Editor at Fortune and author of "Mastering AI"
Fortune
Episode: Jeremy Kahn (Fortune) on Mastering AI
Karls Reyna
VP Revenue at ElevenLabs
ElevenLabs
Episode: Being first is a moat
Jonathan Turner
Partner at Accel
Accel
Episode: State of AI outtakes #1: scaling in defense
Lorenz Meyer
Co-founder and CEO of Atterion
Atterion
Episode: State of AI outtakes #1: scaling in defense

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Apple Podcasts
#152
Indonesia/Technology

Talking Points

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Jeremy Kahn (Fortune) on Mastering AI
Q: What advice would you give to a founder about storytelling and working with the media?
Founders should tell compelling stories with honesty and humility, focusing on how their technology works and building relationships with journalists through transparency.
Jeremy Kahn (Fortune) on Mastering AI
Q: Having read Turing, Weizenbaum, and Minsky's work, how do you think they'd feel about the current field?
The early AI pioneers would have varied views on today's field; Turing would be pleased with advances, Minsky would be skeptical of achieving AGI through deep learning alone, while Weisenbaum would emphasize the moral challenges AI poses.

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Frequently Asked Questions About State of AI

What is State of AI about and what kind of topics does it cover?

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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1. The AI Daily Brief: Artificial Intelligence News and Analysis
2. Odd Lots

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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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What guests have appeared on State of AI?

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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