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Artificial Intelligence
Openai
NVIDIA
Generative AI
CRISPR
Protein Engineering
Profluent
Meta
Robotics
Microsoft
Anthropic
China
AI Development
Google Deepmind
AI Safety
AI Infrastructure
Ukraine
Synthetic Data
Black Forest Labs
Delfa

As an AI-native investor, we believe it’s important to be a hands-on contributor to the community. Since our earliest days, we’ve been building in public - whether that’s sharing our perspectives on the direction of the field, emerging best practice for building AI-first companies, organizing meet-ups, and campaigning for policy change. Air Street Press brings together all of our content under one... more

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Latest Episodes

The April 2026 issue of State of AI from Air Street Press. The through-line: frontier AI moved from benchmark progress to operational capability across cyber, coding, agents, and capital formation.

Two frontier models cleared the UK AI Security Inst... more

Profluent just announced a multi-program strategic partnership with Eli Lilly to develop AI-designed recombinases for genetic medicine — worth up to $2.25 billion in milestones, plus tiered royalties on net sales.

In this episode, Nathan unpacks why... more

Episode Description

Welcome back to the State of AI! In this packed Q1 2026 episode, we dive into a quarter defined by unprecedented geopolitical friction, staggering capital concentration, and the rapidly blurring lines between commercial cloud inf... more

Raia Hadsell is VP of Research at Google DeepMind, co-leading the Frontier AI unit. Her work spans Siamese nets and elastic weight consolidation to Gemini 2.5, RoboCat, and a UK AI Ambassador role. A RAAIS 2026 speaker profile from Air Street Press.

Roberta Raileanu leads open-ended learning at Google DeepMind and co-authored Toolformer. From RIDE and AMIGo to Llama 3's tool use and MLGym, her research tackles what it takes for AI agents to keep acquiring skills. A RAAIS 2026 speaker profile fro... more

Starcloud launched the first NVIDIA H100 GPU in space and trained the first LLM in orbit. CEO Philip Johnston explains why AI's energy bottleneck leads to orbital data centres — with 10x lower energy costs and 5 gigawatts of solar-powered compute on ... more

Air Street Capital has raised a third fund of $232M to back AI-first companies from the earliest stages. In this post, founder Nathan Benaich shares the conviction behind the firm - from his first investments in 2013 through to a portfolio that now i... more

Sereact's Cortex 2.0 marks a shift in robotics from reactive control to predictive planning. In this episode, we examine how Sereact’s world-model architecture generates and scores imagined futures before acting, improving success rates and eliminati... more

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Recent Guests

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
Thor Graypoll
Head of AI at Altos Labs and co-inventor of AlphaGo.
Altos Labs
Episode: Guide to AI - August 2024
Daniel Cohen
President of Valence Labs, part of Recursion Pharmaceuticals.
Recursion Pharmaceuticals
Episode: Guide to AI - August 2024

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Talking Points

Recent interactions between the hosts and their guests.

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 Air Street Press

What is Air Street Press 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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4. Invest Like the Best with Patrick O'Shaughnessy
5. TBPN

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Air Street Press launched 5 years ago and published 120 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 Air Street Press include:

1. Raia Hadsell
2. Roberta Raileanu
3. Philip Johnston
4. Jeremy Kahn
5. Karls Reyna
6. Jonathan Turner
7. Lorenz Meyer
8. Thor Graypoll

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