All Episodes
Air Street Press — 140 episodes
Black Forest Labs FLUX 3: from video generation to robot control
The case for intelligence beyond language
Europe’s air defense gap
From driving the world to dreaming it
Turning compute into intelligence
Accelerating science and medicine with collaborative agents
Beyond hill climbing: the path to superhuman scientific discovery
Compute scarcity is an engineering problem
State of AI: Compute Index 2026
STARK: Europe's next defense prime
How Revolut runs AI at scale
Odyssey raises $310M Series B for world models
Macrodata: robots need a data refinery
Europe cannot rent its way to AI sovereignty
Introducing Perceptic: the AI operating system for drug development
From discovery to design: in conversation with Ali Madani (Profluent)
Alta Ares: the Iron Dome for autonomous air defense
Speech-to-text at conversation speed - Angelos Perivolaropoulos, ElevenLabs
From clip-makers to simulators: Odyssey's new world models
What it takes to ship AI under regulation - Nikolay Donets, Revolut
State of AI · May 2026: cyber threshold, China parity, agents in real markets
The next gene editor will be designed: Profluent + Lilly, $2.25B
State of AI Report: 2026 newsletter
From catastrophic forgetting to frontier AI - Raia Hadsell, Google DeepMind
When agents need to keep learning - Roberta Raileanu, Google DeepMind
The data centre that orbits Earth - Philip Johnston, Starcloud
Air Street Capital announces $232M Fund III to back AI-first companies
Dreaming in latent space
A letter from the Munich Security Conference
State of AI: February 2026 newsletter
Learning from execution: what Sereact Cortex 1.6 reveals about real-world robotics
Air Street Capital: 2025 Year in Review
European Defense Entering 2026: Spending Is Up, Production Lags
AI Progress After 2025: From Models to Systems
Rebuilding high-stakes software AI-first
Can AI generate new science?
Embodied AI is hitting its stride
Black Forest Labs raises $300M to power frontier visual intelligence
State of AI: December 2025 newsletter
Our investment in Clove
Profluent raises $106M from Jeff Bezos
Introducing Profluent’s E1: Retrieval-augmentation for protein engineering
Poolside acquires Fern Labs
State of AI: November 2025 newsletter
PARIMA’s first regulatory approval and another wake-up call for Europe
Gourmey acquires Vital Meat and forms PARIMA to industrialize of cultivated food
Poolside launches Project Horizon: 2GW of AI compute
The State of AI Report 2025
Air Street Capital partners with NVIDIA on a £2B investment to accelerate the UK AI ecosystem
Our investment in Delfa to fix clinical trials
Studio Atelico raises $5M to build the AI-first games studio
Guide to AI: August 2025
Profluent’s OpenCRISPR-1 published in Nature magazine
Defense AI company Delian Alliance Industries raises a $14M Series A
From move 37 to drug design
What comes after the peace dividend
The frontiers of pixel generation
Your guide to AI: July 2025
ElevenLabs and the voice frontier
2025 is the year of open-endedness
AI, power, and politics at RAAIS 2025
Inside poolside’s path to AGI with Eiso Kant
State of AI Compute Index v4 (June 2025)
The AI rollup mirage and the risk of repeating old mistakes
From research to production with Gemini and Paige Bailey
Ten years of RAAIS. Day one in AI.
‘Sovereign AI’ is political branding. The reality is closer to digital colonialism
Guide to AI: June 2025
Britain’s Defence Strategy: from diagnosis to delivery
Research and Applied AI Summit: celebrating 10 years
Hedera Dx raises €15M Series A
Is the EU AI Act actually useful?
What Wall Street didn't see coming
The AI Factory Illusion
Guide to AI: May 2025
Delian Alliance Industries launches Interceptigon autonomous strike systems
Biology has scaling laws too
Your guide to AI: April 2025
Our investment in Polar Mist
Staking your ground
Guide to AI: March 2025
See you in Berlin, Munich and Zurich!
Our investment in Fern Labs
State of AI outtakes #2: embodied AI
Guide to AI: January 2025
UK defence and dynamism
Vibe shifts: Microsoft and Google on AI
91% of AI papers used NVIDIA in 2024
Announcing Sereact's €25M Series A
AI-first biology: five years on
Vibe shifts: is AI still an existential risk?
Profluent unveils Protein2PAM
How not to build a drone
Air Street: 2024 year in review
2024's greatest hits on Air Street Press
The AI energy wars will get worse before they get better
Odyssey launches Explorer and welcomes Pixar founder to the Board
Jeremy Kahn (Fortune) on Mastering AI
State of AI outtakes #3: US politics
Street talk #1 - 13 December 2024
Being first is a moat
Vibe shifts #1: Intel
Guide to AI - December 2024
Street talk #1 - 6 December 2024
Guide to AI - November 2024
Bio-defense(less)?
Reflections on Reflection
AI isn't the dotcom bubble
State of AI outtakes #1: scaling in defense
Our investment in Patina Systems
Good technology doesn’t speak for itself
Guide to AI - September 2024
Rediscovering the UK's AI ambition
Open-endedness is all we’ll need
The cathedral and the bazaar
Guide to AI - August 2024
Alchemy doesn’t scale: the economics of general intelligence
The State of Chinese AI
The power of non-consensus
Copyright is the wrong hill to die on
Our investment into Odyssey
Guide to AI - July 2024
Alchemy is all you need
California’s AI bill was an avoidable disaster
Who remembers capsule networks?
Your guide to AI: June 2024
Chips all the way down
Dynamism and defense: six months on
Gorillas, hype cycles, and my MIT EmTech talk
Guide to AI - May 2024
Introducing OpenCRISPR
Data acquisition strategies for AI-first start-ups
Data is not the new oil - the peril of easy analogies
Guide to AI - April 2024
State of AI Report 2023 - SF Launch Talk - Nathan Benaich
May 2021 - Your guide to AI
April 2021 - Your guide to AI
March 2021 - Your guide to AI
Conversation with Cade Metz (Genius Makers, NYT)
February 2021 - Your guide to AI