Welcome to Air Street Press
Air Street Press is an independent publication covering artificial intelligence, technology startups, venture capital, geopolitics, and the global AI economy, as well as news and analysis from the Air Street Capital portfolio and community.
We publish rigorous, evidence-based analysis on AI research, emerging startup markets, venture investing, AI infrastructure, and the economic and geopolitical forces shaping the future of technology. Our work is read by founders, investors, researchers, and policymakers navigating the transition to an AI-driven world.
Air Street Press is produced by Air Street Capital, a venture capital firm investing in AI-first companies across software, infrastructure, defense, and life sciences.
What We Cover
Air Street Press focuses on topics where artificial intelligence intersects with markets, capital, and power:
Artificial intelligence research, frontier models, and AI systems
AI startups, company formation, and founder strategy
Venture capital, private markets, and technology investing
AI market research, industry analysis, and investment theses
AI infrastructure, compute, semiconductors, and energy
AI policy, regulation, national security, and geopolitics
Our goal is not to chase news cycles, but to explain why AI progress matters, how markets are forming around it, and where durable value will be created.
Flagship Research and Selected Essays
Air Street Press is home to several widely cited research efforts and essays, including:
State of AI Report: 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.
There is no scaling wall: on AI scaling laws, compute, and model progress
What Wall Street didn’t see coming: generative models, reinforcement learning, model efficiency, DeepMind and NVIDIA’s impact weren’t top of mind on Wall Street back in 2016...
Open-endedness is all we’ll need: on agentic AI and recursive self-improvement
The State of Chinese AI: SOTA research, chips, sanctions, and loopholes
Our work is frequently referenced by technology leaders, venture capital firms, researchers, public institutions worldwide, in addition to media coverage in the Financial Times, Bloomberg, and The Economist worldwide.
Who We Are
Air Street Press is edited by Nathan Benaich, Founder and General Partner of Air Street Capital.
Contributors to Air Street Press include founders, engineers, researchers, and policy experts working at the frontier of artificial intelligence and emerging technology.
Who Air Street Press Is For
Air Street Press is written for readers who want depth, not hype:
Founders building AI-first startups
Venture capital investors and limited partners
Researchers and engineers working in AI and applied machine learning
Policymakers and public-sector leaders shaping AI regulation
Operators and executives navigating AI adoption and competitive strategy
Our Editorial Approach
We believe artificial intelligence is a general-purpose technology that will reshape industries, labor markets, and geopolitics. Our editorial approach reflects this belief:
Long-term thinking over short-term narratives
Technical literacy without academic obscurity
Market realism grounded in first-principles analysis
Independence from vendor, platform, or political alignment
Frequently Asked Questions
What is Air Street Press?
Air Street Press is an independent publication covering artificial intelligence, AI startups, venture capital, geopolitics, and AI market research.
Is Air Street Press affiliated with a venture capital firm?
Yes. Air Street Press is produced by Air Street Capital, the venture capital firm investing in AI-first companies.
What topics does Air Street Press focus on?
We focus on AI research, AI startups, venture investing, market analysis, AI infrastructure, AI policy, and the economics of advanced technology.
Where can I learn more about Air Street Capital?
Air Street Capital is a venture capital firm investing exclusively in AI-first companies. We back companies for which advances in artificial intelligence are the primary driver of product capability, competitive advantage, and long-term value creation. The firm was founded and is run by Nathan Benaich, solo General Partner. Air Street Capital invests globally, with a focus on Europe and the United States, and works with founders building frontier AI systems, infrastructure, and applications that are technically differentiated and research-driven from day one. You can learn more on here.
