Air Street AI Meetups: Europe Tour

Small, curated AI meetups with frontier builders in Munich, Zurich, and Paris.

Feb 1 • Air Street Press and Nathan Benaich

5

January 2026

Air Street Capital: 2025 Year in Review

Air Street Capital’s 2025 year in review on AI investing, deployment, defense, energy, and scaling frontier technology in the real world.

Jan 25 • Air Street Press and Nathan Benaich

8

1

Europe woke up from its security slumber at Munich in 2025. Now it has to deliver in 2026.

Europe sharply increased defense spending in 2025. This essay examines why procurement systems and industrial capacity are struggling to translate…

Jan 16 • Air Street Press and Nathan Benaich

4

2

1

December 2025

AI progress, after 2025

Why the most important signal is not where AI might go next, but how far it already moved.

Dec 30, 2025 • Air Street Press and Nathan Benaich

19

3

1

Rebuilding high-stakes software AI-first: Delfa’s Participant Relationship Management System

How Delfa’s AI-first Participant Relationship Management system transforms clinical trial operations, speeds recruitment, and helps bring medicines to…

Dec 18, 2025 • Air Street Press and Nathan Benaich

5

1

Can AI discover new science?

OpenAI GPT-5, FutureHouse Kosmos, and new AI research systems are beginning to contribute verifiable results across mathematics, physics, biology, and…

Dec 16, 2025 • Air Street Press and Nathan Benaich

13

2

2

Embodied AI is hitting its stride

A deep dive into world models, VLAMs, planning layers and real deployments from Sereact and Wayve - and what comes next for embodied AI.

Dec 9, 2025 • Air Street Press and Nathan Benaich

7

3

Black Forest Labs raises $300M to power frontier visual intelligence

Black Forest Labs is building the visual foundation of the next decade of AI - open, controllable, multimodal, and globally deployed. Air Street Capital…

Dec 1, 2025 • Air Street Press and Nathan Benaich

5

November 2025

State of AI: December 2025 newsletter

A deep dive into the latest AI breakthroughs: NVIDIA’s record quarter, new frontier models, U.S. Genesis policy, China chip shifts, and major funding…

Nov 30, 2025 • Air Street Press and Nathan Benaich

4

1

1

Our investment in Clove

Building the first AI-native wealth institution for the mass affluent.

Nov 25, 2025 • Air Street Press and Nathan Benaich

5

1

Air Street London AI Meetup - 2 December 2025

I’m excited to bring you the next Air Street London AI meetup on 2 December 2025, which brings together 100 of London’s best researchers, founders, and…

Nov 23, 2025 • Air Street Press and Nathan Benaich

3

Why Jeff Bezos backed Profluent’s $106M bet on writing biology with AI

Profluent builds frontier AI systems to program biology. The company has raised $106M led by Bezos Expeditions and Altimeter, with continued support…

Nov 20, 2025 • Air Street Press and Nathan Benaich

2

1