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Dreaming in latent space
Sereact Cortex 2.0 brings world-model planning to robotics, using imagined futures to improve success rates and eliminate human intervention in real…
Feb 24
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Air Street Press
and
Nathan Benaich
7
A letter from the Munich Security Conference
From crisis buying to permanent capacity, rearmament now sees warfare challenge welfare.
Feb 22
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Air Street Press
and
Nathan Benaich
5
1
1
State of AI: February 2026 newsletter
Software stocks crater as agentic AI rewrites the playbook. Plus: Moltbook's AI theatre, OpenClaw's 157K-star security mess, and HBM runs out.
Feb 9
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Air Street Press
and
Nathan Benaich
9
Learning from execution: Sereact's Cortex 1.6 and real-world robotics
An analysis of Sereact’s Cortex 1.6, showing how execution-level learning improves robotic manipulation, recovery behavior, and real-world deployment…
Feb 6
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Air Street Press
and
Nathan Benaich
6
Air Street AI Meetups: Europe Tour
Small, curated AI meetups with frontier builders in Munich, Zurich, and Paris.
Feb 1
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Air Street Press
and
Nathan Benaich
6
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
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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
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Air Street Press
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Nathan Benaich
4
1
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
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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
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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
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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
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Air Street Press
and
Nathan Benaich
7
2
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
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Air Street Press
and
Nathan Benaich
5
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