Air Street Press

Home
News
Analysis
European Dynamism
Guide to AI
State of AI Report
Community
About

January 2025

Vibe shifts: Microsoft and Google on AI
The dawning AI-first era is creating clear winners and losers. Here we dive into the vibe shift of both Microsoft and Google in their work on AI.
 • 
Air Street Press
 and 
Nathan Benaich
1
91% of AI papers used NVIDIA in 2024
Final 2024 statistics for AI chip usage across NVIDIA, Google, Huawei, Apple, AMD, Cerebras, Cambricon, Graphcore, Groq, SambaNova, and Intel Habana in…
 • 
Air Street Press
 and 
Nathan Benaich
Announcing Sereact's €25M Series A
Scaling AI-first software for general purpose robotics
 • 
Air Street Press
 and 
Nathan Benaich
Vibe shifts: is AI still an existential risk?
The dawning AI-first era is creating clear winners and losers. We visit significant vibe shifts, this time focusing on existential risk, OpenAI…
 • 
Air Street Press
 and 
Nathan Benaich
1
Street Talk - 10 January 2024
Every month, we produce the Guide to AI, an editorialized roundup covering geopolitics, hardware, start-ups, research, and fundraising. But so much…
 • 
Air Street Press
 and 
Nathan Benaich
Air Street: 2024 year in review
In the spirit of building in the open and holding ourselves accountable to our progress, here is our year in review for 2024. We cover Air Street, Air…
 • 
Air Street Press
 and 
Nathan Benaich
Profluent unveils Protein2PAM
New research validates the power of machine learning models to design bespoke biological systems at scale.
 • 
Air Street Press
 and 
Nathan Benaich

December 2024

© 2025 Air Street Capital Management Ltd.
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture