Nathan Benaich
Founder & General Partner, Air Street Capital | Author of the State of AI Report
Founder and General Partner at Air Street Capital, a venture firm investing in AI-first technology and life sciences companies. Founder of SpinUp Campus and co-author of the globally acclaimed annual 'State of AI Report' since 2018. PhD in cancer biology from the University of Cambridge, providing deep technical analysis of compute concentration, venture investments, model performance, geopolitics, and AI safety.
Areas of focus
Professional niches
Proof of Work
Air Street Capital AI Spinout & Tech Bio Investment Playbook
Created the venture evaluation blueprint helping top European and American academic research spinouts commercialize foundation models in biology, materials discovery, and physics simulations.
TechBio AI models require expensive wet-lab validation cycles that lag in silico prediction speeds.
Context: Deep learning models applied to protein folding, molecular generative dynamics, and automated wet lab integrations.
View missionThe State of AI Report (Annual Comprehensive Macro Analysis)
Published the benchmark annual 200+ slide treatise tracking breakthroughs across AI research, compute infrastructure (GPU clusters, ASICs), commercial enterprise adoption, regulatory developments, and safety risks with empirical predictions.
Macro forecasting inherently carries uncertainty in the face of sudden architectural breakthroughs or geopolitical export controls.
Context: Comprehensive cross-industry telemetry tracking arXiv preprints, GitHub commits, enterprise earnings calls, and compute clusters.
View mission