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Air Street Press

Nathan Benaich (Air Street Capital)

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As an AI-native investor, we believe it’s important to be a hands-on contributor to the community. Since our earliest days, we’ve been building in public - whether that’s sharing our perspectives on the direction of the field, emerging best practice for building AI-first companies, organizing meet-ups, and campaigning for policy change. Air Street Press brings together all of our content under one umbrella. Subscribe to listen to our analysis, portfolio news, Guide to AI monthly newsletter, ...
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Learn the tactics, tools, and strategies used by the Top 1% of iconic founders, renowned investors, and bestselling authors. As well as the books, figures, and ideas that shaped them. All in 20 minutes. Once per week, 20MP Host, Daniel Scrivner is joined by one of the great founders, investors, and thinkers of our time from Scott Belsky (Benchmark & Adobe), Kevin Kelly (WIRED), Gokul Rajaram (Square & Doordash), Brian Scudamore (1-800-GOT-JUNK), Joey Krug (Pantera Capital), and Delian Asparo ...
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The Maritime History Podcast is a chronological look at maritime history and its numerous facets. Beginning with ancient history, the podcast looks at trade, exploration, boat and ship-building, economics, and the relationship between the ocean and the development of society and culture throughout history. Learn more about the podcast at https://maritimehistorypodcast.com.
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At this year’s RAAIS, Max Jaderberg of Isomorphic Labs delivered a talk that felt like the spiritual sequel to AlphaGo, only this time the board isn’t 19×19, it’s the human body. The stakes? The future of drug discovery and human health. Isomorphic Labs, the biotech spinout from DeepMind, has declared a radical mission: solving disease. It's not a …
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This episode I'm joined by Hannah Rose. She's had a busy career and has worked on the Taldorei setting for Critical Role, worked on multiple Wizards of the Coast books, and maybe most famously in the MCDM community, been the managing editor for Arcadia. We talk about her new venture, the quarterly magazine Horizons, trying to maintain a viable free…
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At this year’s RAAIS, I joined Adam Satariano of the New York Times and Dimitrios Kottas, founder of Delian Alliance Industries and formerly Apple's Special Projects Group, for a candid conversation about one of the most taboo, yet increasingly urgent topics in tech: AI and defense. The timing couldn’t be more acute. The war in Ukraine has shown ho…
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At RAAIS 2025, Andreas Blattmann, co-founder of Black Forest Labs, shared a deep dive into FLUX.1 Kontext, the startup’s newly released generative model for controllable image and video generation. The talk gave a rare look under the hood of one of the most technically ambitious and commercially relevant AI-first companies to emerge in Europe. Andr…
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Two years ago, I met Mati Staniszewski in a time before AI voices were good enough to fool anyone. ElevenLabs hadn’t launched yet, but their vision was clear: voice was broken, and they were going to fix it. Today, ElevenLabs is one of the fastest-moving companies in the agentic voice space. Their platform powers narration for authors, dubbing for …
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If 2016 was the year AI shocked the world by mastering Go, 2025 is shaping up to be the year they learn to innovate. This is the thesis of Ed Hughes, long-time researcher at Google DeepMind and one of the few voices charting a credible path toward AI systems capable of doing science. In his closing talk at RAAIS this year, Hughes argued that we’re …
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June has come and gone, and Draw Steel might be releasing in less than two weeks. But before that happens, I'll tell you about the release candidate of the rules, the updated Monsters manuscript, the summoner playtest and the fantastic community projects that are being published. Links to everything: https://GoblinPoints.com/2513#links Chapters: 00…
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At this year's RAAIS, we convened a panel with Lionel Laurent (Bloomberg), Chris Yiu (Meta), and Benedict Macon-Cooney (Tony Blair Institute) to dissect the uneasy relationship between AI and the state. This conversation, grounded in experience across Whitehall, Big Tech, and Brussels, pulled no punches on where things stand and what still needs to…
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When poolside co-founder and CTO Eiso Kant stepped on stage at RAAIS 2025, he didn’t deliver the kind of slick, pre-baked keynote you might expect from the co-founder of one of the most ambitious AI companies in the world. Instead, Kant opted for a more experimental approach: a candid walkthrough of poolside’s beliefs, software systems, and bets on…
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Today, we release v4 of the You'll now find updated counts as of June 2025 for AI research papers using chips from NVIDIA, TPUs, Apple, Huawei, AMD, ASICs, FPGAs, and AI semi startups, as well as updates to A100 H100/200 cluster sizes. We also include new data on the most and least commonly used chips for specific research topic areas. State of AI …
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Across the technology investing world, investors are scaling their bets on a seductive thesis: Generative AI will transform low-margin service businesses into high-margin software companies. Several well-known platform venture firms have committed billions to this strategy and have begun to make their bets. This essay is co-authored by Nathan Benai…
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At this year’s RAAIS, Paige Bailey of Google DeepMind delivered her talk on AI research to production with interactive demos and a clear thesis: “I’m going to show you how to automate significant parts of your work.” Generative models are now a co-author, a debugger, a lab assistant, a video editor. And increasingly, models are doing the work behin…
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A decade is a familiar yardstick for measuring progress. In that time, we tend to expect steady, incremental change. Historically, meaningful change tends to unfold slowly. In AI, however, the last ten years has been a story of "gradually, then suddenly". The weekly model launches we are now accustomed to feel incremental in the heat of the moment,…
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In this episode I speak with Onslaught Six. He's currently crowdfunding the community magazine Ratcatchers, which features articles from multiple people in the Draw Steel community. We do talk about the magazine, the permissive license they're publishing under, but we start off with the space cowboy RPG he designed, how to find the right game for t…
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Looks like we might be drawing steel in July, we know more about the adventures MCDM plans to release in the coming months, we got details on the beastheart class, there'll be more djordice, the third party vampire class got funded, The Dice Society interviewed James. And More! Links to everything: https://goblinpoints.com/2511#links Chapters: 00:0…
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Where politics and power meet AI. In recent months, a subtle but politically astute rebranding has propagated across the AI industry. Leading figures like NVIDIA’s Jensen Huang and OpenAI’s Sam Altman are no longer calling the backbone of AI infrastructure "AI data centers." Instead, they refer to them as "AI factories." At first glance, this might…
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My guest this time is Paul Ligorski, also known as Heart of Arcana. Paul has written quite a few advenuters, not only for Draw Steel, but for D&D 5e, Mausritter and Cypher. He also runs a local game night multiple times a month. We talk about writing adventures for different systems, which TTRPG systems work well for teaching new players, how inter…
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The Delian Tomb is being tested by patrons, the layout for the core rules is nearing completion, and an adventure to run at conventions is in the works. Also, the dice from the crowdfunder is shipping, and Flee, Mortals! and Where Evil Lives is out on Foundry. Links to everything: https://www.goblinpoints.com/2509#links Chapters: 00:00 Intro 00:42 …
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I'm joined by Ananam of Triglav Games. They are at the time of publishing this episode crowdfunding a vampire class for Draw Steel. It's an ambitious project and they've pulled out all the stops with professional art, playtesting and layout. In the interview we talk about how they're designing the vampire class, what it's like to designing classes …
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It's the silence before the storm. News about Draw Steel is sparse. MCDM is working on new products, but they've barely made into testing. Some more exciting news is the new third party crowdfunder that just launched, for a vampire class. And, of course, I have some highlights from the community creations. Submit questions to Ananam: https://www.pa…
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I'm visited by Andie Margolskee, the author of the first crowdfunded adventure for Draw Steel: The Great Thaw of Gryzmithrak Spire. We talk about the adventure, sure, but with Andie having designed adventures for multiple systems, we end up talking a bunch about what different systems are good at. Links Website that links to Andie's previous projec…
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MCDM is working on the core rules, the monsters, new classes and the Codex, but nothing is ready to be published yet. The community is of course ever flowing with great creations. In this episode I cover the known rule changes, the new classes and the news about the Codex. Links to everything: https://www.goblinpoints.com/2505#links Chapters: 00:00…
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In this episode I'm joined by Iron Monocle. He's a serial creator of worlds and keeps a blog about his most recent one. We talk about how game rules influence assumptions in the world, about world building as a hobby, and how players can be a fantastic source and contributors of lore and ideas in your world. Links: Blog Bluesky Ironsworn Midst Chap…
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We’re about to set off to bring Air Street AI meetups to Berlin on Thursday 20th Feb, Munich on Tuesday 25th Feb and Zurich on the 4th March. We focus these events on a) best practices that entrepreneurs and researchers can learn from and b) attracting the very best contributors and heavily curating event attendance to make sure that everyone makes…
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This is a bit of a weird one. Less than a week before the release of this episode, James basically posted what could've been the script for this episode in a post on Patreon. So in addition to news about the state of the Draw Steel core rules, and future products for Draw Steel, which was also outlined by James, I've got a bunch fantastic creations…
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The State of AI Report aims to provide a comprehensive overview of everything you need to know across AI research, industry, politics, and safety. To ensure the report remains at a manageable length, lots of material doesn’t make it into the final version. We’re bringing Air Street Press some of the research that didn’t make the original cut, along…
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Is the Draw Steel podcast universe going to implode? This episode, I have The Dice Society on! I really have to give him credit for taking so many of the questions without any preparation or warning, and I think he pulled it off really well. We had a great time talking and I hope you do as well when listening. Links: YouTube Bluesky Chapters: 00:00…
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