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State of AI: May 2026
April 2026: AISI's cyber threshold, the Microsoft and OpenAI reset, China's open-weights coding parity, agents meeting real markets, and $122B for…
May 4
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Nathan Benaich
27
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Discussions
Announcing RAAIS 2026 headline speakers
Frontier AI, open-ended agents, AI for medicine, world models, and the first data centers in orbit, all at the 10th Research and Applied AI Summit on…
Apr 19
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Nathan Benaich
21
State of AI: April 2026 newsletter
US Government blacklists Anthropic as Iran bombs AWS data centers. Plus: $19B revenue in weeks, industrial-scale distillation wars, and an mRNA dog…
Apr 12
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Nathan Benaich
35
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Air Street Capital announces $232M Fund III to back AI-first companies
Nathan Benaich's Air Street Capital closes $232M Fund III, the largest solo GP venture capital firm in Europe, to invest in AI-first companies in the US…
Mar 23
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Nathan Benaich
31
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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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Nathan Benaich
15
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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
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Nathan Benaich
16
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State of AI: November 2025 newsletter
Welcome to the latest issue of the State of AI, an editorialized newsletter formerly known as Guide to AI that covers the key developments in AI policy…
Nov 9, 2025
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Nathan Benaich
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🪩 The State of AI Report 2025 🪩
The State of AI Report is the most widely read and trusted analysis of key developments in AI. Published annually since 2018, the open-access report…
Oct 9, 2025
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Nathan Benaich
42
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State of AI newsletter
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