Welcome to the State of AI Newsletter
The State of AI is my monthly newsletter on artificial intelligence research, industry, geopolitics, and startups.
Each issue synthesizes the most important developments in AI research, industry, startups, and policy over the past month, with a focus on what matters long term rather than what dominates daily news cycles. The newsletter reflects my judgment on where the field is heading, what is misunderstood, and which shifts are likely to shape technology, markets, and power.
The State of AI newsletter is edited by Nathan Benaich, Founder and General Partner of Air Street Capital. It was launched in 2015 and is read by more than 30,000 subscribers worldwide.
What the State of AI covers
Each monthly issue focuses on:
Major advances in artificial intelligence research and frontier models
Shifts in AI markets, capital allocation, and industry structure
Geopolitical and policy developments shaping global AI competition
What I believe matters most, and what I think is often misinterpreted
The emphasis is on synthesis and signal, not exhaustive coverage.
How this differs from Air Street Press
While Air Street Press publishes a broad range of essays, research, market analysis, and community updates on artificial intelligence, the State of AI newsletter is deliberately narrower.
It is a focused, monthly synthesis of the state of the field, intended to help readers step back, connect the dots, and understand how advances in AI research, markets, and geopolitics fit together.
Who the State of AI Newsletter is for
The State of AI is written for:
Founders and executives building AI-first companies
Investors tracking AI markets and long-term technological trends
Researchers and engineers seeking a high-level synthesis of the field
Policymakers and analysts following AI geopolitics and regulation
From the Guide to AI to the State of AI
This newsletter was previously published as The Guide to AI. The name change reflects how artificial intelligence has evolved from a set of tools and techniques into a general-purpose technology shaping markets, geopolitics, and global competition.
The editorial approach remains the same: rigorous, independent analysis grounded in long-term thinking.
Frequently Asked Questions
What is the State of AI newsletter?
The State of AI is a monthly newsletter by Nathan Benaich that synthesizes key developments in artificial intelligence, AI markets, and geopolitics.
How often is it published?
The newsletter is published once a month.
Who writes the State of AI newsletter?
The State of AI is written and edited by Nathan Benaich.
Where can I learn more about Air Street Capital?
Air Street Capital is a venture capital firm investing exclusively in AI-first companies. We back companies for which advances in artificial intelligence are the primary driver of product capability, competitive advantage, and long-term value creation. The firm was founded and is run by Nathan Benaich, solo General Partner. Air Street Capital invests globally, with a focus on Europe and the United States, and works with founders building frontier AI systems, infrastructure, and applications that are technically differentiated and research-driven from day one. You can learn more on here.
