State of AI newsletter

Europe cannot rent its way to AI sovereignty

When Washington can disable a model overnight, the question is not whether AI is safe but who controls it.

Jun 21 • Nathan Benaich

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May 2026

State of AI: May 2026

The cyber threshold, China’s coding sprint, and agents meeting real markets

May 4 • Nathan Benaich

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April 2026

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 • Nathan Benaich

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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 • Nathan Benaich

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March 2026

Air Street Capital announces $232M Fund III to back AI-first companies

Entering our third epoch.

Mar 23 • Nathan Benaich

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February 2026

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 • Nathan Benaich

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November 2025

State of AI: December 2025 newsletter

What you've got to know in AI from the last 4 weeks.

Nov 30, 2025 • Nathan Benaich

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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 • Nathan Benaich

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October 2025

🪩 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 • Nathan Benaich

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September 2025

Air Street Capital partners with NVIDIA on a £2B investment to accelerate the UK AI ecosystem

It is time to swing big

Sep 19, 2025 • Nathan Benaich

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Join 600+ readers shaping the State of AI Report

Have your voice heard!

Sep 7, 2025 • Nathan Benaich

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August 2025

State of AI: August 2025 newsletter

Welcome to the latest issue of the State of AI newsletter, an editorialized newsletter covering the key developments in AI policy, research, industry…

Aug 3, 2025 • Nathan Benaich

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