Hello from New York 🇺🇸! I’m Nathan Benaich from Air Street Capital, a venture firm investing in AI-first technology and life science companies. For our new readers, welcome to my AI newsletter! Given that I'm covering the period of May through November 2019, I will split this newsletter into two parts. The first (today) synthesizes an analytical narrative covering big tech, what's next in AI, healthcare, China, and geopolitics. The second (next Sunday) will cover research and startup activity. Grab your beverage of choice ☕ and enjoy the read! 📣Hit reply if you’d like to chat about building AI-first products, new research papers, interesting market opportunities or if you’re considering a career move in the startup world. 🆕 New post from me: The case for building a full-stack machine learning company. In this piece that was published in Sifted, I make the case for operating as a “full-stack ML company” in order to maximize economic value capture.Referred by a friend? Sign up here. Help share by giving this it a tweet :)