News

  • UK Government to adopt Air Street’s spinout reforms
  • Tur(n)ing the Tables: How Can AI Enhance National Security?
  • Why does so much government tech investment deliver so little?
  • Why we believe in defense: our investment in Lambda Automata and defense.
  • State of AI 2023: the abridged edition. 40 slides (might be) all you need.
  • 👋 Announcing our $121M Fund II to back AI-first companies. Entering our second epoch.
  • Essays and more

  • My witness notes for the House of Lords Communications and Digital Committee inquiry on LLMs.
  • China has no place at the AI Safety Summit.
  • Staying the course - reflections ahead of the UK’s AI Safety Summit.
  • The AI Fairy, the Unicorn Kingdom, and the need for real talk.
  • A New National Purpose: AI Promises a World-Leading Future. Notes from my panel.
  • European governments need to start taking defence innovation seriously. An oped for the FT.
  • Air Street Capital: 2022 Review. A look back at the last 12 months.
  • Companies born in our universities need more than government spin. An oped for The Times.
  • The State of AI Report 2022 analyses the most interesting developments in AI.
  • Will AI turbocharge the hunt for new drugs? Commentary for FT's The Big Read.
  • Allcyte is acquired by Exscientia just 10 weeks after announcing Air Street's investment.
  • Air Street upscales to $26M within 6 months after public launch.
  • Welcome to Air Street Capital: We've raised a $17M fund to back “AI-native” founders.
  • The AI Revolution is Just Beginning (with Nathan Benaich and Ian Hogarth). A podcast with Azeem Azhar's Exponential View, Harvard Business Review.
  • The State of AI Report 2021 analyses the most interesting developments in AI.
  • Rewriting the European spinout playbook: today's problems, why they exist, and what we can do to improve.
  • The State of AI Report 2020 analyses the most interesting developments in AI.
  • Building privacy-preserving, AI-first software products. A talk at OpenMined Privacy Conference 2020
  • 10 talks from AI-first entrepreneurs and researchers. Featuring Cerebras, ZOE, Broad Institute, Lyft Level 5, DeepMind, Oxford, Vermont, Zama, Google AI, and Moorfields Eye Hospital.
  • Key takeaways from the Air Street Summit: Investing in AI. Insights into AI-first startup investing, product building, selling companies, and investing in VC funds.
  • AI-first biology. We explain why the AI moment for biology is here and how AI-first biology startups can capture value.
  • 3 business personas in ML, their challenges and opportunities. In this piece, we describe three business personas that I have observed as well as their common challenges, technology stacks, talent requirements and organisational structure.
  • The case for building a full-stack machine learning company. In this piece, we make the case for operating as a “full-stack ML company” in order to maximize economic value capture.
  • 6 areas of AI and machine learning to watch closely. A popular essay on particularly noteworthy techniques that are likely to impact the future of digital products and services, why they are important and who is driving innovation for each.
  • 6 impactful applications of AI to the life sciences. In this essay, we describe what these ares are, why they are important, and how they might be applied in the real world (i.e. outside of academia or industrial research groups).
  • State of AI Report

    The State of AI Report analyses the most interesting developments in AI. We aim to trigger an informed conversation about the state of AI and its implication for the future. The Report is co-authored with Ian Hogarth.

  • 2022 Edition
  • 2021 Edition
  • 2020 Edition
  • 2019 Edition
  • 2018 Edition
  • Guide to AI newsletter

    A market intelligence newsletter covering AI in the technology industry, research lab and venture capital market. Join >22,000 subscribers here.