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- Indexed episodes, last 90 days
- 9
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- Aug 26, 2026
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- Jul 7, 2026
Latest episodes
Europe’s defense startups struggle to test their way to a contract (opens the original)
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Europe is promising to rearm, but its defense startups often cannot access the realistic test ranges needed to win contracts. Drawing on conversations with a dozen founders and operators, Nathan Benaich examines the scarce slots, fragmented permits, unsuitable facilities and missing procurement follow-through slowing new systems. He argues for mission-ready ranges, clear paths from successful tests to orders and a cross-border campaign passport for reusable paperwork.
AI needs science’s search history (opens the original)
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Scientific papers preserve the happy path and lose the abandoned experiments and arguments that produced it. Starting with Alasdair Russell's genome editing group at the CRUK Cambridge Institute, Nathan Benaich examines whether scientific search histories could teach AI research taste. The essay explains why logs are not automatically training data, how selective labels hide the outcomes of rejected experiments, and what autonomous laboratories and Registered Reports can contribute. From Air Str
Poolside’s model factory is shipping: Laguna S 2.1 and the Desktop Assistant (opens the original)
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Poolside trained Laguna S 2.1 on 4,096 NVIDIA H200s and published the open weights sixty days later. The 118-billion-parameter mixture-of-experts model runs multi-hour autonomous coding sessions, handles up to a million tokens of context, and fits quantized on a single desktop-class machine. Nathan Benaich of Air Street Capital walks through the Model Factory that made that schedule possible, the system co-founders Jason Warner, GitHub’s former CTO, and Eiso Kant built to take a research idea to
Black Forest Labs FLUX 3: from video generation to robot control (opens the original)
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Description: Black Forest Labs has launched FLUX 3, a multimodal foundation model that learns jointly from images, video and audio within a single architecture, and mimic robotics has released FLUX-mimic, a video-action model built on that backbone and being tested on real assembly work in Audi's Production Lab. Nathan Benaich of Air Street Capital, an investor in Black Forest Labs, reads his Air Street Press essay on why a model trained to predict how scenes evolve turns out to be a usable robo
The case for intelligence beyond language (opens the original)
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Raia Hadsell, VP of Research at Google DeepMind, makes the case that intelligence is more than language: the same recipe that learns the patterns of text can learn the patterns of any complex system. She walks through DiffusionGemma and text diffusion, the Genie world models, and DeepMind's robotics stack, where world models now generate training data you cannot tell from the real thing. Recorded at RAAIS 2026. Timestamps 0:00 Introduction (Nathan Benaich) 0:35 From philosophy to DeepMind: the f
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