Investing on the Front Lines of the AI Arms Race | Nathan Benaich

<p dir="ltr">In <a href= "https://hiddenforces.io/podcasts/investing-on-the-front-lines-of-the-ai-arms-race-nathan-benaich"> Episode 448</a> of Hidden Forces, Demetri Kofinas speaks with Nathan Benaich, founder and general partner of Air Street Capital and the creator of the annual State of AI Report, an open-access compendium that tracks advances across AI research, industry, policy, and geopolitics.</p> <p dir="ltr">Nathan Benaich and Demetri spend the first hour of their conversation exploring some of the most important AI breakthroughs of the year. They unpack the DeepSeek moment, dig into some of the advancements made by the latest reasoning models, and discuss why there appears to be a regression in capabilities across certain domains in artificial intelligence at the same time as we are seeing marked improvements in reasoning-heavy use cases like coding and scientific research.</p> <p dir="ltr">The second hour turns to a conversation about the commercial implications and geopoli...