Air Street Capital
@airstreet
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ai-first companies are all you need.
latent space
Joined March 2017
Epoch 2
👋 I'm excited to unveil @airstreet’s second fund of $121,212,121 as we accelerate our mission to back ambitious AI-first companies in North America and Europe! 🧵 My reflections on the journey, opportunity and what this means for our founders and community:
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👋 🇬🇧 🤖
just about a week til @londonai with @rosstaylor90 @Youssef_A_Mejj and 100 ai friends from ai labs, startups, big cos and universities a great opp to meet peers, learn some things and shop talk a lil join —> london(dot)ai
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we’re back for our third investment into @profluentbio since our inception round not long ago 🧬 couldn’t be a brighter time for frontier ai to rewrite our approach to programmable biology :)
Today we’re announcing $106M in new funding led by Altimeter Capital and Bezos Expeditions. This brings our total to $150M to scale our frontier AI models which make biology programmable. Our frontier models have generated functional proteins (Nature Biotech, 2023), created the
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here’s the story:
press.airstreet.com
Deploying long-running frontier agents into the enterprise.
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two our our favorite companies are joining forces today - @poolsideai from epoch 1 and @fern_labs from epoch 2 we couldn’t be more excited for the full stack frontier ai company they’re building together long-running multi-agent systems for the toughest workflows!
news! @poolsideai has acquired @fern_labs, in which @airstreet was the first and sole investor - and a first investor into poolside as well. i met @ashedwardst in late 2024 before fern had a name or team. his technical depth, product taste and ambitious were 🔥 fern pushed
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today on the press, we wrote about how retrieval augmentation helps @profluentbio's e1 model outperform the popular esm series on protein design tasks - and it's open source!
new on @airstreetpress: what works in natural language also works in protein engineering! we dive into @profluentbio latest open-source model called E1, which reads an input sequence plus its evolutionary neighbours to outperform ESM-2, ESM C, and PoET on protein design tasks
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new pod!
I’m joined by @nathanbenaich to discuss current trends and progress in AI, the commercial implications and geopolitical dynamics of the AI arms race, investment opportunities, and what industries, sectors, and professions may be most ripe for disruption. https://t.co/0NOjVRS2DD
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here’s everything you need to know about across ai infra, politics, research, industry, and startups in the last month is here on press(dot)airstreet(dot)com i call it the state of ai newsletter, because that’s what it is - and it makes more sense today than guide to ai enjoy!
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If you’re working in AI, you most likely saw the just-released 2025 State of AI Report from @nathanbenaich, Founder and General Partner at @airstreet. The annual report is a must-read deep dive into the state of the industry, with this year’s highlights including: reasoning going
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the uk deserves a modern wealth management institution that’s born ai-first and serves people with the best advice and opportunities in a world that’s rapidly evolving welcome, @clovefi!
Today, I’m delighted to announce @CloveFi, and our $14m pre-seed led by @Accel, with @Kindred_VC and @airstreet. It’s been 2 years since I left Paddle, and in that time, I’ve spent a lot of time thinking about what’s next. Over the last 10+ years, I’ve always tried to imagine
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🪩The one and only @stateofaireport 2025 is live! 🪩 It’s been a monumental 12 months for AI. Our 8th annual report is the most comprehensive it's ever been, covering what you *need* to know about research, industry, politics, safety and our new usage data. My highlight reel:
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we’re live with the 8th annual @stateofaireport!
🪩The one and only @stateofaireport 2025 is live! 🪩 It’s been a monumental 12 months for AI. Our 8th annual report is the most comprehensive it's ever been, covering what you *need* to know about research, industry, politics, safety and our new usage data. My highlight reel:
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it’s time for the uk to swing big on ai.
I'm excited for @airstreet to be allying with Jensen's leadership and the incredible NVIDIA team with @tobiashalloran on the ground to make the UK an AI superpower once and for all. I've long held the view that @nvidia is the most important AI company in the world and have said
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news! @dealroomco analysed the activity and outcomes of more than 22k investors, looking deal-by-deal at each investor's ability to pick startups and support them to to power law outcomes i'm happy to see @airstreet hit the top 2.5% of investors in emea 😇 more coming!
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👀 @DimitriosKottas, CEO of @delian_ai on the big screen this morning
we are at a unique time in history when new defense primes are necessary to protect europe @delian_ai is quietly delivering next-generation systems at national scale to defend against autonomous weapons that dominate the modern battlefield 👋 @DimitriosKottas live on @CNBC
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Nature paper for OpenCRISPR-1 no less! LFG @ProfluentBio
ai is generationally important technology today @profluentbio's work building frontier ai models to write the language of functional genome editors is published in @nature! they produce a synthetic crispr system that edits human dna and sharply reduces off-target effects 🧵
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“Our competitor is time,” @DimitriosKottas said. “Our adversaries are developing and procuring things at speeds we cannot imagine . . . Our [national security] processes cannot support such speeds right now because they are tuned for peace time.”
Today @airstreet @marathon_vc co-led a $14M Series A into defense AI co @delian_ai - more in @FT “It is very rare when there is a time when new primes are created,” said @DimitriosKottas. “If that window existed at any point over the last several decades, it would be now.
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