Air Street Capital | Activity | F4

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Air Street Capital Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

Investment

Co-invested in STARK Defence's EUR500M round led by Sequoia and Founders Fund to build Europe's next defense prime.

STARK Defence

STARK Defence Air Street Capital

press.airstreet.comJUN 26, 2026

JUN 26, 2026

Investment

Co-led Perceptic's $12M seed round for an AI operating system for drug development, alongside Accel.

Perceptic

Perceptic Air Street Capital

press.airstreet.comMAY 26, 2026

MAY 26, 2026

Essay

Published State of AI covering cyber capability advances, infrastructure consolidation (OpenAI $122B raise, Anthropic partnerships), Chinese AI competitiveness, and robotics foundation models progress.

State of AI May 2026: Cyber Capabilities and Infrastructure Consolidation

Air Street Capital

nathanbenaich.substack.comMAY 2026

MAY 2026

Investment

Co-invested in Sereact's $110M Series B (led by Headline) for embodied AI robotics scaling.

Sereact

Sereact Air Street Capital

sereact.aiAPR 27, 2026

tech.eu

sifted.eu

APR 27, 2026

Essay

Published monthly State of AI essay on emerging constitutional confrontation over frontier model use in national security.

State of AI April 2026: Constitutional Debates

Air Street Capital

nathanbenaich.substack.comAPR 2026

APR 2026

Milestone

Portfolio company Profluent announced $2.25B partnership with Eli Lilly for AI-designed CRISPR therapeutics.

Profluent Bio

Profluent Bio Air Street Capital

press.airstreet.comMAR 2026

MAR 2026

New Fund

Closed Fund III with $232.3M, making Air Street the largest solo GP venture firm in Europe.

Fund III

Air Street Capital

press.airstreet.comMAR 2026

MAR 2026

3 essays· JAN 2026 – FEB 2026Show all

Essay

Nathan Benaich published monthly State of AI essay on the shift from LLMs to small language models and efficiency as competitive moat.

State of AI February 2026: Efficiency is the New Scale

Air Street Capital

nathanbenaich.substack.comFEB 2026

FEB 2026

Essay

Essay on how robots can leverage latent space and AI capabilities in embodied systems.

Dreaming in latent space

Air Street Capital

press.airstreet.comFEB 2026

FEB 2026

Essay

Published a year-in-review essay arguing AI's next chapter is defined by deployment and diffusion rather than frontier breakthroughs.

2025 Year in Review

Air Street Capital

press.airstreet.comJAN 25, 2026

JAN 25, 2026

News

Co-led £2B commitment with NVIDIA and other investors to deploy 120,000 Blackwell GPUs across UK AI infrastructure.

NVIDIA UK AI Ecosystem Partnership

Air Street Capital

press.airstreet.comJAN 2026

JAN 2026

Milestone

Portfolio company Wayve deployed zero-shot AI driver globally across 500+ cities.

Wayve

Wayve Air Street Capital

press.airstreet.comJAN 2026

JAN 2026

Milestone

Portfolio company Synthesia reached $4B valuation in Series E with $150M+ ARR and 90%+ Fortune 100 adoption.

Synthesia

Synthesia Air Street Capital

techfundingnews.comJAN 2026

JAN 2026

Essay

Published an essay assessing what genuinely changed in AI capability and adoption over 2025.

AI progress after 2025: what actually changed

Air Street Capital

press.airstreet.comDEC 30, 2025

DEC 30, 2025

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