FULL STORY
Air Street's State of AI: Retrospective and Nine New Predictions
Air Street Capital first reviewed last year's predictions, with only two fully hit, then released its new stateof.ai annual report featuring nine predictions for the next twelve months.
2026-10-08 ~ 2026-10-18 · 2 episodes · 4 posts
Episode 1 · Air Street grades last year's AI predictions, unveils new ones (2026-10-08, 2 posts)
Nathan Benaich of Air Street Capital scored last year's predictions—2 hits, 5 partial, 3 misses—and released new forecasts including agent-driven cyberattacks and Visa/Mastercard rules for AI agent purchases.
- Air Street scores its AI predictions: 2 hits, 5 partials, 3 misses — and unveils a new slate — nathanbenaich · 2026-10-08
- State of AI report author teases bold predictions on agents, markets, model theft — nathanbenaich · 2026-10-08
Episode 2 · Air Street Capital's Annual State of AI Report Offers Nine Predictions (2026-10-18, 2 posts)
Air Street Capital's stateof.ai 2026 report lists nine predictions for the next 12 months covering payments, regulation, safety and AGI timelines. Infra Play's analysis notes that accelerated scaling makes post-superintelligence forecasting harder.
- Air Street Capital's 9 predictions for the next 12 months: agent liability rules to AGI 2027 — thedealdirector · 2026-10-18
- Infra Play: accelerating AI scaling makes post-superintelligence predictions nearly impossible — thedealdirector · 2026-10-18