Benchmark's Future, SpaceX IPO, RIP Sora | Mike Knoop, Nathan Benaich, Rohin Dhar, Eric Jorgenson, Jenny Just, and Matt Hulsizer
TBPN
Nathan Benaich scales a solo AI fund
Nathan Benaich recounts building Air Street from a contrarian AI fund into Europe’s largest solo GP vehicle and explains his investing model.
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- (05:33) - The Benchmark Ship of Theseus
- (18:56) - OpenAI to Kill Sora
- (28:36) - 𝕏 Timeline Reactions
- (47:47) - SpaceX Could File for an IPO This Week
- (56:37) - Manus Founder Stuck in China
- (01:04:14) - Mike Knoop is the co-founder of Zapier, the automation platform that connects apps and workflows without code. He is also a co-founder of the ARC Prize, an initiative advancing progress toward artificial general intelligence through benchmark-driven research, and now focuses on early-stage investing and technical projects across AI and software infrastructure.
- (01:27:13) - Nathan Benaich is the founder and general partner of Air Street Capital, a venture firm focused on AI-first companies. He is also the creator of the State of AI Report, one of the most widely read annual analyses of the AI industry, and co-founded the AI research hub RAAIS (Research and Applied AI Summit).
- (01:40:06) - Rohin Dhar is a San Francisco–based real estate agent specializing in residential properties. He works with buyers and sellers across the Bay Area, focusing on navigating competitive markets and helping clients make informed investment and housing decisions.
- (01:51:22) - Eric Jorgenson is an author and investor best known for The Almanack of Naval Ravikant and The Book of Elon, where he distills the ideas, strategies, and operating principles behind Elon Musk’s approach to building companies. He writes about leverage, decision-making, and product-building while working with early-stage startups.
- (02:05:08) - Jenny Just & Matt Hulsizer are the co-founders and managing partners of PEAK6, a financial services and technology firm spanning trading, investing, and venture. They focuses on building and backing companies across fintech, consumer, and education, and is known for their emphasis on performance culture and long-term value creation.
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