Hi, happy holidays. While I'm away this holiday season, I wanted to drop here a few of my conversations

with leading experts in AI. I discussed how AI might surprise us in 2025 with Ethan Mollick, Dylan Patel,

Nathan Ben H, and Kai Fu Lee. The conversations were initially released for members of Exponential View.

Here's my discussion with Nathan Benach.

Enjoy.

Today, I'm super excited to have Nathan Benach, who is the founding general partner of

Air Street Capital.

He is a man who is committed to backing AI entrepreneurs for, I would say, coming up to close

to a decade now and very, very well known for his annual report,

the state of AI. And Nathan, it's great to see you. You're in a wonderful, glamorous location

today as well. Yeah. Thanks for having me. It's going to be a fun discussion. I mean, so much of what

we've written in the report is probably due for update already. Yes, well, I'm giving a speech

tomorrow and I'm thinking,

how much do I have to update because of Google's last announcement, which happened 24 hours

ago? Yeah, hopefully you're not making any like fancy graphs that you have to go back in there and

like update everything with painful format. Yeah, we've done a little bit of that. Now, I always grade my predictions.

I do a horizon scan at the end of every year,

and I know that you and your colleagues with the state of AI report also grade your prediction.

And you know what?

We both graded ourselves pretty well.

So almost too well.

So are we being too unambitious with our predictions of the state of the AI world? Or is it just more predictable than we let we let on?

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