Nathan Benaich

11 statements across 2 episodes · 8 bullish · 1 bearish · 1 people on the record · first statement Nov 14, 2024 by Nathan Benaich · across every show →

On the record as a speaker too: Nathan Benaich's record, appearances and statements → this page counts the times other people say the name.

Everything said about Nathan Benaich, oldest first

Nov 14, 2024 negative
Opinion
Benaich: Mainstream consumers find AI jargon like 'agentic' intimidating
“Kids that are saying agentic, workflow, clone, like, normal people think that's scary. Like, that's not some, that's not a product somebody wants to use.”
Nathan Benaich Nov 14, 2024 ▶ 27:44 State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital
Nov 14, 2024 bullish
Assertion Supported
AI inference costs plummeted from $60 to $0.06 per million tokens
“The most expensive models like a year ago to now, I don't know, the most expensive one is maybe like 600 dollars, sorry, 60 dollars per million tokens, and now the cheapest one is probably like 0.06 dollars per million tokens. Not the same level of intelligenc…”
Nathan Benaich Nov 14, 2024 ▶ 18:47 State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital
Nov 14, 2024 bullish
Assertion Not checkable as stated
Benaich: Vision-language models unlock general-purpose warehouse robotics
“Now it actually looks increasingly the case that you can take one of these vision language systems and train a general purpose system that can work across all your customers, and that's like a pretty big unlock, because the go to, the go live time, and therefo…”
Nathan Benaich Nov 14, 2024 ▶ 32:40 State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital
Nov 14, 2024 positive
Opinion
Benaich: Consumer AI product surface is vastly larger than enterprise AI
“The surface of products that you could build in the consumer, prosumer space is vastly bigger than what you see in enterprise.”
Nathan Benaich Nov 14, 2024 ▶ 27:11 State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital
Nov 14, 2024 bullish
Assertion Partly supported
Enterprise AI app 12-month retention jumped from 43% to 65%
“Just directionally, it was like retention after one year in 20, 22 cohort was like 43%, I think. And then the cohort from 20, 23 after 12 months was like 65%. So that was pretty material.”
Nathan Benaich Nov 14, 2024 ▶ 20:52 State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital
Oct 30, 2025 neutral
Opinion
AI slop is acceptable if consumers actually enjoy engaging with it
“And I think like the slop thing, I mean, if it's bad, people won't look at it. And if it, if people look at it and they enjoy it, then, you know, good, good for them. Like, I don't necessarily have like a huge problem with that.”
Nathan Benaich Oct 30, 2025 ▶ 39:44 State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue
Oct 30, 2025 positive
Assertion Supported
Corporate AI subscription retention rose from 50% to 80% since 2022
“Across a segment of 43,000 or so US customers, we work with ramp to show that retention of subscriptions on AI products across this customer set has really improved markedly since 2022. On 2022 is around the 50% after 12 months. And now in 25, it's hitting aro…”
Nathan Benaich Oct 30, 2025 ▶ 7:47 State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue
Oct 30, 2025 neutral
Assertion Partly supported
50% of Hugging Face model derivatives are now based on Qwen
“I think 50% of all model derivatives being downloaded from Hugging Face or Quen base now.”
Nathan Benaich Oct 30, 2025 ▶ 34:33 State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue
Oct 30, 2025 positive
Assertion Not checkable as stated
Top 20 major AI companies generate tens of billions in revenue
“If you sum sort of the top 20 or so major AI companies from the labs to the most popular kind of vertical applications, you know, across them, they're making tens of billions of dollars of revenue.”
Nathan Benaich Oct 30, 2025 ▶ 7:10 State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue
Oct 30, 2025 positive
Assertion Supported
76% of surveyed AI practitioners pay for tools out of pocket
“95% of people use AI in their personal life and in their professional life. About 76% of people pay out of their own pocket for it. It's like 10% of people pay more than 200 bucks a month for it. And then looking at the organizations that they work at, it's li…”
Nathan Benaich Oct 30, 2025 ▶ 9:06 State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue
Oct 30, 2025 bullish
Prediction Held up
Average corporate AI spend hits $500,000 and will reach $1M
“The total spend on AI products per customer kind of went up from 35,000 dollars or so maybe two years ago. Now it's around half a million dollars, and it's predicted to hit a million dollars next year.”
Nathan Benaich Oct 30, 2025 ▶ 8:10 State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue
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