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Sovereign AI Hits $138B as Nations Rush for Compute | Nathan Benaich

Nathan Benaich, founder of Air Street Capital and author of the State of AI report, breaks down findings from the 9th edition. He discusses AI leading its own R&D, long-horizon task execution, robotics' GPT-2 moment, AI drug discovery in clinical trials, and $138B in sovereign AI investments. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

https://x.com/nathanbenaich

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