Alpen Sheth @AlpenSheth

investing @borderless_cap alum @MIT @MCSocialVenture @Etherisc @Worldbank @RMS @inuredhaiti linktr.ee/alpensheth Miami, FL Joined January 2017

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Séb Krier @sebkrier

4 days ago

If frontier intelligence remains scarce and high-margin, AI becomes a strategic chokepoint, inviting monopoly, state dependence, capture, and autocratic control. If intelligence becomes low-margin and modular, value disperses into products, workflows, and consumption, producing a more diffuse political economy. Imo the latter is more likely over time, even though the frontier can remain concentrated (high capex low margins) - but an important risk will be distortive policy decisions cementing the former.

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Alpen Sheth @AlpenSheth

4 days ago

@binance cc @januar x.com/AlpenSheth/sta…

Alpen Sheth @AlpenSheth

4 days ago

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Alpen Sheth @AlpenSheth

4 days ago

For the first time, stablecoins are becoming regulated under the same rigorous supervisory framework as traditional payments. We @borderless_cap are excited to lead the latest investment round in @Januar which has built a strong foundation for supporting regulated crypto operations for businesses and entrepreneurs of any scale. Today, @Januar secured EU MiCA authorization. Now, with its existing PSD2 Payment Institution licence, @Januar is one of the few financial infrastructure providers in Europe to bridge regulated fiat payment rails and compliant stablecoin infrastructure under one unified platform. Despite this tremendous regulatory uncertainty in the EU crypto market, @Januar provides level of execution, compliance and trust that is rare in the market today.

CoinDesk @CoinDesk

4 days ago

UPDATE: Europe had 3,000+ registered crypto firms in 2024. Today, just 244 hold MiCA licenses, meaning the rest must wind down operations by July 1.

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Alpen Sheth @AlpenSheth

a week ago

Very fascinating that we have seen such a strong pivot across many crypto and fintech firms from banking the unbanked and financial inclusion as their core mission to a new new focus on banking autonomous agents and servicing AI-based transactions. Hopefully new agentic technologies will also converge to help accelerate financial inclusion in partnership with great platforms like @minipay.

Sebastian Bürgel @SCBuergel

a week ago

When I joined crypto, people talked about "banking the unbanked". That was a long time ago. In the meantime we built a bunch of cool tech - it was fun! But nobody banked the unbanked. Today, MiniPay is launching @gnosispay. Now you've probably not heard about MiniPay and maybe

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Alpen Sheth @AlpenSheth

a week ago

@Innerdevcrypto how much area does it cover? and what zone is it in?

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Joe Weisenthal @TheStalwart

a week ago

Even CEOs of big publicly traded software companies are doing AI public benchmark threads.

sridhar @RamaswmySridhar

a week ago

Early results from the @Snowflake's coco team on GLM-5.2 vs Opus-4.7 on dbt-bench — what the trajectories actually show 🧵

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Worm @wormwtf

3 weeks ago

🪱⚽ THE WORM CUP IS HERE 🪱⚽ $200K in prizes. 104 matches. FREE TO ENTER. Every match has its own $1,000+ prize pool. Call the exact score, you win. Lock your first prediction before kickoff 👇 t.me/wormcupbot

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LayerLens @layerlens_ai

2 weeks ago

"We spent years teaching models how to pass tests and then acted surprised when they got good at passing tests." Continuous eval across the model lifecycle is the only answer.

OpenAI @OpenAI

2 weeks ago

Let’s talk about evals. We’re always looking for better ways to measure and forecast model progress, especially as benchmarks get saturated or gamed. @tejalpatwardhan, who leads our frontier evals team, spoke to @AndrewMayne about why evals matter and what models need to be

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Yun-Ta Tsai @yunta_tsai

2 weeks ago

Many people think any given ML project is 99% training. In reality, it’s 50% evaluation, 40% data cleaning, 8% integration, and 2% training. The first two set the noise floor for learning. No ML magic matters; the model cannot lower the noise floor, as that’s the optimal bound of Shannon encoding of your data. Thus, not a single day goes by without me thinking about ontology. Even the old labels have to be constantly reviewed.

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Hiten Shah @hnshah

2 weeks ago

Evals are how a company turns internal judgment into software with AI. Every company has decisions trapped in people’s heads. Employees know when an answer is technically correct but still wrong for the business. Evals are how that judgment becomes durable and repeatable.

Garrett Lord @GarrettLord

2 weeks ago

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Alpen Sheth @AlpenSheth

2 weeks ago

The primacy of evals in ML is hard to overstate

Yun-Ta Tsai @yunta_tsai

2 weeks ago

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Kamal Gupta @kamalgupta09

a year ago

@gowthami_s

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Alpen Sheth @AlpenSheth

2 weeks ago

@sunrise reached a major milestone with a massive Day 1 listing and now $250M+ in sustained trading volume for $SPCX. Every minute and hour, weekends included, even hitting ~$100M 24 hr volume while traditional markets were closed. Congrats to the @Backpack @wormhole teams

Sunrise @sunrise

2 weeks ago

$SPCX is approaching $250M in total onchain volume since listing on @solana via Sunrise. Sunrise is how an asset becomes a real market on Solana. This is the first of many of its kind 🌅

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Alpen Sheth @AlpenSheth

2 weeks ago

The MiCA regulatory process is a reflection of the internal confusion and differences among EU regulators on whether or not to empower individual member states. Doing so could lead to local "regulatory shopping. I wonder if ESMA will take direct control of major crypto activity

Gareth Jenkinson @gazza_jenks

2 weeks ago

I am reliably informed that ECB president Christine Lagarde directly ordered Greece to reject Binance’s MiCA license application. My source said Binance had essentially been given the green light by Greece’s regulator, before the ECB stepped in. Not good news for crypto if the

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Emad @EMostaque

2 weeks ago

Important to note @Zai_org train on @Huawei Ascend chips, no NVIDA (!) So you have frontier -3 months on a fully Chinese stack, 90% cheaper. Would estimate the total cost of this to be $25m, largely post training (80%) @Zai_org market cap now nearly $100b, $$s in open source!

Zixuan Li @ZixuanLi_

2 weeks ago

Finally, Artificial Analysis Intelligence Index concludes the GLM-5.2 release.

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Alpen Sheth @AlpenSheth

2 weeks ago

@NeerajKA Is this an opportunity for economic independence

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Alpen Sheth @AlpenSheth

2 weeks ago

At or above $210 it is well above the $175.50 hurdle. If it maintains this by Aug 11, the market will have to absorb the full 1.38 billion share (30%) unlock—the available supply of SPCX will expand by 248% overnight to approx $292.44 billion in potential sell pressure.

Quinten | 048.eth @QuintenFrancois

2 weeks ago

Only ~5% of SpaceX stock is floating right now ~95% $SPCX is still locked Most don’t realize bearish pressure often comes later, when insiders finally get liquidity Unlock schedule below ⬇️

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Alpen Sheth @AlpenSheth

3 weeks ago

Benchmarks and rigorous evaluations are how we know *where* we actually are on the frontier. Without it we are flying blind and easily misled.

Dawn Song @dawnsongtweets

3 weeks ago

Everyone says the latest AI agents will be "job-ready" soon, especially after the release of Fable 5 this week. But is that really the case? Over the past many months, my group and collaborators have been building Agents' Last Exam (ALE), a benchmark designed to test exactly

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Alpen Sheth @AlpenSheth

3 weeks ago

We need to prepare for world built with multi-agentic systems. This is a critical area of exploration and study. We know autonomous interacting agents produce complex, "emergent" behaviors that are difficult to anticipate but most safety evaluations analyze models in isolation.

Séb Krier @sebkrier

3 weeks ago

Over the past few months I've been working on a very exciting project: a new $10m fund for research on multi-agent multi-principal AGI safety! Instead of focusing on single agent alignment and centralized control, we're looking to support research focusing on multi-agent