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Stelian Balta @stelyb

founder&ceo @ hyperchain capital digital assets (since '12) compute & intelligence Singapore Joined April 2008
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Stelian Balta retweeted
ylecun Profile Picture

Yann LeCun @ylecun

17 hours ago

Exactly. I've been disseminating a similar message for years. The concentration of power in AI and the desire for control is by far the biggest danger of AI. It could lead to a few private companies and/or countries being in control of access to information, access to knowledge, and access to the tools of economic expansion. It's a kind of medieval obscurantism akin to the Ottoman empire banning the use of the printing press for 200 years, in part to keep control of the dogma, but also to protect the corporation of the calligraphers and scribes. Relevant historical bits about the Internet: 1. It took a deliberate decision by Al Gore and Bill Clinton to open up access of what was then ARPAnet to commercial entities and to the public, against the desires of the entrenched telecom industry. During a public roundtable about the "information superhighway" in 1993, the CEO of AT&T told Gore and Clinton "leave it to us". Gore said no. 2. In the late 1980s, setting up an Internet presence required buying proprietary hardware with proprietary OS and software stack from Sun Microsystems, HP, IBM, or Dell. By the 2000s, all of this was wiped out by commodity hardware, Linux, Apache, and an entirely free/open software stack. This migration to open platforms was the result of market forces. Infrastructure wants to be open. Foundation models are becoming an infrastructure and will inevitably become commoditized. Long term, the money is in the application layer, which is what I, Arthur Mensch, Alex Karp, and others have been saying.

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Stelian Balta @stelyb

22 hours ago

@matei_zaharia @vgcerf @fchollet @JohnOusterhout 👏

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Stelian Balta @stelyb

3 days ago

With Meta and SpaceX moving into the neocloud market and offering AI compute directly to customers, my conviction around the physical layer keeps getting stronger. The model layer is moving fast, open source models are getting close to frontier level and intelligence will become more accessible, cheaper and more widely distributed over time. Hyperscalers and neoclouds are becoming the infrastructure layer behind the next decade of innovation.

zerohedge Profile Picture

zerohedge @zerohedge

3 days ago

*META IS BUILDING A CLOUD BUSINESS TO SELL EXCESS AI COMPUTE First SpaceX, now Meta selling something called "excess compute"

stelyb Profile Picture

Stelian Balta @stelyb

5 days ago

@jietang kernels

stelyb Profile Picture

Stelian Balta @stelyb

a week ago

@matei_zaharia 🚀🚀🚀

stelyb Profile Picture

Stelian Balta @stelyb

a week ago

At @HyperchainC, our support for @SonicLabs and its team remains unchanged. We are very excited for what comes next. The future isn’t shaped by comfort, it is shaped by those who keep building when it’s hardest.

MattVisser Profile Picture

Matt Visser @MattVisser

a week ago

Long week, some note so far. There are more private supporters than public haters. Interest in us and our future remains enthusiastic.

stelyb Profile Picture

Stelian Balta @stelyb

2 weeks ago

I’ve been skeptical of open weight models, tried most of them in our ai lab over the past 12 months and too many benchmark wins never matched the real world feel glm 5.2 is the first one I’ve tried that actually passes the vibe check, feels like a deepseek moment for inference open weights are getting close enough to frontier that cost could become a feature.

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Stelian Balta @stelyb

3 weeks ago

Inspiring

satyanadella Profile Picture

Satya Nadella @satyanadella

3 weeks ago

x.com/i/article/2065…

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Stelian Balta @stelyb

3 weeks ago

I believe AI policy should regulate how AI is used, not the models themselves. Trying to control the underlying models sets a precedent for deeper government involvement in AI progress and may end up accelerating the global shift toward open source AI.

AnthropicAI Profile Picture

Anthropic @AnthropicAI

3 weeks ago

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of

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Stelian Balta @stelyb

3 weeks ago

tokenmaxxing is not ending, I think it's just getting started. the pareto setup: route 80% of your workload to deepseek or other cheap models, save frontier models for the 20% that actually needs them. intelligence is becoming a cost curve.

stelyb Profile Picture

Stelian Balta @stelyb

4 weeks ago

The Internet has crossed a major threshold: bots, powered by agentic systems, now outnumber humans in online traffic.

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Stelian Balta @stelyb

a month ago

New York this week. capital, compute, humanoids, digital assets, the next decade of infrastructure. meeting builders, investors and AI factory operators.

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Stelian Balta @stelyb

a month ago

many ideas that felt too early 3 or 4 years ago are becoming timely now the infrastructure is stronger, the market is more educated and consumer behavior has finally caught up.

Stelian Balta retweeted
sourceryy Profile Picture

sourcery @sourceryy

a month ago

.@mlevchin spent "zero minutes" introspecting on his failed companies: "I kept going because I realized I liked the journey as much, if not more than the destination." "The day my co-founders and I declared our first company dead, I found myself thinking, 'What will be the next one?'" "I took exactly zero hours or minutes contemplating, 'Is this the right thing for me to do?'"

Stelian Balta retweeted
wtgowers Profile Picture

Timothy Gowers @wtgowers @wtgowers

a month ago

If you are a mathematician, then you may want to make sure you are sitting down before reading further.

stelyb Profile Picture

Stelian Balta @stelyb

2 months ago

tokenmaxxing

Stelian Balta retweeted
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Jordan Schachtel @JordanSchachtel

2 months ago

People keep asking "what jobs will AI destroy?" Wrong question. Instead, ask what a brilliant 14-year-old in West Virginia can now do that he could never do before. Previously all his relatives went into the mine bc that was the only door open to them. He was largely doomed because of where he was born. A kid growing up in that same holler today can build an AI company from his bedroom. Think about what that actually means for opportunity in America. The Doomers are wrong. These new tools will make the system more meritocratic, more democratized, and more distributed than ever before.

stelyb Profile Picture

Stelian Balta @stelyb

2 months ago

sonic delivers the fastest finality among Layer-1 blockchains

stelyb Profile Picture

Stelian Balta @stelyb

2 months ago

The crypto market’s fundamentals are stronger than ever, even while investor sentiment is close to historic lows.

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Stelian Balta @stelyb

2 months ago

build software/docs for agents first the marginal cost of high-quality coding agents is collapsing to electricity prices this changes everything about product and infrastructure design agentify your business

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