Deep tech investor and venture builder | Managing Director @ Aloniq
Singapore
Joined July 2010
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As Space Week in Singapore, marked by 17th Global Space Technology Convention & Exhibition, draws to a close, I'm thrilled to share my recent @ChannelNewsAsia interview with @JulieYooCNA and @BusinessTimes article on the state of space tech innovation and investments.
Space is no longer the exclusive playground of powerful governments—private investors and entrepreneurs are now a significant driving force. The ripple effects of space innovation are transforming multiple industries on Earth.
Thus, investing in space is no longer a leap of faith, but a calculated step toward unlocking the next economic frontier, attracting more investors into the field.
𝐂𝐍𝐀 𝐢𝐧𝐭𝐞𝐫𝐯𝐢𝐞𝐰 𝐨𝐧 𝐬𝐩𝐚𝐜𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬:
lnkd.in/gj9BBUHa
𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐓𝐢𝐦𝐞𝐬 𝐚𝐫𝐭𝐢𝐜𝐥𝐞 𝐨𝐧 𝐩𝐨𝐰𝐞𝐫𝐢𝐧𝐠 𝐀𝐬𝐢𝐚'𝐬 𝐧𝐞𝐱𝐭 𝐰𝐚𝐯𝐞 𝐨𝐟 𝐬𝐩𝐚𝐜𝐞 𝐚𝐧𝐝 𝐝𝐞𝐞𝐩 𝐭𝐞𝐜𝐡: Attached below.
Huge thanks to the #GSTCE organisers!
I'm also grateful to everyone I met in Singapore this week for your valuable insights.
#DeepTech #SpaceTech @SingaporeSpace @AloniqVC #GSTCE2025
👏🏻
Thrilled to announce the general availability of
@positron_ai's Atlas Inference Appliance on
@OracleCloud, making Positron the first AI chip startup to be deployed at scale with a hyperscaler. Look out for more announcements this week at Oracle Cloud World! blogs.oracle.com/cloud-infra…
Mark Shmulevich retweeted
Wabi 2.0 is live!
personal agents are one person, one chat. but the parts of life that matter run on more than one person
Wabi is an agent you use together. you talk to it, it does stuff, builds the apps you need, and anyone can join the thread - your partner, your best friend, the preschool moms groupchat
school changes pickup time → Wabi updates the family calendar, everyone sees it.
a show you’d both love → Wabi finds a night that works, gets the tickets.
the trip everyone keeps talking about → Wabi picks the dates, builds the itinerary, books it
go start a thread with your people 👇
🤖 Made with AI
Mark Shmulevich retweeted
Singapore, we’re on our way 🇸🇬 Our vehicles will arrive later this year, and will begin mapping and learning Singapore’s roads in early 2027 before fully autonomous ride-hailing arrives in 2028.
Learn more: waymo.com/blog/2026/09/waymo…
Congrats @TomasHalgas and @Lovable, well done! One more portfolio company acquired ✅
Lovable has acquired Sutro.
I went to @antonosika hoping @Lovable would use our technology. It ended up with an offer to acquire the company.
My first useful piece of software was a website I built to help schoolmates with math. Getting it to work felt delightful. Seeing other people use it felt magical. Something I’d imagined was now real and helping someone else.
We spent five years at Sutro bringing that feeling to others. As their ideas grew more ambitious, we took on harder engineering problems. We built our own programming language, compiler and hosting platform to help people create secure and reliable applications.
Now, at Lovable, we get to share that feeling on a scale I could hardly have imagined when I built that math website.
Sutro engineers are joining to help build the Lovable platform. I’m leading technical evangelism, sharing the engineering that makes this possible and helping people see how far they can take their ideas.
I’m proud of what we built. Thank you to the Sutro team, the customers who trusted us, and our investors, especially @EniacVC and @ResoluteVC, for believing in us.
And to Anton, @FabianHedin and everyone at Lovable, thank you for the trust and welcome.
There’s so much more magic to spread. Let’s go!
lovable.dev/blog/lovable-acq…
Spoke on the AI in the Boardroom panel at the Singapore Institute of Directors NRC Seminar yesterday. Thank you Huey Tyng Ooi for the invitation and for moderating, and Howie Lau for sharp comments and a bit of fun. SID is a warm community. Highly recommended
Update from @FoundationHQ in the Aloniq portfolio: an easy switch from Ledger, starting with Ethereum and Solana. Users can bring their existing seed and keep their accounts, addresses, and balances while switching to #opensource hardware and software ->
Congrats! @trsohmers @mitesh711
Thrilled to announce @positron_ai's $875M Series C at a $5B valuation!
This round was co-led by @NEA, @Atreidesmgmt (@GavinSBaker), @valor (@AntonioGracias), @AndraCapital, @SemiAnalysis_ Capital (@dylan522p), and Jim Clark (Founder of SGI and Netscape). An incredible group to have backing what we’re building.
Also very happy to have strategic backing from VentureTech Alliance, Hudson River Trading, Cisco Investments, and Naver Ventures, alongside continued support from @Arm , @jumptrading , @dfjgrowth, Qatar Investment Authority, and many more.
What I’m most excited about is what this lets us do next. We’re deploying more than 50 racks of Atlas at @OracleCloud, and this financing funds our next-generation Asimov chip’s tapeout, the production ramp for Titan, and the manufacturing capacity to meet the demand ahead of us.
The goal remains simple: make running AI dramatically cheaper and more energy efficient.
A huge thank you to the entire Positron team, especially @mitesh711 and @kmett, our customers, partners, and investors. Building hardware takes an enormous amount of work, and I couldn’t be more proud of this team. We have a lot ahead of us, and I can’t wait to share more.
Mark Shmulevich retweeted
Announcing Discovery Loop!
I am very excited to announce that, along with my longtime friends and collaborators @Sanjay_Ghemawat, @OriolVinyalsML and @quocleix, we are founding Discovery Loop (@DiscoLoopAI), a Public Benefit Corporation whose mission is to automate machine learning, science, and engineering to accelerate discoveries and progress. The four of us have worked together for 14 to 30 years, and have helped build some of the world’s most used products, infrastructure and AI models, and we’re excited to turn our attention to this ambitious endeavor.
♾
Learn more at: discoveryloop.com
AI belongs on the board agenda, but does it also change who belongs on the board? Come join us on 16 September to talk about AI in the boardroom and the future composition of boards. Register here: lnkd.in/egj3Npwe
Mark Shmulevich retweeted
.@isaiah_p_taylor says Valar Atomics ultimately wants to use its own low-cost electricity to make steel, aluminum, and other products.
"Our long-term vision is to actually have the cheapest energy on earth and to use it for our own things."
"We see a vision of the world where steel is just way cheaper than it is today. Aluminum is way cheaper than it is today. The manipulation of matter is a lot cheaper because you have robotics hooked up to AI that's doing matter manipulation and vision. All these things take energy."
"It'll be interesting to see where we decide to play in the stack. I think we want to be in the business of turning on thousands of reactors, but there will be a couple of massive markets that we attach to."
Ten years after completing IDP at @INSEAD, I returned this June to teach three topics, AI for Boards, Strategy and Boards, and CEO Succession, to two cohorts of sharp directors. Grateful to Professors Shekshnia and Massa for the opportunity #INSEAD #BoardLeadership
Important between approx 4:40-7:30 timestamps: a terawatt for AI is twice all US electricity. The real bottleneck isn't turbines but the cast blades and vanes inside them, made by just three backlogged firms worldwide
Mark Shmulevich retweeted
scoop - anthropic told investors that it is set to turn an operating profit in q2
it expects to grow revenue by 130% to $10.9 billion in the second quarter alone -- which is almost how much openai made for full year 2025
wsj.com/tech/ai/mind-blowing…
Very worth listening
This was one of the best podcasts I’ve ever listened to
@GavinSBaker is at the top of his game
Incredible synthesis of knowledge here
In over two-thirds of the world, fertility is now below replacement rate of 2.1. In 66 countries, it is closer to one child per woman than two, and in some, the most common number is zero ft.com/content/fba35eca-df3a… @FinancialTimes
Mark Shmulevich retweeted
Buildings still go up the way they did when our grandparents were kids. All3 is changing that. Machines do the lifting. Software designs the parts. A factory prints them on demand. Thrilled to back All3 @rshishkov in their $25M seed round
All3 raises $25M to boost construction productivity with robotics and AI tech.eu/2026/04/29/all3-rais…
Mark Shmulevich retweeted
Thanks @Gavriel_Cohen. You’re right. I never used an IDE. Claude Code made all edits. No @karpathy ‘vibe coding’. All I did was ‘tool assembly’ to create a utility that worked in my domain!
Singapore's Foreign Minister published the architecture for his "second brain for a diplomat" yesterday. Architecture diagrams, design rationale, the works. A developer-style writeup of his own system.
It runs on a Raspberry Pi. It connects to his WhatsApp and Gmail, transcribes voice notes locally, ingests speeches and articles, and builds up a knowledge graph over time. It answers questions, drafts speeches, condenses information. He says he doesn't dare switch it off.
What @VivianBala built is one-of-one. There's no other setup like it. But what he built it from isn't.
He composed four open-source pieces:
- @NanoClaw_AI , the agent framework: github.com/qwibitai/nanoclaw
- Mnemon, the persistent memory layer: github.com/mnemon-dev/mnemon
- OneCLI, the credential proxy that keeps API keys out of the containers: github.com/onecli/onecli
- The LLM Wiki pattern by Andrej Karpathy, the synthesis approach: teapawt.net/karpathy/status/204047…
None of them are his. The composition is his. And then he published the composition: gist.github.com/VivianBalakr…
He didn't keep it internal as Singapore's edge. He didn't spin it into a product. He didn't gatekeep. He wrote it up and put it on GitHub.
There are tens of thousands of doctors, lawyers, researchers, investors, and operators building one-of-one setups for themselves right now. Some simpler than Vivian's, some more elaborate. The impulse will be to sit on it. Treat it as your edge. Think about what product or company you could spin out of it. Resist that impulse.
Vivian put it directly: "The diplomat who learns to work with AI will have a meaningful edge. I think that edge is now."
The specific thing Vivian composed will be obsolete in months. His real edge isn't the system. It's his ability to build it. Being plugged in, up to speed, able to cut through the noise and connect the right pieces into something that brings real value.
Sharing the blueprint doesn't give that away. It amplifies it.
You become a beacon. Other people working on the same things find you. They share what they're building, suggest improvements, point at things you didn't know existed. You learn faster. You stay in the center of where things are happening. Publishing isn't giving away your edge. It's doubling down on it.
