Deep tech investor and venture builder | Managing Director @ Aloniq
Singapore
Joined July 2010
- Tweets3.3K
- Following1.4K
- Followers2.7K
- Likes3.1K
Pinned Tweet
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 governmentsโprivate 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.
๐๐๐ ๐ข๐ง๐ญ๐๐ซ๐ฏ๐ข๐๐ฐ ๐จ๐ง ๐ฌ๐ฉ๐๐๐ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ๐ฌ:
lnkd.in/gj9BBUHa
๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ ๐๐ข๐ฆ๐๐ฌ ๐๐ซ๐ญ๐ข๐๐ฅ๐ ๐จ๐ง ๐ฉ๐จ๐ฐ๐๐ซ๐ข๐ง๐ ๐๐ฌ๐ข๐'๐ฌ ๐ง๐๐ฑ๐ญ ๐ฐ๐๐ฏ๐ ๐จ๐ ๐ฌ๐ฉ๐๐๐ ๐๐ง๐ ๐๐๐๐ฉ ๐ญ๐๐๐ก: 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
๐๐ป
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-infraโฆ
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 โ Wabi updates the family calendar, everyone sees it.
a show youโd both love โ Wabi finds a night that works, gets the tickets.
the trip everyone keeps talking about โ Wabi picks the dates, builds the itinerary, books it
go start a thread with your people ๐
๐ค Made with AI
Mark Shmulevich retweeted
Singapore, weโre on our way ๐ธ๐ฌ Our vehicles will arrive later this year, and will begin mapping and learning Singaporeโs roads in early 2027 before fully autonomous ride-hailing arrives in 2028.ย ย
Learn more: waymo.com/blog/2026/09/waymoโฆ
Congrats @TomasHalgas and @Lovable, well done! One more portfolio company acquired โ
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 Iโd 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. Iโm leading technical evangelism, sharing the engineering that makes this possible and helping people see how far they can take their ideas.
Iโm 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.
Thereโs so much more magic to spread. Letโs go!
lovable.dev/blog/lovable-acqโฆ
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 weโre 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 Iโm most excited about is what this lets us do next. Weโre deploying more than 50 racks of Atlas at @OracleCloud, and this financing funds our next-generation Asimov chipโs 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 couldnโt be more proud of this team. We have a lot ahead of us, and I canโt 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 worldโs most used products, infrastructure and AI models, and weโre excited to turn our attention to this ambitious endeavor.
โพ
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-blowingโฆ
