Stephen Balaban

speaker

657 appearances 4 recordings 1 series first heard May 2025 last heard 31 Aug

Stephen Balaban’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 1.

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TBPN · Gemini 3 Launch, Big Tech Backs Anthropic, OpenAI Adds Fidji Simo | Jonathan Neman, Mike Knoop, Ashlee Vance, Jeremy Epling, Keone Hon, Stephen Balaban · 18 Nov 2025 podcast

That level of a distraction isn't helpful.

And I always encourage the company to just focus on building a heavy business for the long term.

You know, if if in the short term the market's a voting machine, in the long term it's a weighing machine.

We just got to build a business with good cash flows, a good capitalization structure that's robust.

And so I kind of try to focus the team on that.

I mean these days the the secondary markets as you know are actually you know pretty deep for for for for companies that are that are kind of at our size.

And so I I think that

Some of that can start to creep in.

Yeah.

Uh we started in 2012.

Wow.

And was doing we were doing face recognition software and the AlexNet paper came out.

Wow.

I mean, that's how early it was.

And I I downloaded the CUDA Conference library off of Google code and that will tell everybody kind

how old school Lambda is.

And

You know, as far as use of funds, obviously a lot of it goes towards the GPU infrastructure that goes into data centers.

We are also starting to put that into investments into data centers themselves.

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