I would say that people are getting a bit excited when talking about a device that has never been tested under properly controlled circumstance.
In any case, it's not possible to reach orbit at 0.1G with a balloon. It might theoretically be possible to fly into orbit if you had a plane with hypersonic lift-drag ratio of at least 10:1 and a hull refractory enough to survive that. That's a vehicle we can't build today (the space shuttle flies like a brick, and more streamlined vehicles don't have hulls that can take the heat), but isn't theoretically impossible.
In any case, it's not possible to reach orbit at 0.1G with a balloon. It might theoretically be possible to fly into orbit if you had a plane with hypersonic lift-drag ratio of at least 10:1 and a hull refractory enough to survive that. That's a vehicle we can't build today (the space shuttle flies like a brick, and more streamlined vehicles don't have hulls that can take the heat), but isn't theoretically impossible.