Institutional investor. Ex-founder (AI agents, robotics infra). Notes from both chairs on investing in AI, tokenization, longevity. Views my own. Not advice.
Joined September 2021
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An $18.7Bn Market Failure: The Most Valuable Unclaimed Category in Robotics.
The global robotics market is a multi-trillion dollar opportunity, yet progress is being stifled by a massive, obvious gap: the difference between marketing hype and actual autonomy.
The industry is currently stuck in the "Demo-ware' era.
This isn't just an engineering problem… it's a form of market failure. Robotics lacks the critical, independent evaluation infrastructure that accelerated the LLM revolution.
This failure represents the most valuable unclaimed category in embodied AI.
Let's break down the problem, the blueprint, and the staggering commercial opportunity that awaits.
This week we're talking vision and robots.
SCORE (SN44) is now a top 5 subnet on TAO
There's not many people I admire more that Max to discuss the market & their hardwork
Locked in, focused on taking Bittensor to the masses
Reading FC
AVIA
PwC France
As always, Full ep on Youtube
00:00 Market Discussion
01:08 Web2 markets
02:51 SCORE (SN44) entering $120b chocolate market
12:52 History and Evolution of SCORE (SN44)
17:33 Robotics: The Final Boss of AGI
27:45 The New Age of Compute
33:38 Visual Learning in Robotics
38:24 Closing
Wei Xie retweeted
SCORE (SN44) is now a top 5 subnet on TAO
There's not many people I admire more that Max to discuss the market & their hardwork
Locked in, focused on taking Bittensor to the masses
Reading FC
AVIA
PwC France
As always, Full ep on Youtube
00:00 Market Discussion
01:08 Web2 markets
02:51 SCORE (SN44) entering $120b chocolate market
12:52 History and Evolution of SCORE (SN44)
17:33 Robotics: The Final Boss of AGI
27:45 The New Age of Compute
33:38 Visual Learning in Robotics
38:24 Closing
Wei Xie retweeted
I love speaking with @here4impact, who spent his career on Wall St prior to investing his fund in bittensor:native
Michael's #1 rule? Cashflow is King.
"At the end of the day, all that matters is cash flow...
Eventually if you don't generate cash, you are going out of business. That's just the way it works. There's no way around it."
Impressed by SN8 Vanta @0xarrash on their suite of trading products:
"Our largest competitor, FTMO, makes $500mm roughly in registration revenue/year, and they're making a ton of money, but traders are being kind of taken advantage of We want to build an alternative that actually rewards traders."
Wei Xie retweeted
Score (SN44) Founder @MaxScore shares his commitment to Bittensor:
"The switching costs aren't just technical, they're existential. Find the right incentive mechanism, get it running at the right pace, and you never touch it again. Right commodity, right price, right speed, right accuracy. You don't walk away from that."
Wei Xie retweeted
After the Templar Covenant exit last week, the need for institutional grade risk frameworks couldn’t be more obvious
Since then we’ve seen Manako partner with PWC and multiple plans to rollout trillion parameter training runs from other subnets
Compute is being squeezed and non-AI companies are pivoting to GPU marketplaces to capture this insatiable demand (see All Birds Inc yesterday)
Capital is flowing into Bittensor subnets with minimal structure in evaluating signal. That’s how you get blindsided
@TAOInstitute_ gives institutional allocators the risk frameworks and evaluation tooling to actually underwrite these positions
Think of it as the infrastructure layer between capital and the subnet economy
We are now live; so kick the tyres on the platform and tell us what’s missing
This quoted post is unavailable.
TAO Institute brings independent research, real-time risk analytics, and subnet-level coverage to the Bittensor ecosystem.
Institutional-grade infrastructure for the open source AI economy.
Today, we launch TAO Institute
Day of celebration
Also sat down with Max from SCORE (SN44)
Walking through the contract Manako has with PwC France and this is amazing
Direct distribution to their clients, already with many clients under discussions for Manako
Never seen anything like it before from a big 4
Powered by $TAO
Participating in the open source economy
Verified first on @TAOInstitute_
Wei Xie retweeted
TAO Institute is live and the first big milestone they covered is to verify our latest announcement.
Long Live @TAOInstitute_
Today, we launch TAO Institute
Day of celebration
Also sat down with Max from SCORE (SN44)
Walking through the contract Manako has with PwC France and this is amazing
Direct distribution to their clients, already with many clients under discussions for Manako
Never seen anything like it before from a big 4
Powered by $TAO
Participating in the open source economy
Verified first on @TAOInstitute_
Wei Xie retweeted
Today, we launch TAO Institute
Day of celebration
Also sat down with Max from SCORE (SN44)
Walking through the contract Manako has with PwC France and this is amazing
Direct distribution to their clients, already with many clients under discussions for Manako
Never seen anything like it before from a big 4
Powered by $TAO
Participating in the open source economy
Verified first on @TAOInstitute_
This quoted post is unavailable.
Wei Xie retweeted
Why did Templar (SN3) leave $TAO?
Is this the end for Bittensor?
When emerging technologies grow, it is not often linear; There's evolution, mishaps and constant iterations. Such is life.
We spoke with Max from Score (SN44) and Gyles Founder of Tensora Group to share their thoughts, two of the most compelling founders in Bittensor.
More eps with TAO investors and founders to share their outlook on the future, follow @supercyclepod to get it first.
Timestamps
00:00 Introductions
04:27 Initial reactions to Templar SN3
07:11 Why Bittensor?
11:29 History of Bittensor
18:50 Bittensor's path to Hyperscale
25:16 Bittensor's endless ecosystem developments
28:48 Mission of Decentralized AI
32:40 Closing Thoughts
Wei Xie retweeted
Metanova (SN68) is one of the most compelling desci tokens in crypto, uniquely enabled by $TAO.
I only invest in $TAO now
It is the most compelling ecosystem in crypto
with the highest rate of product iteration and talent density I've ever come across
My discussion with Wei below on @supercyclepod
00:00 Introduction
01:50 Macro Outlook
09:48 Speculative demand shift from crypto to AI
12:31 JP Morgan and the institutionalization of blockchain
15:15 AI vs. crypto: intelligence amplifiers vs. value representation
22:50 Korea's "Salaryman" dream and social drivers of crypto volume
33:00 Discovering Bittensor and decentralized systems
41:42 Why decentralized AI matters as a counterweight to frontier labs
47:53 Metanova (SN68) and AI drug discovery on Bittensor
01:04:32 Babelbit (SN59), Yanez (SN54), Beam (SN105)
01:08:45 Why founders choose Bittensor over traditional VC