bizdevsecops. modeling, speculation, and investment. mining and trading. Retweet endorsements, you ask? All possibilities realized. #crypto #blockchain #dApps
Joined August 2017
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gemc2 retweeted
grayscale TAO trust trading at 50% premium to NAV with 77% of total supply staked and daily emissions just halved from 7200 to 3600 TAO. nvidia bought $420m worth. liquid float is evaporating in real time. 129 subnets competing for half the rewards now, $13.5m+ combined ARR from actual paying customers not token incentives. bitcoin tokenomics with 21m hard cap but the commodity being traded is intelligence not energy. the market still prices this as an AI meme when the subnet revenue says B2B infrastructure. pending GTAO ETF decision in Q2 could absorb whatever float remains in days
gemc2 retweeted
Bittensor Ecosystem Highlights of the Week #53
// SUBNET UPDATES & ACHIEVEMENTS
➤ @tplr_ai SN3
Covenant-72B was discussed by @chamath with @nvidia CEO Jensen Huang.
(bit.ly/3PnyjUe)
Crusades, Templar’s live training optimization competition, hit 63% MFU on 2×A100s, a new high for getting more real training work out of the same GPUs.
(bit.ly/4smw2an)
➤ @LeadpoetAI SN71
Leadpoet released its product launch presentation, introducing a service designed to deliver ready-to-buy prospects on demand.
(bit.ly/4t3VK3y)
➤ @Data_SN13 SN13
They introduced ‘dv’, a Rust CLI for querying real-time social data from X and Reddit.
(teapaw.org/Data_SN13/status/20346…)
➤ @webuildscore SN44
Score partnered with @Eyeballfootball, a video scouting and analysis platform, to bring Vision AI to youth football.
(teapaw.org/webuildscore/status/20…)
@stillcorecap invested in Score’s alpha token.
(teapaw.org/markjeffrey/status/203…)
➤ @chutes_ai SN64
They teamed up with @apuaic for a workshop, and they’re also teasing a big hackathon with APU AIC.
(teapaw.org/chutes_ai/status/20335…)
They also dropped a community note highlighting how their revenue per token and per GPU increased despite lower volume.
(teapaw.org/chutes_ai/status/20351…)
➤ @Bitcast_network SN93
Bitcast unveiled @Stitch3_ai, its new dedicated X platform.
(teapaw.org/Bitcast_network/status…)
Stitch3 also partnered with @LunarStrategy, a Web3 marketing agency, to onboard creators onto its platform.
(teapaw.org/Stitch3_ai/status/2034…)
➤ @vidaio_ SN85
They published a launch video teasing VidaioOS.
(teapaw.org/vidaio_/status/2034680…)
➤ @bitmind SN34
Bitmind dropped DFResearch, its deepfake research training toolkit inspired by AutoResearch and Arbos.
(teapaw.org/kenjon/status/20340112…)
They also released Mind Security, their OpenClaw skill.
(teapaw.org/bitmind/status/2034300…)
➤ @grail_ai SN81
They used AutoResearch to make Grail’s GRPO trainer 1.8x faster on a single B200.
(teapaw.org/grail_ai/status/203438…)
➤ @Apex_SN1 SN1
They built a simulation of the @IOTA_SN9 communication network on Apex, designed as a testing ground for experiments and for developing novel algorithms to improve the speed and quality of model training.
(teapaw.org/Apex_SN1/status/203466…)
➤ @metanova_labs SN68
ArboNOVA, Metanova’s system for linking molecules to relevant patents, reached an 85.4% best hit rate using only open data and tools.
(teapaw.org/metanova_labs/status/2…)
➤ @vocence_bt SN102
Their first product and dashboard are now live.
(teapaw.org/vocence_bt/status/2033…)
➤ @TargonCompute SN4
Targon has been accepted into Nvidia Inception for startups.
(teapaw.org/TargonCompute/status/2…)
➤ @resilabsai SN46 x Chutes SN64
Resi is now running inference through Chutes’ infrastructure.
(teapaw.org/chutes_ai/status/20339…)
➤ @vocence_bt SN102 x Chutes SN64
Vocence is now deploying PromptTTS models as private chutes on Chutes’ infrastructure.
(teapaw.org/chutes_ai/status/20342…)
➤ @ai_detection SN32 x @LeadpoetAI SN71
It’s AI partnered with Leadpoet to find qualified leads for its solution.
(teapaw.org/ai_detection/status/20…)
➤ @theminos_ai SN107
Their GitHub repo is now live.
(teapaw.org/theminos_ai/status/203…)
➤ @yanez__ai SN54
Yanez partnered with NiminoData, a leading compliance and risk data provider with a global client base.
(teapaw.org/yanez__ai/status/20346…)
They also showcased their progress in multimodal identity verification, the evolution of their incentive mechanism, and their achievements.
(teapaw.org/yanez__ai/status/20343…)
➤ @SwarmSubnet SN124
They secured a strategic investment from @Ever_BlueGreen, with 1000 TAO committed to the pool.
(teapaw.org/SwarmSubnet/status/203…)
➤ @b1m_ai SN105
Beam dropped an article explaining their architecture, network design, and how everything works.
(teapaw.org/b1m_ai/status/20350512…)
➤ @HermesSubnet SN82
Hermes now has new branding and a new website to better distinguish itself from @SubQueryNetwork.
(teapaw.org/HermesSubnet/status/20…)
// BITTENSOR ECOSYSTEM
➤ @SafelloAB
Safello’s staked $TAO ETP is now live on Nasdaq Stockholm.
(teapaw.org/FrankSchuil/status/203…)
// PODCASTS & ARTICLES
➤ @opentensor Novelty Search with @const_reborn on Arbos
(teapaw.org/opentensor/status/2034…)
➤ @supercyclepod with @markjeffrey and @rob_svrn from @stillcorecap
(teapaw.org/supercyclepod/status/2…)
➤ @VenturaLabs podcast Ep. 86 with @mega_tao
(teapaw.org/VenturaLabs/status/203…)
➤ My article “The Ultimate X Playbook for Subnet Owners”
(teapaw.org/Victor_crypto_2/status…)
$TAO
gemc2 retweeted
We needed to run trusted workloads on untrusted host machines.
So over a year ago, we started building the Targon Virtual Machine to enable Confidential TEEs in production.
Today we're sharing our white paper written alongside @intel: Decentralized Compute on Untrusted Hardware Using Intel® TDX and Encrypted CVMs
gemc2 retweeted
> train a model for $5M
> next one costs $100M
> next one costs $1B
> 5 companies own all the AI
> rest of the world rents access at their margins
> crypto says “we can fix this”
> launches 128 subnets competing to produce intelligence
> miners earn TAO based on output quality
> one subnet hits $5.5M annualized revenue
> another signs Reading FC and 3,000 petrol stations
> another gets research accepted at NeurIPS
> another is discovering drug compounds 24/7
> largest permissionless pre-training run ever conducted
> grayscale files an ETF
> a state VC fund backs the ecosystem
> OpenAI valued at $500B
> the decentralized alternative: $4B
> you mass-allocated to Nvidia
> the Intelligence Olympics were running the whole time
Training a frontier AI model cost $5M in 2020. Today it costs $1B+
The gap keeps compounding, in favour of the same five companies
A decade ago, nobody believed open-source could compete with enterprise software. But then it did
Bittensor (TAO) is a global open market where subnets compete to produce AI services, getting paid based on quality output
This is what crypto is good at - coordinating users with shared incentives
Over the past 12 months, significant progress has been made in the ecosystem; recurring fiat revenue, enterprise contracts, decentralized research and more
In our TAO report, we:
1) Profile 5 subnets generating revenue across inference, computer vision, compliance, and drug discovery
2) Show how token incentive mechanics create advantages centralized companies cannot replicate
3) Breakdown catalysts and risk factors of subnets and Bittensor
The link to the full report is in the next post below:
My next dog is Saturn.
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gemc2 retweeted
This made me lol out loud
*but I'm also drunk af atm. Hope it makes your laugh as well
