Max

TAO Times #49 | Resilience, resistance, and Breakout 👇 Fresh out of Breakout in SF - and the inbound interest in Bittensor is unlike anything since dTAO launched. This week: TargonOS drops, @Grayscale moves closer to putting TAO on NYSE, and @WallStreetBets gets TAO pilled ⚡️

"Is it not a ponzi?" That's filter #5 in @const_reborn's 6-part test for evaluating Bittensor subnets. The most uncomfortable one, and the most necessary. We put the top 10 $TAO subnets by market cap through all 6 filters. Here's who passed and why: taodaily.io/putting-bitten…

ClipMaker v1.2 The game is in your hands. github.com/B03GHB4L1/Clip…

Also, I Intend to catalyze thousands of fresh ML/AI engineers into the Bittensor ecosystem with Crunch: x.com/0xSammy/status…

If you remember anything from our AMA let it be this : @zeussubnet is not a weather app. It is a B2B weather intelligence product aimed at energy traders and grid operators. I walked into the $TAO @zeussubnet AMA skeptical and walked out genuinely impressed. Not because @wouterhar sold me. He did not try to. He answered questions directly, acknowledged the problems, and described a business model I had not fully understood before. That combination of honesty, specificity, and a coherent path to revenue is rare in this ecosystem. @zeussubnet has been misunderstood, partly because it has not always communicated clearly, and partly because “weather forecasting subnet” sounds niche if you do not understand the market it is actually serving. @zeussubnet is not a weather app. It is a B2B weather intelligence product aimed at energy traders and grid operators. That matters because energy trading, especially in renewables, is fundamentally a weather problem. Wind, cloud cover, and local weather conditions directly affect output, pricing, and hedging decisions. Companies already pay serious money for weather data because the signal matters. @wouterhar explained the differentiation clearly: @zeussubnet incentivizes miners against the exact benchmarks clients care about in an ongoing competition. That means specific variables, specific regions, and specific time horizons. Traditional weather vendors build one model and sell the same output to everyone. @zeussubnet does the opposite. Instead of one static model, it runs continuous optimization around what a given client actually needs. One of the most important updates from the AMA was the v2 launch. Forecast horizon expanded from 7 days to 14 days, and the incentive structure was cleaned up by moving to winner-takes-all per variable while removing the latency incentive. The 14 day extension matters because it directly matched the requirements of their first pilot client. If the pilot needs a 14 day horizon and you only have 7, you do not have a real pilot. The pilot itself is the most important near-term catalyst. It is a real client using @zeussubnet for weather forecasting tied to energy trading decisions. That does not mean revenue is confirmed. It does mean this is no longer just a story. @wouterhar also said real users care about exact locations at lat/lon precision, exact variables and metrics, and success measures that go beyond standard RMSE. Traders care about whether the forecast improves a decision at the exact coordinates of a real asset. The moat here is not secret technology. The data is public and the code is open source. The edge is the feedback loop: continuous client-specific benchmark optimization wired directly into miner incentives. That is structurally hard to replicate without rebuilding the entire incentive architecture. The go-to-market is still early. @zeussubnet appears to have more than one pilot underway, with at least one live pilot tied to an energy trading client. The product thesis makes sense. Now it has to prove the sales motion. @zeussubnet is not following a standard venture-backed path. It is being built through Bittensor emissions, using crypto-native funding rather than institutional capital. The biggest unresolved issue is burn. @wouterhar clarified that miners were aware of what was happening during the v2 transition and that there was no major pushback from the mining side. From the holder side, burn looked alarming without enough visible context. That is why communication still matters. @zeussubnet does not look like a fraud or a broken product. It looks like a team that has built more than it has explained. @wouterhar committed to dashboards,investor updates, and more public communication. Those now need to ship. @zeussubnet is building a real B2B product in a real market with a structure for continuous improvement that competitors can’t easily replicate. Communication has to improve. But this AMA changed the picture for me.