⚡️Ⓢ τ.𝕖𝕧𝕖⚡️| #bitcoin | #biττensor

1/ I woke up very stoked today. in 3 years of building on Bittensor, i have never been this excited about a subnet launch. today blockmachine goes live. first ever Bittensor subnet to launch on mainnet with a real product, real customers and real revenue from day one. 🧵 how it works and why it matters 👇

A big insight from this podcast is that intelligence will be commoditized and open source. It is an existential risk to Nvidia for intelligence to be closed source as it would make them captive to a few model companies who could chose to optimize on a different hardware stack. Nvidia needs the most used models to be optimized for their stack. It explains why Nvidia is putting so much effort into research and there is a clear trajectory for their open source models to saturate the biggest capability benchmarks that matter. SWE, general knowledge work, autonomous driving, physical AI. There are still a lot of domains where the frontier of capabilities can continuously expand and for closed source models to be dominant. However, the vast majority of tokens produced in the future will be produced by open source models.

The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break Nvidia’s hold on AI compute? 0:41:06 – Why doesn’t Nvidia become a hyperscaler? 0:57:36 – Should we be selling AI chips to China? 1:35:06 – Why doesn’t Nvidia make multiple different chip architectures? Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!