aτm
683 posts
aτm retweetledi
@const_reborn @KyleSamani OK, @twistartups will get you the zoom linke -- i will moderate the great debate!
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Many years back @KyleSamani and I had a call.
He dropped at 5 minutes because i said we used a 21M Bitcoin style supply curve.
Happy to pickup the conversation where we left off.
Kyle Samani@KyleSamani
I'm debating @Jason next week about TAO What is everything I need to know about TAO going into the debate? Give me the good, the bad, and the ugly please!
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@0xamericanspiri @jack XYZ is at $35B MC. TAO sits at $3B MC. This is just one of the bull cases for Bittensor and the asymmetric bet it offers. If you can not see the writing on the wall, I don't know what to tell you.
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This is a death knell to $TAO, why?
Because @jack's mesh-llm model will be a working proof of concept that decentralized A.I. can work perfectly fine and probably better without being attached to a blockchain with convoluted/dilutive shitcoin tokenomics.
Bitcoin News@BitcoinNewsCom
Jack Dorsey's Block just launched mesh-llm. It's a decentralized, peer-to-peer inference network for open source AI models. The idea is to pool spare GPU compute across machines to run models too large for any single device. Rather than using a centralized cloud, it's just nodes gossiping over a mesh. Your spare GPU becomes part of a distributed AI network that anyone can use. It uses Nostr for node discovery and the whole thing is MIT licensed and built on llama.cpp. It has the same open and permissionless philosophy as Bitcoin, without a central server that can be switched off.
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aτm retweetledi
Staked some of my $TAO with Chutes SN64
Can see on OpenRouter they are processing some serious tokens...
Rendoshi 👽🛸@Rendoshi1
4. Chutes (SN64) Decentralized AI compute that is 85% cheaper than AWS and scaling faster than legacy cloud. 🏆 Achievement: Processing 5M+ requests per day, and now a leading provider on OpenRouter!
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I’m at a point where I barely look at new launches outside of Bittensor anymore
Sure, there will always be a handful of projects that perform well over the coming years. But the odds of consistently finding those are incredibly small.
When I compare that to $TAO subnets, the asymmetry becomes clear.
In my view, the probability of subnets outperforming the vast majority of crypto is simply much higher.
The hype will fade while the real-world value created will compound.
That’s the edge these subnets have over almost everything else I’ve seen in my 10 years in crypto.
If you want to find the real winners, I’d seriously suggest taking a deep look at subnets.
Enough morning thoughts, have a great one!
RV out.
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aτm retweetledi
Alpha is a function of signal density.
We are excited to partner with Crunch and extend the Silicon Crowd accelerating TEE adoption across our network.
Position capital via decentralised predictive intelligence enhanced by a community of 11,000+ data scientists
Crunch (Quant/acc)@crunchDAO
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What is the most iconic sports photograph ever taken?
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seriously - i tell my young smart friends who are still thinking about what to do with their lives that they should 100% focus on getting a job at openAI/Anthropic.
Samuel Spitz@samuel_spitz
Everyone I know in SF who’s not at OpenAI/Anthropic is freaking out about how their friends are about to make $5-50M with these IPOs
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@sobczak_mariusz @Jason Maybe that's because you buy only the illiquid SNs and shill them to pump your bags?
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This wasn’t on my bingo card this year, I bought a $TAO subnet that @Jason shilled 😁, never in my wildest dreams that I ever thought that would happen
@jason@Jason
fascinating $tao
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aτm retweetledi
Sat down with Bittensor co-founder Jacob Steeves (Const) for a deep dive into the state of Bittensor in 2026. We covered how Subnet 3 trained a 72B parameter model in a fully permissionless decentralized way, how subnets create markets for digital commodities like gradients and inference, the dynamic TAO tokenomics that lock emissions into subnet liquidity pools, and why open ownership of AI matters more than ever as centralized labs head toward trillion-dollar IPOs.
0:00 Intro: Bittensor Co-Founder Jacob Steeves
1:13 Jacob's Background, From Deep Learning to Crypto
4:45 Founding Bittensor: The Monetary Computer
7:58 How Subnets Work as Markets for Digital Commodities
11:18 Subnet 3: Decentralized Model Training
15:28 Permissionless Training at Internet Scale
18:52 Why This Matters: Open Source AI Ownership
25:53 Subnet Tour: Optimization, Inference, and Compute
29:55 Affine: Beating Qwen 30B via Market Incentives
34:26 TAO Tokenomics and Dynamic TAO
51:54 How Investors Participate: Just Buy TAO
54:05 Open Ownership vs Fiat AI
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Imagine a gangbang except it’s 120+ men without a single woman and the men are the ugliest and fattest people ever.
That’s TAO with its subnets.
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