Episode Description:
In this live episode from Toronto, James and JJ discuss Bittensor's motivated community delivering competitive results, DeepSeek outcompeting Western labs at a fraction of the cost (e.g., $100M vs. billions), January 2025 market correction/Nvidia collapse, IP/copyright extinction via AI, financialization of compute (options/markets for pricing), Targon/Shoots' low-cost H200 access (~$1.20-1.30/hour vs. $2.50-3+), and Bittensor's profound frictionless propagation.
Key Timestamps & Topics:
- 00:00:00 - Intro: Bittensor's young, motivated community; profound philosophy/impact.
- 00:01:00 - Toronto Recap: Google event, Targon/Dippy talks; live TAO Pod energy.
- 00:02:00 - DeepSeek's Rise: Outcompeting Western labs; $100M model vs. billions.
- 00:03:00 - Market Impact: January 2025 correction; Nvidia's response to supply/demand.
- 00:04:00 - Compute Financialization: Liquid markets/options for pricing; serverless/minute-level utilization.
- 00:05:00 - Targon Pricing: ~$1.20-1.30/hour for H200s (1/20th-1/30th competitors); 2K+ GPUs at zero cost.
- 00:06:00 - Miners/Data Centers: Slack resources/arbitrage; startups leveraging for evals.
- 01:30:00 - IP Extinction: AI makes copyright oxymoronic; maximum distribution/frictionless propagation.
- 01:35:00 - Wrap-Up: Bittensor's danger to overvalued companies; teaser for next episode.
Key Takeaways:
- Bittensor's community harnesses global miners for competitive, low-cost compute (e.g., Targon/Shoots at 1/20th-1/30th prices vs. cloud providers)—financialization enables granular pricing/options.
- DeepSeek's $100M model outpaces Western labs' billions; January 2025 marked hedge funds competing efficiently, triggering market corrections/Nvidia declines.
- AI extinguishes IP/copyright: Becomes arcane/oxymoronic as tech propagates frictionlessly without permission—Bittensor maximizes distribution.
- Bittensor as profound discovery: Like open source but for incentives; reduces friction for innovation/abundance, outcompeting centralized overvaluation.
- Over 200-300 AI unicorns skewed by OpenAI/Anthropic; median underperforms with negative margins—Bittensor enables sustainable, non-subsidized models.
Resources & Links:
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