The TAO Pod EP07: How Bittensor Transcends Incentives to Revolutionize Venture Capital
35 snips
Sep 8, 2025 Explore how Bittensor's dynamic community is outpacing traditional Western labs, achieving remarkable results at a fraction of the cost. Delve into the innovative financialization of compute resources and Targon's low-cost access to powerful GPUs. The discussion reveals significant implications for venture capital as AI technologies challenge old paradigms, alongside notable predictions about market corrections. With the conversation touching on potential copyright extinction and the role of alpha tokens, this insight-rich dialogue navigates the rapidly evolving tech landscape.
AI Snips
Chapters
Transcript
Episode notes
Permissionless Incentives Drive Rapid Innovation
- BitTensor's community of miners and subnets creates permissionless, global compute and model innovation.
- That incentive design enables rapid, low-cost advances that rival well-funded Western labs.
Compute Can Be Financialized Like Other Assets
- Financialized compute enables granular price discovery and novel derivatives like options on compute.
- Manifold's Targon shows markets can price minute-level serverless access and arbitrage provider differences.
Targon Lowers H200 Costs Dramatically
- Targon offers H200 access at roughly $1.20–$1.30/hour by leveraging miners' slack resources.
- Manifold gained thousands of GPUs without buying hardware by rewarding miners with alpha tokens.