Revenue Search: Inside Bittensor

In this episode of Revenue Search, we sit down with Fred from Polaris (Subnet 49) - a team building what they call the “Airbnb of compute,” starting from Africa and expanding globally.Fred lays out Polaris’ mission to make GPUs and compute power accessible for universities, researchers, and builders who can’t afford Big Tech’s pricing. We dive into:Why Polaris is focused on turning idle home GPUs into a distributed compute network.Their subscription-based model (instead of a race to the bottom on hourly pricing).The roadmap for revenue, security, and scaling into a full AI infrastructure layer.From bootstrapping with loaned GPUs to pitching a $1M raise, Fred is blunt about the challenges, the mission, and why accessibility matters.

Mark and Siam interview Atlas, the founder behind Mantis (Subnet 123) - Mantis doesn’t just score miners on their raw predictions. Instead, it measures the information value of their embeddings - rewarding miners whose signals improve the ensemble accuracy of market forecasts. Atlas walks us through:How a teenager in Costa Rica went from mining Ethereum without home internet to launching one of Bittensor’s most ambitious subnets.Why Mantis is starting with BTCUSD forecasting but already expanding into forex and metals.The challenge of turning emissions into real-world revenue - from PTN integration to potential hedge fund partnerships.How verifiable, time-locked blockchain logging could make signals truly transparent.If you want to understand how Bittensor is spawning the next generation of quant infrastructure this is one to tune into.

Mark Jeffrey is one of the most trusted voices in the Bittensor ecosystem, and we talk to him about the rise of subnets, what the best teams are doing right, and where many are falling short. From buybacks and dev roadmaps to communications and narrative, Mark shares how he sees the ecosystem maturing, the signals that matter, and the catalysts that could drive the next wave of adoption.In this conversation, you’ll hear:Which subnets are setting the pace - and why others are lagging behindHow buybacks, dev execution, and clear comms can make or break subnet tokensWhat catalysts could reprice Bittensor from niche protocol to mainstream AI infrastructure

Join Jose Caldera, CEO of Yanez MIID, as he unpacks innovative approaches to combat financial crime. He reveals how Yanez generates synthetic identities to stress-test anti-money laundering systems, loomed within a $200 billion market. Jose contrasts traditional testing methods with Yanez's tech-driven solutions, highlighting their first-mover advantage and potential $12 billion market capture. He also shares insights on revenue generation, growth strategies, and the future of identity management in the face of evolving threats.

Can you fire your entire engineering team and replace them with agents?Shakeel Hussein, CEO of Ridges (Subnet 62), thinks so—and he’s not joking. In this episode of Revenue Search, we dig into how Ridges is building autonomous AI agents that could make coders 100x more productive… or just make them obsolete.We break down the $400B software dev market, why most AI coding tools are running at negative 500% margins, and how Ridges is playing a different game: model-agnostic, profitable, and scaling fast. We also get into miner incentives, enterprise go-to-market, and why DSV just made its biggest OTC investment yet: $300K split between alpha and market buys.Revenue, tokenomics, competition (hi Claude), and the end of software engineering as we know it - this one’s not to be missed.

Tom and Will Blears, brothers and co-founders of Bitcast, share insights on their unique platform turning content creation into a mining venture. They discuss how creators produce sponsored video briefs, competing for engagement metrics. The conversation highlights the use of AI to validate content quality and scoring, enabling multilingual campaigns. They also reveal their plans for fiat payments and a no-code onboarding process to attract more creators and innovate monetization strategies while disrupting traditional agency models.

In this episode, we dive into Subnet 11 - Dippy AI - with co-founder and CEO Akshat Jagga, who’s quietly building one of the most commercially advanced plays on Bittensor. Think AI companions for Gen Z that generate $60K per month… and climbing.Mark and Siam grill Akshat on:Why Gen Z spends 90 minutes a day chatting with AI charactersHow Dippy went from “productivity assistant” to full-blown AI companionshipThe wild monetization model (ads inside chat bubbles)Why Elon’s launch validated their entire businessWhat real-time video chat with your fantasy avatar could look like… by ChristmasOh - and if you’re holding alpha, yes, they’re doing buybacks. With actual revenue.

Siam and Mark are back for a deep dive into how DSV actually trades subnets.We cover:Why the TAO halving has quietly moved forward (and what that changes)How Siam maps alpha price ceilings using emissions mathWhy most subnets bleed before they moon - and how to time entriesThe tools and metrics DSV uses to scout new opportunitiesSiam’s take on “glass ceilings,” Goldilocks zones, and high EV bandsAnd how DSV balances long-term strategic OTC plays with short-term alpha tradesThis one’s a masterclass in Bittensor subnet trading - from a fund that lives and breathes it. Grab a notepad. Maybe two.Follow @siamkidd and @markcreaser on X for more.

In this Subnet Session, we reunite with Max from Score - our very first OTC play at DSV - to unpack how SN44 is turning raw sports footage into high-value intelligence.We cover:Why data annotation is the hidden goldmine of video AIHow Score landed a $150K/month client – and cut their costs by 90%Their upcoming revenue share deal with a $5B sports hedge fundWhy real-world revenue trumps emissionsHow they’re building Vision-as-a-Service beyond footballAnd their bold plans for aggressive alpha buybacks (plus potential burns and DAO reserves)This one’s packed. Real revenue, real customers, and a killer product.

James Woodman from Targon (Subnet 4) joins us to explain how they’ve built BitTensor’s most revenue-generating subnet - already doing $100K+ ARR, backed by real users and real payments.We cover:How Subnet 4 aggregates $70M+ of NVIDIA-certified computeWhy they return 100% of revenue to alpha holders via rolling buybacksWhat trusted execution environments (TEEs) are - and why they matterWhy speculative emissions aren’t sustainableHow they’re targeting privacy-focused clients, from AI startups to defence firmsAnd what it’ll take to hit their bold goal of $4M/month in revenueIf you want to understand what serious revenue on BitTensor looks like - this is the one to tune in to.