Decentralized compute networks have been around for years but never found real demand. We think this time is different
Open-source models have gotten dramatically better, leading to business booming for open model providers and cost pressure is now forcing them to optimize GPU spend
We break down why the conditions have finally aligned and why we’re backing @TargonCompute, an emerging AI compute network on Bittensor
New piece that covers why we believe subnet tokens on Bittensor are undervalued
We also cover how the 'sum of subnet tokens' metric is being misused and share some insight on other macro indicators
TLDR: stop using FDV - its not the right metric to value subnets
2K Followers 88 Following⛓️ On-chain since the early days · τ TAO enthusiast · 🤖 Betting on open AI, subnets & builders who ship · Crypto native · DYOR
290 Followers 938 FollowingSimple explanations for the Bittensor ecosystem.
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TAO: 5FZyyyrtT89BAjKLqorz7BudzELXEZjnmCQLNCcafv5gGfXz
7K Followers 2K Followinglead AI consultant msg ag, indie hacker, coding since age of 6, ex https://t.co/xYWnkbC3nv, countless projects, current: https://t.co/mrG8cFAqvf and JevBench
1K Followers 1K FollowingHead of Alts @ meetperry; Previous: CIO @ Galaxy Vision Hill @galaxyhq; Founder/CIO of Vision Hill Group; @JPMorgan. Opinions are my own, not investment advice.