Revenue Search: Inside Bittensor copertina

Revenue Search: Inside Bittensor

Revenue Search: Inside Bittensor

Di: Mark Creaser and Siam Kidd
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The podcast for anyone building, investing in, or obsessed with Bittensor. Hosted by Mark Creaser and Siam Kidd from DSV Fund, Revenue Search goes inside the subnets to ask the important questions about revenue - not just hype. If you’re betting on the future of distributed AI - or building it - this is your signal.Mark Creaser and Siam Kidd Economia Finanza personale
  • Subnet Session with Felix from Tensorprox: Subnet 91
    Jan 12 2026

    Mark and Siam kick off the first Revenue Search of 2026 and bring on Felix from subnet 91, Tensorprox. A decentralized “bouncer” layer that sits between clients and servers to stop DDoS and bad traffic while keeping legitimate requests flowing; it onboards in minutes (auto-detects ports), is paid in fiat, bills in 15-minute increments (~$0.07; roughly $200/month for 100 Mbps), and aims to be more resilient than centralized providers like Cloudflare/AWS via miners distributed across multiple clouds. Felix outlines target customers (infrastructure/GPU providers, web3/crypto projects, AI startups), referral-based sales, possible OpenAI marketplace distribution, near-term scaling (effectively unlimited with IPv6), and a plan to channel revenue—after taxes/OPEX—into TAO/alpha buybacks held in a treasury that stakes and shares rewards with loyal holders. Longer term, Tensorprox will add higher-margin app-layer security (WAF, bot management, data validation) and potentially host always-on services from other subnets; the hosts encourage outreach to subnets hit by DDoS.

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    1 ora e 1 min
  • Talking Tao: with Yoav, Garrett and Gyles from Tao.com
    Dec 15 2025

    The hosts open with travel/gossip (Mark dialing in from Dubai) and a firm PSA about why they won’t confirm wallet/subnet rumours, They then bring on Yoav, Garrett and Gyles from Tensor Group to debut tao.com, a rebuilt Bittensor wallet (iOS live now; Android targeted for Q1) that makes onboarding dead simple: fiat/TAO toggles, in-app TAO purchase via Coinbase Pay (debit or Coinbase), one-tap staking (abstracts “root/validators”), biometric Secure Enclave keys, clean portfolio/history, and rich subnet pages (stats, team, roadmap, news, search/sort) designed to drive conviction; UK rollout awaits FCA tweaks while US users can update today, CSV export/desktop and Ledger-style “power user” features are planned, and subnet teams will be able to self-manage profiles and potentially promote content; the group discusses growth levers (recommendations, short founder videos, category labels, “did-you-know” hooks), a playful idea of tiny “starter alpha,” and a serious unmet need for institutional/custodial support so PLCs can hold alpha, with Tensor saying they’re self-funded (validator/mining), now raising to scale the broader tao.com/Tensor stack.

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    1 ora e 8 min
  • Subnet Session with Akshat from Dippy: Subnet 11
    Dec 1 2025

    Mark and Siam open with a candid TAO update (over-levered loans due, price drawdown, macro notes on TGA and QT) then bring on Akshat from Dippy, who explains Dippy as an AI-friend entertainment app (~8.6M users, ~1 hr/day engagement) adding tap-to-video (not real-time yet) and imminently voice calls; Dippy now runs all text inference on Bittensor SN-4 (Targon) via a six-figure deal and is pivoting SN-11 into a fast, cheap media-inference “studio” (deterministic TensorRT pipeline), currently serving ~2% of Dippy images with plans to ramp to 100% and open a self-serve API; they’ll resume consistent SN-11 alpha buybacks by redirecting $5–10k/month formerly spent on centralized providers, outline 18+ moderation/privacy measures, note revenue of ~$40–60k/month while prioritizing retention and future in-message ads, and share a longer-term vision for interactive “generative worlds,” plus team hiring and platform constraints (Android feasible “Jarvis,” iOS restricted).

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    47 min
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