Revenue Search: Inside Bittensor
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.
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Subnet Session with Akshat from Dippy: Subnet 11
<p>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...
Subnet Session with Max from Score: Subnet 44
<p>Mark and Siam join Max (Score / Subnet 44) for an update on Score’s shift from “just sports” to a broad computer-vision platform: they’ve built a new incentive mechanism that uses VLMs to generate pseudo-ground-truth and run twin tracks—an open, verifiable Hugging Face competition and a private client track—driving rapid gains toward a football “gold line” benchmark. Score’s first featured client, cricket strategist Nathan Leamon (Cards), explains how Score will replicate/extend Hawkeye-style ball-tracking from standard broadcast footage and power decisions from scouting/auctions through in-game tactics. Max outlines real-world uses beyond sport (petrol forecourts, retail, fruit grading, car...
Subnet Session with Rizzo from Talisman AI: Subnet 45
<p>A lively Revenue Search with guest Greg “Rizzo” unveiling two big threads: first, Subnet 45’s partnership with Talisman to turn its crypto wallet into an AI-augmented “smart” wallet—miners pull sentiment/relevance signals (e.g., via Subnet 64 and Data Universe), users set voice/dictation trading triggers (DCA, limit/TP/SL, on-chain events), with security handled via smart contracts and ledger/iOS support; revenue flows from tool usage and a share of Talisman trading fees earmarked for buy-and-burn. Second, Rizzo + DNA are forming a community-driven, NASDAQ-listed Digital Asset Treasury (target size ~$300M): subnet owners can contribute ALPHA for locked 3–5 year treasury holdi...
Subnet Session with LeadPoet: Subnet 71.mp4
<p>A live, on-location Revenue Search featuring LeadPoet, a Bittensor-powered subnet/product that automates outbound sales by crowdsourcing high-quality leads from miners, validating them, and selling them to clients—initially via sales agencies for scale. The model gates access by burning alpha, creating a flywheel (more demand → larger reward pool → tougher competition → better data → more demand) and plans to evolve from selling leads to booking meetings. Early pricing spans self-serve subscriptions, volume API, and enterprise deals, with strong emphasis on data quality, anti-gaming validation, and eventual conversion-based miner rewards via CRM integrations. Beta opens in December with an open-source qualification agent; ear...
Talking Tao: with Ala and David from Crucible Labs
<p>After a short hiatus, Revenue Search returns with Crucible Labs: Ala and David explain why Crucible exists: do the unglamorous, high-leverage work the foundation can’t—validate and allocate, build research and investor materials (via Unsupervised Capital), ship a TAO-native wallet with an auto-allocator and Ledger support, and incubate/accelerate stronger subnets. A big theme is governance and speed: DTO changed incentives quickly by design; true decentralization is the destination, but right now rapid, iterative tweaks are vital to keep a permissionless system healthy. Their near-term North Star is onboarding capital and talent through clarity and tooling, not hype: make...
Subnet Session with It's AI: Subnet 32
<p>This Revenue Search spotlights Subnet 32 “It's AI,” an AI-text detector focused on education. Founder Sergey demos a clean web app that flags AI-written passages, highlights “AI-impactful” tokens, and generates shareable reports; it also offers plagiarism checks, batch scanning, API/Moodle/Zapier integrations, with Canvas coming. Citing a new, large unified benchmark (to be presented at an AI-in-education conference), It's AI claims top average accuracy (AUC ~0.92) versus GPTZero and others. The team targets universities with B2B plans while running low-cost miner inference; early revenue (~$2k/mo) comes mostly from enterprise subscriptions. Hosts push a go-to-market pivot: niche hard into higher-e...
Subnet Session with Taonado: Subnet 113
<p>This Revenue Search features Subnet 113 (Taonado)—a non-custodial, Tornado-style privacy mixer on the Bittensor EVM. Users deposit fixed denominations (starting with 1 TAO, with 10/100 TAO pools planned), receive a secret note, and later withdraw to a fresh wallet to break linkability; miners simulate realistic flows to deepen the anonymity set and earn the subnet’s alpha. Revenue comes from ~2.5–5% mixing fees (plus gas) and “APY harvesting” by staking idle shielded capital, with an intent to auto buyback-and-burn the alpha. Contracts are a hardened Tornado fork, validation/scoring runs on-chain (no standalone validator), and the team is bootstrapping ~5,000 TAO liquidity to enable lar...
Subnet Session with Tom & Will from Bitcast: Subnet 93
<p>This Revenue Search jumps into a deep-dive with Bitcast (Tom & Will). Bitcast pitches itself not as an agency but a decentralised ad tooling layer that lets brands brief creators at scale, with AI verifying message-fit and rewards tied to real attention (watch time/eyeballs via official platform data), not vanity metrics. They share traction to date (hundreds of Bittensor videos, ~hundreds of thousands of views, big watch-time) and the blockers they’ve been fixing: a no-code miner (optional, 5% fee) to onboard non-technical creators, a social-proofed website + multilingual outreach, and a scalable “ad read” model where brands pre-fund a budget that c...
Talking TAO: Mark & Siam chat!
<p>Siam kicks off by revealing a commissioned Bittensor artwork (“Michealeagτao”) he’s gifting to Const, then he and Mark run a no-guest AMA. They cover near-term market timing (expecting the bigger move into late-2025), the risk to compute subnets if TAO fell sharply (miner exodus) versus a healthier ecosystem at higher TAO, and how funding really follows credible, revenue-led plans (examples: Targon, sundae_bar, Shak recycling ~$1.4M into growth). A big chunk focuses on the TAO halving: pools fill more slowly so volatility rises for thinner subnets; historically halvings are “nothing-burgers” day-of, with the impact compounding over time.</p><p><br><...
Talking Tao: with Victor Teixeira from General TAO Ventures
<p>Victor Teixeira (General TAO Ventures) traces his path from Contango Digital’s $10M blockchain–AI fund to becoming a full-stack Bittensor operator — incubating or advising multiple subnets (e.g., 23, Red Team, TPN), running the Round Table validator, and mining across the stack. He spotlights Subnet 35 (“Cartha”), an FX perp DEX co-built with Taoshi (Subnet 8): miners are either LPs or trader-miners; trading generates fees of which 50% go to LP miners and 40% go to vote-escrowed alpha holders as USDC dividends (weekly), creating aligned “alphanomics” that reduce sell pressure and reward real usage.</p><p><br></p><p>The broader discussion centres on revenue-fir...
