Revenue Search: Inside Bittensor

Mark and Siam return after a break with a surprise guest: Shaq from Ridges. They recap Davos/AI House meetings (Chris, Etienne, Max), then explain how they partner with Bitstarter to vet code and teams (Quasar as the first collab, later incubated by Const). They’ve been buying/minting slots—including freshly minted subnet 99 (“99 Problems”)—and are actively placing strong teams. Shak joins to unpack the Ridges × Latent Holdings move: not an exit from the tensor but a “full-stack” combo to speed shipping (tensor + incentives + product/GTM), keep beta quality high, and aim for an end-to-end “wow” launch that can go viral. Lesson learned: don’t run two-week “announcement of an announcement” hype cycles. DSV signals conviction with another 700 TAO into Ridges. The hosts then update on Astrid: they acquired and rebranded the TauFi bridge (“Astrid Bridge”), which earns ~$1–2k/day in fees; Astrid will use multiple incentive mechanisms (Bridge, Vault liquidity sink, and Arena) and gradually rebalance emissions as features harden. On network mechanics, they like the current cap + dereg pressure; new subnet price decay is now ~1.7 TAO/hour (so new regs about weekly), which keeps builders accountable. Exploit’s flagship event moves from the U.S. to a likely Canada date in Sep/Oct, with a smaller meetup still happening—DSV will attend. Quick shout-outs: Mark Jeffrey’s “State of TAU”; Synth’s API (they’re auto-trading Polymarket and adding equities—DSV’s wiring it up); Vericore (decentralized “Community Notes”); Shoots serverless compute showing solid payments/buybacks; LeadPoet passing 1M intent leads; and Score’s momentum (Sky Sports splash, Monaco demo, senior hires). They close by inviting subnet owners to come on Revenue Search and urging the community to funnel promising teams to DSV/Bitstarter.

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.

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 washes), a 60-day trial motion to win enterprise data and contracts, and the upcoming “vision GPT” product where an agent reads video, recommends/dispatches models as subnet tasks, and ties revenue to ALPHA via a burn-and-mint “scoronomics” loop. The team notes a fresh DSV/Astrid-127 OTC with Score, and—crucially—Score’s first recurring five-figure invoice, underscoring real revenue traction.

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; early access targets January, with comparisons to Apollo highlighting fresher, re-validated data and broader coverage through permissionless miners.

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-ed, raise enterprise pricing, personalise outreach to ~4k U.S. institutions, and avoid “poacher vs. gamekeeper” branding conflicts with student tools.