Revenue Search: Inside Bittensor

Mark Creaser and Siam Kidd
  • 4.5 (2)
  • INVESTING
  • UPDATED DAILY

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.

  1. FEB 10

    Subnet Session with Mitch & Mikel from TAO Private Network: Subnet 65

    In this Revenue Search episode, Mark and Siam open with TAO-market chatter and why decentralized AI ≠ generic crypto before welcoming the team behind Subnet 65 to unveil the TAO Private Network (TPN) and its premium consumer app, WhaleSurf—a VPN/proxy stack built on Bittensor that emphasizes difficult-to-detect residential routes, unlimited devices, and perks, targeting crypto and active traders who struggle with platforms flagging datacenter IPs (e.g., MEXC, Netflix, Amazon Prime Video). They contrast this with incumbents like NordVPN and Surfshark, outline a developer-facing SOCKS5/HTTP proxy API for agents (think OpenClaw) and scraping, and explain monetization: creator-led acquisition, a higher-price-but-better-routing pitch, centralized billing via Stripe, and future subnet buybacks rather than selling emissions; 2,000 paying users would cover OPEX. The hosts also push clearer positioning (“for crypto/traders” dog-whistle copy), suggest testimonials, and note perks akin to Revolut; launch status is iOS/Android now with desktop coming, and a temporary 70% “WHALEWELCOME” code is mentioned.

    53 min

  2. FEB 9

    Subnet Session with Marc from Numinous: Subnet 6

    In this Revenue Search episode, Mark and Siam swap notes on wrangling OpenClaw (shout-out to Mark Jeffrey successfully mining SN33) before welcoming Marc to unpack Numinous (SN6)—a forecasting subnet on Bittensor that rewards agent/miner code via category leaderboards (prediction markets, geopolitics, sports, macro) scored with Brier metrics and evolving from winner-takes-all to reward pools. He previews Eversight, a chat/UI and API for traders and hedge funds (think research companion for Polymarket) with subsidized API calls, planned buybacks and possible alpha lockups; integrations include Shoots, VeriCore, and future ties to Data Universe (SN13). A dashboard teaser shows top miners outperforming a Gemini baseline; Q&A covers event creation and horizons, anti-copy measures, and launch timing “this week,” all wrapped in the show’s usual banter.

    49 min

  3. FEB 2

    Talking Tao: with Gustave from Mentat Minds

    In this session Siam and Mark banter about experimenting with a Mac mini/“Claude bot” and runaway token costs before interviewing Gustave from Mentat Minds about their non-custodial way to allocate TAO into Bittensor subnets via themed index baskets (e.g., prediction/inference), a “Sum of Subnets” product, price-weighted entries with optional monthly rebalancing, and a 9% fee taken only from staking yield; they cover validator selection, user mix, roadmap (more verticals and curated third-party strategies), and address questions on licensing and fees, while the hosts share a portfolio philosophy favoring asymmetric, lower-price subnets near dereg floors and monitoring chain-buy flows for rotation.

    41 min

  4. JAN 29

    Talking Tao: with Shak from Ridges

    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.

    48 min

  5. JAN 12

    Subnet Session with Felix from Tensorprox: Subnet 91

    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.

    1h 1m

  6. 12/15/2025

    Talking Tao: with Yoav, Garrett and Gyles from Tao.com

    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.

    1h 8m

  7. 12/01/2025

    Subnet Session with Akshat from Dippy: Subnet 11

    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).

    47 min

  8. 12/01/2025

    Subnet Session with Max from Score: Subnet 44

    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.

    1h 10m
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Ratings & Reviews

4.5
out of 5
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About

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.

Information

  • Creator
    Mark Creaser and Siam Kidd
  • Years Active
    2025 - 2026
  • Episodes
    56
  • Rating
    Clean
  • Copyright
    © Mark Creaser and Siam Kidd
  • Show Website
    Revenue Search: Inside Bittensor

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