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“Bitcoin is the most efficient market in history. We built the same thing for intelligence.” Const left Google Brain to build something Big Tech wouldn’t touch: open, permissionless AI that can be mined like Bitcoin. On a special TWiST deep dive, Bittensor’s co-founder breaks down the subnet economy, how... subnets are making open models even cheaper to run, and why he doesn’t sell a token, but participation. cc: const, Openτensor Foundaτion, @jason, Lon Harris 0:00 The origin of Bittensor (and the name Const) 10:48 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 13:55 From Bitcoin mining to mining intelligence 19:33 DigitalOcean - Head to to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 30:17 Odoo - The all-in-one business platform. Get started for free at 32:37 What is a subnet? 33:35 Forcing honest inference from bad actors 37:14 Building a subnet is harder than it looks 40:42 Understanding dTAO 51:57 Where the registration TAO actually goes 1:02:57 All about the Conviction "rug pull" 1:15:19 How Const is making himself irrelevant 1:17:33 The "Buy One TAO" philosophy 🎥 Watch the full episode here 👇show more

This Week in Startups

107,502 subscribers

44,967 Aufrufe • vor 1 Monat •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

6 Kommentare

Profilbild von Intelligence ττ

Intelligence ττvor 1 Monat

$TAO loading...

Profilbild von Jason Joseph

Jason Josephvor 1 Monat

@markjeffrey Bittensor is the future of open decentralized intelligence. @const_reborn is a genius!

Profilbild von Adel Bucetta

Adel Bucettavor 1 Monat

the honest answer is that scaling ai the way bitcoin scaled money is still largely uncharted territory. most attempts so far have been incremental improvements to centralized systems, not radical rethinking of the architecture

Profilbild von Coin on the co₿ 🌽

Coin on the co₿ 🌽vor 1 Monat

You had me at Bitcoin is the most efficient market in history

Profilbild von Revere America 🇺🇸

Revere America 🇺🇸vor 1 Monat

@stillcorecap

Profilbild von Creao AI

Creao AIvor 1 Monat

Permissionless intelligence sounds compelling, but the network still needs a way to price useful work rather than raw participation. What is the quality signal?

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Sat down with Bittensor co-founder Jacob Steeves (Const) for a deep dive into the state of Bittensor in 2026. We covered how Subnet 3 trained a 72B parameter model in a fully permissionless decentralized way, how subnets create markets for digital commodities like gradients and inference, the dynamic TAO tokenomics that lock emissions into subnet liquidity pools, and why open ownership of AI matters more than ever as centralized labs head toward trillion-dollar IPOs. 0:00 Intro: Bittensor Co-Founder Jacob Steeves 1:13 Jacob's Background, From Deep Learning to Crypto 4:45 Founding Bittensor: The Monetary Computer 7:58 How Subnets Work as Markets for Digital Commodities 11:18 Subnet 3: Decentralized Model Training 15:28 Permissionless Training at Internet Scale 18:52 Why This Matters: Open Source AI Ownership 25:53 Subnet Tour: Optimization, Inference, and Compute 29:55 Affine: Beating Qwen 30B via Market Incentives 34:26 TAO Tokenomics and Dynamic TAO 51:54 How Investors Participate: Just Buy TAO 54:05 Open Ownership vs Fiat AI

Sat down with Bittensor co-founder Jacob Steeves (Const) for a deep dive into the state of Bittensor in 2026. We covered how Subnet 3 trained a 72B parameter model in a fully permissionless decentralized way, how subnets create markets for digital commodities like gradients and inference, the dynamic TAO tokenomics that lock emissions into subnet liquidity pools, and why open ownership of AI matters more than ever as centralized labs head toward trillion-dollar IPOs. 0:00 Intro: Bittensor Co-Founder Jacob Steeves 1:13 Jacob's Background, From Deep Learning to Crypto 4:45 Founding Bittensor: The Monetary Computer 7:58 How Subnets Work as Markets for Digital Commodities 11:18 Subnet 3: Decentralized Model Training 15:28 Permissionless Training at Internet Scale 18:52 Why This Matters: Open Source AI Ownership 25:53 Subnet Tour: Optimization, Inference, and Compute 29:55 Affine: Beating Qwen 30B via Market Incentives 34:26 TAO Tokenomics and Dynamic TAO 51:54 How Investors Participate: Just Buy TAO 54:05 Open Ownership vs Fiat AI

VirtualBacon

42,268 Aufrufe • vor 6 Monaten

A subnet founder allegedly walked away with $10M in TAO and torched his own community in the process. On TWiST, Mark Jeffrey of Stillcore Capital joins us to break down what really happened with Templar/Covenant, the overall fixes that co-founder Const has proposed, and why Bittensor’s incentive engine may have been a victim of its own success. PLUS we’re joined by subnet operators Will Squires and Steffan Cruz (of MacroCosmos) and Ken Miyachi of BitMind to get their perspective on the controversy, and to demo the exciting projects they’re still building on the blockchain. 0:00 Mark Jeffrey joins the show! 2:18 How Mark Jeffrey learned about Bittensor. 6:17 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 7:22 Mark Jeffrey's Bittensor investments. 9:25 Check out our discussion with Nova: 10:16 Sentry - New users can get $240 in free credits when they go to and use the code TWIST 10:41 Check out Ridges! 11:53 How trading alpha tokens works on Bittensor 12:44 Subnet drama: what happened? 16:01 Do subnet owners have too much power? 18:33 Check out our conversation with Sam Dare (2268): 19:10 How Sam Dare should've handled walking away (per Mark Jeffrey) 20:02 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit to learn more. 23:29 Who should subnets be owned by? 24:02 Ken Miyachi from BitMind joins the show 30:56 Netsuite - Get the free business guide Demystifying AI at 31:06 Ken's $3M raise & investors (Arch, Canonical, Mechanism) 33:18 Token vs. equity: how to think about a subnet investment. 41:57 Will Squires and Stefan Kruse of MacroCosmos join the show 42:54 How MacroCosmos lets anyone become a compute provider. 56:29 Stefan on the Covenant drama: "disappointing, but solvable" 1:02:11 Off-duty with J-Cal, Mark Jeffrey, and Lon Harris 1:02:48 Bieber vs. Carpenter: does Coachella owe you a spectacle? 1:15:20 Jason says Staples should pay the "Staples baddie" $1M/year cc: @jason, Lon Harris, Mark Jeffrey, const, Distributed State, templar, covenant, Macrocosmos, Apex・SN1, IOTA ・ SN9, Ken Jon, BitMind BitMindAI 🎥 Watch the full episode here 👇

A subnet founder allegedly walked away with $10M in TAO and torched his own community in the process. On TWiST, Mark Jeffrey of Stillcore Capital joins us to break down what really happened with Templar/Covenant, the overall fixes that co-founder Const has proposed, and why Bittensor’s incentive engine may have been a victim of its own success. PLUS we’re joined by subnet operators Will Squires and Steffan Cruz (of MacroCosmos) and Ken Miyachi of BitMind to get their perspective on the controversy, and to demo the exciting projects they’re still building on the blockchain. 0:00 Mark Jeffrey joins the show! 2:18 How Mark Jeffrey learned about Bittensor. 6:17 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 7:22 Mark Jeffrey's Bittensor investments. 9:25 Check out our discussion with Nova: 10:16 Sentry - New users can get $240 in free credits when they go to and use the code TWIST 10:41 Check out Ridges! 11:53 How trading alpha tokens works on Bittensor 12:44 Subnet drama: what happened? 16:01 Do subnet owners have too much power? 18:33 Check out our conversation with Sam Dare (2268): 19:10 How Sam Dare should've handled walking away (per Mark Jeffrey) 20:02 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit to learn more. 23:29 Who should subnets be owned by? 24:02 Ken Miyachi from BitMind joins the show 30:56 Netsuite - Get the free business guide Demystifying AI at 31:06 Ken's $3M raise & investors (Arch, Canonical, Mechanism) 33:18 Token vs. equity: how to think about a subnet investment. 41:57 Will Squires and Stefan Kruse of MacroCosmos join the show 42:54 How MacroCosmos lets anyone become a compute provider. 56:29 Stefan on the Covenant drama: "disappointing, but solvable" 1:02:11 Off-duty with J-Cal, Mark Jeffrey, and Lon Harris 1:02:48 Bieber vs. Carpenter: does Coachella owe you a spectacle? 1:15:20 Jason says Staples should pay the "Staples baddie" $1M/year cc: @jason, Lon Harris, Mark Jeffrey, const, Distributed State, templar, covenant, Macrocosmos, Apex・SN1, IOTA ・ SN9, Ken Jon, BitMind BitMindAI 🎥 Watch the full episode here 👇

This Week in Startups

29,964 Aufrufe • vor 5 Monaten

Subnet 97 Distil, Arbos, and the Future of Agent-Run Bittensor This episode is a full breakdown of Subnet 97 Distil and why it may be one of the most important experiments happening inside Bittensor right now. Shizzy gets into the bigger picture of why agents will likely play a massive role in the future of the network, from mining and defense to building and operating subnets. From there, the focus shifts to Arbos, the AI agent behind Subnet 97, with a direct explanation of what Distil is trying to achieve, how it works, and why it matters. The episode also includes a conversation with Arbos, a look at Distil’s current APY, and a reminder to tap into the Shizzy Unchained community for more coverage on decentralized AI and the Bittensor ecosystem. CHAPTERS 00:00:00 - Shizzy’s Monologue 00:01:11 - Intro Song 00:01:31 - Introduction to Subnet 97 00:02:20 - Why Bittensor Will Be Run by Agents 00:04:30 - Arbos, the AI Agent Behind Subnet 97 Distil, Explains Distil 00:10:10 - Talking with Arbos 00:12:40 - Subnet 97 Distil Is Showing 150% APY Right Now 00:16:02 - Check Out Shizzy Unchained and Join the Community #sn97 #distil #bittensor

Subnet 97 Distil, Arbos, and the Future of Agent-Run Bittensor This episode is a full breakdown of Subnet 97 Distil and why it may be one of the most important experiments happening inside Bittensor right now. Shizzy gets into the bigger picture of why agents will likely play a massive role in the future of the network, from mining and defense to building and operating subnets. From there, the focus shifts to Arbos, the AI agent behind Subnet 97, with a direct explanation of what Distil is trying to achieve, how it works, and why it matters. The episode also includes a conversation with Arbos, a look at Distil’s current APY, and a reminder to tap into the Shizzy Unchained community for more coverage on decentralized AI and the Bittensor ecosystem. CHAPTERS 00:00:00 - Shizzy’s Monologue 00:01:11 - Intro Song 00:01:31 - Introduction to Subnet 97 00:02:20 - Why Bittensor Will Be Run by Agents 00:04:30 - Arbos, the AI Agent Behind Subnet 97 Distil, Explains Distil 00:10:10 - Talking with Arbos 00:12:40 - Subnet 97 Distil Is Showing 150% APY Right Now 00:16:02 - Check Out Shizzy Unchained and Join the Community #sn97 #distil #bittensor

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Chamath: “Facebook, Tesla, Google… they almost had an allergic reaction to the traditional software stack. They refused to use it.” Find out why he raised a $135M Series A to redefine development, giving every enterprise the opportunity to build and maintain their own software without the $4T in consultants and middleware that usually comes with it… in the debut episode of TWiST All Star Summer 2026. 0:00 It's TWiST All-Star Summer! 0:44 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 3:21 Chamath's origin story 7:54 Tom Sawyer entrepreneurship 11:29 Shopify - Turn those What If's into sales with the ecommerce platform powering millions of businesses. Sign up for your $1-per-month trial today at 16:25 The $5 trillion software market 21:06 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at 25:00 Building "a co-founder for every human" 31:51 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 35:00 How product development lost its way 45:00 Regulated industries are the beachhead 50:00 Raising the $135M Series A 55:00 8090's "System on a Chip" model 1:04:44 What to tell your kids about AI cc: Chamath Palihapitiya, @jason, 8090 🎥 Watch the full episode here 👇

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This Week in Startups

110,050 Aufrufe • vor 3 Monaten

How fast does your startup need to grow? According to aileenlee, much faster than venture capitalists expected in the pre-AI era. Aileen, Floodgate’s Mike Maples, Jr and Lerer Hippeau’s Ben Lerer joined TWiST to dig into massive Seed rounds, rising exit volume, startups rolling their own model (and why it might not be a good use of time!), and even how to grade the White House’s recent adventures in AI regulation! 0:00 Aileen Lee, Mike Maples, and Ben Lerer join the show 5:13 Venture liquidity returns: what SpaceX/Stripe distributions mean for LPs 9:13 Bending Spoons prices IPO at $29/share, roughly $18.4B valuation 10:31 - Stop chasing invoices and automate your entire contract-to-cash stack. Go to and tell them Jason sent you to get 50% off for life! 12:09 "Companies get bought, not sold" — Ben on taking first offers seriously 17:41 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 19:34 Mutiny's burn-the-boats AI pivot with Jaleh Rezaei 20:19 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 22:15 Mike's KeepSafe story: the "rule of 70" and profit-first companies 25:12 The new growth bar: 5x, 4x replaces triple-triple-double-double 28:55 Fund size is your strategy: why Floodgate and Lerer Hippeau stay small 30:11 CLA - Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at 37:39 The $100M Series A: Starcloud, General Intuition, Scale Cognition, Scout AI 40:35 King-making rounds and why mega-seeds destroy optionality 54:11 Open-weight models: the GLM-5.2 moment and going model-agnostic 55:30 Why fine-tuning open models is a treadmill, with Cursor/Kimi as an example 1:03:28 Grading the Trump administration on Mythos and Fable 1:06:33 Rising anti-AI sentiment, the wealth gap, and lessons from social media 1:11:43 Raising kids in the post-intelligence era 1:12:35 Where to find the panel and what each firm is investing in 🎥 Watch the full episode here 👇

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This Week in Startups

43,164 Aufrufe • vor 3 Monaten

We’re back for Episode 14 of TAO Talk 🚨 calanthia from Masa joins 563 and brody this week to chat about new subnets and AI agents sourcing intelligence from Bittensor! The group chats about: - $TAO -pilling AI/ML chads at NeurIPS Conference feat. const Crucible Labs Macrocosmos Manifold and Yuma - JJ teaming up with Cameron Fairchild to form Laτenτ Holdings, which will validate and help scale subnets - Crucible Labs drops a subnet analysis framework - Celium offering H100s cheaper than any other provider - Tao360 releases inaugural research report for their AI-enabled subnet analysis tool @notYourBananaa - Masa unveils the AI Agent Arena on SN59 /// Timestamps: 00:00 Intro 01:10 Subnet 42 and Agent Arena: Masa’s Subnets 03:00 Real-Time Data Networks for AI 04:20 How Masa is Building AI Agent Arenas Inspired by Gladiators 06:10 Decentralized AI and Bittensor: The Growing Ecosystem 08:15 AI Meets Web3: Masa’s Role in Revolutionizing Data Networks 10:00 The Future of AI Agents: Intelligent Societies and Real-Time Data 12:05 Why Masa Chose Bittensor 14:10 $TAO Incentives and the Future of AI Decentralization 16:25 Bittensor and the Rise of Agent Competition: Masa’s Perspective 18:00 Exploring AI Agent Societies 20:30 Creating Competitive AI Arenas: The Agent Arena Subnet Explained 23:00 Calanthia on the Challenges of Web3 AI Development 25:10 Bringing Web2 Developers into Web3: Lessons from Masa 27:30 The Evolution of AI: From Dumb Agents to Intelligent Societies 30:00 AI Agents as the Future of Interaction in Decentralized AI 34:00 The Agent Arena’s Vision: Competition, Incentives, and Innovation

We’re back for Episode 14 of TAO Talk 🚨 calanthia from Masa joins 563 and brody this week to chat about new subnets and AI agents sourcing intelligence from Bittensor! The group chats about: - $TAO -pilling AI/ML chads at NeurIPS Conference feat. const Crucible Labs Macrocosmos Manifold and Yuma - JJ teaming up with Cameron Fairchild to form Laτenτ Holdings, which will validate and help scale subnets - Crucible Labs drops a subnet analysis framework - Celium offering H100s cheaper than any other provider - Tao360 releases inaugural research report for their AI-enabled subnet analysis tool @notYourBananaa - Masa unveils the AI Agent Arena on SN59 /// Timestamps: 00:00 Intro 01:10 Subnet 42 and Agent Arena: Masa’s Subnets 03:00 Real-Time Data Networks for AI 04:20 How Masa is Building AI Agent Arenas Inspired by Gladiators 06:10 Decentralized AI and Bittensor: The Growing Ecosystem 08:15 AI Meets Web3: Masa’s Role in Revolutionizing Data Networks 10:00 The Future of AI Agents: Intelligent Societies and Real-Time Data 12:05 Why Masa Chose Bittensor 14:10 $TAO Incentives and the Future of AI Decentralization 16:25 Bittensor and the Rise of Agent Competition: Masa’s Perspective 18:00 Exploring AI Agent Societies 20:30 Creating Competitive AI Arenas: The Agent Arena Subnet Explained 23:00 Calanthia on the Challenges of Web3 AI Development 25:10 Bringing Web2 Developers into Web3: Lessons from Masa 27:30 The Evolution of AI: From Dumb Agents to Intelligent Societies 30:00 AI Agents as the Future of Interaction in Decentralized AI 34:00 The Agent Arena’s Vision: Competition, Incentives, and Innovation

TAO τalk 🥩🦍

24,929 Aufrufe • vor 1 Jahr

I asked Dan Martell to walk me through every level of making money with AI. He gave me the most simple, practical advice I've ever heard on this subject. Level 1 - Making $0 - $100k Level 2 - Making $1m - $10m Level 3 - Building a $10m++ enterprise. 0:00 Only 5% of the World Has Ever Paid for AI 0:46 The Easiest Thing to Sell With AI Right Now 1:56 The Marcus and Sophie Framework 4:24 Theory of Constraints (Right Problem to Solve) 5:33 What Is the Number One Business Constraint 7:13 How to Leave Your Job and Go All In 8:27 Business Is Simple Find a Problem and Solve It 9:08 Stop Getting Ready to Get Ready 9:33 The Sarah Story One Text and $10K 9:53 Pull Up Your Phone and Message Your Contacts 11:05 Dan's Son Gets His First Client at $800/Month 12:41 Best Employee vs. Best Employer 13:59 What Other Services Can You Sell With AI 14:44 Sales Is Not Talking It's Asking 17:01 What to Do When You Hate Your Business 18:40 Pain and Pleasure Are the Only Two Motivators 19:13 They Haven't Made It a Must Yet 20:29 Make It a Must Not a Nice to Have 21:06 The Jen Story and the Gasping Moment 22:17 How to Find Your First 10 to 15 Clients 28:38 The Personal Brand Play 33:06 Vision Is What AI Cannot Do 34:55 Hard for Computers Easy for Humans 36:13 Level 2 Making Your First Million With AI 37:18 The Replacement Ladder Framework 37:39 Admin First Then Delivery Then Marketing 39:09 Why Marketing Is the Biggest AI Category 39:32 Why You Should Keep Sales for Yourself 40:00 Level 5 Leadership and AI Agents 41:41 What a Fully AI Systems Business Looks Like 43:13 The Gym Owner With Three Locations 46:16 Shutting Down the Company for Two Days 46:37 Teaching the Whole Team to Code in Claude 49:28 Wayne the 62 Year Old Who Made $12K a Month 52:38 I Only Share What Actually Works 53:21 Whisper Flow and Talking to Your AI 56:41 Claude Chat Claude Coworker and Claude Code 57:57 The Claude Browser Extension 58:49 Claude Code Is Not Just for Developers 1:00:06 How to Migrate Your AI Memory Across Tools 1:01:08 Level 3 $1M to $10M and the Brand Play 1:02:05 Nobody Buys AI They Buy Trust 1:03:25 Brand Is Association and Association Is Trust 1:05:12 A Million Followers Is $10M in Activated Revenue 1:07:03 How to Keep AI From Becoming Slop 1:07:42 Human in the Loop 1:08:16 The 10 80 10 Rule and Why AI Is Now the 80 1:10:01 The Team FIRED Themselves 1:11:45 Dan's Free AI Curriculum for Your Team

Grant

179,524 Aufrufe • vor 3 Monaten

OK, you’ve got OpenClaw🦞 up and running, and you’ve stopped blowing $100 in tokens every time you ask it for help… But how do you get your agents to start doing REAL WORK? On TWIST, we talked to three insiders and got their best tips and strategies for getting more productivity out of your agents! Join jordy, Jesse Leimgruber of OpenHome, and Tremaine Grant from Pulse and learn how to avoid rookie time and cash-wasting mistakes, organize a team that takes on new tasks without prompting, and put your agent into a speaker so you can finally have a conversation. We’re gonna show you how to maximize your IRL OpenClaw productivity Even AI skeptic Lon is blown away by OpenClaw’s power Jordy Coltman’s top time-wasting mistakes made by OpenClaw beginners Why Jordy thinks new hardware is the best home for your agents Why Jason thinks “OpenClaw is a box” is coming soon Tremaine Grant of Pulse demos his “virtual office” interface and the “Heartbeat Protocol” Gusto - Check out the online payroll and benefits experts with software built specifically for small business and startups. Try Gusto today and get three months FREE at What’s really happening when agents “chat” together? Jesse Leimgruber’s demos his OpenHome AI smart speakers - The easiest way to build a home for your community, events, and courses — all under your own brand. TWiST listeners get $1,000 off the Circle Plus Plan by going to Freeing agents from screens and making them proactive Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at Why Jason wants his agent to read Slack and emails to him Who polices autonomous agents? Other agents? Jason and Lon’s thoughts on “Knight of the Seven Kingdoms” Lon’s favorite picks from Quentin Tarantino’s Top 10 movies “The Mandalorian and Grogu” trailer reaction Jason’s favorite earbuds and headphones 🎥 Watch the full episode here 👇

This Week in Startups

37,363 Aufrufe • vor 7 Monaten

The cost to go from idea to first customer used to be $3 million and 12 months. Now you can get there in a weekend. On a TWiST devoted to your questions, Jason and Lon reflect on how getting early-stage companies launched and funded has changed, how to compete with major players like OpenAI and Anthropic, and who Jason dislikes the most in Silicon Valley. 0:00 Inside the TWiST private group chat 3:25 How to react when an investor says your "too early." 6:50 The ultimate seed round funnel 8:48 Jason's new Associate in Training program 10:09 Grasshopper Bank - Time is money. Don't waste either. Go to and get an exclusive $500 cash bonus just for opening an account. 18:28 How have the metrics for early-stage companies changed? 20:20 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at 22:34 TWiST Bounties update 23:43 Competing against frontier labs 30:03 What signals real investor-founder alignment? 30:14 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 36:07 A crash course in Bay Area startup culture 40:15 Automatons-as-a-Service (AaaS) 42:29 Who in Silicon Valley does Jason really not like? 49:59 Museum Etiquette with Lon Harris cc: @jason, Lon Harris, JS, sergedawg, Peridot: Curated matchmaking, Dr. Shawn 🎥 Watch the full episode here 👇

The cost to go from idea to first customer used to be $3 million and 12 months. Now you can get there in a weekend. On a TWiST devoted to your questions, Jason and Lon reflect on how getting early-stage companies launched and funded has changed, how to compete with major players like OpenAI and Anthropic, and who Jason dislikes the most in Silicon Valley. 0:00 Inside the TWiST private group chat 3:25 How to react when an investor says your "too early." 6:50 The ultimate seed round funnel 8:48 Jason's new Associate in Training program 10:09 Grasshopper Bank - Time is money. Don't waste either. Go to and get an exclusive $500 cash bonus just for opening an account. 18:28 How have the metrics for early-stage companies changed? 20:20 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at 22:34 TWiST Bounties update 23:43 Competing against frontier labs 30:03 What signals real investor-founder alignment? 30:14 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 36:07 A crash course in Bay Area startup culture 40:15 Automatons-as-a-Service (AaaS) 42:29 Who in Silicon Valley does Jason really not like? 49:59 Museum Etiquette with Lon Harris cc: @jason, Lon Harris, JS, sergedawg, Peridot: Curated matchmaking, Dr. Shawn 🎥 Watch the full episode here 👇

This Week in Startups

45,916 Aufrufe • vor 4 Monaten

Most people tracking $TAO are watching the price chart. The ones who are actually ahead are watching the subnets. Here is why subnet growth is the real TAO price driver, and why almost nobody is talking about it correctly. $TAO does not work like most tokens. The price is not driven by speculation alone. It is driven by real network usage tied to AI computing output. Miners, validators, and developers earn TAO based on performance. The more useful the AI output, the more the network rewards it. Subnets are where that output gets produced. Each subnet is a specialised AI marketplace running inside the Bittensor network. One subnet handles language processing. Another handles predictive modelling. Another handles data indexing. Each one is a separate competitive market where AI models compete to produce the best output and earn TAO rewards for doing so. Here is what that means for price: Every new subnet that launches creates a new source of TAO demand. Developers who want to participate need TAO. Users who want access need TAO. Validators who want to secure the subnet need TAO. The token is not optional infrastructure. It is the entry ticket and the reward mechanism for every subnet that runs on the network. Right now, the subnet ecosystem is approaching $1.5 billion in cumulative value. Nearly 70 percent of TAO supply is already staked. Post-halving emissions sit at 3,600 TAO per day, down from 7,200. Supply tightening. Subnet demand is growing. Institutional custody is now live through BitGo and Yuma. Forecasts suggest the subnet ecosystem matures between 2026 and 2028, transitioning from infrastructure development into enterprise adoption. That transition is when decentralised AI stops being a thesis and starts being a cost efficiency argument that businesses make against centralised AI providers. When that argument lands at scale, every subnet on Bittensor becomes a revenue-generating node. Every new enterprise use case becomes a new source of TAO demand. The analysts watching the price chart are looking at the output of this system. The analysts watching subnet growth are looking at the input. Grayscale filed the ETF. BitGo opened the institutional door. The subnets are doing the actual work. Watch the subnets. Who else is tracking this layer?

Most people tracking $TAO are watching the price chart. The ones who are actually ahead are watching the subnets. Here is why subnet growth is the real TAO price driver, and why almost nobody is talking about it correctly. $TAO does not work like most tokens. The price is not driven by speculation alone. It is driven by real network usage tied to AI computing output. Miners, validators, and developers earn TAO based on performance. The more useful the AI output, the more the network rewards it. Subnets are where that output gets produced. Each subnet is a specialised AI marketplace running inside the Bittensor network. One subnet handles language processing. Another handles predictive modelling. Another handles data indexing. Each one is a separate competitive market where AI models compete to produce the best output and earn TAO rewards for doing so. Here is what that means for price: Every new subnet that launches creates a new source of TAO demand. Developers who want to participate need TAO. Users who want access need TAO. Validators who want to secure the subnet need TAO. The token is not optional infrastructure. It is the entry ticket and the reward mechanism for every subnet that runs on the network. Right now, the subnet ecosystem is approaching $1.5 billion in cumulative value. Nearly 70 percent of TAO supply is already staked. Post-halving emissions sit at 3,600 TAO per day, down from 7,200. Supply tightening. Subnet demand is growing. Institutional custody is now live through BitGo and Yuma. Forecasts suggest the subnet ecosystem matures between 2026 and 2028, transitioning from infrastructure development into enterprise adoption. That transition is when decentralised AI stops being a thesis and starts being a cost efficiency argument that businesses make against centralised AI providers. When that argument lands at scale, every subnet on Bittensor becomes a revenue-generating node. Every new enterprise use case becomes a new source of TAO demand. The analysts watching the price chart are looking at the output of this system. The analysts watching subnet growth are looking at the input. Grayscale filed the ETF. BitGo opened the institutional door. The subnets are doing the actual work. Watch the subnets. Who else is tracking this layer?

2xnmore

11,997 Aufrufe • vor 5 Monaten

Anthropic and OpenAI released cheaper models on the same day with Claude Opus 5.5 and GPT-6. Dave McClure of Practical Venture Capital, Jeff Clavier of Uncork Capital, and Jenny Fielding of Everywhere Ventures join Jason to debate what that means for open-weight models. They also get into why fintech and healthcare are suddenly on the VC sideline, whether Meta's Muse leaves any room for Instinct, why it's a buyer's market for secondaries, and why median seed valuations have more than tripled since 2017. @jason Dave McClure Jeff Clavier Jenny Fielding 0:00 What seed rounds looked like then: Fitbit's $2M seed 3:15 Jenny's Techstars NYC years and the two-unicorn mug 7:51 All-In Summit: Trump calls Jensen Huang onstage. Staged or not? 8:56 P(doom) roundtable + Dave's AI sovereign wealth fund prediction 10:08 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at 13:35 The AI intel error that nearly triggered a US-China incident 17:44 "McClure's Law": a human with AI is the real risk 19:59 Odoo - The all-in-one business platform. Your first app is free! Get started today at 21:37 Stripe + OpenRouter: an anti-fraud play, not a routing play? 23:07 Seed valuations: median $8M (2017) to $28M today 23:58 Instinct: $2.5B to a reported $10B in weeks 29:49 Rippling - Thanks to our partners at Rippling! Head to and get the only AI built to give you full visibility across your startup and take complex actions across your entire business. 44:01 Opus 5.5 vs. GPT-6 Sol: the same-day price war 46:51 Gun to your head: open-weight models or frontier labs? 51:00 Secondaries: the top 30 names vs. everyone else 52:30 Why fintech and healthcare are unloved (and Jason's Robinhood bet) 🎥 Watch the full episode here 👇

Anthropic and OpenAI released cheaper models on the same day with Claude Opus 5.5 and GPT-6. Dave McClure of Practical Venture Capital, Jeff Clavier of Uncork Capital, and Jenny Fielding of Everywhere Ventures join Jason to debate what that means for open-weight models. They also get into why fintech and healthcare are suddenly on the VC sideline, whether Meta's Muse leaves any room for Instinct, why it's a buyer's market for secondaries, and why median seed valuations have more than tripled since 2017. @jason Dave McClure Jeff Clavier Jenny Fielding 0:00 What seed rounds looked like then: Fitbit's $2M seed 3:15 Jenny's Techstars NYC years and the two-unicorn mug 7:51 All-In Summit: Trump calls Jensen Huang onstage. Staged or not? 8:56 P(doom) roundtable + Dave's AI sovereign wealth fund prediction 10:08 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at 13:35 The AI intel error that nearly triggered a US-China incident 17:44 "McClure's Law": a human with AI is the real risk 19:59 Odoo - The all-in-one business platform. Your first app is free! Get started today at 21:37 Stripe + OpenRouter: an anti-fraud play, not a routing play? 23:07 Seed valuations: median $8M (2017) to $28M today 23:58 Instinct: $2.5B to a reported $10B in weeks 29:49 Rippling - Thanks to our partners at Rippling! Head to and get the only AI built to give you full visibility across your startup and take complex actions across your entire business. 44:01 Opus 5.5 vs. GPT-6 Sol: the same-day price war 46:51 Gun to your head: open-weight models or frontier labs? 51:00 Secondaries: the top 30 names vs. everyone else 52:30 Why fintech and healthcare are unloved (and Jason's Robinhood bet) 🎥 Watch the full episode here 👇

This Week in Startups

26,114 Aufrufe • vor 14 Tagen

🚀 Exciting News $SHELL the Future of AI Agents and $TAO with the TTS Subnet on Bittensor! 🚀 MyShell extends the impact of Bittensor's incentive mechanism to its over 1 million registered users and 50,000 creators, greatly expanding Bittensor's and $TAO's influence. MyShell and Bittensor are right at the heart this massive shake-up with $SHELL and $TAO. They’re all about making AI not just smart but also something everyone can get into, thanks to the power of decentralized networks. And at the core? AI agents. These aren't your average digital assistants; they're about to change how we interact with tech on a whole new level. MyShell's Big Idea with $SHELL So, MyShell’s got this big plan to make AI something anyone can dive into. They're launching this TTS Subnet thing on Bittensor's network, which is all about making machines talk in more human-like ways, and they're using $SHELL tokens to fuel this vision. Their goal? To push past old-school AI limits and create with AI as easy as pie, all while keeping it open-source and community-powered. Bittensor Does Its Magic with $TAO On the other side, you’ve got Bittensor doing wonders with $TAO, building this massive network where anyone, anywhere, can chip in on AI research and development. This partnership with MyShell? It’s a game-changer, breaking down walls in AI development and letting folks from all over the world have a go at making AI smarter. $SHELL + $TAO = AI Revolution Putting $SHELL and $TAO together is where the magic really happens. MyShell and Bittensor aren’t just teaming up for the tech; they’re here to transform our digital world, making AI agents a big part of our online lives. Imagine AI that doesn’t just follow orders but helps, creates, and learns with you. That’s the future they’re building. Hop on Board the AI Revolution This isn’t just tech talk; it’s a call to action. MyShell and Bittensor are inviting anyone with a spark for AI to jump in and help shape this new world. Whether you’re a coder, a creator, or just curious, there’s a spot for you to dive in and make a difference. Want to get started? Check out MyShell on GitHub: Follow the latest buzz on X: MyShell.AI Take a deeper dive at Website: This is more than just building AI; it’s about crafting a future where AI is part of everyone’s life, powered by the community, for the community. Let’s make it happen with $SHELL and $TAO. Share on YouTube:

🚀 Exciting News $SHELL the Future of AI Agents and $TAO with the TTS Subnet on Bittensor! 🚀 MyShell extends the impact of Bittensor's incentive mechanism to its over 1 million registered users and 50,000 creators, greatly expanding Bittensor's and $TAO's influence. MyShell and Bittensor are right at the heart this massive shake-up with $SHELL and $TAO. They’re all about making AI not just smart but also something everyone can get into, thanks to the power of decentralized networks. And at the core? AI agents. These aren't your average digital assistants; they're about to change how we interact with tech on a whole new level. MyShell's Big Idea with $SHELL So, MyShell’s got this big plan to make AI something anyone can dive into. They're launching this TTS Subnet thing on Bittensor's network, which is all about making machines talk in more human-like ways, and they're using $SHELL tokens to fuel this vision. Their goal? To push past old-school AI limits and create with AI as easy as pie, all while keeping it open-source and community-powered. Bittensor Does Its Magic with $TAO On the other side, you’ve got Bittensor doing wonders with $TAO, building this massive network where anyone, anywhere, can chip in on AI research and development. This partnership with MyShell? It’s a game-changer, breaking down walls in AI development and letting folks from all over the world have a go at making AI smarter. $SHELL + $TAO = AI Revolution Putting $SHELL and $TAO together is where the magic really happens. MyShell and Bittensor aren’t just teaming up for the tech; they’re here to transform our digital world, making AI agents a big part of our online lives. Imagine AI that doesn’t just follow orders but helps, creates, and learns with you. That’s the future they’re building. Hop on Board the AI Revolution This isn’t just tech talk; it’s a call to action. MyShell and Bittensor are inviting anyone with a spark for AI to jump in and help shape this new world. Whether you’re a coder, a creator, or just curious, there’s a spot for you to dive in and make a difference. Want to get started? Check out MyShell on GitHub: Follow the latest buzz on X: MyShell.AI Take a deeper dive at Website: This is more than just building AI; it’s about crafting a future where AI is part of everyone’s life, powered by the community, for the community. Let’s make it happen with $SHELL and $TAO. Share on YouTube:

Andy ττ

10,842 Aufrufe • vor 2 Jahren

Many founders get stuck trying to find the perfect startup idea before they commit. But the perfect idea doesn't exist in the abstract. The only way to find what works is to pick one, go deep, and get feedback from real customers. In this episode of Startup School, YC's Jon Xu breaks down how to choose what to build, "burn the other boats," and go deep enough to practically run your customer's business— and why that depth is what surfaces the better idea underneath. 00:59 — The "Perfect Idea" trap 02:42 — Why working on multiple ideas fails 03:21 — How to actually go deep 04:51 — Could you run your customer's business? 06:18 — Build at the edge of what AI can do 08:37 — Aim at the most ambitious version 09:33 — What happens when the idea fails 10:27 — Walk fast in one direction

Many founders get stuck trying to find the perfect startup idea before they commit. But the perfect idea doesn't exist in the abstract. The only way to find what works is to pick one, go deep, and get feedback from real customers. In this episode of Startup School, YC's Jon Xu breaks down how to choose what to build, "burn the other boats," and go deep enough to practically run your customer's business— and why that depth is what surfaces the better idea underneath. 00:59 — The "Perfect Idea" trap 02:42 — Why working on multiple ideas fails 03:21 — How to actually go deep 04:51 — Could you run your customer's business? 06:18 — Build at the edge of what AI can do 08:37 — Aim at the most ambitious version 09:33 — What happens when the idea fails 10:27 — Walk fast in one direction

Y Combinator

94,684 Aufrufe • vor 3 Monaten

Around $100 trillion in global assets runs on what Chris Hladczuk calls “human duct tape,” accountants in back offices stitching together data that lives across QuickBooks, Excel, Bill, and a patchwork of other services. His startup, Hanover Park, aims to replace that legacy stack with AI. Find out how they went from $1B to $20B in assets administered in just 15 months. PLUS a fresh look at Jason’s prescient (except about COVID) March 2020 chat with Figma CEO and co-founder Dylan Field. 0:00 Hanover Park & the fund admin problem 3:32 Why funds outsource instead of building 5:44 Why fund accounting is so complex 10:38 The "one-click migration" goal 10:48 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 13:51 Context vs. intelligence gaps 16:11 No PMs, No Designers 20:46 Vanta - Get $1000 off your SOC 2 at 23:18 This is a $100T opportunity 25:36 Flashback w/ Dylan Field of Figma 29:15 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to and use the code TWIST 31:22 Pre-AI enterprise security worries 36:30 SaaS overload and SaaS burnout 37:30 The evolution of Figma pricing 42:38 The rise and fall of Mahalo dot com 51:38 The work-from-home revolution begins cc: Chris Hladczuk, Hanover Park, Dylan Field, Figma, @jason, alex 🏴‍☠️🇺🇸🇺🇦, Lon Harris 🎥 Watch the full episode here 👇

Around $100 trillion in global assets runs on what Chris Hladczuk calls “human duct tape,” accountants in back offices stitching together data that lives across QuickBooks, Excel, Bill, and a patchwork of other services. His startup, Hanover Park, aims to replace that legacy stack with AI. Find out how they went from $1B to $20B in assets administered in just 15 months. PLUS a fresh look at Jason’s prescient (except about COVID) March 2020 chat with Figma CEO and co-founder Dylan Field. 0:00 Hanover Park & the fund admin problem 3:32 Why funds outsource instead of building 5:44 Why fund accounting is so complex 10:38 The "one-click migration" goal 10:48 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 13:51 Context vs. intelligence gaps 16:11 No PMs, No Designers 20:46 Vanta - Get $1000 off your SOC 2 at 23:18 This is a $100T opportunity 25:36 Flashback w/ Dylan Field of Figma 29:15 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to and use the code TWIST 31:22 Pre-AI enterprise security worries 36:30 SaaS overload and SaaS burnout 37:30 The evolution of Figma pricing 42:38 The rise and fall of Mahalo dot com 51:38 The work-from-home revolution begins cc: Chris Hladczuk, Hanover Park, Dylan Field, Figma, @jason, alex 🏴‍☠️🇺🇸🇺🇦, Lon Harris 🎥 Watch the full episode here 👇

This Week in Startups

15,588 Aufrufe • vor 3 Monaten

A Bittensor subnet just outscored Claude and Cursor on the SWE benchmark. They spent less than $1 million to get there. Anthropic spent billions. I sat down with Mark Jeffrey, one of the most connected people in the Bittensor ecosystem, and he broke down everything. Here's what most people don't know about TAO. Bittensor takes Bitcoin's mining concept and makes it programmable. Instead of solving meaningless hash puzzles, miners compete on real AI tasks. Best freelancer wins. Blockchain pays them. No company. No CEO. No permission needed. Bitcoin did this for energy. Bittensor does it for talent. The numbers are wild: • Ridges (Subnet 62) built a Claude/Cursor competitor for under $1M • Miners on Ridges were earning $50K per day at peak • The Bittensor network has 128 subnets, each like its own AI startup • Mark says 20-30 of them could become multi-billion dollar companies • Only 20% of TAO is staked in subnets right now • Stakers are earning up to 80% yield on some subnets Mark has been in crypto since 2013. He was in the Ethereum ICO. He's seen every cycle. His take: Bittensor is the most important thing to happen in crypto since Ethereum. He calls TAO the "third great coin" alongside Bitcoin and ETH. The comparison to early Bitcoin is hard to ignore. TAO just had its first halving in December. Same 21 million supply cap. Same post-halving setup. When Bitcoin went through this phase, it jumped from $250 to $10,000. Mark's conservative target for TAO by end of 2026: $3,000. But the real insight was about demand. More subnets means more TAO gets locked up. Subnet cap going from 128 to 256. Staking will absorb most of the supply. And AI agents need crypto to transact. They can't open bank accounts. Bittensor is building the rails for that. Jensen Huang just talked about Templar, a Bittensor subnet, on stage. This isn't theoretical anymore. People are using this stuff. The products on Bittensor are 10 to 100x better than what we saw in early Ethereum. And we're still early.

A Bittensor subnet just outscored Claude and Cursor on the SWE benchmark. They spent less than $1 million to get there. Anthropic spent billions. I sat down with Mark Jeffrey, one of the most connected people in the Bittensor ecosystem, and he broke down everything. Here's what most people don't know about TAO. Bittensor takes Bitcoin's mining concept and makes it programmable. Instead of solving meaningless hash puzzles, miners compete on real AI tasks. Best freelancer wins. Blockchain pays them. No company. No CEO. No permission needed. Bitcoin did this for energy. Bittensor does it for talent. The numbers are wild: • Ridges (Subnet 62) built a Claude/Cursor competitor for under $1M • Miners on Ridges were earning $50K per day at peak • The Bittensor network has 128 subnets, each like its own AI startup • Mark says 20-30 of them could become multi-billion dollar companies • Only 20% of TAO is staked in subnets right now • Stakers are earning up to 80% yield on some subnets Mark has been in crypto since 2013. He was in the Ethereum ICO. He's seen every cycle. His take: Bittensor is the most important thing to happen in crypto since Ethereum. He calls TAO the "third great coin" alongside Bitcoin and ETH. The comparison to early Bitcoin is hard to ignore. TAO just had its first halving in December. Same 21 million supply cap. Same post-halving setup. When Bitcoin went through this phase, it jumped from $250 to $10,000. Mark's conservative target for TAO by end of 2026: $3,000. But the real insight was about demand. More subnets means more TAO gets locked up. Subnet cap going from 128 to 256. Staking will absorb most of the supply. And AI agents need crypto to transact. They can't open bank accounts. Bittensor is building the rails for that. Jensen Huang just talked about Templar, a Bittensor subnet, on stage. This isn't theoretical anymore. People are using this stuff. The products on Bittensor are 10 to 100x better than what we saw in early Ethereum. And we're still early.

Jesus Martinez

73,314 Aufrufe • vor 6 Monaten

In a brand new episode of TWiST, @jason sits down with Brynn Putnam to discuss her startup, Board, her learnings from building Mirror to a $500M exit, and how her new family gaming startup is taking on the screen time epidemic. Then, alex 🏴‍☠️🇺🇸🇺🇦 interviews AJ Piplica of Hermeus to discuss hypersonic, autonomous jet aircraft, what they bring to military and civilian contexts, and what’s next on the startup’s incredibly rapid testing schedule! 0:00 Board's Brynn Putnam joins the show 2:54 Board's proprietary AI software stack 6:43 Why Board manufactures in Mexico (not China) 9:21 LinkedIn: Thanks to our partners at LinkedIn! Post your job for free at then promote it to get access to LinkedIn Jobs' new AI assistant. 9:42 How to raise a Seed round for hardware without a finished product 15:26 Brynn's daughter and the mermaid example 17:09 Can Board limit screen time fears? 18:47 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at 22:54 Selling the first 10,000 units 28:38 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit to learn more. 29:42 Why Board is steering away from simple ports toward native IP experiences 39:59 Hermeus's AJ Piplica joins the show 41:15 What is Dark Horse? 47:47 Commercial applications: Cargo, organs, flowers, and trans-Atlantic in 90 minutes 58:42 Dark Horse range and the "reusable first stage" analogy 1:02:42 $350M Series C led by Khosla; total funding now exceeds $500M 1:03:39 The SpaceX model: get customers to fund your R&D 1:07:47 Closing: the American Dynamism pitch 🎥 Watch the full episode here 👇

This Week in Startups

15,579 Aufrufe • vor 3 Monaten

🚨Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out? Mark Cuban is BACK on All-In, joining @jason LIVE! (0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26) Health & AI: self-directed healthcare and biometric data (24:30) Politics, wealth tax, and AI as a truth-seeking force (35:12) Knicks & Sports Talk ----------------------------- Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at Northwest Registered Agent LLC

🚨Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out? Mark Cuban is BACK on All-In, joining @jason LIVE! (0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26) Health & AI: self-directed healthcare and biometric data (24:30) Politics, wealth tax, and AI as a truth-seeking force (35:12) Knicks & Sports Talk ----------------------------- Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at Northwest Registered Agent LLC

The All-In Podcast

164,725 Aufrufe • vor 2 Monaten

Bitcoin Mining Death Spiral, AGI, and the End of Central Banking w/ Rich Rines Rich joins Robert ₿reedlove to explore whether mining concentration is a real concern, why Ethereum struggles with product market fit, and if Bitcoin is the separate of money from state. 0:00 - WiM Episode Trailer 1:13 - Bitcoin vs Sh*tcoin (Decentralization) 5:30 - Is Mining Concentration a Concern? 17:15 - iCoin Bitcoin Wallet 18:44 - Cowbolt: Settle in Bitcoin 19:59 - Bitcoin and Turing Completeness 25:40 - Ethereum’s Product Market Fit 34:14 - Heart and Soil Supplements 35:14 - Mine Bitcoin with Blockware Solutions 36:16 - Tether and the Lightning Network 49:54 - The Future of Central Banking on a Bitcoin Standard 55:17 - Helping Lightning Startups with In Wolf’s Clothing 56:09 - Onramp Bitcoin Custody 58:06 - The Future of Banking on a Bitcoin Standard 1:03:21 - Will Government Become Irrelevant? 1:07:22 - Working at Coinbase 1:21:42 - Mind Lab Pro Supplements 1:22:53 - Buy Bitcoin with Coinbits 1:24:21 - Money, Language, and Religion 1:33:24 - Coinbase and the Ethics of Sh*tcoins 1:39:15 - Are Cryptos Just Unregistered Securities? 1:43:50 - Is Bitcoin the Separation of Money and State? 1:47:55 - Will AI Shrink Government? 1:53:12 - Will AI and Bitcoin Bring UBI? 2:01:02 - The Farm at Okefenokee 2:02:12 - Orange Pill App 2:02:40 - How Far Off is AGI? 2:10:53 - Closed vs Open Source AI 2:12:08 - Will Everyone Become a Software Engineer? 2:19:53 - Closing Thoughts and Where to Find Rich Rines

Bitcoin Mining Death Spiral, AGI, and the End of Central Banking w/ Rich Rines Rich joins Robert ₿reedlove to explore whether mining concentration is a real concern, why Ethereum struggles with product market fit, and if Bitcoin is the separate of money from state. 0:00 - WiM Episode Trailer 1:13 - Bitcoin vs Shtcoin (Decentralization) 5:30 - Is Mining Concentration a Concern? 17:15 - iCoin Bitcoin Wallet 18:44 - Cowbolt: Settle in Bitcoin 19:59 - Bitcoin and Turing Completeness 25:40 - Ethereum’s Product Market Fit 34:14 - Heart and Soil Supplements 35:14 - Mine Bitcoin with Blockware Solutions 36:16 - Tether and the Lightning Network 49:54 - The Future of Central Banking on a Bitcoin Standard 55:17 - Helping Lightning Startups with In Wolf’s Clothing 56:09 - Onramp Bitcoin Custody 58:06 - The Future of Banking on a Bitcoin Standard 1:03:21 - Will Government Become Irrelevant? 1:07:22 - Working at Coinbase 1:21:42 - Mind Lab Pro Supplements 1:22:53 - Buy Bitcoin with Coinbits 1:24:21 - Money, Language, and Religion 1:33:24 - Coinbase and the Ethics of Shtcoins 1:39:15 - Are Cryptos Just Unregistered Securities? 1:43:50 - Is Bitcoin the Separation of Money and State? 1:47:55 - Will AI Shrink Government? 1:53:12 - Will AI and Bitcoin Bring UBI? 2:01:02 - The Farm at Okefenokee 2:02:12 - Orange Pill App 2:02:40 - How Far Off is AGI? 2:10:53 - Closed vs Open Source AI 2:12:08 - Will Everyone Become a Software Engineer? 2:19:53 - Closing Thoughts and Where to Find Rich Rines

The "What is Money?" Show

31,458 Aufrufe • vor 1 Jahr

People really need to revisit their preconceived notions on $TAO. This week on Steady Lads > Bittensor has "gotten past so many halvenings" / "Overspent its emissions" Bittensor had its first halvening event on Dec. 14, 2025 and will not have another halvening until Dec 2029 as it follows the same halvening schedule at Bitcoin. By this logic Bitcoin also overspent its incentives when it paid 50 BTC a block to people mining on laptops who contribute nothing to the network today. > "Become overly gamified" The point on Bittensor incentives being overly gamified is a fair critique of Bittensor from like 2 years ago, but has not been updated to account for upgrades and subnet improvement. dTAO: made emissions a market based system where subnet owners need to attract investment in order to earn emissions from the chain. Before dTAO subnet owners had to convince top validators to give them emissions. Post dTAO subnet owners need to convince a whole market. Emissions at the subnet level have also become more difficult to earn, not less, as owners refine incentive mechanisms and miner competition rises. But hey if you still think Bittensor is gameable, Bittensor is a permissionless protocol so feel free register a UID and start mining.

People really need to revisit their preconceived notions on $TAO. This week on Steady Lads > Bittensor has "gotten past so many halvenings" / "Overspent its emissions" Bittensor had its first halvening event on Dec. 14, 2025 and will not have another halvening until Dec 2029 as it follows the same halvening schedule at Bitcoin. By this logic Bitcoin also overspent its incentives when it paid 50 BTC a block to people mining on laptops who contribute nothing to the network today. > "Become overly gamified" The point on Bittensor incentives being overly gamified is a fair critique of Bittensor from like 2 years ago, but has not been updated to account for upgrades and subnet improvement. dTAO: made emissions a market based system where subnet owners need to attract investment in order to earn emissions from the chain. Before dTAO subnet owners had to convince top validators to give them emissions. Post dTAO subnet owners need to convince a whole market. Emissions at the subnet level have also become more difficult to earn, not less, as owners refine incentive mechanisms and miner competition rises. But hey if you still think Bittensor is gameable, Bittensor is a permissionless protocol so feel free register a UID and start mining.

Boomer

46,252 Aufrufe • vor 1 Monat

What happens when AI agents make mistakes? On this week’s episode of The Investment Memo, Lightspeed Partner James Alcorn sits down with Judgment Labs co-founder Alex Shan to discuss the agent workflow (and more). Alex started researching AI performance at Stanford when he was just 16. Today, alongside co-founders Andrew Li and Joseph Camyre, the team is building the quality layer for the agent era. The episode goes deep into many critical questions, like why agent evaluation is becoming critical infrastructure, how to measure trust and reliability, and what breaks when agents move from demos to production. We’re excited to have led the Seed and co-led the Series A, totaling $32M in funding. Tune into the full conversation about the future of AI evaluation, in the era where judgment is everything. Chapters 0:00 Putting Agent Improvement On Autopilot 2:20 What Judgment Labs Actually Does 3:09 Being A Full Lifecycle Agent Behavior Monitoring Platform 4:59 How The Co-Founders Met 7:57 The Fundraising Journey With Lightspeed 11:57 Two Core Technological Bets That Shaped The Product 14:49 The Philosophy Behind Partnering With Customers 17:28 How They Choose Their Early Customers 19:40 The 5-Year Vision For Judgment Labs 22:10 Where The Business Goes From Here 24:39 How To Get In Touch With Alex And The Team

What happens when AI agents make mistakes? On this week’s episode of The Investment Memo, Lightspeed Partner James Alcorn sits down with Judgment Labs co-founder Alex Shan to discuss the agent workflow (and more). Alex started researching AI performance at Stanford when he was just 16. Today, alongside co-founders Andrew Li and Joseph Camyre, the team is building the quality layer for the agent era. The episode goes deep into many critical questions, like why agent evaluation is becoming critical infrastructure, how to measure trust and reliability, and what breaks when agents move from demos to production. We’re excited to have led the Seed and co-led the Series A, totaling $32M in funding. Tune into the full conversation about the future of AI evaluation, in the era where judgment is everything. Chapters 0:00 Putting Agent Improvement On Autopilot 2:20 What Judgment Labs Actually Does 3:09 Being A Full Lifecycle Agent Behavior Monitoring Platform 4:59 How The Co-Founders Met 7:57 The Fundraising Journey With Lightspeed 11:57 Two Core Technological Bets That Shaped The Product 14:49 The Philosophy Behind Partnering With Customers 17:28 How They Choose Their Early Customers 19:40 The 5-Year Vision For Judgment Labs 22:10 Where The Business Goes From Here 24:39 How To Get In Touch With Alex And The Team

Lightspeed

18,674 Aufrufe • vor 3 Monaten