Revenue Search: Inside Bittensor – Détails, épisodes et analyse

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Revenue Search: Inside Bittensor

Mark Creaser and Siam Kidd

Business & Entrepreneuriat

Fréquence : 1 épisode/0j. Total Éps: 23

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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Talking TAO: How Siam Trades Subnets

Épisode 16

mercredi 16 juillet 2025 • Durée 01:00:12

Siam and Mark are back for a deep dive into how DSV actually trades subnets.

We cover:

Why the TAO halving has quietly moved forward (and what that changes)
How Siam maps alpha price ceilings using emissions math
Why most subnets bleed before they moon - and how to time entries
The tools and metrics DSV uses to scout new opportunities
Siam’s take on “glass ceilings,” Goldilocks zones, and high EV bands
And how DSV balances long-term strategic OTC plays with short-term alpha trades

This one’s a masterclass in Bittensor subnet trading - from a fund that lives and breathes it.

Grab a notepad. Maybe two.

Follow @siamkidd and @markcreaser on X for more.

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Subnet Session with Max Sebti from Score (SN44): Vision-as-a-Service & Sports Hedge Funds

Épisode 15

mercredi 16 juillet 2025 • Durée 30:26

In this Subnet Session, we reunite with Max from Score - our very first OTC play at DSV - to unpack how SN44 is turning raw sports footage into high-value intelligence.

We cover:

Why data annotation is the hidden goldmine of video AI
How Score landed a $150K/month client – and cut their costs by 90%
Their upcoming revenue share deal with a $5B sports hedge fund

Why real-world revenue trumps emissions
How they’re building Vision-as-a-Service beyond football
And their bold plans for aggressive alpha buybacks (plus potential burns and DAO reserves)

This one’s packed. Real revenue, real customers, and a killer product.

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Subnet Session with James Woodman from Targon: SN4

Épisode 14

mercredi 16 juillet 2025 • Durée 30:16

James Woodman from Targon (Subnet 4) joins us to explain how they’ve built BitTensor’s most revenue-generating subnet - already doing $100K+ ARR, backed by real users and real payments.

We cover:

How Subnet 4 aggregates $70M+ of NVIDIA-certified compute
Why they return 100% of revenue to alpha holders via rolling buybacks
What trusted execution environments (TEEs) are - and why they matter
Why speculative emissions aren’t sustainable
How they’re targeting privacy-focused clients, from AI startups to defence firms
And what it’ll take to hit their bold goal of $4M/month in revenue

If you want to understand what serious revenue on BitTensor looks like - this is the one to tune in to.

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Subnet Session with Red Team: Beating Bots with Bittensor (SN61)

Épisode 13

mercredi 16 juillet 2025 • Durée 33:22

In this episode, we sit down with Oli and Oscar from Red Team, the BitTensor subnet tackling one of GenAI’s biggest threats: synthetic fraud.

Their London-based cybersecurity firm Innerworks already protects major payment platforms and crypto exchanges. But now, with Subnet 61, they’ve built a decentralized R&D engine that uses BitTensor miners to stress-test their own defences - crowdsourcing attacks to stay ahead of adversaries.

We dig into:

What Red Team actually does (in human language)
Why AI-powered fraud is exploding - and how SN61 spots it in real time
The genius way they use miners to simulate attacks before they hit the wild
How they price and sell the product as a high-margin SaaS play
Whether this is an “extractive” subnet or not

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Subnet Session with Mike Bunting from Data Universe: SN13

mercredi 16 juillet 2025 • Durée 27:21

In this Subnet Session, we’re joined by Mike Bunting - CFO of Macrocosmos and architect of Subnet 13: Data Universe, the largest open-source social media dataset on the planet.

We explore:

Why they’ve already scraped over 55 billion posts (and counting)
How SN13 turns raw social data into revenue, insight, and alpha
Who’s buying the data and why it matters for hedge funds, consumer brands, and subnets alike
The future of metadata, visualisation, and turning big data into usable products
How Subnet 13 could power everything from brand tracking to AI training to prediction markets

Whether you’re staking, building, or just curious about real-world utility in Bittensor - this one’s a must-listen.

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Subnet Session with Wandering Weights from Gradients: SN56

Épisode 11

mardi 15 juillet 2025 • Durée 31:47

In this Subnet Session, we’re joined by Wandering Weights - aka Chris - the quietly brilliant mind behind Gradients (SN56).

We talk about how Gradients is flipping the post-training market on its head:

$250 fine-tuned LLMs that rival $10K AWS jobs
A roadmap to 5.0 and enterprise-grade privacy
Why replacing 5 ML engineers with one isn’t dystopian - it’s profitable
And how 3,000 early users are already generating real-world revenue

If you’ve ever trained a model, hired an ML team, or cursed at AutoML’s pricing - this one’s for you.

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Subnet Session with Mikel Palokaj from TPN: The Most Private VPN on Bittensor (SN65)

Épisode 10

mardi 15 juillet 2025 • Durée 30:45

In this Subnet Session, we chat with Mikel and Mentor Palokaj — co-founders of TPN (SN65) — a privacy-first VPN built on Bittensor.

TPN isn’t just another Nord clone. It’s a decentralized network of nodes that rewards miners for operating in hard-to-reach locations like Iran or Pyongyang, enabling true global coverage and resilience against censorship.

We cover:

– Why VPNs are a natural fit for Bitensor’s incentive model

– How TPN makes surveillance harder and logging obsolete

– Their “AWS for VPNs” vision, open dev tooling, and upcoming consumer app

– And how API fees will flow straight into alpha buybacks

If you think VPNs are boring, this one might change your mind.

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Subnet Session with James Ross from Synth: Forecasting the Future of Finance (SN50)

mardi 15 juillet 2025 • Durée 31:53

In this Subnet Session, we sit down with James from Synth (SN50) - a predictive modeling subnet that’s quietly becoming Bittensor’s financial backbone.

Synth isn’t about calling prices - it’s about modeling volatility. James walks us through how hundreds of miners generate millions of synthetic price paths for BTC, ETH, and soon gold, and how that data is being used in DeFi protocols, hedge fund strategies, risk models, and trading agents.

We cover:

Why volatility matters more than price
How Synth outperforms industry benchmarks by 30%
The roadmap for fiat revenue and alpha buybacks
And why recruiting elite data scientists is Bittensor’s next frontier

If you’re betting on decentralized finance, intelligence, and infrastructure - this one’s for you.

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Subnet Session with Michaela Bazo, CEO of Metanova: Rewiring Drug Discovery with SN85

Épisode 8

mardi 15 juillet 2025 • Durée 35:52

In this Subnet Session, we talk with Michaela Bazo, CEO of Metanova (SN85) — the first decentralized drug screening platform on Bittensor.

We dig into how Metanova is reshaping pharma’s $2.6B, 10-year funnel with a token-incentivized AI network that screens molecules faster, cheaper, and with real novelty. We cover everything from miner incentives to big pharma partnerships, behavioral drugs to decentralized R&D, and why alpha-backed screening might become biotech’s new backbone.

If you’re into deep tech, biotech disruption, or trillion-dollar TAMs — this one’s essential.

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Subnet Session with Gareth Howes from Vidaio: SN 85

Épisode 7

dimanche 13 juillet 2025 • Durée 26:09

Gareth Howes has spent 25 years behind the scenes of broadcast and streaming – but now he’s building a subnet.

In this Subnet Session, we sit down with Gareth to explore Subnet 85 - Vidaio - Bittensor’s first and only video processing subnet. He breaks down how their AI-enhanced compression and upscaling tech could save platforms like Netflix and Amazon millions, without compromising quality.

We cover:

Why emerging markets are a massive wedge for Vidaio
How AI can reduce file sizes by up to 80%
Why compression, not upscaling, will be their 90% revenue driver
The roadmap to fiat billing and enterprise partnerships
And what they plan to do with real-world revenue when it starts flowing

If you’re betting on real-world adoption of Bittensor infrastructure – Vidaio is one to watch.

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