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Revenue Search: Inside Bittensor

Revenue Search: Inside Bittensor

By: Mark Creaser and Siam Kidd
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About this listen

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.Mark Creaser and Siam Kidd Economics Personal Finance
Episodes
  • Subnet Session with Fred from Polaris: SN49
    Aug 26 2025

    In this episode of Revenue Search, we sit down with Fred from Polaris (Subnet 49) - a team building what they call the “Airbnb of compute,” starting from Africa and expanding globally.

    Fred lays out Polaris’ mission to make GPUs and compute power accessible for universities, researchers, and builders who can’t afford Big Tech’s pricing. We dive into:

      • Why Polaris is focused on turning idle home GPUs into a distributed compute network.
      • Their subscription-based model (instead of a race to the bottom on hourly pricing).

      • The roadmap for revenue, security, and scaling into a full AI infrastructure layer.

      From bootstrapping with loaned GPUs to pitching a $1M raise, Fred is blunt about the challenges, the mission, and why accessibility matters.

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    52 mins
  • Subnet Session with Atlas from Mantis: SN123
    Aug 25 2025

    Mark and Siam interview Atlas, the founder behind Mantis (Subnet 123) - Mantis doesn’t just score miners on their raw predictions. Instead, it measures the information value of their embeddings - rewarding miners whose signals improve the ensemble accuracy of market forecasts.

    Atlas walks us through:

    • How a teenager in Costa Rica went from mining Ethereum without home internet to launching one of Bittensor’s most ambitious subnets.

    • Why Mantis is starting with BTCUSD forecasting but already expanding into forex and metals.

    • The challenge of turning emissions into real-world revenue - from PTN integration to potential hedge fund partnerships.

    • How verifiable, time-locked blockchain logging could make signals truly transparent.

    If you want to understand how Bittensor is spawning the next generation of quant infrastructure this is one to tune into.

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    44 mins
  • Talking TAO: with Mark Jeffrey
    Aug 20 2025

    Mark Jeffrey is one of the most trusted voices in the Bittensor ecosystem, and we talk to him about the rise of subnets, what the best teams are doing right, and where many are falling short.

    From buybacks and dev roadmaps to communications and narrative, Mark shares how he sees the ecosystem maturing, the signals that matter, and the catalysts that could drive the next wave of adoption.

    In this conversation, you’ll hear:

    • Which subnets are setting the pace - and why others are lagging behind

    • How buybacks, dev execution, and clear comms can make or break subnet tokens

    • What catalysts could reprice Bittensor from niche protocol to mainstream AI infrastructure


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    58 mins
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