seth bloomberg @bloomberg_seth
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I actually just spoke with both entities, and they confirmed that their deals have been 20% or less, with one exception at 30%. The other thing to keep in mind, is that 20% stake in the Owner's emissions ends up being less than 3% of the fully diluted supply when you factor in…
I actually just spoke with both entities, and they confirmed that their deals have been 20% or less, with one exception at 30%. The other thing to keep in mind, is that 20% stake in the Owner's emissions ends up being less than 3% of the fully diluted supply when you factor in…
Starting in an hour! @Old_Samster and @bloomberg_seth from @UnsupervisedCap join @DistStateAndMe for our TGIF community chat Builder insights meet investment expertise - early crypto x AI pioneers discussing what they're seeing x.com/i/spaces/1LyxB…
I bet I know who did the max/227 commits…
Everything is RL environment
Everything is RL environment
Very few ways for open source AI companies to survive. Those who do will emphasize brand building and aesthetics as much (if not more) than they do innovative tech. Seems the former is required to endure to generate the latter.
🪜Introducing: StepWiser🦉 📝: arxiv.org/abs/2508.19229 - Reframes stepwise reward modeling as a reasoning task: outputs CoT + judgment. - Trained by RL using relative outcomes of rollouts. Results: (1) SOTA performance on ProcessBench! (2) Improves policy at train time. (3)…
The "one model to rule them all" paradigm is officially dead, time to move on to "a model for each use-case"! As we've been saying, ultimately there will be as many AI models as code repositories, as shown by the 3,000 new models shared on HF every day!
One of crypto’s core features has always been using tokens as a new mechanism for capital formation. The ICM thesis is a new wrapper around this old idea, and it marks a reflexive swing back towards crypto’s early roots. Great perspective from Sami here.
One of crypto’s core features has always been using tokens as a new mechanism for capital formation. The ICM thesis is a new wrapper around this old idea, and it marks a reflexive swing back towards crypto’s early roots. Great perspective from Sami here.
Hyperliquid showed the ICM path works for a single app Bittensor is showing it works for an entire ecosystem
Hyperliquid showed the ICM path works for a single app Bittensor is showing it works for an entire ecosystem
Nobody is really taking the crypto-AI space seriously at the moment. And I get why. The large majority of projects that raised off the AI hype in 2024 are all irrelevant and never shipped anything worth using. The few that did have removed any crypto terminology from their…
If you allow yourself to believe in something, then you can come to understand that this is the big picture of what Bittensor is doing. Cryptoeconomic protocols with well-designed and aligned incentive mechanisms, coupled with open competition is the path forward.
If you allow yourself to believe in something, then you can come to understand that this is the big picture of what Bittensor is doing. Cryptoeconomic protocols with well-designed and aligned incentive mechanisms, coupled with open competition is the path forward.
I usually don’t talk about RL envs on the tl out of respect for our customers but this take won’t age well. Making problems that provide signal for models to get better is pretty hard, and is only going to get harder every year as models improve. The notion that you can vibe…
I usually don’t talk about RL envs on the tl out of respect for our customers but this take won’t age well. Making problems that provide signal for models to get better is pretty hard, and is only going to get harder every year as models improve. The notion that you can vibe…
Fun to think about open-source models and their variants as families from an evolutionary biology standpoint and analyze "genetic similarity and mutation of traits over model families". These are the 2,500th, 250th, 50th and 25th largest families on @huggingface:
Fun to think about open-source models and their variants as families from an evolutionary biology standpoint and analyze "genetic similarity and mutation of traits over model families". These are the 2,500th, 250th, 50th and 25th largest families on @huggingface: https://t.co/1RSlkq0EfF
As this unfolds over the next year or so, very clear that these two areas will be in high demand: • RL environment architects/engineers • Custom eval developers
As this unfolds over the next year or so, very clear that these two areas will be in high demand: • RL environment architects/engineers • Custom eval developers
The breadth/scale of Google's AI science and research is insane: • Gemini/Gemma models • Veo3 • Alpha series (fold, genome, evolve) • Genie 3 • TPUs Alpha series + Genie 3 are especially fascinating. My biggest question: how do they decide funding priorities?
subnets are L2s attracting builders will attract infinite liquidity that’s how we’ll make $TAO top 5 market cap
subnets are L2s attracting builders will attract infinite liquidity that’s how we’ll make $TAO top 5 market cap
Increasingly agree with this take

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