Joined May 2022
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- Followers 1,983
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361 Photos and videos
17h
This isn’t just a matter of government power.
It also highlights the extent of corporate power. With the flip of a switch, Anthropic materially impacted the capabilities of the global economy.
It’s not difficult to imagine the nearly infinite (and far less detectable) ways they can put their thumb on the scale of global cognition.
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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20h
Chancellor on the brink of second restriction for AI
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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Greg Schvey retweeted
Jun 8
We estimate that 9% of subnet token value is held in strategies that MUST remain liquid, regardless of the Conviction upgrade's incentives, and could grow to 60%.
This requirement means it is not feasible to lock these subnet tokens, affecting a majority of subnet token value if Bittensor follows the trends of other markets as they mature.
Read the full Conviction impact analysis we collaborated on with @TAO_dot_com and @UnsupervisedCap to learn more about operator impacts.
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Jun 3
Three of the leading companies in the Bittensor ecosystem collaborated to develop an impact analysis on the proposed Conviction updates
If you hold $TAO or are building in the space, you should give this a read and check out the podcast discussion
High-density info throughout
Jun 3
Check out the analysis document on Conviction that we put together in collaboration with @GSchvey at @YumaGroup and @Old_Samster at @UnsupervisedCap
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Jun 3
I've been digging into the @MacrocosmosAI @IOTA_SN9 100B parameter pretraining run to understand what it is (or isn't) and potential implications.
My honest assessment below in case its helpful for others:
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Jun 3
4/5) These were A100 professional GPUs, not consumer cards that IOTA is best known for using
It was also not broadly decentralized. These were 16 hand-selected A100 nodes in a controlled run.
Their substack notes it was achieved "a fraction as much" as equivalent datacenter setups. I assume the cost advantage over datacenter they mentioned comes from distributed spot/underutilized capacity pricing, not cheap hardware, but admittedly that's not clear to me either way.
Macrocosmos is explicit that this is stage 1: future stages target heterogeneous hardware, interruptible nodes, and eventually consumer-class GPUs. The current run proves the architecture works at scale; the cost story likely gets more compelling as the hardware constraints relax
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Jun 3
5/5) Why it matters
The limiting factor for frontier model training has generally been access to dedicated clusters
If pipeline-parallel training over distributed hardware scales further, Bittensor becomes a credible compute layer for foundation model pretraining, not just inference.
Ultimately, the scale of a single datacenter will also be a limiting factor for any commercial entity or frontier training run. Logic would follow that decentralized training is critical for advancement in the field generally, even beyond Bittensor.
Given all of the above, this run appears to be an incremental but very real step in that direction and (in my opinion) worthy of the attention it's receiving.
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Jun 2
Since the initial Conviction update, Bittensor has seen ~17.7M alpha locked
Equivalent to 199K $TAO or $49M; 4.6% of total subnet market cap
Just over half of the locked stake thus far is from a single address
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Greg Schvey retweeted
Jun 2
Greetings from @proofoftalk 2026 in Paris!
Make sure to see our CRO @EvanMalanga speaking this afternoon at 5:35pm, and say hello at the official Bittensor Track happy hour afterward.
Or reach out to Evan, @LindsMikeStone or @JourdanYuma to meet.
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Jun 2
Over the last couple weeks, we worked with @TAO_dot_com and @UnsupervisedCap on an impact analysis related to the proposed Conviction updates
This podcast reviews that report in a data-driven discussion on the potential implications of locking and subnet takeover
Worth a watch
Jun 1
Episode 13 of the Carrot and the Stick is live from TAO.com! Watch @Carrot_____1 and @KeithSingery discuss Conviction!
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Greg Schvey retweeted
May 28
Join us on the Bittensor track to hear Yuma CRO @EvanMalanga speak on June 2 at 5:35pm.
Or reach out to chat while you're in Paris.
May 28
Yuma is coming to the Louvre.
We’re delighted to welcome @YumaGroup as a Gold Sponsor of the Bittensor Track at Proof of Talk 2026.
A @DCGco company building on Bittensor, Yuma is emerging as the leading institutional gateway into Bittensor and the subnet economy.
From subnet incubation to institutional access, they are helping builders and stakers to develop subnets that unlock the next frontier of intelligence.
As innovators begin to look seriously at Bittensor, Yuma is becoming the most important bridge into the open intelligence economy.
This summer, Yuma joins us at the Louvre.
Gold Sponsor of the Bittensor Track at Proof of Talk.
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Greg Schvey retweeted
May 27
Our objective is to be the go-to entry point for builders and investors in decentralized AI.
Yuma CRO @EvanMalanga lays the vision out with @LexSokolin earlier this month for @finblueprint
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May 26
RT @YumaGroup: "You start to realize: if you can incentivize and commoditize it, you can build it on Bittensor."
Yuma Chief Protocol Offic…
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Greg Schvey retweeted
In case you missed it...
Had a great chat with @EvanMalanga, Chief Revenue Officer of
@Yumagroup
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May 21
The price at which Bittensor subnets get deregistered has been quietly rising since October.
Up ~2x in both TAO and USD terms.
As it rises, the weakest link in the network continues to strengthen.
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Greg Schvey retweeted
May 13
“Agents can launch tokens. Agents can have businesses. Agents can pay for their own compute.”
@adamsternbach , VP of Legal @YumaGroup, joins us on today's Block & Order. Watch now: youtu.be/Za0E6d_kpbI
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May 18
Subnets are the intelligence engines of Bittensor, but still remain largely inaccessible to the general public.
Today we took a big step towards addressing that by making access to them available to customers of one of the world’s leading crypto platforms.
May 18
App, custody, and institutional users on @cryptocom can now stake both $TAO and subnet tokens through Yuma's validators, enabling access to @bittensor ecosystem yield for the trading platform's 150M global audience.
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