Bittensor Fund I • CIO @ Crain • Impact PE • former Risk Arb @ Citi • BJJ black belt

Joined September 2013
3,386 Photos and videos
Pinned Tweet
do you understand yet? open source is the only way. #bittensor is the bitcoin of AI. bittensor:native
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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Michael D. White retweeted
Unlike many investors in crypto, I did not pivot to AI in the last few years. However, since 2020, I built some of the deepest understanding in this industry on the intersection of AI and decentralized networks (crypto, web3). From the start, it was very clear that AI models are a centralizing force and the biggest target for government control. That point became market fact last night, with @AnthropicAI’s export control compliance. As an investor in decentralized AI, I know that d-networks are a counterbalance to this state of affairs. In particular, the starting point of sovereign, open, public, decentralized AI is the seemingly insurmountable compute problem. How are people supposed to source more industrial compute for frontier training than these huge trillion dollar companies? The answer is simple: there is enough commodity GPU compute in the world to compete on the frontier, but to make use of it we need new algorithms for training. That’s what a few companies like @gensynai @PrimeIntellect @bageldotcom @Pluralis @NousResearch @MacrocosmosAI @covenant_ai set out to research, while everyone on the planet told them it was impossible. The result is that it is not only possible, but it can be cheaper and nearly as efficient as the alternative process. The second major problem is economic sustainability. Open source models are great, however, they are not economically viable as they don’t have a business model. So far in decentralized AI, only @Pluralis has an answer — by breaking up the weights of the model among participants, we create a business model for tokenized AI models. This is the moment of truth — will AI become fully centralized and fall under censorship and unilateral government control? Or will the AI world realize the importance of public AI on open decentralized networks?
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Michael D. White retweeted
$TAO is the Bitcoin of AI.
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Michael D. White retweeted
The best teachers will be LLMs. The best feedback will be monetary. The best models will train competitively. The best AI company will be co-owned. The best software will be open source. And there is only one way to get all of it.
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Michael D. White retweeted
access to frontier AI can be shut off overnight that’s the whole decentralized private AI thesis watching bittensor:native and base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf closely here
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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Michael D. White retweeted
Access to intelligence should not depend on a handful of companies or governments. This is why open, decentralized, permissionless AI matters. This is why Bittensor matters.
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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Michael D. White retweeted
Unstoppable, uncensorable, global decentralized AI seems like a good investment bet to make. The “Bitcoin of AI” so to say…
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Michael D. White retweeted
Today I learned $1 Trillion in wealth is excessive but $40 Trillion in debt is totally cool… 💁‍♂️
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Michael D. White retweeted
Replying to @AnthropicAI
And just like that we collectively saw the future of inequality
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Michael D. White retweeted
Replying to @bourscheid
No, you don't get it. He does not have $1 trillion sitting in cash, it is 99% stock in his companies. To make that wealth liquid would mean selling all that stock which would swiftly destroy *both* the companies (Tesla, SpaceX, others) and the wealth. If he sold it all, he'd end up with maybe $100b max, several hundred thousand people would be out of work, the companies ruined and many of their suppliers also ruined. Okay, but now Elon has $100b in cash, and can "solve the world's problems". $100b divided by the world's 8 billion people is $12 If you were in charge, several of the most innovative industrial companies in the world would be destroyed, hundreds of thousands out of work, and space would again close to human civilization for another generation. But everyone on earth could have one nice meal and you could revel in your altruism.
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Michael D. White retweeted
NEWS: @zeussubnet (SN18) just beat ECMWF's IFS HRE, the gold-standard weather model by 23.55% on 2m temperature accuracy over 18 days in April. Delivering forecasts ~75% faster (1.5hrs vs 6hrs). Real-world impact: farmers, energy companies, and cities get actionable forecasts hours earlier.
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Michael D. White retweeted
Decentralized infra ✓ Open-source grading logic ✓ 100% profit split ✓ Attractive prices ✓ We asked ChatGPT to find a prop firm that checks all four. There's only one. Vanta.
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Michael D. White retweeted
“You’re all suckers” - MS
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Michael D. White retweeted
Son: Dad how did we get so rich? Dad: I full ported into subnet 8 on the #Bittensor ecosystem @VantaSN8 @wallstreetbets
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Michael D. White retweeted
Jun 11
3 days since we launched 55% off Vanta accounts: -> Crossed 2000 users on Vanta (all-time high) -> A trader who joined during the sale passed the eval in 24 hours. Watching traders go from “let me try this” to funded within a day is unreal. This alone made every late night we pulled for the sale worth it. If you're on the fence, there's never been a better time to grab your Vanta eval account.
Gave Claude Fable 5 access to our pricing page as a "test." It slashed prices by 55% on all Vanta accounts. The finance team is losing it. You have less than 2 weeks before they undo it ⬇️ vantatrading.io/wsb
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Michael D. White retweeted
I’m starting to trust Dario less than Sam. At least with Sam it’s comically transparent how Machiavellian he is, you can practically see the scales. Dario however has the EA disease and believes he’s our lord and saviour, something that is far more dangerous.
Today I'm publishing a new essay, Policy on the AI Exponential. AI is progressing extremely fast—much faster than the policy process was built to handle. The essay lays out where I think the technology is now, and the action needed to close the gap: darioamodei.com/post/policy-…
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Michael D. White retweeted
Jun 10
What we’re building is fundamentally different, and we won’t stop until we see it through with the same goal we’ve always had. Traders deserve better. Retail investors deserve better. A full platform with a decentralized, OSS & transparent backbone.
Jun 10
Doubled. Faster.
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Michael D. White retweeted
Banks have decided who gets credit for generations. At Proof of Talk, our founder @sebyrubino walked a room of investors through exactly why and what changes that. A solution that would allow any curator to offer real-world credit products onchain. Open onchain credit… That's Zipcode Finance 👇
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Michael D. White retweeted
Jun 10
My bet is on @heydittoai v2 being Bittensor’s Deepseek moment. Agents should tell us what to do based on our goals. Not the other way around. The problem has been memory and infrastructure which @heydittoai solved.
the next deepseek moment for AI will be crypto native
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Michael D. White retweeted
Can someone explain to me what’s so bullish about SpaceX if we are still faking moon landings?
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