DSV
@dsvfund
Early-stage fund focused on distributed AI infrastructure. Asymmetric bets. Long volatility. Unapologetically early. $TAO
Trust in digital media is breaking down. BitMind is building the infrastructure to fix it - and we’re backing them with a $100K OTC investment into Subnet 34. @BitMindAI is developing a decentralized AI system that detects deepfakes - synthetic images, video, and audio created…
Bittensor is live. Subnets are shipping. Institutional capital is lining up. But the market still hasn’t priced the value of the protocol layer for distributed AI. This Wednesday our CEO @markcreaser and CIO @siamkidd are hosting a private webinar for funds, family offices, and…
Bittensor Revenue Search 17: Akshat Jagga - SN11 Dippy x.com/i/broadcasts/1…
As an investor you must chronically self-interrogate with a bunch of different questions; ⁉️"Am I being an idiot?" ⁉️"What's the downside risk size and probability of this trade?" ⁉️"Is this really the best risk-adjusted portfolio configuration I could possibly have?" ⁉️"What or…
On Monday, Thinking Machines Lab announced a $2 billion seed round. Valuation? $12 BILLION. Welcome to the gold rush - where VCs are throwing cash at anything that even rhymes with AI: • Scale AI - Raised $1.6B, valued at $13.8B • Runway - Raised $545M, valued at $3B • Skild…
REVENUE SEARCH NOW ON SPOTIFY AND APPLE @markcreaser and @siamkidd have recorded 16 episodes of "Revenue Search", the podcast where they ask awkward questions to find out everything an investor needs to know about a subnet. Featuring • @Buntosaur from @MacrocosmosAI •…
Revenue Search #14 Bittensor #Tao Subnet 4 Short 5:43 Summary see original video from @dsvfund more indepth discussion thx to @MarkCreaser @SiamKidd @jameswoodmanv @TargonCompute
Bittensor Revenue Search 16: The Halving and Good & Bad Subnets! x.com/i/broadcasts/1…
Bittensor Revenue Search 15: Max Sebti - SN44 Score x.com/i/broadcasts/1…
Bittensor Revenue Search 14: James Woodman - SN4 Targon x.com/i/broadcasts/1…
Bittensor Revenue Search 13: Oscar Hayek - SN61 Red Team x.com/i/broadcasts/1…
Live Bittensor investor webinar tonight at 7pm UK time with @MarkCreaser and @SiamKidd Register at dsvfund.com/webinar/
Bittensor Revenue Search 12: Mike Bunting - SN13 Data Universe x.com/i/broadcasts/1…
Bittensor Revenue Search 11: Wandering Weights - SN56 Gradients x.com/i/broadcasts/1…
Bittensor Revenue Search 10: Mikel Palokaj - SN65 TPN x.com/i/broadcasts/1…
We’re excited to share that DSV Fund has made a $50,000 OTC investment into @AutoppiaAI (Subnet 36) – the first open network of AI-powered web assistants on Bittensor. So what’s a web agent, anyway? Think of it as a smart little sidekick that can browse websites, click buttons,…
Whilst we were knee deep in Bittensor meetings in Proof of Talk, @markcreaser had the idea of Revenue Search. I thought it was a splendid idea and in the last couple of weeks from launch, I've thoroughly enjoyed it. I've been in crypto for a long time and I haven't seen such…
Bittensor Revenue Search 08: Micaela Bazo - SN68 Metanova x.com/i/broadcasts/1…
Great post: Revenue matters, but vision matters more. When we're evaluating subnets at @DSVfund we're looking for a big vision, a team capable of executing it and an understanding of the importance of revenue. We don’t expect revenue tomorrow. We expect teams to build something…
don’t lose the plot. dtao was meant to eliminate apathy, not your ability to believe in the mission. it was designed to curb oligarchic voting and stop emissions from bleeding into scammy or stagnant subnets, projects that, over time, could have brought the entire network down.…