16:10 - Siam: "If Templar or IOTA gets decentralized training running, centralized AI is toast."
Correct.
Few actually understand this.
Bitcoin showed us how to align incentives to focus world GPU.
Ventura Labs Ep. 52 - Siam Kidd
Siam Kidd (@SiamKidd), Co-Founder & CIO of DSV Fund (@dsvfund), the world's first hedge fund exclusively focused on Bittensor.
Timestamps:
1:41 – Introduction
2:28 – Welcome Siam Kidd
2:50 – How Siam Kidd discovered Bittensor
4:24 – Investing in virgin landscapes in tech booms
6:44 – Subnets as AI startups under the Bittensor umbrella
8:57 – Why Bittensor isn’t “just crypto”
10:51 – Subnets’ role: public challenges & incentive mechanisms
13:01 – Island infrastructure analogy for Bittensor
15:20 – Phases 1–3: infrastructure → businesses → apps
16:10 – The value of moonshot projects (Templar, IOTA)
18:34 – Centralized vs. decentralized AI compute challenges
19:58 – Core AI stack: energy, data, training & deployment
22:08 – Mapping existing subnets to core infrastructure layers
24:00 – My subnet evaluation framework & criteria
27:20 – Emissions patterns & buy-pressure analysis
29:11 – Emissions growth & alpha-holder concentration
31:01 – Social-media presence & team health checks
32:56 – Founder reputation & handling community feedback
39:21 – dTAO subnet cap & its impact on the ecosystem
41:02 – Outro & Part 1 wrap-up
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