By: Andy
Here’s a great crypto thesis: Bittensor will disrupt OpenAI, Google, Microsoft, and Meta’s AI monopolies.
Yes, that’s right. I’m not talking about Ethereum, Solana, or any other chain. I’m talking about the world of artificial intelligence. Bittensor will be THE crypto winner in the AI domain by a wide margin. Let’s talk about why…
Already Happening: Ridges vs Claude
Ridges AI (Subnet 62) is not speculation, its already surpassing Anthropic’s Claude in software engineering benchmarks.
Built by Shakeel and three undergrad interns, with no outside funding, Ridges beat a billion-dollar corporate lab in four months.
The system runs as a continuous tournament where developers submit open-source agents, benchmarked daily on SWE-bench. The top scorer earns a $55,000 prize pool streamed in real time until overtaken.
- Scale: over 800 contributors submitted 5,600+ agents in a single month. Every submission must be open-sourced, compounding improvements.
- Economic engine: because Ridges runs on Bittensor, rewards flow in liquid subnet tokens. Developers who win also gain ownership. This creates long-term alignment absent from normal open-source projects.
- Cost: Ridges solved all 500 SWE-bench problems for $1.26. Claude Opus cost $94 for the same benchmark. That is 98% cheaper.
Proof: decentralized incentive systems can outperform and underprice billion-dollar centralized AI labs.
The Intelligence Layer
Imagine you access an AI assistant. It costs you $3/month in $TAO, and it’s better than ChatGPT. Way better.
It’s powered by thousands of specialized AI models all competing and collaborating, not just one corporate model.
Your personal AI seamlessly switches between the best language model for creative writing, the best for coding, the best for financial analysis all without you knowing.
Want a specific capability? The network automatically routes to the subnet that specializes in it.
- Image generation? Subnet 19.
- Code debugging? Subnet 62.
- Deepfake detection? Subnet 34.
Now imagine your AI assistant can access specialized intelligence from 128+ different subnets, each optimized for specific tasks.
No single company controls this. No terms of service changes. No sudden capability removals. Just pure, decentralized intelligence that gets smarter every day as miners compete.
Not only that, but an AI agent can leverage multiple models simultaneously – using Gradients (SN56) to train a custom model on YOUR data, Chutes (SN64) for inference, and Targon (SN4) for multimodal processing.
All integrated, all permissionless.
Affine (Subnet 120)
Subnet 120 (Affine) is designed as a higher-order coordinator. Instead of acting like a single specialized subnet, it is structured to compose and integrate outputs across many subnets simultaneously.
Its mechanism synthesizes multiple incentive models, staking, reward routing, liquidity feedback, into one system that can align subnet-level intelligence into a larger, cohesive layer.
Affine’s differentiator is that it doesn’t just add another market to Bittensor; it acts as connective tissue.
By routing value and utility across subnets, it can amplify network effects, stabilize incentive imbalances, and effectively “tie together” specialized subnet intelligence into unified outputs.
This transforms the architecture from a collection of siloed subnets into an interoperable intelligence fabric, where the whole is greater than the sum of its parts.
The Network Effect Flip
Now imagine all of this happens without OpenAI, Google, or Microsoft collecting your prompts and training on your data.
Your interactions are yours. The intelligence is decentralized across thousands of miners globally.
The entire point of Bittensor is to create a global, shared intelligence layer.
Instead of five companies controlling all AI, we have thousands of contributors building specialized intelligence that compounds together. Subnets create markets for every type of intelligence, from text to images to autonomous agents.
With Bittensor, AI companies lose their data moat.
- When intelligence is globally accessible via $TAO
- When any developer can tap into state-of-the-art models without begging for API access
- When users own their interactions
The game changes.
No more:
- “Sorry, GPT-5 is only for enterprise”
- “We’ve updated our terms, your use case is now banned”
- “That feature is US-only”
- “We’re sunsetting this API”
Instead: open markets where the best model wins.
Where Chutes processes 5B+ tokens daily at 85% less cost than AWS. Where small teams can compete with trillion-dollar companies.
Why Bittensor, Not Other Chains
To create true decentralized intelligence, you need:
- Specialized consensus for AI → Yuma Consensus evaluates model quality, not just transactions
- Native incentive structure → $TAO emissions directly reward intelligence production
- Subnet architecture → each subnet is a specialized AI market with its own token
- Proof of Intelligence → miners prove value through model outputs, not just computation
Ethereum can process transactions. Solana can run apps. But only Bittensor can coordinate and incentivize the production of intelligence itself.
The Inevitable Is Coming
When developers realize they can access better AI for 85% less cost…
When enterprises realize they don’t need to beg OpenAI for access…
When users realize their data doesn’t need to train corporate models…
When +128 specialized subnets provide better intelligence than any single company…
The $300B valuations of centralized AI companies start looking vulnerable.
Welcome to the Intelligence Revolution
$TAO.
Not financial advice, just covering the obvious.
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