Open-Source AI Value Will Flow to Compute

markjeffrey · x · 2026-07-20

The author agrees with the premise that "the value of open-source AI will flow to compute," further drawing an analogy to Bitcoin mining.

They claim that Bitcoin miners provide about $15 billion worth of compute power annually, forming the "world's largest supercomputer." If the same mining incentive mechanism were applied to inference compute, it would result in networks like Bittensor's $TAO.

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