Onchain AI inference surging: Venice hits 500B tokens/day as Bittensor expands subnets

0xJeff · x · 2026-10-17

0xJeff argues onchain AI could accelerate 10x+ by year-end, citing rapid inference growth: Venice at 500B tokens/day (2x since September), Surplus nearing 240B/day (up 2.5x), and dphnAI hitting 14B/day just days after its public API launch. Bittensor's Null Consensus upgrade will let subnets scale to 2,500 miners, potentially enabling faster iteration loops—though a single validator deciding rewards poses centralization risk. He notes onchain AI valuations remain compressed while metrics grow weekly.

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