Bittensor Backers Claim 1000x Valuation Gap Between Decentralized and Centralized AI
markjeffrey · x · 2026-11-10
Mark Jeffrey amplifies @robsvrn's thesis that the first true ASI will be a market rather than a model, and that market is Bittensor and its subnets.
- OpenAI and Anthropic are heading toward a combined $2.5T+ valuation, while Bittensor's native TAO token is worth roughly $2.5B — a claimed 1000x valuation mismatch between centralized and decentralized AI.
- The quoted @stillcorecap piece, "TAO: The Commanding Heights of Intelligence," cites the 2021 Bittensor whitepaper's line that "as with other commodities, markets could help us efficiently produce machine intelligence," arguing almost nobody is pricing TAO.
This is a bullish crypto-AI narrative, not official information.
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