Mark Creaser and Siam Kidd

Revenue Search: Inside Bittensor

Business EN ↓ 69 episodes

The podcast for anyone building, investing in, or obsessed with Bittensor. Hosted by Mark Creaser and Siam Kidd from DSV Fund, Revenue Search goes inside the subnets to ask the important questions about revenue - not just hype. If you’re betting on the future of distributed AI - or building it - this is your signal.

Author

Mark Creaser and Siam Kidd

Category

Business

Podcast website

www.dsvfund.com

Latest episode

Jun 25, 2026

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Episodes

Subnet Session with Shak Hussein from Ridges: SN62 08.08.2025

Can you fire your entire engineering team and replace them with agents? Shakeel Hussein, CEO of Ridges (Subnet 62), thinks so—and he’s not joking. In this episode of Revenue Search , we dig into how Ridges is building autonomous AI agents that could make coders 100x more productive… or just make them obsolete. We break down the $400B software dev market, why most AI coding tools are running at neg...

Subnet Session with Tom and Will Blears from Bitcast: SN93 05.08.2025

In this episode, we sit down with Tom and Will, the co-founders (and brothers) behind  Bitcast  - the Bittensor subnet that's turning content creators into miners. Instead of hashing or training models, Bitcast miners create YouTube videos based on sponsored briefs. Brands set the agenda, creators compete for watch time, and the best-performing videos earn alpha. We dig into how the system wor...

Subnet Session with Akshat Jagga from Dippy: SN 11 23.07.2025

In this episode, we dive into Subnet 11 - Dippy AI - with co-founder and CEO Akshat Jagga , who’s quietly building one of the most commercially advanced plays on Bittensor. Think AI companions for Gen Z that generate $60K per month… and climbing. Mark and Siam grill Akshat on: Why Gen Z spends 90 minutes a day chatting with AI characters How Dippy went from “productivity assistant” to full-blown A...

Talking TAO: How Siam Trades Subnets 16.07.2025

Siam and Mark are back for a deep dive into how DSV actually trades subnets. We cover: Why the TAO halving has quietly moved forward (and what that changes) How Siam maps alpha price ceilings using emissions math Why most subnets bleed before they moon - and how to time entries The tools and metrics DSV uses to scout new opportunities Siam’s take on “glass ceilings,” Goldilocks zones, and high EV...

Subnet Session with Max Sebti from Score (SN44): Vision-as-a-Service & Sports Hedge Funds 16.07.2025

In this Subnet Session, we reunite with Max from Score - our very first OTC play at DSV - to unpack how SN44 is turning raw sports footage into high-value intelligence. We cover: Why data annotation is the hidden goldmine of video AI How Score landed a $150K/month client – and cut their costs by 90% Their upcoming revenue share deal with a $5B sports hedge fund Why real-world revenue trumps emissi...

Subnet Session with James Woodman from Targon: SN4 16.07.2025

James Woodman from Targon (Subnet 4) joins us to explain how they’ve built BitTensor’s most revenue-generating subnet - already doing $100K+ ARR , backed by real users and real payments. We cover: How Subnet 4 aggregates $70M+ of NVIDIA-certified compute Why they return 100% of revenue to alpha holders via rolling buybacks What trusted execution environments (TEEs) are - and why they matter Why sp...

Subnet Session with Red Team: Beating Bots with Bittensor (SN61) 16.07.2025

In this episode, we sit down with Oli and Oscar from Red Team , the BitTensor subnet tackling one of GenAI’s biggest threats: synthetic fraud. Their London-based cybersecurity firm Innerworks already protects major payment platforms and crypto exchanges. But now, with Subnet 61, they’ve built a decentralized R&D engine that uses BitTensor miners to stress-test their own defences - crowdsourcin...

Subnet Session with Mike Bunting from Data Universe: SN13 16.07.2025

In this Subnet Session, we’re joined by Mike Bunting - CFO of Macrocosmos and architect of Subnet 13: Data Universe , the largest open-source social media dataset on the planet. We explore: Why they’ve already scraped over 55 billion posts (and counting) How SN13 turns raw social data into revenue, insight, and alpha Who’s buying the data and why it matters for hedge funds, consumer brands, and su...

Subnet Session with Wandering Weights from Gradients: SN56 15.07.2025

In this Subnet Session, we’re joined by Wandering Weights - aka Chris - the quietly brilliant mind behind Gradients (SN56) . We talk about how Gradients is flipping the post-training market on its head: $250 fine-tuned LLMs that rival $10K AWS jobs A roadmap to 5.0 and enterprise-grade privacy Why replacing 5 ML engineers with one isn’t dystopian - it’s profitable And how 3,000 early users are alr...

Subnet Session with Mikel Palokaj from TPN: The Most Private VPN on Bittensor (SN65) 15.07.2025

In this Subnet Session, we chat with Mikel and Mentor Palokaj — co-founders of TPN (SN65) — a privacy-first VPN built on Bittensor. TPN isn’t just another Nord clone. It’s a decentralized network of nodes that rewards miners for operating in hard-to-reach locations like Iran or Pyongyang, enabling true global coverage and resilience against censorship. We cover: – Why VPNs are a natural fit for Bi...

Subnet Session with James Ross from Synth: Forecasting the Future of Finance (SN50) 15.07.2025

In this Subnet Session, we sit down with James from Synth (SN50) - a predictive modeling subnet that’s quietly becoming Bittensor’s financial backbone. Synth isn’t about calling prices - it’s about modeling volatility . James walks us through how hundreds of miners generate millions of synthetic price paths for BTC, ETH, and soon gold, and how that data is being used in DeFi protocols, hedge fund...

Subnet Session with Michaela Bazo, CEO of Metanova: Rewiring Drug Discovery with SN68 15.07.2025

In this Subnet Session, we talk with Michaela Bazo, CEO of Metanova (SN68) — the first decentralized drug screening platform on Bittensor. We dig into how Metanova is reshaping pharma’s $2.6B, 10-year funnel with a token-incentivized AI network that screens molecules faster, cheaper, and with real novelty. We cover everything from miner incentives to big pharma partnerships, behavioral drugs to de...

Subnet Session with Gareth Howes from Vidaio: SN 85 13.07.2025

Gareth Howes has spent 25 years behind the scenes of broadcast and streaming – but now he’s building a subnet. In this Subnet Session, we sit down with Gareth to explore Subnet 85 - Vidaio - Bittensor’s first and only video processing subnet. He breaks down how their AI-enhanced compression and upscaling tech could save platforms like Netflix and Amazon millions, without compromising quality. We c...

Subnet Session with Jon Durbin from Chutes: SN 64 12.07.2025

Chutes is the top subnet on Bittensor - and in this deep dive, co-founder Jon Durbin explains why. We talk about Chutes as a serverless AI compute platform, how it’s already processing over 100 billion tokens a day, and what early fiat revenue means for long-term sustainability. Jon shares how Trusted Execution Environments (TEE's) will unlock privacy and enterprise adoption, what differentiates C...

Subnet Session with Ksian from Hashtensor: SN 16 12.07.2025

In this Subnet Session, we speak with Ksian - the builder behind Subnet 16 (Hashtensor) - about why he’s connecting Bittensor to proof-of-work mining, starting with Kaspa. We cover how Hashtensor differs from SN14, how it routes 95% of mining rewards directly to miners, and how buybacks and burns are baked into the model. Plus: future plans to add Bitcoin and Monero, and why Ksian vfr believes lea...

Talking TAO: The Subnet Cap and What It Means 12.07.2025

In this episode, Mark and Siam unpack Bittensor’s sudden subnet cap - and why it might be the best thing to happen to the network in months. From emissions to unknown subnets, centralisation FUD to real builder pressure, this is a raw take on what the cap means and what might come next.

Subnet Session with David Fields from ReadyAI: SN 33 12.07.2025

In this Subnet Session, we chat with David Fields - co-founder of ReadyAI - aka Subnet 33 . We dig into how Subnet 33 fits inside Bittensor, why infra matters more than hype, and what it takes to create actual utility in a token-incentivized ecosystem.

Subnet Session with Ken Jon Miyachi from Bitmind: SN 34 12.07.2025

In this Subnet Session, Mark and Siam interview Ken Jon Miyachi - founder of Bittensor's subnet 34 - Bitmind.

Revenue Search: The Investor's Guide To Bittensor 12.07.2025

In this opening episode, Mark Creaser and Siam Kidd, the CEO and CIO of DSV Fund, lay out the mission behind Revenue Search and explain why Bittensor needs more than just technical wizardry - it needs economic clarity. They cover: Why most people still don’t “get” Bittensor The gap between innovation and monetization Why revenue-backed subnets could be the long-term winners And how Revenue Search...

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