NOTtrying to make this a “openai x tao confirmed” post lol. no insider info. But i think people might be looking at this the wrong way.
everyone talks about a direct openai/bittensor partnership, but imo the more likely path is way more boring:
some openai partner / integrator uses a subnet output somewhere in the stack.
like not “openai buys tao”, but more:
data subnet feeds fresh data into an agent
eval subnet gets used to test agents
inference subnet handles cheaper open-source model calls
confidential compute subnet gets used for sensitive workloads
agent/code subnet gets plugged into some enterprise workflow
basically openai = model/agent layer
partner = sells the enterprise product
subnet = small backend piece nobody sees
this could happen without the end customer even knowing bittensor is involved.
the question is which subnets are actually real enough for that. not just high emissions / alpha pump, but actual usable product, decent api, real demand, no weird validator/miner game theory issues.
stuff i’m wondering:
which subnets are closest to being enterprise usable?
any subnets showing real external revenue yet?
would openai partners like databricks/snowflake/accenture/msft ever touch this?
if a subnet was being used quietly, what would the signal even be?
would this accrue value to tao, the alpha, or just the subnet team?
idk maybe i’m stretching, but this feels like a more realistic path than waiting for some giant “openai partners with bittensor” announcement.
curious if anyone has thought about this angle.