OPENheimer (𝔦, 𝔦) (@JR_Openheimer) header
OPENheimer (𝔦, 𝔦) (@JR_Openheimer) profile picture

all i'm offering is the truth. nothing more

Joined June 2025
shamleess copying of @tigfoundation isn't slowing down this time it's @huggingface sincerest form of flattery ;)
it's time to invent math 2.0 (sounds on)
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OPENheimer (𝔦, 𝔦) retweeted
Compute is a dessert best served cold -@Dr_JohnFletcher
Sergey Brin said compute is dessert. The companies winning the AI race right now are not the ones with the most chips. They are the ones with the best algorithms. Every headline you read about AI is about data centers, Megawatts, and Nvidia orders. Billions in infrastructure and more. The entire investment thesis of the last three years has been built on compute scaling as the primary moat. Sergey thinks that framing is wrong. He pulled out an example from physics. The N-body problem. Scientists have been running those simulations since the fifties. Over the decades, raw compute improved on Moore's law. But the algorithms to solve the problem improved faster. Not slightly faster. Far faster. The algorithmic gains made the compute gains look small. He says the same thing has happened in AI over the last decade. Compute is not the meal. It is the dessert. You still want it. Nobody is turning down frontier compute. But the companies that figured out the algorithms first are the ones actually ahead. The market is pricing AI winners by who has the most chips. Sergey Brin just said that is the wrong scorecard. The ones who win this are not building the biggest data center. They are solving the harder math problem.
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OPENheimer (𝔦, 𝔦) retweeted
Thanks to everyone who joined our Community Call last Friday and sent in questions. We covered the timeline for bringing algorithms into TIG, the recent token movements, mining pool centralisation, upcoming developments and our LLM challenge. Here are our answers to some of the main questions.
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Compute is a dessert best served cold -@Dr_JohnFletcher
Sergey Brin said compute is dessert. The companies winning the AI race right now are not the ones with the most chips. They are the ones with the best algorithms. Every headline you read about AI is about data centers, Megawatts, and Nvidia orders. Billions in infrastructure and more. The entire investment thesis of the last three years has been built on compute scaling as the primary moat. Sergey thinks that framing is wrong. He pulled out an example from physics. The N-body problem. Scientists have been running those simulations since the fifties. Over the decades, raw compute improved on Moore's law. But the algorithms to solve the problem improved faster. Not slightly faster. Far faster. The algorithmic gains made the compute gains look small. He says the same thing has happened in AI over the last decade. Compute is not the meal. It is the dessert. You still want it. Nobody is turning down frontier compute. But the companies that figured out the algorithms first are the ones actually ahead. The market is pricing AI winners by who has the most chips. Sergey Brin just said that is the wrong scorecard. The ones who win this are not building the biggest data center. They are solving the harder math problem.
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OPENheimer (𝔦, 𝔦) retweeted
base:0x0c03ce270b4826ec62e7dd007f0b716068639f7b undervalued
$TIG reminder. This is likely the bottom
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OPENheimer (𝔦, 𝔦) retweeted
so this $TIG article explains how open source AI can actually beat centralized AI? why isn't this getting more attention? @peterthiel @pmarca @elonmusk ?
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OPENheimer (𝔦, 𝔦) retweeted
$TIG reminder. This is likely the bottom
$TIG is now down to just the real believers when things are about to get interesting. I'll be scooping up more soon from all these weak hands. The upside here is now looking silly to me because the first integrator deal is signed. Yes. Done deal. And a second one is in the works. So what CRP? What is an integrator and why does it matter? Integrators are the route to revenue for $TIG. They take a raw algorithm and turn it into working software for a specific client. This also means they already have clients. Once they get a customer to agree to pay for TIG's IP, it's proof that the licensing thesis works in the real world and the market for algorithms is born. This relationship can be reused for future licenses and this "long" timeline only applies to the first algorithm. The real work here went into a one-time setup: legal terms and convincing integrators to see the value here. Future algorithms should move much faster. So do what you will, but I'm going to be on the front lines of a nascent algorithm market in a world where their importantance is up only. Still rabidly bullish $TIG.
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OPENheimer (𝔦, 𝔦) retweeted
any project that brags about "real revenue" be certain 100% of their revenue is fake there are no exceptions to this
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any project that brags about "real revenue" be certain 100% of their revenue is fake there are no exceptions to this
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OPENheimer (𝔦, 𝔦) retweeted
$TIG is now down to just the real believers when things are about to get interesting. I'll be scooping up more soon from all these weak hands. The upside here is now looking silly to me because the first integrator deal is signed. Yes. Done deal. And a second one is in the works. So what CRP? What is an integrator and why does it matter? Integrators are the route to revenue for $TIG. They take a raw algorithm and turn it into working software for a specific client. This also means they already have clients. Once they get a customer to agree to pay for TIG's IP, it's proof that the licensing thesis works in the real world and the market for algorithms is born. This relationship can be reused for future licenses and this "long" timeline only applies to the first algorithm. The real work here went into a one-time setup: legal terms and convincing integrators to see the value here. Future algorithms should move much faster. So do what you will, but I'm going to be on the front lines of a nascent algorithm market in a world where their importantance is up only. Still rabidly bullish $TIG.
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Tomorrow at 5PM BST, we're back with @Dr_JohnFletcher for a Q&A. Curious about TIG, our recent developments, or what's coming next? Whether it's something you've been wondering about for a while or something new, this is your chance to get answers directly and hear the latest news from across the ecosystem. Please post your questions in the TIG Telegram channel ahead of the call. See you there!
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OPENheimer (𝔦, 𝔦) retweeted
Replying to @0xleegenz
..then you buy $TIG
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OPENheimer (𝔦, 𝔦) retweeted
$TIG powers algorithms algorithms power science
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Work in progress. More soon.
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Hi folks, a quick update from us. TIG has a busy few months ahead, with key projects and plans moving forward. So we’re moving our Community Calls to every other Friday, giving the team time to focus on the work and bring more to the table when we meet. See you at the next one. It’ll be worth it.
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OPENheimer (𝔦, 𝔦) retweeted
Andrej, I’m John Fletcher. I have a PhD in mathematics and theoretical physics from Cambridge, and since 2016 I have been working full-time on the problem of how to coordinate untrusted distributed compute for algorithmic innovation. I listened to your No Priors conversation and recognised the architecture you were describing: commits that build on each other, computational asymmetry (hard to find, cheap to verify), an untrusted pool of workers collaborating through a blockchain-like structure. The result is The Innovation Game (TIG), which has been in continuous operation since mid-2024. The correspondence is so close that I thought it worth writing. The short version: roughly 7,000 Benchmarkers test algorithms submitted by Innovators by solving instances of asymmetric computational challenges (SAT, Vehicle Routing, Quadratic Knapsack, Vector Search, among others). This testing is "proof of work" in the technical sense of Dwork and Naor (1992). Innovators earn rewards proportional to adoption by the Benchmarkers. The repository of algorithms is open source (github.com/tig-foundation/ti…). The system is already producing state-of-the-art results. For the Quadratic Knapsack Problem, 476 iterative submissions by independent contributors brought solution quality to a level that now exceeds methods published by Hochbaum et al. in the European Journal of Operational Research (2025). We are working with Thibaut Vidal (Polytechnique Montréal), who has submitted a state-of-the-art vehicle routing algorithm directly to TIG, and with Yuji Nakatsukasa (Oxford) and Dario Paccagnan (Imperial College London), among many others. One of TIG’s active challenges is directly relevant to your autoresearch work: an optimiser for neural network training (play.tig.foundation/challeng…), where Innovators compete to develop an improved optimiser (see screenshot). One way in which TIG extends the vision is on the economic side. In our view, a monetary incentive is required, otherwise the open strand simply cannot compete at scale. TIG’s open source dual licensing model (designed by my co-founder Philip David, who was General Counsel at Arm Holdings for over a decade, and was the artchitect of ARMs licensing strategy) is intended to solve that problem. I expect we have each thought about parts of this that the other hasn’t. Happy to talk whenever suits. John Fletcher tig.foundation
Thank you Sarah, my pleasure to come on the pod! And happy to do some more Q&A in the replies.
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Replying to @SajoLik
Here's my thinking.. $TIG will become as big as $TAO currently is imo But.. $TAO will grow substantially from here Given time.. $TIG will also grow substantially from $TAO's valuation now Both are stupidly undervalued Both will be worth hundreds of billions in the future $TAO first.. then $TIG I wholeheartedly believe that.. and I'm positioned accordingly
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$TIG open sourcing their mining pool code is actually a bigger deal than most people realise.. Anyone can now take that code and launch their own pools Essentially letting anyone build competing pools and create a business around it.. without anyone elses permission Results in more competition.. lowers the barrier to entry.. and a much wider network of contributors Like I said.. its a bigger deal than it looks Kudos to the @tigfoundation for making that possible 👏 $TIG
We've now open-sourced the code for a mining pool that runs on TIG. Want to run your own? Fork it. Give it a name. Set your own rules. Open it to whoever you like. The pool assigns benchmarks to members' machines, submits their work under the pool's TIG account, tracks credits and collateral on Base, and handles settlements and withdrawals. Most of the groundwork is done. The rest is up to you: hosting, branding, payout model, fees and spending caps. What's the point? For those new here, pools help smaller benchmarkers balance their factors across challenges. More pools mean more people can take part, and healthier competition across the network. That's why we're putting the code out there so anyone can build on it. No need to start from scratch. Pool server: github.com/tig-foundation/ti… Member client: github.com/tig-foundation/ti… MIT licensed. Still in development, so expect some bugs.
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We've now open-sourced the code for a mining pool that runs on TIG. Want to run your own? Fork it. Give it a name. Set your own rules. Open it to whoever you like. The pool assigns benchmarks to members' machines, submits their work under the pool's TIG account, tracks credits and collateral on Base, and handles settlements and withdrawals. Most of the groundwork is done. The rest is up to you: hosting, branding, payout model, fees and spending caps. What's the point? For those new here, pools help smaller benchmarkers balance their factors across challenges. More pools mean more people can take part, and healthier competition across the network. That's why we're putting the code out there so anyone can build on it. No need to start from scratch. Pool server: github.com/tig-foundation/ti… Member client: github.com/tig-foundation/ti… MIT licensed. Still in development, so expect some bugs.
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OPENheimer (𝔦, 𝔦) retweeted
Replying to @Thom_Wolf
@tigfoundation does this better
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