Ex-Lawyer Somewhat investoor Somewhat tradoor Mostly paranoid
Joined May 2009
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DevDoSomething (DDS) retweeted
Interesting finds by @ValsAI after over 650 hours of model runtime. The same model can cost up to 2.3x more per task depending on the provider. Some providers also scored lower on specific task types, factors such as lower-precision weights behind the same model name can cause exactly that.
Because most buyers have no certainty that the promised model actually ran, or how it ran, they pick the option they trust even if it means paying a premium for it, while cheaper options may score just as well overall. It shows nicely how much people value trust.
That makes verification the main thing these cheaper options are missing, so the buyer knows what they get.
@Tensorcash solves this by attaching a proof of the model, and the precision it ran at, to every answer.
Does it matter where you run an open-weight model?
Today we are releasing the Inference Provider Index. It compares first and third-party open-weight models for quality on agentic tasks in finance, coding, and legal industries.
Unlike other inference benchmarks, we rerun it every two weeks to catch quality degradation, and we use agentic tasks, not single-turn multiple-choice questions. It covers over 650 hours of model runtime.
DevDoSomething (DDS) retweeted
When $TAO and $KAS maxis start looking outside their own bags, YOU PAY ATTENTION 🚨
Seeing people who rarely talk about anything but $TAO and $KAS call $TSC a buy and forget play is interesting.
That crowd usually has conviction in what they hold, they’re not easily distracted by every new ticker that hits the timeline.
So when they start paying attention to something else and talking about holding it long term I’m curious.
Not calling it the next TAO
But when a project starts catching the attention of people who do their homework, it’s worth asking what they’re seeing.
Sometimes the most interesting signals come before the crowd catches on.
Who wants a deep dive into the fundamentals?!
DevDoSomething (DDS) retweeted
The thesis inferenceFI was founded on: inference will trade like any other commodity.
DevDoSomething (DDS) retweeted
很多人可能还没分清这三个名字，简单解释一下：
@Tensorcash：开放的底层网络协议，提供可验证推理与链上结算， tensorcash:native 是原生币。
@AskTillyAI ：AI 聊天和 Agent 应用，让普通人更方便地使用 AI，简单说你以后要用TSC算力连Codex，你可以来这里购买并获取API
@inferenceFI ：基于 TSC 建设中的可验证推理交易市场，更偏向企业和开发者。目标是连接需要采购推理服务的企业、应用和 Agent 团队，以及提供推理能力的矿工/机房和计算服务商。
一句话：底座、应用、市场。
普通用户关心“AI 能帮我做什么”；开发者和企业还需要关心“推理从哪里来、如何验证、如何交易和结算”。这就是它们各自承担的角色。
目前，AskTilly 和 inferenceFI 由 @enrico_otta @samjavadi 牵头推进，是 TSC 生态里目前最重要的建设和支持力量。他们正在探索用户产品和推理商业化的路径，也给未来加入的建设者打个样。
这也是开放生态值得期待的地方：先行者不断探索，未来一定会有更多团队加入，在 TSC 这个共同底座上，构建各具特色的应用、市场和服务。有的服务不同国家和地区，有的深耕特定行业；有的提供通用 AI，有的专注垂直领域；有的采用严格的内容审核，有的主打更开放、无审查的推理服务。
协议是共同的底座，生态可以有很多种可能，这一切才刚刚开始。
#AI #Inferencefi #Tensorcash
DevDoSomething (DDS) retweeted
One of the few projects I will hold for a long time.
I don't post much, but truly bullish this one.
DevDoSomething (DDS) retweeted
Something just got registered on $TSC that most people will not even see lol. Let me explain what happend and why it matters.
Every commodity market needs one thing first and that is price everyone agrees on. We can see oil has the Brent fixing a number published every day that contracts settle against.
Yesterday a ticker called INFERENCEFI was reserved on TSC mainnet with zero holders, zero transactions and even looks like nothing but it is the price fixing for inference.👀
How it works. The inferenceFi market lets miners sell 27B model tokens to real customers. Now from all of those trades one number gets published every day with the settlement price of a million 27B tokens. It will live on chain as INFERENCEFI.27BNPRC and anyone can read it.
Then you take a position on it or a datacenter locks the price of what it will produce next month or some trader bets inference gets cheaper. They enter a CFD on the chain itself with long or short that daily number but all settled by consensus and ofc all fees in TSC. And this does not wait for the DEX(still not live btw but it will come ) it is native in the base layer like the asset itself.
That is the crunch spread Don Wilson talked about two days ago. One side the token price now a daily number on chain and the other side is the GPU and everyone can trade the gap.
For TSC this is a extra utility leg (more legs to come also) bcs now every hedge on inference prices pays fees in TSC and settles here.
Nobody else in this sector is even registering a price index hahah they are still renting GPUs but in meantime $TSC is building the Brent of inference. Dont let Tradfi frontrun you anon ❤️
scan.tensorcash.org/asset/3e…
Really enjoyed being back on Odd Lots with @TheStalwart and @tracyalloway. Would indeed have been fun to debate perps with Terry Duffy. We clearly have different views…
Following my prediction on last year's recording that in 10 years compute will be bigger than oil, this year I revealed the name we use at DRW for the profit margin between tokens and GPUs: the crunch spread.
Oil into fuel: crack spread. Soybeans into meal and oil: crush spread. Nat gas into power: spark spread. As with those markets, futures on both the GPU hours and tokens eventually will let you trade—and hedge—the crunch.
Listen to Odd Lots on Spotify: open.spotify.com/show/1te7oS…
Listen to Odd Lots on YouTube: youtube.com/playlist?list=PL…
Listen to Odd Lots on Apple Podcasts: podcasts.apple.com/us/podcas…
DevDoSomething (DDS) retweeted
See you back here at $100. tensorcash:native
When I first discovered $TSC, only one person @100XInsight 🙏 on X was talking about it. The price was $1.40, and very few people were involved. I might come back here one day to find it trading at $100.
$prl $tsc @Tensorcash
DevDoSomething (DDS) retweeted
我其实不太愿意拿 tensorcash:native 和 $PRL 做比较，尤其不想把这种比较变成拉踩，因为我个人也挺喜欢 PRL，毕竟我也是中文区很早就参与珍珠头矿也赚到钱了。
但研究了这么多项目，我还是认为，它们确实是最有可比性的两个，只是两家技术路线不同。
PRL 是把 AI 计算中的矩阵乘法转化为 PoW 工作量；TSC 则是把 AI 模型推理过程转化为 PoW 工作量，并让这一过程变得可核验。
一个从底层数学运算切入，一个从模型推理过程切入，本质上都在尝试让同一份 AI 计算，既服务用户，又参与区块链记账。
所以，我选择建设 TSC，并不需要以否定 PRL 为前提。
至于为什么选择 TSC，原因有很多。其中一个很重要、也很个人的原因是：现在参与 PRL，相当于我是成熟企业的普通员工；但现在参与 TSC，我就是这家初创的 OG，并且我很认可这家公司的理念和骨干成员。
道理很简单：我想要拿到更大结果，也想成为推动结果发生的元老，享受做成一件大事的爽感，所以我愿意承担对应的风险和挑战。
另外 POUW 是未来的大趋势，我之前就反复发过，只有能与数据中心融合的POW才有未来，所以未来绝对不会只有一个赢家，而大概率会像早期POW1.0时代一样，百花齐放，格局放大，一起让挖矿再次伟大。
DevDoSomething (DDS) retweeted
Read the quoted post and then check the image.
Just a coincidence rrrriight 👀 tensorcash:native
I am never leaving this app LMFAO
>be Don Wilson
>predict compute markets will be > than oil within 10 years
>anons call you delusional
>lmao.exe
>fyi this is your track record
>1992: found legendary prop firm DRW
>name it after your own initials (omega based)
>pioneer quant and electronic trading
>your firm trades Bitcoin in 2010 (bruh)
>launch Cumberland in 2014
>become one of the biggest institutional LP in crypto
>co-found Compute Exchange and back Silicon Data to build GPU markets and pricing indices
>literally became a billionaire by being early for over 30 years
like bruh you’re literally arguing about markets with a man whose racing sailboats are called “Convexity” LMFAO
you can’t make this shit up
incredible stuff thank you for the laughs
DevDoSomething (DDS) retweeted
Welcome to the verification and settlement layer for global AI inference.
A new look for TensorCash.
The website and documentation now explain the whole protocol, from proof of inference to the financial layer.
Welcome to the verification and settlement layer for global AI inference.
tensorcash.org/?v=2
DevDoSomething (DDS) retweeted
DevDoSomething (DDS) retweeted
I've built adapters for 200+ DeFi protocols.
You deserve a better home.
Use Port_
DevDoSomething (DDS) retweeted
$FUND building something innovative here
A street of independent onchain funds. Not a wrapper. Not a vault with one strategy.
A manager opens a door, seeds capital, picks up to 16 assets, sets fees once, and runs the book. You buy shares. Exit in USDG
Two ways of positioning:
>Every fund burns 50,000 $FUND to open - supply sink is there
>Hold 100,000+ $FUND and 30% of every fund’s room is reserved for you
sub 150k seems cheap, can see it gaining traction as team delivers updates and more funds open
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DevDoSomething (DDS) retweeted
you really don't understand what's about to happen. if you have not been here longer than 5 years, you have not borne witness to the pump. no, not that memecoin pump.
forget everything you learned the last 4 years.
if you stop pvping garbage onchain and reprogram your retarded brains NOW, there is still time to change your bloodline. you can change your bloodlines bloodline. anyone who sets foot in your bloodline's vicinity will feel the effects of your actions and know thine name.
you have never seen a real crypto bull market.
unfollow anyone who dares to utters a bearish sentiment. block them. report their account for mental illness. we must get the bears the therapy they so desperately need before it's too late and they end up oiling the robots for the rest of their lives because of a Jim Cramer tweet.
DevDoSomething (DDS) retweeted
Jonah explains why he bought $NOCK and his thesis comes down to one thing: AI is running out of compute.
“There’s just not enough compute. We are in the compute bottleneck.”
He believes decentralized AI networks like $NOCK could become an alternative source of compute as demand keeps exploding.
“If you believe AI’s gonna keep going up… I think NOCK might be one of those plays.”
DevDoSomething (DDS) retweeted
People are looking for excuses to sell non stop
Brothers, have some faith for once
You're in this industry for it's upside
Why are you acting like such pussies then when it goes up
Plenty of room for being a beartard when things turn bearish
Until then grow a spine
DevDoSomething (DDS) retweeted
This thread is 100% gonna blow up and I am gonna look like a salty c****again but @icobeast pissed me off so now it's gonna get ugly
Kalshi fakes their crypto volume and I can prove it
NOTHING pisses me off more than watching a company treat its own customers like complete fucking idiots
Grab some popcorn cause I dissected every piece of evidence one by one until there’s basically no way for him to respond without making this look even worse
Oh and FYI, I left every source at the end so y’all can check the receipts yourselves 😘
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