+25.3
net board stance
what this means
266.74
+2.5% · close 2026-09-08
+32% / +29% /
1m / 3m / 12m
-30%
vs SPY since 2026-04-03
34%
of 52w range · -46.5% off high
—
hit rate as primary
Where we stand — 1 live idea
| idea | call | play | conviction | contributes | flag | eval in |
|---|---|---|---|---|---|---|
| 🪙 Decentralized AI compute (Bittensor/TAO) | ▲ LONG | primary | 25.3 | +25.3 | — | 205d |
Where the winds are blowing
NET BOARD STANCE, LAST 22 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
What resolves next
kill dates for the live ideas holding this ticker — each one turns into a scored verdict on that date, whether we like it or not
The tape — what was actually said
every capture on any idea holding cg:bittensor, newest first · quotes verbatim, timestamps deep-link into the episode
you can lift H100s, A100s out of some old data center, put ... a Grok or a Cerebras in front of it, and you can get a very competitive solution. ... we're going to be using GPUs for seven years, ten years, twelve years, and that's great because it lowers the cost of finance them, which makes this AI revolution more financeable.
They spent about a million dollars in Tau like rewards and in 45 days, they hit 80% of what ... That flywheel is racing right now with participation in the same way Bitcoin is.
I did place a bet on Tao... I might be five or $600,000 [in]... I made a small bet on Tao because I watched exactly what [the subnets did — a stateful distributed 4B-parameter training run].