You watched Jensen talk $TAO on All In and thought you were early.
WSB just posted a subnet that built a time machine. The $ 1 trillion diagram is already circulating.
You still have not used one.
Grayscale put Huang and Chamath on the timeline in March. WallStreetBets picked up ChronoLLM, subnet 38, a model you can talk to from the past so its predictions can be checked against what actually happened.
DreadBong0 is now posting the path.
TAO to subnets, to alpha, to gamma, to outside revenue, to a $ 1 trillion ecosystem by 2030.
That is the story everyone will screenshot.
The part that sizes the trade is the step the diagram skips over.
Gamma is the credit an agent spends on a subnet. It is not live.
Outside customers covering issuance is not live either.
Stillcore's own paper put subnet revenue at about a sixth of what the chain prints.
Const said 23 of 128 subnets have paying customers.
Two had covered their miner pay by July.
A time machine on subnet 38 is a real product. It is not a fee switch.
The $ 1 trillion case needs the arrow at the bottom of that slide to turn. Users spend, revenue comes back, emissions start following customers instead of the other way around.
Const described that switch for early 2027.
It has not shipped.
Mainstream attention is the easy part. The hard part is whether a subnet you can actually use starts getting paid by someone who is not the chain.
23 paying subnets is a start.
A diagram is not a business.
Which subnet have you actually used, and did anyone outside the network pay for it?
WSB just posted a subnet that built a time machine. The $ 1 trillion diagram is already circulating.
You still have not used one.
Grayscale put Huang and Chamath on the timeline in March. WallStreetBets picked up ChronoLLM, subnet 38, a model you can talk to from the past so its predictions can be checked against what actually happened.
DreadBong0 is now posting the path.
TAO to subnets, to alpha, to gamma, to outside revenue, to a $ 1 trillion ecosystem by 2030.
That is the story everyone will screenshot.
The part that sizes the trade is the step the diagram skips over.
Gamma is the credit an agent spends on a subnet. It is not live.
Outside customers covering issuance is not live either.
Stillcore's own paper put subnet revenue at about a sixth of what the chain prints.
Const said 23 of 128 subnets have paying customers.
Two had covered their miner pay by July.
A time machine on subnet 38 is a real product. It is not a fee switch.
The $ 1 trillion case needs the arrow at the bottom of that slide to turn. Users spend, revenue comes back, emissions start following customers instead of the other way around.
Const described that switch for early 2027.
It has not shipped.
Mainstream attention is the easy part. The hard part is whether a subnet you can actually use starts getting paid by someone who is not the chain.
23 paying subnets is a start.
A diagram is not a business.
Which subnet have you actually used, and did anyone outside the network pay for it?
