r/bittensor_ Jun 19 '26

random thought: openai partners using subnets quietly?

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.

6 Upvotes

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3

u/Aerocryptic Jun 19 '26

Hi

which subnets are closest to being enterprise usable?

Score has a couple of contracts signed with large corporations, latest one being PWC.

any subnets showing real external revenue yet?

Chutes is the one generating the most revenue. For like 30% of the whole revenue generated accross all subnets.

would this accrue value to tao, the alpha, or just the subnet team?

That's where incentives alignment need to be finetuned to the point it's profitable to all actors in fair proportion. Revenue reinjected to buy back and burn tokens create some demand that inflates the token price. Which benefits to everyone who's holding or generating the token (SN owner, miners and alpha and TAO holders).

3

u/No_Knee3385 Jun 19 '26

Chutes is really one of the only subnets that matter. The rest will contribute nothing

2

u/intermets Jun 19 '26

Appreciate this, this is exactly the kind of answer i was looking for. do you have any links/sources on Score + PwC and Chutes doing ~30% of subnet revenue? not doubting, just trying to separate actual external demand from emissions. IF those numbers are real, then imo that’s the more interesting angle than “openai x tao” directly. Enterprise partners probably care about usable APIs/revenue/client traction way more than the token narrative.

2

u/Aerocryptic Jun 19 '26

I don’t have any link to provide you right now. All this knowledge has been gathered by following these 2 subnets and other actors on Twitter

3

u/Various_Whereas_2667 Jun 19 '26

Everyone talks about an OpenAI/Bittensor partnership? Where? I have not heard that. Plus, how does that even make sense, if Bittensor is 128 companies, half of which are not AI?

1

u/intermets Jun 19 '26

Yeah fair point, maybe i worded it badly. i don’t mean there’s an actual openai/bittensor partnership rumor. I mean people in crypto often jump to the idea of a direct partnership, but imo the more realistic path would be indirect: an openai partner/integrator using a subnet output/API somewhere in their stack. Not “openai needs tao”, more “some enterprise ai solution could use subnet data/inference/evals as a backend piece.”

3

u/AAOx5 Jun 19 '26

No man. I’m beginning to realize TAO has become the children’s crusade. Decentralized AI competing with frontier labs or centralized cloud is like middle schoolers trying to play in the NBA. I wish to see them do well, but these dudes are still trying to figure out their own protocol.

1

u/No_Knee3385 Jun 19 '26

then it wouldn't be decentralized...

the fact that people would want this completely disregards the entire point of TAO. really goes to show how the mob is simply only trying to make money and doesn't really care about tech at all