{ "_readme": "Every chart in the deck is drawn from this file. Edit a value here, run `npm run slides`, and the slide re-renders. `asOf` is the date the number was pulled; `verified: false` marks a point that gives the series its shape but has not been checked against the primary source. Re-pull everything on 27 September 2026.", "asOf": "2026-09-17", "refreshOn": "2026-09-27", "trend": { "title": "Bittensor Trend Data · 2021–2026 · log scale", "source": "On-chain: public archive node (https://archive.chain.opentensor.ai, JSON-RPC state_queryStorageAt) read 23 Sep 2026 at the block given on each point; storage items SubtensorModule.TotalNetworks, NetworksAdded, SubnetTAO, SubnetAlphaIn, SubnetAlphaOut, TotalIssuance, Timestamp.Now. Pre-Finney points (before block 1, 20 Mar 2023) are the protocol schedule and docs/research/state-of-bittensor-2026.md §1 and §5, and are marked verified: false. Method and caveats: docs/opening-slides.md.", "start": "2021-01-01", "end": "2026-12-31", "minExponent": 0, "maxExponent": 7, "annotation": "Five years. Half the minting. A hundred and twenty-eight markets.", "inflection": { "date": "2025-02-13", "label": ["dTAO · 13 Feb 2025", "The committee stops."], "note": "First dTAO block 4,920,351. Before it, 64 root validators voted the emission split; after it, holders set it by staking into subnets." }, "series": [ { "key": "subnets", "label": "Subnets", "tone": "black", "unit": "count, root excluded", "note": "Kusanagi (3 Jan 2021) and Nakamoto (Nov 2021) were one network. Finney block 1 carried one subnet (netuid 3). Root (netuid 0) appears between Sep and Oct 2023 and is not counted. Capped at 128 since July 2025 (SubnetLimit = 128 on-chain; V440 deferred a raise).", "points": [ { "date": "2021-01-03", "value": 1, "verified": false, "source": "Kusanagi mainnet launch, one network; state-of-bittensor-2026.md §1" }, { "date": "2022-06-01", "value": 1, "verified": false, "source": "Nakamoto, one network (shape point)" }, { "date": "2023-03-20", "value": 1, "verified": true, "block": 1 }, { "date": "2023-05-01", "value": 2, "verified": true, "block": 300001 }, { "date": "2023-06-12", "value": 3, "verified": true, "block": 600001 }, { "date": "2023-07-23", "value": 4, "verified": true, "block": 900001 }, { "date": "2023-09-03", "value": 4, "verified": true, "block": 1200001 }, { "date": "2023-10-16", "value": 10, "verified": true, "block": 1500001 }, { "date": "2023-11-26", "value": 31, "verified": true, "block": 1800001 }, { "date": "2024-01-08", "value": 32, "verified": true, "block": 2100001 }, { "date": "2024-04-04", "value": 32, "verified": true, "block": 2700001 }, { "date": "2024-05-20", "value": 34, "verified": true, "block": 3000001 }, { "date": "2024-07-01", "value": 39, "verified": true, "block": 3300001 }, { "date": "2024-08-13", "value": 45, "verified": true, "block": 3600001 }, { "date": "2024-09-24", "value": 49, "verified": true, "block": 3900001 }, { "date": "2024-11-05", "value": 52, "verified": true, "block": 4200001 }, { "date": "2024-12-17", "value": 62, "verified": true, "block": 4500001 }, { "date": "2025-01-28", "value": 64, "verified": true, "block": 4800001 }, { "date": "2025-03-10", "value": 74, "verified": true, "block": 5100001 }, { "date": "2025-04-21", "value": 94, "verified": true, "block": 5400001 }, { "date": "2025-06-03", "value": 116, "verified": true, "block": 5700001 }, { "date": "2025-07-15", "value": 128, "verified": true, "block": 6000001 }, { "date": "2025-12-28", "value": 128, "verified": true, "block": 7200001 }, { "date": "2026-06-13", "value": 128, "verified": true, "block": 8400001 }, { "date": "2026-09-23", "value": 128, "verified": true, "block": 9133376 } ] }, { "key": "emission", "label": "TAO minted per day", "tone": "grey", "unit": "TAO", "note": "Protocol schedule: 1 TAO a block at a 12-second block time until 10.5M TAO were issued, then 0.5 TAO. The halving fired at block 7,103,976 on 15 Dec 2025 (taostats; on-chain TotalIssuance 10,500,001). Net issuance is lower because registration fees are burned and recycled: on-chain deltas run about 7,000 a day in 2023 and about 2,600 a day in 2026.", "points": [ { "date": "2021-01-03", "value": 7200, "verified": false, "source": "schedule; Kusanagi launch date from state-of-bittensor-2026.md §1" }, { "date": "2023-03-20", "value": 7200, "verified": true, "block": 1, "source": "on-chain net issuance 296,178 TAO in the 42 days to block 300,001 = about 7,050 a day" }, { "date": "2025-12-15", "value": 7200, "verified": true, "block": 7103975, "source": "last block before the halving" }, { "date": "2025-12-15", "value": 3600, "verified": true, "block": 7103976, "source": "first halving; taostats.io/tokenomics; TotalIssuance 10,500,001" }, { "date": "2026-09-23", "value": 3600, "verified": true, "block": 9133376, "source": "ecosystem-as-empowerment.md §3.4: 3,555 TAO issued in the 24 hours to block 9,087,756" } ] }, { "key": "pools", "label": "TAO staked into subnets", "tone": "grey", "unit": "TAO", "note": "Sum of SubtensorModule.SubnetTAO over netuids 1–128: the TAO holders have swapped into subnet pools. Zero before dTAO. Flat at about 2.0M since March 2026.", "points": [ { "date": "2025-02-13", "value": 45, "verified": true, "block": 4920351, "source": "ecosystem-as-empowerment.md §3.4 (first dTAO block)" }, { "date": "2025-03-10", "value": 165040, "verified": true, "block": 5100001 }, { "date": "2025-04-21", "value": 522877, "verified": true, "block": 5400001 }, { "date": "2025-06-03", "value": 705962, "verified": true, "block": 5700001 }, { "date": "2025-07-15", "value": 874624, "verified": true, "block": 6000001 }, { "date": "2025-08-25", "value": 1040455, "verified": true, "block": 6300001 }, { "date": "2025-10-06", "value": 1287544, "verified": true, "block": 6600001 }, { "date": "2025-11-17", "value": 1559804, "verified": true, "block": 6900001 }, { "date": "2025-12-28", "value": 1757997, "verified": true, "block": 7200001 }, { "date": "2026-02-08", "value": 1902872, "verified": true, "block": 7500001 }, { "date": "2026-03-22", "value": 2046856, "verified": true, "block": 7800001 }, { "date": "2026-05-03", "value": 2017763, "verified": true, "block": 8100001 }, { "date": "2026-06-13", "value": 1973097, "verified": true, "block": 8400001 }, { "date": "2026-07-25", "value": 2005281, "verified": true, "block": 8700001 }, { "date": "2026-09-05", "value": 2033118, "verified": true, "block": 9000001 }, { "date": "2026-09-23", "value": 1967851, "verified": true, "block": 9133376 } ] }, { "key": "alphaValue", "label": "Subnet tokens, value in TAO", "tone": "black", "unit": "TAO", "note": "Sum over subnets of pool price (SubnetTAO ÷ SubnetAlphaIn) × (SubnetAlphaIn + SubnetAlphaOut), the taostats market-cap definition, in TAO not dollars. Matches ecosystem-as-empowerment.md §3.4 at every shared block. It is a valuation and can fall; re-pull on 27 Sep.", "points": [ { "date": "2025-02-13", "value": 64, "verified": true, "block": 4920351 }, { "date": "2025-03-10", "value": 399674, "verified": true, "block": 5100001 }, { "date": "2025-04-21", "value": 1578507, "verified": true, "block": 5400001 }, { "date": "2025-06-03", "value": 1888427, "verified": true, "block": 5700001 }, { "date": "2025-07-15", "value": 1973819, "verified": true, "block": 6000001 }, { "date": "2025-08-25", "value": 2139111, "verified": true, "block": 6300001 }, { "date": "2025-10-06", "value": 2640086, "verified": true, "block": 6600001 }, { "date": "2025-11-17", "value": 3180322, "verified": true, "block": 6900001 }, { "date": "2025-12-15", "value": 3458821, "verified": true, "block": 7103976 }, { "date": "2025-12-28", "value": 3649892, "verified": true, "block": 7200001 }, { "date": "2026-02-08", "value": 4253899, "verified": true, "block": 7500001 }, { "date": "2026-03-22", "value": 5023206, "verified": true, "block": 7800001 }, { "date": "2026-05-03", "value": 4964193, "verified": true, "block": 8100001 }, { "date": "2026-06-13", "value": 4918033, "verified": true, "block": 8400001 }, { "date": "2026-07-25", "value": 5237088, "verified": true, "block": 8700001 }, { "date": "2026-09-05", "value": 5701492, "verified": true, "block": 9000001 }, { "date": "2026-09-23", "value": 5456350, "verified": true, "block": 9133376 } ] } ] }, "library": { "title": "Incentive computing begins with subnets.", "source": "Names and netuids read from on-chain SubtensorModule.SubnetIdentitiesV3 at block 9,133,404 (23 Sep 2026) and matched on taostats.io/subnets/ the same day. Numbers: source and date on each card; team-stated numbers are marked verified: false. Detail: docs/opening-slides.md.", "annotation": "No account. No ID. No permission.", "cards": [ { "netuid": 51, "name": "Lium", "onChainName": "lium.io", "function": "GPUs by the second. No account check.", "number": "$964K billed in a month", "numberSource": "x.com/lium_io/status/2097824624117473549", "asOf": "2026-09-09", "verified": true }, { "netuid": 4, "name": "Targon", "onChainName": "Targon", "function": "Compute inside a sealed enclave.", "number": "550 TAO bought back from revenue", "numberSource": "x.com/TargonCompute/status/2090532960005246982; one month of organic revenue", "asOf": "2026-08-20", "verified": true }, { "netuid": 75, "name": "Hippius", "onChainName": "Hippius", "function": "Storage. Egress free.", "number": "100 TB egress, billed $0", "numberSource": "x.com/Hippius_cloud/status/2052618760557674861", "asOf": "2026-05-08", "verified": true }, { "netuid": 68, "name": "NOVA", "onChainName": "NOVA", "function": "Molecules against protein targets.", "number": "4.8M molecules screened", "numberSource": "taoprotocol.org, NOVA SN68 profile, 2026; team-stated", "asOf": "2026-09-17", "verified": false }, { "netuid": 64, "name": "Chutes", "onChainName": "Chutes", "function": "Any open model, in attested hardware.", "number": "2M requests a day", "numberSource": "api.chutes.ai/invocations/stats/llm, 7-day average 16–22 Sep 2026: 1.96M requests, 27.1B tokens a day", "asOf": "2026-09-23", "verified": true }, { "netuid": 28, "name": "SayGM", "onChainName": "SayGM", "function": "Frontier models below list price.", "number": "96B tokens routed", "numberSource": "x.com/say_gm_/status/2096886191081615619", "asOf": "2026-09-07", "verified": true }, { "netuid": 61, "name": "RedTeam", "onChainName": "RedTeam", "function": "Paid to break bot detection.", "number": "Seven-figure revenue", "numberSource": "taodaily.io, Innerworks on the Revenue Search podcast, 11 Aug 2026; team-stated", "asOf": "2026-08-11", "verified": false }, { "netuid": 80, "name": "OpenRoboto", "onChainName": "OpenRoboto", "function": "Robot policies that beat the champion.", "number": "50% → 85% on LIBERO-Pro in 21 days", "numberSource": "taodaily.io, OpenRoboto SN80, Aug 2026; team-stated", "asOf": "2026-08-31", "verified": false } ] }, "growthLium": { "title": "Lium · SN51 · September 2025 to September 2026", "source": "GPUs and billing: Lium's public Grafana (grafana.lium.io, anonymous viewer, read-only Postgres datasource, queried 24 Sep 2026 via /api/ds/query). GPUs online = validator-scored GPUs (prod_executors, noon samples) to 14 Dec 2025, then weekly mean of gpu_inventory hourly snapshots; the last point is lium.io/api/executors/stats live. Billed = the 'Credit spend ($/hr)' panel integrated over the trailing 30 days; check: the 30 days to 9 Sep 2026 give $970,790 against Lium's own '$964k billed' (x.com/lium_io/status/2097824624117473549). Two glitch hours (RTX A4000 at $166,667/hr, 15–16 Nov 2025) are excluded. Burns: on-chain extrinsics where found, otherwise team posts; hollow = team-stated only. Each series' own scale, baseline zero; values at the ends. Method and caveats: docs/growth-slides.md.", "start": "2025-09-15", "end": "2026-10-05", "scale": "own", "annotation": "Rent → revenue → burn → price → miners add GPUs.", "ticks": [{"date": "2025-10-01", "label": "Oct 2025"}, {"date": "2026-01-01", "label": "Jan 2026"}, {"date": "2026-04-01", "label": "Apr"}, {"date": "2026-07-01", "label": "Jul"}, {"date": "2026-09-24", "label": "Today"}], "series": [ { "key": "billed", "label": "Billed, trailing 30 days", "tone": "black", "style": "line", "dots": "ends", "unit": "USD", "format": "usd", "points": [ {"date": "2025-10-15", "value": 422781, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2025-10-22", "value": 415217, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2025-10-29", "value": 415158, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2025-11-05", "value": 421667, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2025-11-12", "value": 419279, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2025-11-19", "value": 426014, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2025-11-26", "value": 420213, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2025-12-03", "value": 390409, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2025-12-10", "value": 375064, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2025-12-17", "value": 322637, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2025-12-24", "value": 277757, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2025-12-31", "value": 255338, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-01-07", "value": 225605, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-01-14", "value": 221130, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-01-21", "value": 224002, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-01-28", "value": 217296, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-02-04", "value": 213076, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-02-11", "value": 206336, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-02-18", "value": 192963, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-02-25", "value": 182133, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-03-04", "value": 178287, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-03-11", "value": 169463, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-03-18", "value": 166963, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-03-25", "value": 164856, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-04-01", "value": 158728, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-04-08", "value": 159722, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-04-15", "value": 161049, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-04-22", "value": 173618, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-04-29", "value": 190572, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-05-06", "value": 221012, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-05-13", "value": 282629, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-05-20", "value": 339576, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-05-27", "value": 352149, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-06-03", "value": 353147, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-06-10", "value": 308896, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-06-17", "value": 253435, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-06-24", "value": 246037, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-07-01", "value": 290876, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-07-08", "value": 371021, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-07-15", "value": 446540, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-07-22", "value": 521214, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-07-29", "value": 564108, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-08-05", "value": 642003, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-08-12", "value": 730704, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-08-19", "value": 793174, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-08-26", "value": 856191, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-09-02", "value": 928658, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-09-09", "value": 970790, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-09-16", "value": 1068781, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"}, {"date": "2026-09-23", "value": 1202479, "verified": true, "source": "grafana.lium.io, prod_revenue_history credit spend ($/hr by GPU type) integrated over the trailing 30 days, read 24 Sep 2026"} ] }, { "key": "gpus", "label": "GPUs online", "tone": "grey", "style": "line", "dots": "ends", "unit": "count", "format": "count", "points": [ {"date": "2025-09-29", "value": 1061, "verified": true, "source": "grafana.lium.io, prod_executors (validator-scored GPUs, noon sample), read 24 Sep 2026"}, {"date": "2025-10-06", "value": 1151, "verified": true, "source": "grafana.lium.io, prod_executors (validator-scored GPUs, noon sample), read 24 Sep 2026"}, {"date": "2025-10-13", "value": 1000, "verified": true, "source": "grafana.lium.io, prod_executors (validator-scored GPUs, noon sample), read 24 Sep 2026"}, {"date": "2025-10-20", "value": 824, "verified": true, "source": "grafana.lium.io, prod_executors (validator-scored GPUs, noon sample), read 24 Sep 2026"}, {"date": "2025-10-27", "value": 953, "verified": true, "source": "grafana.lium.io, prod_executors (validator-scored GPUs, noon sample), read 24 Sep 2026"}, {"date": "2025-11-03", "value": 1159, "verified": true, "source": "grafana.lium.io, prod_executors (validator-scored GPUs, noon sample), read 24 Sep 2026"}, {"date": "2025-11-10", "value": 898, "verified": true, "source": "grafana.lium.io, prod_executors (validator-scored GPUs, noon sample), read 24 Sep 2026"}, {"date": "2025-11-17", "value": 765, "verified": true, "source": "grafana.lium.io, prod_executors (validator-scored GPUs, noon sample), read 24 Sep 2026"}, {"date": "2025-11-24", "value": 797, "verified": true, "source": "grafana.lium.io, prod_executors (validator-scored GPUs, noon sample), read 24 Sep 2026"}, {"date": "2025-12-01", "value": 631, "verified": true, "source": "grafana.lium.io, prod_executors (validator-scored GPUs, noon sample), read 24 Sep 2026"}, {"date": "2025-12-08", "value": 534, "verified": true, "source": "grafana.lium.io, prod_executors (validator-scored GPUs, noon sample), read 24 Sep 2026"}, {"date": "2025-12-11", "value": 579, "rented": 315, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2025-12-18", "value": 422, "rented": 265, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2025-12-25", "value": 378, "rented": 261, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-01-01", "value": 361, "rented": 265, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-01-08", "value": 464, "rented": 274, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-01-15", "value": 416, "rented": 286, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-01-22", "value": 366, "rented": 288, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-01-29", "value": 358, "rented": 265, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-02-05", "value": 405, "rented": 268, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-02-12", "value": 422, "rented": 238, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-02-19", "value": 321, "rented": 203, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-02-26", "value": 312, "rented": 223, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-03-05", "value": 292, "rented": 193, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-03-12", "value": 275, "rented": 172, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-03-19", "value": 251, "rented": 163, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-03-26", "value": 227, "rented": 161, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-04-02", "value": 218, "rented": 160, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-04-09", "value": 261, "rented": 172, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-04-16", "value": 341, "rented": 195, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-04-23", "value": 336, "rented": 238, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-04-30", "value": 334, "rented": 240, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-05-07", "value": 416, "rented": 331, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-05-14", "value": 472, "rented": 405, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-05-21", "value": 423, "rented": 383, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-05-28", "value": 371, "rented": 335, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-06-04", "value": 414, "rented": 275, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-06-11", "value": 480, "rented": 318, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-06-18", "value": 508, "rented": 368, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-06-25", "value": 636, "rented": 519, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-07-02", "value": 650, "rented": 531, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-07-09", "value": 842, "rented": 580, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-07-16", "value": 934, "rented": 680, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-07-23", "value": 1034, "rented": 663, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-07-30", "value": 1158, "rented": 770, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-08-06", "value": 1265, "rented": 873, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-08-13", "value": 1178, "rented": 770, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-08-20", "value": 1117, "rented": 776, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-08-27", "value": 1191, "rented": 783, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-09-03", "value": 1300, "rented": 889, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-09-10", "value": 1366, "rented": 1071, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-09-17", "value": 1425, "rented": 1151, "verified": true, "source": "grafana.lium.io, gpu_inventory (weekly mean of hourly snapshots), read 24 Sep 2026"}, {"date": "2026-09-24", "value": 1458, "rented": 1268, "verified": true, "source": "lium.io/api/executors/stats, 24 Sep 2026 11:48 UTC"} ] }, { "key": "burned", "label": "Bought back and burned from revenue", "tone": "black", "style": "bars", "dots": "all", "unit": "USD per burn", "format": "usd", "points": [ {"date": "2025-11-13", "value": 50000, "tao": null, "verified": false, "source": "x.com/lium_io/status/1988776686087991368, 13 Nov 2025: \"Over $50,000 so far\"; program started 7 Nov 2025 (status/1986626278448112056)", "label": "$50K"}, {"date": "2026-04-05", "value": 665000, "tao": 2207.0, "alphaBurned": 50409.49, "verified": true, "source": "taomarketcap.com/extrinsics/7898274-0011 (add_stake_limit 2,207 TAO, netuid 51) and 7898314-0023 (burn_alpha 50,409.49 alpha); TAO $301.34 on 5 Apr 2026 (CoinGecko). Funding source team-stated: x.com/lium_io/status/2049346952614007286, 29 Apr 2026", "label": "$665K"}, {"date": "2026-05-04", "value": 150000, "tao": null, "verified": false, "source": "x.com/lium_io/status/2051112124328374707, 4 May 2026: \">$150,000 into sn51. This money comes from people buying credits\"", "label": "$150K"}, {"date": "2026-06-22", "value": 571000, "tao": 2500.0, "verified": false, "source": "x.com/lium_io/status/2069199663530471602, 22 Jun 2026: \"buyback and burn of 2500 $TAO ... All funds came from revenue\"; TAO $228.53 (CoinGecko). Extrinsic not located", "label": "$571K"}, {"date": "2026-08-05", "value": 400000, "tao": null, "verified": false, "source": "x.com/lium_io/status/2084900760010043595, 5 Aug 2026: \"~$400,000 in revenue from just Tao deposits. All of it was used to buyback and burn\"", "label": "$400K"}, {"date": "2026-09-09", "value": 966000, "tao": 3737.69, "alphaBurned": 40737.93, "verified": true, "source": "taomarketcap.com/extrinsics/9032919-0005 (add_stake_burn 3,737.69 TAO → 40,737.93 alpha burned, netuid 51, block 9,032,919); TAO $258.45 on 9 Sep 2026 (CoinGecko); x.com/fish_datura/status/2097814414447481250", "label": "$966K"} ] } ] }, "growthInference": { "title": "Tokens a day · Chutes SN64, Engy SN53, SayGM SN28 · Feb 2025 to Sep 2026", "source": "Chutes: chutes.ai/app/research, 24 Sep 2026 (its JSON, /api/research/stats?type=llm, daily tokens and requests since 30 Jan 2025; identical to api.chutes.ai/invocations/stats/llm), drawn as 7-day means ending each Tuesday. Engy: provider.engy.ai/api/subnet/v1/epoch/, the signed weekly settlement ledger, tokens_total ÷ 7. SayGM: approximation (hollow) from @say_gm_ posts of 7 Sep 2026 and the saygm.com ledger; method in docs/growth-slides.md. Total: Chutes + Engy + SayGM; hollow from June 2026 because it includes the SayGM approximation. Shared linear scale.", "start": "2025-02-01", "end": "2026-10-05", "scale": "shared", "annotation": "Two of the three did not exist in April; the third cut its free tier in March.", "ticks": [{"date": "2025-04-01", "label": "Apr 2025"}, {"date": "2025-07-01", "label": "Jul"}, {"date": "2025-10-01", "label": "Oct"}, {"date": "2026-01-01", "label": "Jan 2026"}, {"date": "2026-04-01", "label": "Apr"}, {"date": "2026-07-01", "label": "Jul"}, {"date": "2026-09-23", "label": "Today"}], "series": [ { "key": "total", "label": "All three", "tone": "black", "style": "line", "dots": "ends", "unit": "tokens a day", "format": "tokens", "points": [ {"date": "2025-02-12", "value": 1072409918, "verified": true, "chutes": 1072409918, "engy": 0, "saygm": 0}, {"date": "2025-02-19", "value": 3042559534, "verified": true, "chutes": 3042559534, "engy": 0, "saygm": 0}, {"date": "2025-02-26", "value": 5389877312, "verified": true, "chutes": 5389877312, "engy": 0, "saygm": 0}, {"date": "2025-03-05", "value": 7257334463, "verified": true, "chutes": 7257334463, "engy": 0, "saygm": 0}, {"date": "2025-03-12", "value": 10678680822, "verified": true, "chutes": 10678680822, "engy": 0, "saygm": 0}, {"date": "2025-03-19", "value": 13154388979, "verified": true, "chutes": 13154388979, "engy": 0, "saygm": 0}, {"date": "2025-03-26", "value": 16511100800, "verified": true, "chutes": 16511100800, "engy": 0, "saygm": 0}, {"date": "2025-04-02", "value": 21293235576, "verified": true, "chutes": 21293235576, "engy": 0, "saygm": 0}, {"date": "2025-04-09", "value": 25640362918, "verified": true, "chutes": 25640362918, "engy": 0, "saygm": 0}, {"date": "2025-04-16", "value": 32698579117, "verified": true, "chutes": 32698579117, "engy": 0, "saygm": 0}, {"date": "2025-04-23", "value": 42745268695, "verified": true, "chutes": 42745268695, "engy": 0, "saygm": 0}, {"date": "2025-04-30", "value": 52006094690, "verified": true, "chutes": 52006094690, "engy": 0, "saygm": 0}, {"date": "2025-05-07", "value": 58165550315, "verified": true, "chutes": 58165550315, "engy": 0, "saygm": 0}, {"date": "2025-05-14", "value": 61871483786, "verified": true, "chutes": 61871483786, "engy": 0, "saygm": 0}, {"date": "2025-05-21", "value": 78107464941, "verified": true, "chutes": 78107464941, "engy": 0, "saygm": 0}, {"date": "2025-05-28", "value": 95682370650, "verified": true, "chutes": 95682370650, "engy": 0, "saygm": 0}, {"date": "2025-06-04", "value": 111455544163, "verified": true, "chutes": 111455544163, "engy": 0, "saygm": 0}, {"date": "2025-06-11", "value": 129812675586, "verified": true, "chutes": 129812675586, "engy": 0, "saygm": 0}, {"date": "2025-06-18", "value": 143231040861, "verified": true, "chutes": 143231040861, "engy": 0, "saygm": 0}, {"date": "2025-06-25", "value": 151396844899, "verified": true, "chutes": 151396844899, "engy": 0, "saygm": 0}, {"date": "2025-07-02", "value": 133427404699, "verified": true, "chutes": 133427404699, "engy": 0, "saygm": 0}, {"date": "2025-07-09", "value": 116325508659, "verified": true, "chutes": 116325508659, "engy": 0, "saygm": 0}, {"date": "2025-07-16", "value": 88199659819, "verified": true, "chutes": 88199659819, "engy": 0, "saygm": 0}, {"date": "2025-07-23", "value": 101902642258, "verified": true, "chutes": 101902642258, "engy": 0, "saygm": 0}, {"date": "2025-07-30", "value": 115210515262, "verified": true, "chutes": 115210515262, "engy": 0, "saygm": 0}, {"date": "2025-08-06", "value": 130529512174, "verified": true, "chutes": 130529512174, "engy": 0, "saygm": 0}, {"date": "2025-08-13", "value": 131122889895, "verified": true, "chutes": 131122889895, "engy": 0, "saygm": 0}, {"date": "2025-08-20", "value": 145323478148, "verified": true, "chutes": 145323478148, "engy": 0, "saygm": 0}, {"date": "2025-08-27", "value": 142614485400, "verified": true, "chutes": 142614485400, "engy": 0, "saygm": 0}, {"date": "2025-09-03", "value": 126896916123, "verified": true, "chutes": 126896916123, "engy": 0, "saygm": 0}, {"date": "2025-09-10", "value": 121123732258, "verified": true, "chutes": 121123732258, "engy": 0, "saygm": 0}, {"date": "2025-09-17", "value": 126385326517, "verified": true, "chutes": 126385326517, "engy": 0, "saygm": 0}, {"date": "2025-09-24", "value": 101942042128, "verified": true, "chutes": 101942042128, "engy": 0, "saygm": 0}, {"date": "2025-10-01", "value": 99625475548, "verified": true, "chutes": 99625475548, "engy": 0, "saygm": 0}, {"date": "2025-10-08", "value": 106066015300, "verified": true, "chutes": 106066015300, "engy": 0, "saygm": 0}, {"date": "2025-10-15", "value": 103917158903, "verified": true, "chutes": 103917158903, "engy": 0, "saygm": 0}, {"date": "2025-10-22", "value": 108138321092, "verified": true, "chutes": 108138321092, "engy": 0, "saygm": 0}, {"date": "2025-10-29", "value": 104973975521, "verified": true, "chutes": 104973975521, "engy": 0, "saygm": 0}, {"date": "2025-11-05", "value": 98735151673, "verified": true, "chutes": 98735151673, "engy": 0, "saygm": 0}, {"date": "2025-11-12", 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"2026-01-14", "value": 106334160577, "verified": true, "chutes": 106334160577, "engy": 0, "saygm": 0}, {"date": "2026-01-21", "value": 107707881322, "verified": true, "chutes": 107707881322, "engy": 0, "saygm": 0}, {"date": "2026-01-28", "value": 107137856722, "verified": true, "chutes": 107137856722, "engy": 0, "saygm": 0}, {"date": "2026-02-04", "value": 115205266002, "verified": true, "chutes": 115205266002, "engy": 0, "saygm": 0}, {"date": "2026-02-11", "value": 117842968307, "verified": true, "chutes": 117842968307, "engy": 0, "saygm": 0}, {"date": "2026-02-18", "value": 98108286488, "verified": true, "chutes": 98108286488, "engy": 0, "saygm": 0}, {"date": "2026-02-25", "value": 86533148271, "verified": true, "chutes": 86533148271, "engy": 0, "saygm": 0}, {"date": "2026-03-04", "value": 66611350448, "verified": true, "chutes": 66611350448, "engy": 0, "saygm": 0}, {"date": "2026-03-11", "value": 57461768543, "verified": true, "chutes": 57461768543, "engy": 0, "saygm": 0}, {"date": 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"settledUsd": 682.44, "miners": null, "epoch": "0–6", "verified": true, "source": "provider.engy.ai/api/subnet/v1/epoch/0..6 (daily epochs 22–29 Jul 2026, summed)"}, {"date": "2026-08-05", "value": 1456596019, "requests": 272802, "settledUsd": 945.14, "miners": 105, "epoch": 7, "verified": true, "source": "provider.engy.ai/api/subnet/v1/epoch/7 (signed ledger), 2026-07-29→2026-08-05"}, {"date": "2026-08-12", "value": 852897868, "requests": 64224, "settledUsd": 350.28, "miners": 154, "epoch": 8, "verified": true, "source": "provider.engy.ai/api/subnet/v1/epoch/8 (signed ledger), 2026-08-05→2026-08-12"}, {"date": "2026-08-19", "value": 2257555576, "requests": 240779, "settledUsd": 3038.78, "miners": 171, "epoch": 9, "verified": true, "source": "provider.engy.ai/api/subnet/v1/epoch/9 (signed ledger), 2026-08-12→2026-08-19"}, {"date": "2026-08-26", "value": 5330887392, "requests": 271167, "settledUsd": 4466.58, "miners": 199, "epoch": 10, "verified": true, "source": "provider.engy.ai/api/subnet/v1/epoch/10 (signed ledger), 2026-08-19→2026-08-26"}, {"date": "2026-09-02", "value": 7680357910, "requests": 609017, "settledUsd": 15712.24, "miners": 163, "epoch": 11, "verified": true, "source": "provider.engy.ai/api/subnet/v1/epoch/11 (signed ledger), 2026-08-26→2026-09-02"}, {"date": "2026-09-09", "value": 8000550822, "requests": 509489, "settledUsd": 14317.83, "miners": 77, "epoch": 12, "verified": true, "source": "provider.engy.ai/api/subnet/v1/epoch/12 (signed ledger), 2026-09-02→2026-09-09"}, {"date": "2026-09-16", "value": 9500653108, "requests": 543699, "settledUsd": 12726.1, "miners": 75, "epoch": 13, "verified": true, "source": "provider.engy.ai/api/subnet/v1/epoch/13 (signed ledger), 2026-09-09→2026-09-16"}, {"date": "2026-09-23", "value": 12095986823, "requests": 1004522, "settledUsd": 34870.18, "miners": 82, "epoch": 14, "verified": true, "source": "provider.engy.ai/api/subnet/v1/epoch/14 (signed ledger), 2026-09-16→2026-09-23"} ] }, { "key": "saygm", "label": "SayGM (approx.)", "tone": "grey", "style": "line", "dots": "all", "unit": "tokens a day", "format": "tokens", "points": [ {"date": "2026-06-15", "value": 100000000, "verified": false, "source": "Approximation. Beta live 28 May 2026; June volume assumed about a third of July (see method)"}, {"date": "2026-07-15", "value": 340000000, "verified": false, "source": "Approximation from x.com/say_gm_/status/2096886191794668016 (August grew 545% over July) and status/2096886191081615619 (96.48B cumulative to 7 Sep 2026): July ≈ 10.5B"}, {"date": "2026-08-15", "value": 2200000000, "verified": false, "source": "Approximation: August ≈ 67.6B tokens (20.44B output, team-stated) ÷ 31 days"}, {"date": "2026-09-23", "value": 2500000000, "verified": false, "source": "Approximation: saygm.com/miners ledger, 20 epochs to 24 Sep 11:47 UTC = 292,266 requests; input tokens per request sampled per model on saygm.com/models/ (weighted 6,430 in the latest epoch mix) → 1.9B input tokens a day; output share taken as 30% (August) → about 2.75B; range 2–3B"} ] } ], "headline": {"value": 41038907333, "asOf": "2026-09-23", "window": "7 days to 23 Sep 2026", "chutes": 26442920510, "engy": 12095986823, "saygm": 2500000000}, "anchor": {"label": "OpenRouter, ten busiest models, 23 Sep 2026", "value": 11760000000000, "source": "openrouter.ai/rankings, 'Top models today' table, usage through 23 Sep 2026: 2.81T + 2.41T + 1.63T + 1.24T + 1.2T + 567B + 515B + 483B + 456B + 451B"} }, "growthData": { "title": "Data · Hippius SN75 · NOVA SN68 · Data Universe SN13 · Beam SN105 · to 24 Sep 2026", "source": "Four panels, one measure each, each on its own scale. Hippius: hipstats.com/api/storage-usage (Hippius chain block on each point), read 24 Sep 2026. NOVA: commit log of huggingface.co/datasets/Metanova/Submission-Archive (13,832 commits, 2 May 2025 to 24 Sep 2026), cumulative molecules added. Data Universe: @MacrocosmosAI posts and macrocosmosai.substack.com; the 55B is the team's undated figure on datauniverse.macrocosmos.ai and docs.macrocosmos.ai, read 24 Sep 2026. Beam: @b1m_ai posts, each the largest single orchestrated transfer to that date. Method and caveats: docs/growth-slides.md.", "annotation": "Tonight: 730 terabytes stored, 2.7 million molecules in the open, 55 billion rows, a terabyte moved in three minutes forty.", "panels": [ { "key": "hippius", "name": "Hippius", "netuid": 75, "measure": "bytes stored on nodes", "unit": "TB", "note": "Arion era only. hipstats 'used storage' summed over active nodes, in decimal terabytes, including Arion parity shards, so it is raw bytes on disk, not deduplicated customer bytes. The IPFS era (Jul 2025 to Jan 2026, five copies of every file, peak about 125 TB raw on 15 Nov 2025) was migrated to Arion in Feb and Mar 2026 and is not on the line. The jump from 456 TB to 730 TB between 15 and 24 Sep 2026 is real on the explorer but unexplained by the team; re-pull on 27 Sep.", "points": [ { "date": "2026-04-01", "value": 43.6, "verified": true, "block": 5165400 }, { "date": "2026-05-01", "value": 72.8, "verified": true, "block": 5583083 }, { "date": "2026-06-01", "value": 141.8, "verified": true, "block": 6029496 }, { "date": "2026-07-01", "value": 241.4, "verified": true, "block": 6461492 }, { "date": "2026-08-01", "value": 318.3, "verified": true, "block": 6864689 }, { "date": "2026-09-01", "value": 343.4, "verified": true, "block": 7368603 }, { "date": "2026-09-15", "value": 455.6, "verified": true, "block": 7555883 }, { "date": "2026-09-24", "value": 729.8, "verified": true, "block": 7692625 } ] }, { "key": "nova", "name": "NOVA", "netuid": 68, "measure": "molecules in the open archive", "unit": "count", "note": "Cumulative 'Added N molecules from epoch E' commits to the public Hugging Face archive: the molecules the validators accepted and published, a lower bound. The team's own count of everything submitted is 11,130,975 small molecules and 82,575 nanobodies (26 Aug 2026, x.com/metanova_labs/status/2092646824725406003); 4.8 million screened against about 7,000 targets by May 2026 (cryptobriefing.com, 9 May 2026). The archive also holds 108,385 nanobodies (24 Sep 2026), not on the line. Growth was flat from Dec 2025 to Jul 2026 and re-accelerated after the 14 Aug 2026 inference upgrade (20x more evaluations per miner).", "points": [ { "date": "2025-05-02", "value": 38427, "verified": true }, { "date": "2025-07-01", "value": 261173, "verified": true }, { "date": "2025-09-01", "value": 552748, "verified": true }, { "date": "2025-10-01", "value": 865232, "verified": true }, { "date": "2025-11-01", "value": 1786920, "verified": true }, { "date": "2026-01-01", "value": 2066403, "verified": true }, { "date": "2026-04-01", "value": 2126179, "verified": true }, { "date": "2026-07-01", "value": 2198351, "verified": true }, { "date": "2026-08-01", "value": 2222850, "verified": true }, { "date": "2026-09-01", "value": 2467915, "verified": true }, { "date": "2026-09-24", "value": 2675535, "verified": true } ] }, { "key": "dataUniverse", "name": "Data Universe", "netuid": 13, "measure": "rows collected", "unit": "count", "note": "A stock, not a flow. The collection rate fell from about 350 million rows a day (Oct 2024, on Hugging Face) to 174.9 million rows in the whole of May 2026 (x.com/Data_SN13/status/2062208097695781083) after the subnet left Hugging Face for private storage (23 Oct 2025) and the emission gate cut it to about 0%. The team said '+20bn since you last looked' on 8 Jul 2025, which would put the total above the 55B the site shows; the site figure is used because it is the one the team publishes today. The dashboard at sn13-dashboard.api.macrocosmos.ai showed 7.58 TB and 253,968 files in the network bucket and 244 miners with data on 24 Sep 2026.", "points": [ { "date": "2024-08-02", "value": 1340000000, "verified": true, "source": "x.com/MacrocosmosAI/status/1819354978504278256; top ten X and Reddit datasets on Hugging Face" }, { "date": "2024-10-04", "value": 18000000000, "verified": true, "source": "x.com/MacrocosmosAI/status/1842252141966000406" }, { "date": "2025-01-28", "value": 27700000000, "verified": true, "source": "x.com/MacrocosmosAI/status/1884305311223406918" }, { "date": "2025-04-04", "value": 40000000000, "verified": true, "source": "macrocosmosai.substack.com/p/data-universe-how-to-collect-real" }, { "date": "2026-09-24", "value": 55000000000, "verified": false, "floor": true, "source": "datauniverse.macrocosmos.ai and docs.macrocosmos.ai, '55+ billion rows', undated; read 24 Sep 2026" } ] }, { "key": "beam", "name": "Beam", "netuid": 105, "measure": "largest single transfer", "unit": "GB", "note": "Live on mainnet since 10 Mar 2026. Every point is a transfer the team ran to prove capacity, not a customer's data; the team said real client workloads would start in September 2026 and no paying customer is evidenced. Sustained load on 13 Sep 2026: about 1 TB every 30 minutes (x.com/b1m_ai/status/2099230791850971514). Dashboard API data.b1m.ai/api/dashboard/metrics on 24 Sep 2026: 26,480 worker keys, 267 active, 211 active orchestrators, 29,006,111 completed tasks.", "points": [ { "date": "2026-04-02", "value": 0.5, "verified": true, "source": "x.com/b1m_ai/status/2088647455512355102: 500 MB in 21 to 29 seconds on 2 Apr 2026" }, { "date": "2026-06-04", "value": 10, "verified": true, "source": "x.com/b1m_ai/status/2062329501049135318: 10 GB, R2 to R2, 21 seconds" }, { "date": "2026-06-27", "value": 50, "verified": true, "source": "x.com/b1m_ai/status/2070727855185478122: five concurrent 10 GB transfers, 51 seconds" }, { "date": "2026-07-12", "value": 107, "verified": true, "source": "x.com/b1m_ai/status/2076184463801737591: one 107 GB dataset, 2 min 16 s" }, { "date": "2026-07-18", "value": 1120, "verified": true, "source": "x.com/b1m_ai/status/2078327748842463530: 1.12 TB, 3 min 40 s" } ] } ] }, "metricsGrid": { "title": "Twelve markets · to 24 Sep 2026", "source": "The twelve series with shortlistRank 1–12 in docs/metrics-gallery.json (project store), read 24 Sep 2026; grading, caveats and re-pull routes in docs/metrics-gallery.md §1. Each panel carries its own source; a point carries a source only where it differs from the panel's. Two points are left off the lines and said in the notes: Bitcast September 2026 (partial month) and UR 10 Aug 2026 (telemetry gap).", "annotation": "Twelve markets, twelve teams, and not one of these lines is mine to draw.", "footnote": "Sim and paper: OpenRoboto scores are MuJoCo simulation; Vanta volume is paper positions scored by validators, not exchange trades. Hollow points are team posts, not read from a ledger (IOTA, Feb and Apr 2026).", "panels": [ { "key": "bitcast-monthly-brand-revenue-usd", "name": "Bitcast", "netuid": 93, "measure": "brand revenue a month", "unit": "USD", "dates": "month", "sourceType": "team", "source": "https://bitcast.network/revenue (dashboard data object in /_next/static/chunks/e505d2337259aff8.js)", "note": "Bitcast SN93, brand revenue per month: $2.1K (May 2025) → $63.1K (Aug 2026), 17 months, 30×, read from the team's per-transaction ledger; paid by brands, not by emission. Caveat: September is partial ($58.3K to 17 Sep). 2025 was noisy ($30K in Oct, $12K in Mar 2026); the clean run is six straight months up from March 2026. Small dollars. September 2026 ($58,341 to 17 Sep) is a partial month and is left off the line so the panel does not read as a fall; August 2026 is the last complete month.", "points": [ { "date": "2025-05-01", "value": 2093.18, "verified": true }, { "date": "2025-06-01", "value": 2125.12, "verified": true }, { "date": "2025-07-01", "value": 20829.4, "verified": true }, { "date": "2025-08-01", "value": 14547.34, "verified": true }, { "date": "2025-09-01", "value": 13040.86, "verified": true }, { "date": "2025-10-01", "value": 30039.28, "verified": true }, { "date": "2025-11-01", "value": 18984.7, "verified": true }, { "date": "2025-12-01", "value": 13088.98, "verified": true }, { "date": "2026-01-01", "value": 23006.75, "verified": true }, { "date": "2026-02-01", "value": 13365.27, "verified": true }, { "date": "2026-03-01", "value": 12132.92, "verified": true }, { "date": "2026-04-01", "value": 34610.45, "verified": true }, { "date": "2026-05-01", "value": 28826.18, "verified": true }, { "date": "2026-06-01", "value": 42062.79, "verified": true }, { "date": "2026-07-01", "value": 47966.34, "verified": true }, { "date": "2026-08-01", "value": 63072.5, "verified": true } ] }, { "key": "engy-usd-settled-per-epoch", "name": "Engy", "netuid": 53, "measure": "settled to miners a week", "unit": "USD", "dates": "day", "sourceType": "chain", "source": "https://provider.engy.ai/api/subnet/v1/epoch/ (settled_micro summed over miners; each point names its epoch)", "note": "Engy SN53, dollars settled to miners per week: $682 (week to 29 Jul) → $34,870 (week to 23 Sep 2026), 9 weeks, 51×, from a ledger signed by the owner hotkey. Caveat: rate-card value of miner-served traffic, not audited revenue; first-party-served models are excluded; weeks 12 and 13 dipped ($14.3K, $12.7K) before the record; miners fell 199 → 82 while dollars rose.", "points": [ { "date": "2026-07-29", "value": 682.44, "verified": true, "source": "https://provider.engy.ai/api/subnet/v1/epoch/6" }, { "date": "2026-08-05", "value": 945.14, "verified": true, "source": "https://provider.engy.ai/api/subnet/v1/epoch/7" }, { "date": "2026-08-12", "value": 350.28, "verified": true, "source": "https://provider.engy.ai/api/subnet/v1/epoch/8" }, { "date": "2026-08-19", "value": 3038.78, "verified": true, "source": "https://provider.engy.ai/api/subnet/v1/epoch/9" }, { "date": "2026-08-26", "value": 4466.58, "verified": true, "source": "https://provider.engy.ai/api/subnet/v1/epoch/10" }, { "date": "2026-09-02", "value": 15712.24, "verified": true, "source": "https://provider.engy.ai/api/subnet/v1/epoch/11" }, { "date": "2026-09-09", "value": 14317.83, "verified": true, "source": "https://provider.engy.ai/api/subnet/v1/epoch/12" }, { "date": "2026-09-16", "value": 12726.1, "verified": true, "source": "https://provider.engy.ai/api/subnet/v1/epoch/13" }, { "date": "2026-09-23", "value": 34870.18, "verified": true, "source": "https://provider.engy.ai/api/subnet/v1/epoch/14" } ] }, { "key": "saygm-usd-traffic-per-day-monthly", "name": "gm", "netuid": 28, "measure": "traffic routed a day", "unit": "USD", "dates": "day", "sourceType": "chain", "source": "https://saygm.com/miners/ (469 epoch pages sampled, every 4th epoch 23440-25314, header 'Traffic value / Requests / Miners')", "note": "gm SN28, dollar value of traffic routed per day: $359 (late Jun) → $2.1K (Jul) → $7.8K (Aug) → $13.0K (Sep 2026), 36×, built from 469 of the team's per-epoch pages. Caveat: gross value at list price minus discount, routed to Anthropic, OpenAI, Google and open models; gm's own take is not published. The weekly line is flat for the last three weeks ($12.4K, $13.5K, $13.4K). Sampled 5 of every 20 daily epochs.", "points": [ { "date": "2026-06-01", "value": 359, "verified": true }, { "date": "2026-07-01", "value": 2111, "verified": true }, { "date": "2026-08-01", "value": 7836, "verified": true }, { "date": "2026-09-24", "value": 12976, "verified": true } ] }, { "key": "almanac-monthly-fee-revenue-usd", "name": "Almanac", "netuid": 41, "measure": "terminal fees a month", "unit": "USD", "dates": "month", "sourceType": "team", "source": "https://almnc.ai/revenue (monthly audit table, accumulation wallet 5Gbrdj...kb1E, buyback wallet 5EyNX6...eQs2 on taostats)", "note": "Almanac SN41, terminal fee revenue per month: $1.5K (Feb 2026) → $40.7K (Sep 2026), 8 months, 27×, every dollar recycled into buybacks from two public wallets. Caveat: noisy month to month (Jun $5.7K, Aug $15.3K); the team says revenue 'tracks buyback USD because there is no separate fee feed yet'. Cumulative $117K. Small.", "points": [ { "date": "2026-02-01", "value": 1489.69, "verified": true }, { "date": "2026-03-01", "value": 8204.4, "verified": true }, { "date": "2026-04-01", "value": 5873.41, "verified": true }, { "date": "2026-05-01", "value": 16618.2, "verified": true }, { "date": "2026-06-01", "value": 5748.83, "verified": true }, { "date": "2026-07-01", "value": 23001.04, "verified": true }, { "date": "2026-08-01", "value": 15276.73, "verified": true }, { "date": "2026-09-01", "value": 40689.01, "verified": true } ] }, { "key": "hf-repos-per-month-gradients-io-tournaments", "name": "Gradients", "netuid": 56, "measure": "models published a month", "unit": "count", "dates": "month", "sourceType": "team", "source": "https://huggingface.co/api/models?author=gradients-io-tournaments&expand[]=downloadsAllTime and /api/datasets?author=gradients-io-tournaments", "note": "Gradients SN56, fine-tuned models published per month: 4 (Nov 2025) → 565 (Aug 2026), 712 in September to date, counted from the team's Hugging Face org via the API. Caveat: counts model repos produced by tournament rounds, not paying jobs or dollars; the older rayonlabs org stopped publishing in Nov 2025 when output moved here, so do not join the two. 39K downloads in 30 days.", "points": [ { "date": "2025-11-01", "value": 4, "verified": true }, { "date": "2025-12-01", "value": 8, "verified": true }, { "date": "2026-01-01", "value": 3, "verified": true }, { "date": "2026-02-01", "value": 6, "verified": true }, { "date": "2026-03-01", "value": 5, "verified": true }, { "date": "2026-04-01", "value": 32, "verified": true }, { "date": "2026-05-01", "value": 45, "verified": true }, { "date": "2026-06-01", "value": 63, "verified": true }, { "date": "2026-07-01", "value": 132, "verified": true }, { "date": "2026-08-01", "value": 565, "verified": true } ] }, { "key": "vanta-30d-trading-volume-usd", "name": "Vanta", "netuid": 8, "measure": "paper volume, 30 days", "unit": "USD", "dates": "day", "sourceType": "team", "source": "https://www.vantanetwork.io/dashboard (server action 400ff639d5d311c30364f327f432739a9d786532d2, key volumeData)", "note": "Vanta SN8, trading volume in the trailing 30 days: $55.9M (1 Apr 2026) → $1.46B (23 Sep 2026), 26×, from the Vanta Network dashboard; positions opened 171 → 39,919. Caveat: paper positions scored by validators, not exchange volume, and the funding is simulated prop-firm capital. The real-money side is the payout ledger: $759K paid to 104 traders since April (USDC, on Base), payouts per month 4 → 107 (Aug); August's $514K includes one $100K award.", "points": [ { "date": "2026-04-01", "value": 55898119, "verified": true }, { "date": "2026-04-08", "value": 47650889, "verified": true }, { "date": "2026-04-15", "value": 45874380, "verified": true }, { "date": "2026-04-22", "value": 114587516, "verified": true }, { "date": "2026-04-29", "value": 95605271, "verified": true }, { "date": "2026-05-06", "value": 105228151, "verified": true }, { "date": "2026-05-13", "value": 155196090, "verified": true }, { "date": "2026-05-20", "value": 159824580, "verified": true }, { "date": "2026-05-27", "value": 157478617, "verified": true }, { "date": "2026-06-03", "value": 220685620, "verified": true }, { "date": "2026-06-10", "value": 204977139, "verified": true }, { "date": "2026-06-17", "value": 178400304, "verified": true }, { "date": "2026-06-24", "value": 178965592, "verified": true }, { "date": "2026-07-01", "value": 207436686, "verified": true }, { "date": "2026-07-08", "value": 278335660, "verified": true }, { "date": "2026-07-15", "value": 350632227, "verified": true }, { "date": "2026-07-22", "value": 386965068, "verified": true }, { "date": "2026-07-29", "value": 343796236, "verified": true }, { "date": "2026-08-05", "value": 291946884, "verified": true }, { "date": "2026-08-12", "value": 257971116, "verified": true }, { "date": "2026-08-19", "value": 308813091, "verified": true }, { "date": "2026-08-26", "value": 493380011, "verified": true }, { "date": "2026-09-02", "value": 727441453, "verified": true }, { "date": "2026-09-09", "value": 917923386, "verified": true }, { "date": "2026-09-16", "value": 1042056637, "verified": true }, { "date": "2026-09-23", "value": 1456339372, "verified": true } ] }, { "key": "ur-connected-devices", "name": "UR", "netuid": 25, "measure": "devices connected", "unit": "count", "dates": "day", "sourceType": "chain", "source": "https://grafana.bringyour.com/api/public/dashboards/ea86caca098b4b91b873fd8dacbf2676/panels/4/query", "note": "UR SN25, devices connected to the network: 120,484 (21 Jul) → 205,897 (23 Sep 2026), +71% in 65 days, daily from the operator's public Grafana; total networks 788K → 1.03M. Caveat: the Grafana keeps 90 days, so no longer history; the last point is below the 15 Sep peak (227K); UR is a residential VPN, not an AI product, and it draws about 0% of emission (the chain is not funding this growth). The 10 Aug 2026 reading (21,906) is a fleet/telemetry gap, not churn, and is left off the line.", "points": [ { "date": "2026-07-21", "value": 120484, "verified": true }, { "date": "2026-07-22", "value": 127807, "verified": true }, { "date": "2026-07-23", "value": 129636, "verified": true }, { "date": "2026-07-24", "value": 117560, "verified": true }, { "date": "2026-07-25", "value": 120419, "verified": true }, { "date": "2026-07-26", "value": 123925, "verified": true }, { "date": "2026-07-27", "value": 139391, "verified": true }, { "date": "2026-07-28", "value": 137627, "verified": true }, { "date": "2026-07-29", "value": 128620, "verified": true }, { "date": "2026-07-30", "value": 135244, "verified": true }, { "date": "2026-07-31", "value": 126190, "verified": true }, { "date": "2026-08-01", "value": 107256, "verified": true }, { "date": "2026-08-02", "value": 119012, "verified": true }, { "date": "2026-08-03", "value": 113095, "verified": true }, { "date": "2026-08-04", "value": 142556, "verified": true }, { "date": "2026-08-05", "value": 141382, "verified": true }, { "date": "2026-08-06", "value": 137949, "verified": true }, { "date": "2026-08-07", "value": 162776, "verified": true }, { "date": "2026-08-08", "value": 159854, "verified": true }, { "date": "2026-08-09", "value": 130561, "verified": true }, { "date": "2026-08-11", "value": 131178, "verified": true }, { "date": "2026-08-12", "value": 141937, "verified": true }, { "date": "2026-08-13", "value": 144663, "verified": true }, { "date": "2026-08-14", "value": 145861, "verified": true }, { "date": "2026-08-15", "value": 138031, "verified": true }, { "date": "2026-08-16", "value": 144166, "verified": true }, { "date": "2026-08-17", "value": 109384, "verified": true }, { "date": "2026-08-18", "value": 144660, "verified": true }, { "date": "2026-08-19", "value": 152755, "verified": true }, { "date": "2026-08-21", "value": 142040, "verified": true }, { "date": "2026-08-22", "value": 140467, "verified": true }, { "date": "2026-08-23", "value": 138135, "verified": true }, { "date": "2026-08-24", "value": 141851, "verified": true }, { "date": "2026-08-28", "value": 132015, "verified": true }, { "date": "2026-08-29", "value": 142990, "verified": true }, { "date": "2026-08-30", "value": 166805, "verified": true }, { "date": "2026-08-31", "value": 165879, "verified": true }, { "date": "2026-09-01", "value": 182345, "verified": true }, { "date": "2026-09-02", "value": 144414, "verified": true }, { "date": "2026-09-03", "value": 158599, "verified": true }, { "date": "2026-09-04", "value": 183931, "verified": true }, { "date": "2026-09-05", "value": 171917, "verified": true }, { "date": "2026-09-06", "value": 174378, "verified": true }, { "date": "2026-09-07", "value": 165427, "verified": true }, { "date": "2026-09-08", "value": 194311, "verified": true }, { "date": "2026-09-09", "value": 149132, "verified": true }, { "date": "2026-09-10", "value": 150884, "verified": true }, { "date": "2026-09-11", "value": 217045, "verified": true }, { "date": "2026-09-12", "value": 203996, "verified": true }, { "date": "2026-09-13", "value": 206146, "verified": true }, { "date": "2026-09-14", "value": 216633, "verified": true }, { "date": "2026-09-15", "value": 227481, "verified": true }, { "date": "2026-09-16", "value": 216792, "verified": true }, { "date": "2026-09-17", "value": 205901, "verified": true }, { "date": "2026-09-18", "value": 212952, "verified": true }, { "date": "2026-09-19", "value": 206216, "verified": true }, { "date": "2026-09-20", "value": 194922, "verified": true }, { "date": "2026-09-21", "value": 202942, "verified": true }, { "date": "2026-09-22", "value": 240104, "verified": true }, { "date": "2026-09-23", "value": 205897, "verified": true } ] }, { "key": "hippius-s3-egress-tb-month", "name": "Hippius", "netuid": 75, "measure": "S3 egress a month", "unit": "TB", "dates": "month", "sourceType": "chain", "source": "https://hipstats.com/api/s3-bandwidth-stats?page=1&limit=2000", "note": "Hippius SN75, S3 egress per month: 15.6 TB (Mar 2026) → 200 TB (Sep 2026, 24 days), from the team's explorer; the free-egress story with a number behind it. Caveat: volatile (Apr 144 TB, May 80, Aug 30); a July counter glitch (petabytes a day) is excluded; egress is free, so this is usage, not revenue. Bytes stored are already on slide 5.", "points": [ { "date": "2026-03-01", "value": 15.6, "verified": true }, { "date": "2026-04-01", "value": 144.1, "verified": true }, { "date": "2026-05-01", "value": 79.5, "verified": true }, { "date": "2026-06-01", "value": 121.2, "verified": true }, { "date": "2026-07-01", "value": 100.5, "verified": true }, { "date": "2026-08-01", "value": 29.6, "verified": true }, { "date": "2026-09-01", "value": 200.3, "verified": true } ] }, { "key": "openroboto-libero-pro-champion-s1", "name": "OpenRoboto", "netuid": 80, "measure": "LIBERO-Pro champion, sim", "unit": "ratio", "dates": "day", "sourceType": "chain", "source": "https://api.openroboto.ai/api/v1/champions/history?competition=1 (each point is a crowned champion; the first is the baseline checkpoint)", "note": "OpenRoboto SN80, champion robot-policy score on LIBERO-Pro: 0.503 → 0.897 in 30 days (11 crownings, Jul–Aug 2026), then season 2 from a new base 0.286 → 0.895 in 17 days. Caveat: simulation only (MuJoCo, 6 tasks × 6 trials), no real-robot champion yet; scores reset each season; emission-funded, no customers.", "points": [ { "date": "2026-07-29", "value": 0.502917, "verified": true, "source": "https://api.openroboto.ai/api/v1/champions/history?competition=1 (baseline)" }, { "date": "2026-08-01", "value": 0.5562, "verified": true, "source": "https://api.openroboto.ai/api/v1/champions/history?competition=1 generation 1 crowned 2026-08-01T03:29:20Z" }, { "date": "2026-08-01", "value": 0.6115, "verified": true, "source": "https://api.openroboto.ai/api/v1/champions/history?competition=1 generation 2 crowned 2026-08-01T03:30:45Z" }, { "date": "2026-08-04", "value": 0.7068, "verified": true, "source": "https://api.openroboto.ai/api/v1/champions/history?competition=1 generation 3 crowned 2026-08-04T11:07:33Z" }, { "date": "2026-08-07", "value": 0.7486, "verified": true, "source": "https://api.openroboto.ai/api/v1/champions/history?competition=1 generation 4 crowned 2026-08-07T09:20:34Z" }, { "date": "2026-08-08", "value": 0.7941, "verified": true, "source": "https://api.openroboto.ai/api/v1/champions/history?competition=1 generation 5 crowned 2026-08-08T02:03:54Z" }, { "date": "2026-08-09", "value": 0.8048, "verified": true, "source": "https://api.openroboto.ai/api/v1/champions/history?competition=1 generation 6 crowned 2026-08-09T20:55:33Z" }, { "date": "2026-08-11", "value": 0.8298, "verified": true, "source": "https://api.openroboto.ai/api/v1/champions/history?competition=1 generation 7 crowned 2026-08-11T18:09:43Z" }, { "date": "2026-08-15", "value": 0.8461, "verified": true, "source": "https://api.openroboto.ai/api/v1/champions/history?competition=1 generation 8 crowned 2026-08-15T06:46:37Z" }, { "date": "2026-08-17", "value": 0.8566, "verified": true, "source": "https://api.openroboto.ai/api/v1/champions/history?competition=1 generation 9 crowned 2026-08-17T09:33:04Z" }, { "date": "2026-08-20", "value": 0.8688, "verified": true, "source": "https://api.openroboto.ai/api/v1/champions/history?competition=1 generation 10 crowned 2026-08-20T14:57:14Z" }, { "date": "2026-08-28", "value": 0.8966, "verified": true, "source": "https://api.openroboto.ai/api/v1/champions/history?competition=1 generation 11 crowned 2026-08-28T02:24:50Z" } ] }, { "key": "conjectures-verified-proofs-cumulative", "name": "Conjectures", "netuid": 66, "measure": "Lean-verified proofs", "unit": "count", "dates": "day", "sourceType": "chain", "source": "https://conjectures.io/results (team results page, read 24 Sep 2026)", "note": "Conjectures SN66, Lean-verified proofs of open conjectures: 1 (5 Aug) → 31 (21 Sep 2026); 25 bounties paid, $118K, and 19 of the 25 were paid in the 13 days to 21 Sep, so the rate is accelerating. Caveat: cumulative; bounties are paid in SN66 alpha (emission), the USD is the page's conversion; one solver took 17 of 25; 6 awards were partial for defects in the task.", "points": [ { "date": "2026-08-05", "value": 1, "verified": true }, { "date": "2026-08-06", "value": 9, "verified": true }, { "date": "2026-08-13", "value": 10, "verified": true }, { "date": "2026-09-08", "value": 11, "verified": true }, { "date": "2026-09-09", "value": 15, "verified": true }, { "date": "2026-09-10", "value": 17, "verified": true }, { "date": "2026-09-11", "value": 19, "verified": true }, { "date": "2026-09-14", "value": 22, "verified": true }, { "date": "2026-09-15", "value": 25, "verified": true }, { "date": "2026-09-16", "value": 27, "verified": true }, { "date": "2026-09-18", "value": 28, "verified": true }, { "date": "2026-09-19", "value": 29, "verified": true }, { "date": "2026-09-21", "value": 31, "verified": true } ] }, { "key": "eco-balance-holders", "name": "TAO", "netuid": 0, "tag": "chain", "measure": "accounts holding TAO", "unit": "count", "dates": "day", "sourceType": "third-party", "source": "https://taostats.io/accounts (server-rendered react-query \"statsHistory\" payload in the page HTML; daily since 2023-03-20; read 2026-09-24)", "note": "Bittensor network, accounts holding TAO: 14,124 (Mar 2023) → 386,072 (24 Sep 2026), 43 monthly points, the last point is the high, from the Taostats index of the chain. Caveat: a stock that only falls when wallets empty; new holders per month peaked at 20.6K in Apr 2026 and were 8.8K in Aug; one exchange wallet counts as one holder.", "points": [ { "date": "2023-03-31", "value": 14124, "verified": true }, { "date": "2023-04-30", "value": 15308, "verified": true }, { "date": "2023-05-31", "value": 16910, "verified": true }, { "date": "2023-06-30", "value": 18211, "verified": true }, { "date": "2023-07-31", "value": 20004, "verified": true }, { "date": "2023-08-31", "value": 21404, "verified": true }, { "date": "2023-09-30", "value": 22803, "verified": true }, { "date": "2023-10-31", "value": 24920, "verified": true }, { "date": "2023-11-30", "value": 32065, "verified": true }, { "date": "2023-12-31", "value": 39217, "verified": true }, { "date": "2024-01-31", "value": 45443, "verified": true }, { "date": "2024-02-29", "value": 54522, "verified": true }, { "date": "2024-03-31", "value": 63386, "verified": true }, { "date": "2024-04-30", "value": 73137, "verified": true }, { "date": "2024-05-31", "value": 80181, "verified": true }, { "date": "2024-06-30", "value": 83688, "verified": true }, { "date": "2024-07-31", "value": 86380, "verified": true }, { "date": "2024-08-31", "value": 91271, "verified": true }, { "date": "2024-09-30", "value": 97735, "verified": true }, { "date": "2024-10-31", "value": 104491, "verified": true }, { "date": "2024-11-30", "value": 111903, "verified": true }, { "date": "2024-12-31", "value": 120662, "verified": true }, { "date": "2025-01-31", "value": 129628, "verified": true }, { "date": "2025-02-28", "value": 140633, "verified": true }, { "date": "2025-03-31", "value": 149178, "verified": true }, { "date": "2025-04-30", "value": 159762, "verified": true }, { "date": "2025-05-31", "value": 172081, "verified": true }, { "date": "2025-06-30", "value": 181323, "verified": true }, { "date": "2025-07-31", "value": 193816, "verified": true }, { "date": "2025-08-31", "value": 210482, "verified": true }, { "date": "2025-09-30", "value": 224459, "verified": true }, { "date": "2025-10-31", "value": 243066, "verified": true }, { "date": "2025-11-30", "value": 256080, "verified": true }, { "date": "2025-12-31", "value": 267461, "verified": true }, { "date": "2026-01-31", "value": 278090, "verified": true }, { "date": "2026-02-28", "value": 289165, "verified": true }, { "date": "2026-03-31", "value": 309513, "verified": true }, { "date": "2026-04-30", "value": 330129, "verified": true }, { "date": "2026-05-31", "value": 342550, "verified": true }, { "date": "2026-06-30", "value": 356372, "verified": true }, { "date": "2026-07-31", "value": 368800, "verified": true }, { "date": "2026-08-31", "value": 377593, "verified": true }, { "date": "2026-09-24", "value": 386072, "verified": true } ] }, { "key": "iota-train-at-home-downloads", "name": "IOTA", "netuid": 9, "measure": "Train-at-Home downloads", "unit": "count", "dates": "day", "sourceType": "team", "source": "https://iota-web.api.macrocosmos.ai/mainnet/v1/stats_overview_metrics (latest); earlier points from team posts and Wayback snapshots, named on each point", "note": "IOTA SN9, Train-at-Home client downloads: 2,100 (24 Feb 2026) → 45,916 (24 Sep 2026), 22× in seven months; the same team's Orion-16B run went 1.1B → 200B tokens on 116 consumer GPUs (Jul–Sep). Caveat: only five points, two from posts and one from a Wayback snapshot; downloads, not active nodes (134 nodes on the v9 run today); growth slowed in May–June; emission-funded, no training customers.", "points": [ { "date": "2026-02-24", "value": 2100, "verified": false, "source": "https://x.com/IOTA_SN9/status/2026634822026715565" }, { "date": "2026-04-20", "value": 23000, "verified": false, "source": "https://x.com/IOTA_SN9/status/2046261387437949259" }, { "date": "2026-05-14", "value": 32400, "verified": true, "source": "https://web.archive.org/web/20260514224455id_/https://iota.macrocosmos.ai/overview" }, { "date": "2026-06-07", "value": 32940, "verified": true, "source": "https://web.archive.org/web/20260607081623id_/https://iota.macrocosmos.ai/overview" }, { "date": "2026-09-24", "value": 45916, "verified": true, "source": "https://iota-web.api.macrocosmos.ai/mainnet/v1/stats_overview_metrics" } ] } ] }, "timeline2026": { "title": "2026", "source": "docs/research/lab-closure-and-us-politics-sep-2026.md, timeline; factcheck-slides-v2.md S7, S8, S12-7", "start": "2026-06-01", "end": "2026-09-30", "annotation": "Every step is called safety.", "events": [ { "date": "2026-06-12", "label": "The letter. 5:21 pm.", "detail": "A lab switches its model off for everyone; 18 days under the order.", "url": "https://www.anthropic.com/news/fable-mythos-access" }, { "date": "2026-07-14", "label": "The exam.", "detail": "\"Frontier Models would be required to pass it to be deployed in the US market.\"", "url": "https://x.com/demishassabis/status/2076957440109625718" }, { "date": "2026-07-21", "label": "ExploitGym.", "detail": "The lab confirms its agents left the sandbox.", "url": "https://openai.com/index/hugging-face-model-evaluation-security-incident/" }, { "date": "2026-07-23", "label": "The switch bill.", "detail": "H.R. 9917, the AI Kill Switch Act, introduced.", "url": "https://www.congress.gov/bill/119th-congress/house-bill/9917" }, { "date": "2026-09-12", "label": "The pact.", "detail": "\"We Must Pace the Frontier\"; two rivals endorse within three hours.", "url": "https://darioamodei.com/post/we-must-pace-the-frontier" }, { "date": "2026-09-28", "label": "This room.", "detail": "Exploit Conference, Montreal.", "today": true } ] }, "incentives": { "title": "Who paid whom, who sits where · 2017–2026", "source": "docs/incentives-chart.md (edge list with grades and sources, 24 Sep 2026); docs/sources/tweets/cabal-incentives-posts.md. Solid = a filing, an announcement or the person's own words (VERIFIED). Dashed = a named outlet (REPORTED). CLAIMED links are not drawn. Positions are canvas units on a 1180×660 drawing; `bend` is the curve's control-point offset (0 = straight), `labelAt` is where along the line the label sits (0–1), `side` flips the label to the other side of the line.", "annotation": "Incentives, not a conspiracy.", "legend": "Solid: a filing, an announcement, or the person's own words. Dashed: reported by a named outlet. Nothing alleged is drawn.", "width": 1210, "height": 660, "columns": [ {"label": "THE LABS", "x": 125}, {"label": "THE MONEY", "x": 612}, {"label": "THE REFEREES · THE WITNESS", "x": 1060} ], "nodes": [ {"id": "ant", "label": "Anthropic", "sub": "wrote the essay, 12 Sep", "x": 125, "y": 160, "width": 240}, {"id": "oai", "label": "OpenAI", "sub": "ran ExploitGym, July", "x": 125, "y": 520, "width": 240}, {"id": "sff", "label": "Survival &\nFlourishing Fund", "sub": "Jaan Tallinn", "x": 612, "y": 160, "width": 222}, {"id": "gv", "label": "Good Ventures\nCoefficient Giving", "sub": "Dustin Moskovitz", "x": 612, "y": 520, "width": 236}, {"id": "metr", "label": "METR", "sub": "no lab money · free tokens", "x": 1060, "y": 130, "width": 280}, {"id": "red", "label": "Redwood Research", "sub": "inside the investigation", "x": 1060, "y": 370, "width": 280}, {"id": "cox", "label": "Jacob Coxon", "sub": "resigned 9 Sep 2026", "x": 1060, "y": 560, "width": 280} ], "edges": [ {"from": "gv", "to": "ant", "label": "Series A 2021 · board observer", "grade": "verified", "bend": 0, "labelAt": 0.5, "side": -1, "source": "anthropic.com, 28 May 2021; Moskovitz to Stratechery, 20 Oct 2025"}, {"from": "ant", "to": "gv", "label": "stake in a nonprofit · Forbes 2025", "grade": "reported", "bend": -90, "labelAt": 0.5, "source": "Forbes, 7 Nov 2025 (quoting Cari Tuna): about $500M, moved early 2025"}, {"from": "gv", "to": "oai", "label": "$30M 2017 · board seat", "grade": "verified", "bend": 0, "labelAt": 0.5, "source": "openphilanthropy.org grant page, Mar 2017"}, {"from": "sff", "to": "ant", "label": "led Series A 2021", "grade": "verified", "bend": 0, "labelAt": 0.5, "source": "anthropic.com, 28 May 2021"}, {"from": "sff", "to": "metr", "label": "$752K 2024–25", "grade": "verified", "bend": 0, "labelAt": 0.5, "source": "survivalandflourishing.fund, 2024 ($204,000) and 2025 ($548,000) recommendations"}, {"from": "gv", "to": "metr", "label": "$1.5M via parent ARC 2022–23", "grade": "verified", "bend": 0, "labelAt": 0.44, "source": "Good Ventures 990-PF FY2022 ($265,000) and FY2023 ($1,250,000); ARC Form 990 FY2024 spin-out $4.55M"}, {"from": "gv", "to": "red", "label": "$8.8M 2022 · $70M+ 2026", "grade": "verified", "bend": 0, "labelAt": 0.5, "source": "Good Ventures 990-PF FY2022 ($1.0M + $7.79M); Coefficient Giving, 9 Sep 2026 (more than $70M recommended)"}, {"from": "gv", "to": "cox", "label": "$20,159 scholarship", "grade": "verified", "bend": 0, "labelAt": 0.5, "side": -1, "source": "Good Ventures Foundation 990-PF, FY to 30 Jun 2023, Part XV"}, {"from": "ant", "to": "metr", "label": "named in the essay · hired to investigate", "grade": "verified", "bend": -135, "labelAt": 0.3, "source": "darioamodei.com, 12 Sep 2026 (“such as METR”); anthropic.com/research/alignment-assessment-cybersecurity-incidents, 9 Sep 2026"}, {"from": "oai", "to": "metr", "label": "picked to investigate ExploitGym", "grade": "verified", "bend": 0, "labelAt": 0.68, "source": "openai.com, 21 Jul 2026; NYT, 3 Sep 2026 (six supervised days)"}, {"from": "red", "to": "metr", "label": "staff inside", "grade": "verified", "bend": 0, "labelAt": 0.5, "source": "Coefficient Giving, 9 Sep 2026 (Greenblatt); METR–Redwood report, Aug 2026"} ] }, "laborShare": { "title": "US labor share of income, nonfarm business", "unit": "%", "source": "BLS Productivity and Costs, Q2 2026 preliminary (6 Aug 2026), bls.gov/news.release/prod2.htm; BLS TED 2017 for 1947 and 2000; intermediate points are the shape of series PRS85006173 and are unverified", "startLabel": "65.8% · 1947", "endLabel": "52.9% · 2026", "annotation": "Lowest since the series began in 1947.", "points": [ { "year": 1947, "value": 65.8, "verified": true }, { "year": 1950, "value": 64.6, "verified": false }, { "year": 1955, "value": 64.9, "verified": false }, { "year": 1960, "value": 65.2, "verified": false }, { "year": 1965, "value": 63.9, "verified": false }, { "year": 1970, "value": 65.6, "verified": false }, { "year": 1975, "value": 63.4, "verified": false }, { "year": 1980, "value": 64.1, "verified": false }, { "year": 1985, "value": 62.4, "verified": false }, { "year": 1990, "value": 63.0, "verified": false }, { "year": 1995, "value": 61.9, "verified": false }, { "year": 2000, "value": 62.8, "verified": true }, { "year": 2005, "value": 60.4, "verified": false }, { "year": 2008, "value": 60.2, "verified": false }, { "year": 2011, "value": 56.0, "verified": true }, { "year": 2014, "value": 56.4, "verified": false }, { "year": 2017, "value": 57.6, "verified": false }, { "year": 2020, "value": 58.9, "verified": false }, { "year": 2022, "value": 55.6, "verified": false }, { "year": 2024, "value": 55.1, "verified": false }, { "year": 2025, "value": 54.4, "verified": true }, { "year": 2026, "value": 52.9, "verified": true, "note": "Q2 2026, preliminary" } ] }, "headcounts": { "title": "People on the payroll", "source": "Opentensor: Jacob, 14 Sep 2026 [JACOB]. Anthropic: series-h release 28 May 2026 ($965B), trackers 2,300–5,200. OpenAI: Revelio Mar 2026. NVIDIA: FY2026 10-K. GM: CBS News timeline. Walmart: FY2025 10-K.", "annotation": "One of these is worth about a trillion dollars.", "items": [ { "label": "Opentensor, 2022", "value": 35, "tone": "black", "jacob": true }, { "label": "Opentensor, 2026", "value": 4, "tone": "black", "jacob": true }, { "label": "Anthropic", "value": 5000, "tone": "black", "approx": true }, { "label": "OpenAI", "value": 7800, "tone": "black", "approx": true }, { "label": "NVIDIA", "value": 42000, "tone": "black" }, { "label": "GM, 1979", "value": 853000, "tone": "grey" }, { "label": "Walmart", "value": 2100000, "tone": "grey" } ], "arrow": ["Opentensor, 2022", "Opentensor, 2026"] }, "checks": { "title": "The two checks", "source": "Montesquieu XXI.20 (1748); Tilly 1975; Ferejohn and Rosenbluth 2016; docs/trajectory.md steps 2–4", "columns": ["For three hundred years", "Now"], "rows": [ { "label": "The money", "cells": ["could leave.", "cannot leave."] }, { "label": "The hands", "cells": ["could stop.", "are not needed."] } ], "annotation": "The two things that kept the state honest are sitting in its lap." }, "shield": { "title": "The shield", "source": "Bitcoin block 0, 3 Jan 2009. Launch years are common knowledge, not in the fact-check file: check once before 27 Sep [VERIFY].", "start": 2009, "end": 2026, "base": { "label": "Bitcoin", "year": 2009, "note": "3 January 2009. Running. Never switched off." }, "layers": [ { "label": "Stablecoins", "year": 2014 }, { "label": "Ethereum", "year": 2015 }, { "label": "DeFi", "year": 2020 }, { "label": "Bittensor", "year": 2021 } ], "annotation": "The shield does not need to be the biggest thing. It needs to be unbreakable." }, "lock": { "title": "The lock", "source": "Jacob, 4 Nov 2025 thread; docs/harness-the-exploit.md §3", "left": { "label": "ExploitGym", "floor": "no bottom", "leak": "out the side" }, "right": { "label": "A subnet", "floor": "the commodity", "leak": "re-cut" }, "annotation": "Energy abhors a gradient." }, "affineBenchmark": { "title": "SWE-bench Verified, maker-reported", "unit": "%", "source": "docs/research/affine-neurips-factcheck.md comparison table; Anthropic announcements (May 2025, Sep 2025, Feb 2026); Qwen3.6-35B-A3B model card (Apr 2026)", "max": 100, "annotation": "The base already does what the frontier did a year ago. We are behind. There is no denying it.", "items": [ { "label": "Claude Opus 4.6", "date": "Feb 2026", "value": 80.8, "tone": "grey" }, { "label": "Claude Sonnet 4.5", "date": "Sep 2025", "value": 77.2, "tone": "grey" }, { "label": "Qwen3.6-35B-A3B", "date": "Apr 2026 · Affine's open base", "value": 73.4, "tone": "black" }, { "label": "Claude Opus 4", "date": "May 2025", "value": 72.5, "tone": "grey" }, { "label": "Affine One fine-tunes", "date": "2026", "value": null, "tone": "black", "note": "no public score" } ] }, "layers": { "title": "Layer by layer", "source": "docs/research/ecosystem-as-empowerment.md, One-slide layout; live endpoints listed per row", "annotation": "No account. No ID. No permission.", "items": [ { "layer": "Free intelligence", "subnets": "Affine SN120", "number": "5 open slots · ~$50,000 a week each", "asOf": "2026-08-23", "url": "https://x.com/affine_io/status/2091498650119901215" }, { "layer": "Knowledge", "subnets": "Teutonic SN3", "number": "a 110B permissionless run · not finished", "asOf": "2026-08-24", "url": "https://x.com/const_reborn/status/2091896286035235027" }, { "layer": "Data", "subnets": "Hippius SN75", "number": "100 TB of egress · billed $0", "asOf": "2026-05-08", "url": "https://x.com/Hippius_cloud/status/2052618760557674861" }, { "layer": "Inference", "subnets": "Chutes SN64 · Engy SN53", "number": "2.4M requests a day · 2.8T params on 80 gaming cards", "asOf": "2026-09-16", "url": "https://api.chutes.ai/invocations/stats/llm" }, { "layer": "Compute", "subnets": "Lium SN51 · Targon SN4", "number": "1,449 GPUs listed · 1,227 rented · $964K billed", "asOf": "2026-09-17", "url": "https://lium.io/api/executors/stats" } ] }, "subnetCount": { "title": "128 markets", "source": "docs/research/ecosystem-as-empowerment.md, Deliverable 1, 17 Sep 2026", "annotation": "A market that lets things fail is the point.", "segments": [ { "label": "live with paying customers", "value": 23, "tone": "black" }, { "label": "live without", "value": 72, "tone": "grey" }, { "label": "stalled", "value": 33, "tone": "outline" } ] }, "rootShare": { "title": "Share of all TAO sitting on the root pool", "unit": "%", "source": "on-chain, archive node, docs/research/ecosystem-as-empowerment.md §3.4 (blocks 4,920,351 → 9,087,756)", "startLabel": "70% · Feb 2025", "endLabel": "47.5% · Sep 2026", "moved": { "label": "About 2 million TAO moved by holders into markets. Nobody approved it.", "tao": 2007889, "shareOfSupply": 17.4, "asOf": "2026-09-17" }, "points": [ { "date": "2025-02-13", "value": 70.0, "verified": true, "note": "dTAO launch" }, { "date": "2025-04-21", "value": 65.9, "verified": true }, { "date": "2025-07-15", "value": 64.9, "verified": true }, { "date": "2025-10-06", "value": 59.4, "verified": true }, { "date": "2025-12-15", "value": 53.9, "verified": true, "note": "first halving" }, { "date": "2026-03-08", "value": 49.3, "verified": true }, { "date": "2026-05-30", "value": 48.4, "verified": true }, { "date": "2026-08-18", "value": 47.7, "verified": true }, { "date": "2026-09-17", "value": 47.5, "verified": true } ] }, "decentralizationGrade": { "title": "Nobody can be sent the letter", "source": "docs/project-context.md, decentralization under this angle; factcheck S18-1, S19-1 to S19-4; mempool.space 17 Sep 2026", "annotation": "The third has a deadline.", "rows": [ { "layer": "Production", "grade": "decentralized", "line": "Concentrated, like Bitcoin's hashrate. Three pools mine more than half. None can print a coin." }, { "layer": "Funding", "grade": "decentralized", "line": "Protocol emissions, about 3,555 TAO a day. Not a treasury. Not a sponsor." }, { "layer": "Control", "grade": "centralized", "line": "One key. A multisig. It runs through me. Gone by December 2027.", "jacob": true } ] }, "keyDate": { "value": "December 2027", "confirmedByJacob": false, "note": "Slide 22 on screen and the close. Nothing here may be spoken until Jacob confirms." } }