Metagraph Capital

Investing exclusively in the Bittensor ecosystem. Sharing research on AI, subnets, and the future of open intelligence.

[Metagraph Capital @metagraphcap]

Introducing The Open Intelligence Thesis.

Our investment framework for why we believe Bittensor may be one of the most compelling investment opportunities of the next decade.

https://t.co/l4aO0pd51z

[Metagraph Capital @metagraphcap]

7/ AI is too big to be built by a handful of companies.
It can be powered by an open economic network.
Bittensor is positioned to become that network.
Full thesis: https://t.co/l4aO0pd51z

[Metagraph Capital @metagraphcap]

1/ Every major computing era produced a dominant open platform.
The internet beat AOL. Linux beat proprietary OS.
We believe Bittensor is becoming the open platform for AI.
Here’s why.

[Metagraph Capital @metagraphcap]

6/ Big Tech AI companies: $20T+ AI-native labs: $3.5T+
Entire Bittensor ecosystem today: ~$2.5B
We see this as asymmetric — similar to Bitcoin in 2013, but applied to a market that could be even larger.