Wei Xie (@WeiInvests) header
Wei Xie (@WeiInvests) profile picture

Institutional investor. Ex-founder (AI agents, robotics infra). Notes from both chairs on investing in AI, tokenization, longevity. Views my own. Not advice.

Joined September 2021
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An $18.7Bn Market Failure: The Most Valuable Unclaimed Category in Robotics. The global robotics market is a multi-trillion dollar opportunity, yet progress is being stifled by a massive, obvious gap: the difference between marketing hype and actual autonomy. The industry is currently stuck in the "Demo-ware' era. This isn't just an engineering problem… it's a form of market failure. Robotics lacks the critical, independent evaluation infrastructure that accelerated the LLM revolution. This failure represents the most valuable unclaimed category in embodied AI. Let's break down the problem, the blueprint, and the staggering commercial opportunity that awaits.
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This week we're talking vision and robots.
SCORE (SN44) is now a top 5 subnet on TAO There's not many people I admire more that Max to discuss the market & their hardwork Locked in, focused on taking Bittensor to the masses Reading FC AVIA PwC France As always, Full ep on Youtube 00:00 Market Discussion 01:08 Web2 markets 02:51 SCORE (SN44) entering $120b chocolate market 12:52 History and Evolution of SCORE (SN44) 17:33 Robotics: The Final Boss of AGI 27:45 The New Age of Compute 33:38 Visual Learning in Robotics 38:24 Closing
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Wei Xie retweeted
SCORE (SN44) is now a top 5 subnet on TAO There's not many people I admire more that Max to discuss the market & their hardwork Locked in, focused on taking Bittensor to the masses Reading FC AVIA PwC France As always, Full ep on Youtube 00:00 Market Discussion 01:08 Web2 markets 02:51 SCORE (SN44) entering $120b chocolate market 12:52 History and Evolution of SCORE (SN44) 17:33 Robotics: The Final Boss of AGI 27:45 The New Age of Compute 33:38 Visual Learning in Robotics 38:24 Closing
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We're back on Supercycle discussing market trends AI stocks continue to rip, $TAO and $TIG becoming leading AI names and $CHZ ushering next gen ownership for sports Only on the Supercycle
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I love speaking with @here4impact, who spent his career on Wall St prior to investing his fund in bittensor:native Michael's #1 rule? Cashflow is King. "At the end of the day, all that matters is cash flow... Eventually if you don't generate cash, you are going out of business. That's just the way it works. There's no way around it."
Impressed by SN8 Vanta @0xarrash on their suite of trading products: "Our largest competitor, FTMO, makes $500mm roughly in registration revenue/year, and they're making a ton of money, but traders are being kind of taken advantage of We want to build an alternative that actually rewards traders."
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Score (SN44) Founder @MaxScore shares his commitment to Bittensor: "The switching costs aren't just technical, they're existential. Find the right incentive mechanism, get it running at the right pace, and you never touch it again. Right commodity, right price, right speed, right accuracy. You don't walk away from that."
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After the Templar Covenant exit last week, the need for institutional grade risk frameworks couldn’t be more obvious Since then we’ve seen Manako partner with PWC and multiple plans to rollout trillion parameter training runs from other subnets Compute is being squeezed and non-AI companies are pivoting to GPU marketplaces to capture this insatiable demand (see All Birds Inc yesterday) Capital is flowing into Bittensor subnets with minimal structure in evaluating signal. That’s how you get blindsided @TAOInstitute_ gives institutional allocators the risk frameworks and evaluation tooling to actually underwrite these positions Think of it as the infrastructure layer between capital and the subnet economy We are now live; so kick the tyres on the platform and tell us what’s missing
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TAO Institute brings independent research, real-time risk analytics, and subnet-level coverage to the Bittensor ecosystem. Institutional-grade infrastructure for the open source AI economy.
Today, we launch TAO Institute Day of celebration Also sat down with Max from SCORE (SN44) Walking through the contract Manako has with PwC France and this is amazing Direct distribution to their clients, already with many clients under discussions for Manako Never seen anything like it before from a big 4 Powered by $TAO Participating in the open source economy Verified first on @TAOInstitute_
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TAO Institute is live and the first big milestone they covered is to verify our latest announcement. Long Live @TAOInstitute_
Today, we launch TAO Institute Day of celebration Also sat down with Max from SCORE (SN44) Walking through the contract Manako has with PwC France and this is amazing Direct distribution to their clients, already with many clients under discussions for Manako Never seen anything like it before from a big 4 Powered by $TAO Participating in the open source economy Verified first on @TAOInstitute_
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Wei Xie retweeted
Today, we launch TAO Institute Day of celebration Also sat down with Max from SCORE (SN44) Walking through the contract Manako has with PwC France and this is amazing Direct distribution to their clients, already with many clients under discussions for Manako Never seen anything like it before from a big 4 Powered by $TAO Participating in the open source economy Verified first on @TAOInstitute_
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Why did Templar (SN3) leave $TAO? Is this the end for Bittensor? When emerging technologies grow, it is not often linear; There's evolution, mishaps and constant iterations. Such is life. We spoke with Max from Score (SN44) and Gyles Founder of Tensora Group to share their thoughts, two of the most compelling founders in Bittensor. More eps with TAO investors and founders to share their outlook on the future, follow @supercyclepod to get it first. Timestamps 00:00 Introductions 04:27 Initial reactions to Templar SN3 07:11 Why Bittensor? 11:29 History of Bittensor 18:50 Bittensor's path to Hyperscale 25:16 Bittensor's endless ecosystem developments 28:48 Mission of Decentralized AI 32:40 Closing Thoughts
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Metanova (SN68) is one of the most compelling desci tokens in crypto, uniquely enabled by $TAO.
I only invest in $TAO now It is the most compelling ecosystem in crypto with the highest rate of product iteration and talent density I've ever come across My discussion with Wei below on @supercyclepod 00:00 Introduction 01:50 Macro Outlook 09:48 Speculative demand shift from crypto to AI 12:31 JP Morgan and the institutionalization of blockchain 15:15 AI vs. crypto: intelligence amplifiers vs. value representation 22:50 Korea's "Salaryman" dream and social drivers of crypto volume 33:00 Discovering Bittensor and decentralized systems 41:42 Why decentralized AI matters as a counterweight to frontier labs 47:53 Metanova (SN68) and AI drug discovery on Bittensor 01:04:32 Babelbit (SN59), Yanez (SN54), Beam (SN105) 01:08:45 Why founders choose Bittensor over traditional VC
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Robotics is a trillion dollar opportunity, but most people can't participate Tens of billions of value has already been created in private markets Figure AI went from $2B to $39B in just one year Crypto likely has a unique oppurtunity to provide access to millions of people into the new robotic revolution via @xmaquina Mauricio from XMAQUINA and Simon from Moonrock Capital joined us on the pod to discuss the current landscape 00:12 Intro 01:24 Origin Story 07:51 Bull Case for Robotics 11:11 Macroeconomic Outlook 16:16 Intersection of Crypto and Robotics 19:21 XMAQ Portfolio Deep Dive: Apptroniks, Agility, 1x 41:52 Future of XMAQ 56:19 Long Live Token Launches 01:06:13 Rapid Fire Round
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TL;DR Photometric robustness in VLA models is achievable. One model already proved it. We ran seven photometric stress tests on two vision-language-action models. Same benchmark, same perturbations, same severity levels. Pi 0.5 held flat. SmolVLA lost ground on nearly every one.
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Why that matters? A model that works in the lab and breaks when the lighting shifts WILL break when deployed under a different sky. Full write-up and interactive perturbation explorer can be found on our site: teapawt.net/sihing_guppy/status/20…
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Check out @haitzu and I shoot the breeze on macro, markets and decentralized AI on Supercycle. Honestly one of the most interesting / challenging macro environment unfolding in 2026.
I only invest in $TAO now It is the most compelling ecosystem in crypto with the highest rate of product iteration and talent density I've ever come across My discussion with Wei below on @supercyclepod 00:00 Introduction 01:50 Macro Outlook 09:48 Speculative demand shift from crypto to AI 12:31 JP Morgan and the institutionalization of blockchain 15:15 AI vs. crypto: intelligence amplifiers vs. value representation 22:50 Korea's "Salaryman" dream and social drivers of crypto volume 33:00 Discovering Bittensor and decentralized systems 41:42 Why decentralized AI matters as a counterweight to frontier labs 47:53 Metanova (SN68) and AI drug discovery on Bittensor 01:04:32 Babelbit (SN59), Yanez (SN54), Beam (SN105) 01:08:45 Why founders choose Bittensor over traditional VC
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Wei Xie retweeted
I only invest in $TAO now It is the most compelling ecosystem in crypto with the highest rate of product iteration and talent density I've ever come across My discussion with Wei below on @supercyclepod 00:00 Introduction 01:50 Macro Outlook 09:48 Speculative demand shift from crypto to AI 12:31 JP Morgan and the institutionalization of blockchain 15:15 AI vs. crypto: intelligence amplifiers vs. value representation 22:50 Korea's "Salaryman" dream and social drivers of crypto volume 33:00 Discovering Bittensor and decentralized systems 41:42 Why decentralized AI matters as a counterweight to frontier labs 47:53 Metanova (SN68) and AI drug discovery on Bittensor 01:04:32 Babelbit (SN59), Yanez (SN54), Beam (SN105) 01:08:45 Why founders choose Bittensor over traditional VC
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The next phase for $tao is becoming institutional grade. Excited for the TAO institute.
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Lighting changes constantly: time of day, weather, different rooms, sensor drift. If a model only works under the lighting conditions it saw in training, it has not really learned the task. It has learned one appearance regime. We put this to the test. Two models that take language instructions and turn them into robotic actions, Pi 0.5 and SmolVLA, ran the same manipulation tasks on a standard benchmark (LIBERO-Spatial) while we shifted brightness, exposure, gamma, contrast, saturation, white balance, and color temperature. Same geometry, same objects, same tasks. Only appearance changed. Pi 0.5 barely moved. Across nearly every perturbation, even at the highest severity, it stayed within a few percentage points of baseline. The only measurable dip was contrast, to around 94% of baseline. Not a collapse. A graceful decline. SmolVLA degraded under nearly every one. Saturation cut performance roughly in half. Brightness produced steady losses. Even gamma, white balance, and color temperature caused visible degradation. And then there was low contrast. SmolVLA went from baseline to near-zero. Not a degradation curve. A complete collapse. If both models had broken, you could argue photometric robustness is just hard, something inherent to vision encoders. Pi 0.5’s near-total immunity rules that out. Photometric robustness is achievable. SmolVLA’s failure is diagnostic. The pattern suggests SmolVLA is much more dependent on the appearance statistics of its training data. Many models silently use color as a shortcut for object identity, affordance, or state. When color shifts, those shortcuts break. By contrast, Pi 0.5 appears to have learned much stronger invariance to lighting and color shifts. Training augmentation is likely part of that story. The two models do share one vulnerability: low contrast. Pi 0.5 dips gently. SmolVLA collapses. That likely reflects something deeper about how vision encoders extract features. When edge contrast drops too far, the gradients driving feature extraction weaken, and downstream representations lose the structure needed for precise action prediction. Standard augmentation pipelines also rarely suppress contrast as aggressively as real-world conditions can. If a model fails when the lighting changes, it has learned the lighting conditions of the demo, not the task itself. Full analysis with interactive visualizations: teapawt.net/sihing_guppy/status/20…
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