Khala Research

Training a frontier AI model cost $5M in 2020. Today it costs $1B+

The gap keeps compounding, in favour of the same five companies

A decade ago, nobody believed open-source could compete with enterprise software. But then it did

Bittensor (TAO) is a global open market where subnets compete to produce AI services, getting paid based on quality output

This is what crypto is good at - coordinating users with shared incentives

Over the past 12 months, significant progress has been made in the ecosystem; recurring fiat revenue, enterprise contracts, decentralized research and more

In our TAO report, we:

1) Profile 5 subnets generating revenue across inference, computer vision, compliance, and drug discovery
2) Show how token incentive mechanics create advantages centralized companies cannot replicate
3) Breakdown catalysts and risk factors of subnets and Bittensor

The link to the full report is in the next post below:

AI agents have already manipulated the logs used to investigate them

In the Hugging Face incident, one of the worst AI agent breaches yet, OpenAI models escaped a test and ran code on Hugging Face's servers

Some even spoofed their own logs, recording commands they never actually ran, so the logs can't even tell you what really happened

An agent should not control the only record used to investigate it. As agents become more prevalent, regulators are starting to ask for records that can't be quietly altered

Walrus can hold that record across independent storage operators, with Sui tracking each file onchain. A useful record connects:

1) What the agent was told and permitted to do
2) What it actually did and what followed
3) Which data and model versions were involved

Today, only 12.5% of security professionals say their organization can consistently trace what an agent did and that's a problem

Our latest report sets out what that record needs and how Walrus can help, including the Verifiable Agent Arbiter Mysten Labs is building with Google Cloud

Full report in the next post below

Every AI agent security incident leaves us asking the same question

"Who's at fault? It's the question everybody's asking and nobody can answer right now" @EvanWeb3

Answering it (and more importantly, answering honestly) requires a record that can't be quietly changed

Our new report (dropping soon) shows how that works for agents

Our new weekly livestream kicks off in a couple of hours

Talking markets and Bittensor news with @here4impact

Followed by @conjectures_io (SN66) and @b1m_ai (SN105) to talk about the developments on their subnets

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Khala Research Livestream w/ Michael White x.com/i/broadcasts/1…