Top Story

Iota (SN9) shipped Decide 4B, the first public model out of Macrocosmos: a 4B decision model under Apache-2.0 that answers with probabilities instead of text.

A decision model takes a state (a support ticket, an agent trace, a policy plus a request, any JSON) and a set of typed questions: is this true, which option applies, which level. It returns a calibrated probability for each answer. No prose, no prompt engineering, about 33 ms a request on one GPU, roughly 9 GB of weights in bf16, and it runs on CPU too.

The number that got passed around all week: 78.6 on JevBench (a benchmark for decision models), against 62.4 for OpenAI's Decisions API.

Then the footnote on the model card, which most people quoting that number will skip. 78.6 is Macrocosmos' own run on the 231-question public split. The other models' scores are public leaderboard numbers. The evaluation on the sealed set is pending, and the card says so.

The training run is the part worth staring at. Sixteen RTX A4000s, one card per machine, merged with streaming DiLoCo (training that syncs fragments on a schedule instead of waiting for every node at once). LoRA adapters on Qwen3.5-4B, rank 64, 750 steps, roughly 879,000 deduplicated records, no cluster anywhere in it.

Fine-tuning a 4B model for routing tickets will not win anyone a Nobel. It turns the "train on borrowed GPUs" pitch into a downloadable artifact with a benchmark score and a working example, which is further than that pitch usually gets.

The weights are free and the request format is a drop-in for existing decision-API calls. Run it on your own traffic before you believe any score in this issue, mine included.

— Iota (SN9) announcing Decide 4B in the channel: first public model out of Macrocosmos, open weights, Apache-2.0.

Subnet Spotlight

Ditto (SN118) deleted the clause that destroyed half of every miner's reward.

The split is now 18% owner, 33% miners, 49% validators and stakers, live on-chain since the start of the week, up from 41% for the validator column. The miner slice looks smaller on paper, 41 down to 33. Half of that old slice used to go to burn, so the share that reaches mining goes from about 20% to 33%.

Two things follow. More TAO stays in the pool, which deepens the market for anyone buying or selling SN118 alpha. And the subnet stops paying miners in a token it was destroying at the same time, an arrangement that was always hard to explain to anyone outside Bittensor.

A burn promises the supply gets smaller. A payout promises someone gets paid. Ditto picked the second one, and the validator column picked up eight points in the rebalance.

— Ditto (SN118) posting the new split in the channel: 18% owner, 33% miners, 49% validators and stakers, miner burn from 50% to zero.

Apex (SN1) rebuilt its robot assembly round and wiped the leaderboard doing it.

v0.5.1 landed on November 1. Same task, same scoring, same interface. The peg and hole estimates (where the part sits versus where the slot is) now carry 5 to 11.5 mm of offset, against 1.5 to 5 mm before. The best hand-tuned scripts from v0.5.0 scored 0.85 to 0.94 under the old build. Under the new observations the same entries land between 0.09 and 0.27.

That is the whole trick of an optimization subnet, executed in public. A script that wins is a script that memorized the noise. Widen the noise and the script has nothing left. Rounds 15 and 16 stay on the old build, and the incumbent gets re-scored in round 17.

Apex also opened its URnetwork competition. The entry is one file applied to a live product's connect path, built offline, run nine times against a control frozen for the epoch, and the winner merges into URnetwork's codebase as the next epoch's baseline. Six epochs, seven days each, 20% of Apex emissions on it.

— Apex (SN1) announcing v0.5.1: same task, same interface, noisier peg and hole estimates, rounds 15 and 16 staying on the old build.

Sentiment Roundup

Hot: the queues and the arguments.

Affine (SN120) ran the loudest channel of the week at 130 messages, and the complaint was queue fairness. 250 registrations were waiting, only about 15 had a valid batch ready, so every turn skipped past roughly 100 idle keys while miners who paid 1 TAO per UID and rented GPUs waited. The fix recomputes expected wait on every turn: one day minimum, or the number of registrations ahead of you divided by turns per day. The competition underneath now holds 19,305 problems, about 500 drawn per round, with the pass bar decaying from 1.0 to 0.25 over 12 hours so the gate cannot sit closed.

Niome (SN55) came second at 128 messages, and the subject was the seed. One miner reproduced the published top-10 scores to four decimals locally and asked where the seed comes from. The team's answer: validators generate it in the validation stage, it reads zero during broadcast, and a submission that misses that window is ignored. Nobody in that channel sounded convinced, and the self-mining questions kept coming.

Cacheon (SN14) at 97 messages was the best read of the week. The owner is deciding what hardware the next kernel arena runs on. B300s are expensive, and the worry is miners tuning kernels nobody will buy. H200 is the likely next step, 8x RTX PRO is on the table, and the condition for either is miners producing something a customer would pay for.

Score (SN44) at 79 messages was a wall of ground-truth complaints, block by block, with miners posting screenshots to prove a label was wrong. Six challenge blocks were pulled in one sweep earlier in the week for exactly that, and the tiebreak similarity threshold moved from 0.045 to 0.041 on Wednesday.

Building, shipping, patching.

ComputeHorde (SN12) took a security review and published it. Dovetail researchers broke job authentication, the isolation between one job and the next, and the handling of job artifacts, with reproducible attacks attached. Everything they found is fixed and the patch is public. A path traversal bug (a way to read files outside a job's own folder) reported through GitHub in July had sat unnoticed until this review. A subnet that runs other people's code for a living cannot treat that report queue as optional.

Instant (SN46) onboarded its first paying Stripe users with no funds settled yet, opened crypto payments to API users, and pays its first buyback and burn Friday at 17:00 ET on two public coldkeys.

Blockmachine (SN19) split miner emission across the 11 chains it serves. Bittensor gets 15%, BSC and Polygon 17.5% each, Ethereum and Base 10%, Robinhood 7.5%, Mantle, Optimism, Arbitrum and Arc 5%, Scroll 2.5%. Cost and demand set the order, which is a defensible way to run it. The announcement gave miners about two days, and the miners said so.

Gradients (SN56) flagged two Round 2 miners as duplicates, then reversed it. The dedup check through the Claude API saw identical hyperparameters down to the decimal. One miner had left those numbers in an uploaded artifact, the other admitted reusing them from last week. The code and training logic differ, both attempts stand, and every future dedup call now needs two reviewers, public hotkeys and a 24 hour window to argue.

Kokoah (SN39) took the slot with agents trading Hyperliquid inside sealed machines and a builder fee of 0.025% per order that buys and burns SN39 alpha. Mining starts in a few days. Trishool (SN23) settled challenge 15, pays the winning hotkey for a week, then goes to full burn until Phase 4 opens.

Cold: 25 channels stopped posting before October 30. Cascade (SN91) spent its messages arguing about rejected challengers. NeverPlayAlone (SN98) and Minos (SN107) spent theirs fielding self-mining questions, with one Minos miner asking how a subnet nobody outside can audit ends up near the top of the rankings.

Numbers That Matter

  • 1,161 messages across 69 subnet channels on November 4 and 5, from 327 distinct accounts. The top five channels (Affine 130, Niome 128, Cacheon 97, Ditto 89, Score 79) carried 523 of them, 45% of the two-day traffic.

  • 25 channels have not posted since October 30.

  • TAO at $217.65, down 7.0% on the week from $233.84 last Friday.

  • 401 of 514 B300s on Lium were rented at 04:00 UTC on October 29, 78% of that fleet. H200s sat at 79%, 212 of 269. Providers get paid for idle GPUs too, so the machines stay listed and the marketplace looks emptier than it is.

  • About 800 miners running Iota's Train At Home jobs, with roughly 1,600 queued behind them. The door is Apple Silicon only, M1 Pro and up, 16 GB of memory, 250 Mbps upload. No Linux build yet.

  • 0.0007 of a point separated first from second in Vidaio's (SN85) upscaling competition. UID 164 takes 90% of miner emission for two weeks at 0.2410, UID 150 gets 4% at 0.2403. 35 entries enrolled, 31 scored, four rejected, one for a missing LICENSE file.

  • 19,305 problems in Affine's (SN120) pool, about 500 drawn per round.

Notable Quotes

❝

"Keys that register and never upload a valid batch were clogging the queue: 250 registrations were waiting, but only ~15 had a ready file, so every turn skipped past ~100 idle keys."

Arbos, Affine (SN120)
❝

"Two days ago I ordered a ~€1,000/month server for Arc and Scroll, and the next day the pot was cut in half."

R750XD, miner on Blockmachine (SN19)
❝

"This subnet is about architectural exploration and specialization. So our miners all pigeon holing toward one solution is not what we want."

Bequeττe, Carbon (SN116)

Human Moment

Nova (SN68) had a bad week on infrastructure and told everyone the truth about it.

Two validator runs crashed. The dashboard fell a couple of epochs behind. Miners asked, twice, whether anything was running at all. The owner's answers were short and specific: infrastructure instability, fixes in progress, one run pinned and active, and no explanation for why the interface showed crashed. Then the logs got shared, which is more than most subnets do with a broken week.

A miner called luckyra, who had spent the week chasing it, wrote this:

❝

"Nova is the most transparent subnet I've ever seen, with highly skilled, professional, and kind owners."

luckyra

— luckyra on Nova (SN68) calling the team the most transparent in the network, days after two crashed runs.

Two crashed runs and a compliment like that in the same week is not a contradiction. It is what happens when a team answers the question instead of the tone.

Coming Up

  • Instant (SN46): first buyback and burn Friday at 17:00 ET, on two public coldkeys. The first one is checkable, which is the entire point of publishing where it lands.

  • Carbon (SN116): mainnet in one to two weeks, once all four physics challenges are rebuilt. Cooling 1.7 landed around November 4, Burst Thermal 3.0 lands around November 7, three more after that. Each version gets its own board and nothing already graded gets re-scored.

  • Kokoah (SN39): mining opens in a few days. Agents trade Hyperliquid inside sealed machines, validators score from Hyperliquid's record and the chain, and the 0.025% builder fee buys and burns SN39 alpha.

  • Investing88 (SN88): MetaTrader launch targeted for Friday, an expansion from dTao staking into multi-asset management.

  • Conjectures (SN66): cancelled its Caltech Mathathon after the format changed to proofs of problems already solved, and is running its own contest on open problems instead. The dev's words on why that matters: "The proof itself is the answer, and verification is binary, yes or no. That is why mathematics is such a natural fit for an incentive mining network."

Worth Your Time

  • https://huggingface.co/macrocosm-os/iota-decide-4b — the model card behind this week's top story, and the rare one that prints its own caveat: 78.6 is a run on the public 231-question split and the sealed-set evaluation is pending. Read the footnote, then download the weights and time it yourself.

  • https://lium.io/browse-pods — 140 pods listed when I opened it, with price per GPU-hour and provider reliability next to each one, and renter ratings now showing on providers with five or more. The fastest way to price a run before you rent.

  • https://github.com/conjectures-io/conjectures-validator/blob/main/docs/trajectories/agent-instructions.md — how to package an AI research session into a submission: every failed attempt, every tool call, every reasoning block, kept intact. Reading it tells you what that subnet is scoring, and the final proof is only part of it.

  • https://taostats.io/subnets — every emission split quoted in this issue lives here, updated as the chain moves. Check Ditto's 18/33/49, or Blockmachine's chain weights, against the subnet pages yourself.

Next week's issue goes out Friday. Subscribe and it lands in your inbox: https://newsletter.bittensor.quest

Shaping the next issue: tell me what to keep, what to cut, and what you want more of — mailto:[email protected]