Metagraph Capital · Bittensor Signal Board

14 – 15 October

One card per story, grouped by what kind of story it is. Sourcing quality runs across the top of every card.

1
Leads
7
Watch
252
Posts
Full
Coverage

Leads

1
Tier A Team posts only; Shell has not confirmed

Score (SN44): Manako says it is deploying physical AI at Shell fuel stations

Manako, Score’s enterprise arm, says it is “officially working with Shell” and its first highway station is live (Manako staff, Manako). It names no price or station count, and revenue lands in Manako equity rather than alpha.

Shell
Customer named
1st
Highway station live
SN44 Score — @arnod3f 14 Oct 15:48 UTC; @manakoai 16:31 UTC; CEO @MaxSebti 15 Oct

Material change

1
Tier B Chain identity, product bio and founder agree

SN92 has a new team: REAX, serving decision models

JevBench founder Florian (ex-Chutes) launched DecisionModels, a paid API he says runs open decision models up to 4x faster (rename, launch). Verathos (SN96) launched a rival the same day.

4x
Speed claimed
9 Oct
Slot registered
SN92 REAX — @decisionmodels_, @airesearch12, 14 Oct

Revenue & traction

3
Tier B Team post

Almanac (SN41) passes $20M of trading volume, nearly half in 30 days

This is terminal volume, not revenue; at about 1% fees it fits September’s $69,868 (team).

$20M
Cumulative volume
~50%
In last 30 days
SN41 Almanac — @almnc_ai 15 Oct 06:56 UTC
Tier B Yuma’s own report

Yuma Asset Management reaches a record $34.4M AUM

Its funds held 2.0% of total subnet market cap at the end of September (Yuma).

$34.4M
AUM, record
2.0%
Of subnet market cap
Yuma (DCG) — @YumaGroup 14 Oct 16:18 UTC
Tier B Team post; no customer attached

NIOME (SN55) completes 10 million synthetic CRISPR experiments

That is the full planned run of its gene-editing work, scored across 248 miners (team).

10M
Experiments
248
Miners
SN55 NIOME — @NiomeAI 14 Oct 13:58 UTC

Product

3
Tier B Team posts; award relayed by Bittensor media

SayGM (SN28) adds video generation and is named TokenGauge’s Provider of the Year

Video runs on Minimax H3 through partner KubeTEE (team), and signup no longer needs an email (const). TokenGauge found it cheapest on 17 of 21 models (tao.daily).

17 of 21
Models cheapest
SN28 SayGM — @say_gm_ 14 Oct 16:12 UTC
Tier B Team post; docs repo agrees

Hippius (SN75) takes projects and per-client billing out of beta

Each client gets its own wallet, invoices, VMs and buckets; Opentensor amplified Hippius’s claim to beat AWS and four others on storage price (team, Opentensor).

5
Providers undercut (team test)
SN75 Hippius — @Hippius_cloud 15 Oct 08:00 UTC
Tier B Team-side post

Leadpoet (SN71) dates V2 for 20 October

The team calls it its biggest update, taking Leadpoet “from finding buyers to starting conversations” (post).

20 Oct
V2 launch
SN71 Leadpoet — @gavinzaentz via @LeadpoetAI, 14 Oct