
Talking Tao: with Gustave from Mentat Minds
Published: February 2, 2026
Duration: 40:55
In this session Siam and Mark banter about experimenting with a Mac mini/“Claude bot” and runaway token costs before interviewing Gustave from Mentat Minds about their non-custodial way to allocate TAO into Bittensor subnets via themed index baskets (e.g., prediction/inference), a “Sum of Subnets” product, price-weighted entries with optional monthly rebalancing, and a 9% fee taken only from staking yield; they cover validator selection, user mix, roadmap (more verticals and curated third-party strategies), and address questions on licensing and fees, while the hosts share a portfolio philosophy favoring asymmetric, lower-price subnets near dereg floors and monitoring chain-buy flows fo...