text: $TAO #subnets are VC investments. every investor needs to figure out where they are on the scale of revenue expectation (see chart) and invest accordingly.
  
  the greatest opportunities are pre-revenue. but those opportunities also require the highest risk tolerance. this is where most subnets are now. 
  
  VC's do not wait to invest until there is a publicly available prospectus. they do not whine and moan on X when their initial investment isn't re-valued higher real-time. they wait, and they know what they hold.
  
  your job is to find the subnets with the clearest path to revenue (before it is realized) and load up. at the *hint* of recurring revenue, price will adjust to reflect revenue maturity. 
  
  talk to the teams that lead subnets. a great way to do this is to drop in the subnet discord. figure out their path to revenue before they publish it publicly. 
  
  good luck and Godspeed.
tweet_hashtags: #TAO #subnets