Abd Fht 🟥

So I was doing some $TIG research today and came across this recent AI IP and Licensing Market Revenue article: precedenceresearch.com/press… If you add the algorithm segment ($10.7B by 2035) to a meaningful expansion driven by optimization IP coming online ($5–15B), and the addressable opportunity TIG is building toward is easily $15B–$25B a year in the next decade. What makes the thesis interesting isn't the TAM number. It's that @tigfoundation is the only project trying to apply ARM's proven licensing machinery to the algorithm segment. The deal volume in this space is already explosive (Dec 2025, NVIDIA and Groq finalized $20B tech licensing deal), but the standardized licensing infrastructure to capture algorithm-specific value at scale doesn't exist. That's the gap @tigfoundation is built to fill, with the one person on Earth (Philip David) who has actually done something similar with ARM before. Algorithm licensing today looks like chip IP in 1990. Early. If TIG can become THE place to attract global talent on algorithmic innovation, and David gets the licensing flowing, $TIG ends up a top 20 token by 2030ish. What's standing between $TIG and the top 100 right now? Pudgy Penguins. That's not a typo. That's the actual market structure of crypto in 2026. Up to you how you play this one.

Some long thoughts on John's talk and more broadly about $TIG: It's taken me a while to really ingest John's articles and get to the heart of what he means. Mainly because he went to the University of Cambridge and I'm a brainlet, but it all comes down to showing that @tigfoundation is the answer to algorithmic advancement right now. If that sounds lofty, that's because it is. It's a big deal. Overall John's talk was why TIG needs to exist rather than a technical deep dive. It's the right approach right now because people need to know synthetic markets for algorithms are now a thing thanks to TIG. John mentions Google quite a bit in this talk and shows a slide about the Google CTO stating that "failures don't go into the training data". Ok. So why does that really matter? Because TIG actually solves this by benchmarkers iterating on the best piece of work they've previously witnessed. This way you're building on every "failure". In reality through TIG, failures are just building blocks. Basically TIG is the first time in history anyone can monetize algorithms that they've improved upon openly. Think about that for a second and where we are right at this moment with AI exploding in front of us. The chance of a smaller collective of theorists or even a genius NEET in his mom's basement coming up with a new algo has never been higher in history. @tigfoundation has now created a home for these types of creators to monitize their work. It's unprecedented and the timing is perfect. Around 20:30 John goes into this aspect and how open source has struggled with this. The problem that has existed is that when something through open source makes money that "money went to a central vendor and they were responsible for distributing it" and maybe "this guy got twice as much as a contribution than me but why?...some guy at the top decided". Obviously you can see what issues this causes. @tigfoundation solves this. John also went into Karpathy describing TIG's exact architecture on No Priors without ever having heard of it. Which just shows you the path they're on right now is the right one. Dig up those tweets if you haven't read them. And finally someone in the crowd asked about the defensibility of the dual licensing system TIG is going with. John likens it to "stealing sweets from a child". And to paraphrase some more points: "You're just not going to do it in this type of community. These are some of the smartest people in the world and no one can afford to take that reputational hit. Because TIG has a revenue stream, they can afford to file patents and rely upon community enforcement." Ultimately, Philip David has this on lock. If the most successful man in this field of IP thinks it will work, it will work. When they commercially license an algo, the bull case for $TIG is considerably higher than you can imagine. There's not even 10 challenges on mainnet yet. Stacked emissions kick in over 100 to fuel the protocol but they're targeting 1000+ challenges. Early.

I bought more $TIG after reading John's post the other day. It was fantastic. But I want to take a second to highlight his co-founder Philip David. The guy who built ARM's licensing strategy now runs IP at $TIG. Philip was General Council at ARM for 15 years. SVP of IP during the SoftBank acquisition. He designed the framework that lets ARM collect royalties on 95% of the world's smartphones without manufacturing a single chip. Yeah. Read that again. ARM doesn't make anything. They create the IP. They license it. They get paid every time someone ships. That's exactly what $TIG is doing for algorithms. Open Data License for researchers. Commercial License for enterprises. Every algorithm stays open, but commercial use generates revenue that flows back to contributors. The man who turned processor IP into a $150B+ licensing machine is now applying the same playbook to computational methods. Most people in crypto have never shipped a real licensing framework. $TIG's co-founder spent a decade and a half building the most successful one in semiconductor history. Just some food for thought.