Founder thesis
- LLMs are the interface; SAM (Semantic AI Model) is the system of record.
- No human-in-the-loop QA at data level: end-to-end automated Extract–Classify–Load (ECL) with provenance and governance baked into the pipeline.
- Public benefit and consumer value (aicyc.org)
- Open, verifiable knowledge: community-built SAM assets with transparent provenance for consumers and creators.
- Externality alignment: privacy-first, auditably unbiased semantic targeting; users, creators, and publishers share value.
- Contrast: OpenAI and Anthropic concentrate data/network effects and ad‑monetization privileges without returning externalities to users/creators; SAM’s tokenized, open governance distributes gains.
Strategic edge
- Provenance-native grounding: standards-based RDF/OWL/SKOS knowledge powering accurate, explainable targeting.
- Vertical depth: 274 taxonomies, 8.1M+ topics; commerce, pharma, legal, CI-grade domains ready for semantic matching.
- Model-agnostic: any LLM, same grounding; we supply truth layer and receipts (citations, lineage, policy controls).
- AdTech trillion-dollar capture (from SAM Ad Market Dominance Strategy)
- DSP/SSP with semantic matching
- DSP: verified graph of e-commerce inventory, specs, sustainability, reviews.
- SSP: contextual placement by intent (“durable backpacks” → warranty-backed hiking gear).
- Web3 stack (iKNOWit + AICYC)
- Open-source API (DePIN code), decentralized SAM maintenance, Intellisophic UI for DSP/SSP.
Tokenomics
- Utility/gov tokens for ad buys, data licenses, staking; DAO upgrades/immutability.
- Incentives: publishers (context data), users (engagement), advertisers (stake for premium targeting).
- Stablecoin rails
- Payments in USDC/DAI; auto-convert to protocol token; overcollateralized pools.
- DeFi yield (Aave/Compound) funds reserves/dev; unlock emerging markets (Argentina, Turkey).
Revenue model
- Protocol fees: 1–3% on ad spend.
- Data licensing: anonymized insights/NFTs.
- Staking/yield: liquidity pools and DeFi.
- Pricing: 20–50% premium for verifiable semantic ROI; microtransactions for SMBs.
Google attack plan
- 2–5x CTR via SAM‑verified targeting; underbid by ~15% on high‑intent keywords.
- 30% higher publisher revenue: real‑time token payouts, audience insights, archive monetization.
- Scale with Shopify/Amazon indexing for live product graphs.
Compliance and fraud controls
- ZK proofs for privacy; licensed custodians (e.g., Anchorage).
- On‑chain ad verification; volatility shield via stablecoin+collateral pools.
Timeline and goals
- Years 1–2: Launch SAM‑1 DSP/SSP (Web3). Win 5% of premium verticals (pharma/luxury).
- Years 3–4: 15% contextual share; 50+ e‑commerce integrations.
- Year 5: Control 20% of digital ad spend; default search ads partner for publishers.
LLM monetization alignment
- LLM-as-consumer and LLM-as-publisher marketplace:
- SAM provides semantic bids inside LLM responses with transparent attribution.
- Clicks trigger on‑chain settlement to LLM providers, creators, and publishers.
- Outcomes: fewer, higher-quality ads; premium pricing for guaranteed LLM visibility; new formats optimized for LLM interpretation.
Execution focus (next 12–18 months)
- Ship SAM‑1 DSP/SSP with stablecoin settlement and DAO governance.
- Secure 3 marquee publisher alliances and 2 hyperscaler marketplace listings.
- Integrate 10 top e‑commerce platforms for live inventory graphs.
- Launch Pharma and Legal copilots grounded on SAM; Energy and CI pilots.
Safe Harbor: This communication contains forward‑looking statements, including product plans, timelines, market share, revenue models, tokenomics, regulatory posture, and strategic outcomes. Actual results may differ materially due to risks including market conditions, regulatory actions, technology execution, security incidents, competitive responses, data rights, partner dependencies, and macroeconomic factors. This is not investment advice or a solicitation. All trademarks belong to their owners.
Intellisophic 