The $78B Embodied AI Industry Has a Data Problem
Synthetic data fails in the real world. Defense AI, robotics, and autonomous systems trained on simulated data hit a wall when deployed—it's called the "sim-to-real gap". Real-world training data is critical to close this gap, but it doesn't exist at scale.
A Two-Sided Platform
Data Collected Per Event
| Modality | Volume | Quality |
|---|---|---|
| 4K Video | 500+ hours (multi-view) | Helmet POV, 60fps |
| Audio | 500+ hours | Directional, comms |
| GPS | Millions of points | Sub-meter accuracy |
| IMU/Sensors | Continuous streams | Accelerometer, gyro, compass |
| Market | 2024 | 2030+ | CAGR |
|---|---|---|---|
| Defense AI | $10.4B | $35.8B | 13.4% |
| Military Simulation | $14.1B | $19.6B | 6.7% |
| AI Training Data | $2.9B | $17.0B | 24.9% |
| Synthetic Data | $310M | $6.5B | 35.2% |
Why Now?
The Airsoft/Milsim Market
| Company | Valuation |
|---|---|
| Anduril | $30.5B |
| Shield AI | $5.6B |
| Palantir | $50B+ |
How AI Training Data is Priced
| Pricing Factor | Market Rate | Our Advantage |
|---|---|---|
| Volume | $1-4 per minute of video | 500+ hours per event |
| Modality | Multimodal = 2-5x premium | Video + Audio + GPS + IMU synced |
| Synchronization | Multi-view sync = 10x+ premium | GPS atomic clock alignment |
| Scenario Rarity | Tactical = 5-10x over common footage | Military-style ops unavailable elsewhere |
| Users Get (Free) | We Get |
|---|---|
| Tactical HUD & positions | GPS + sensor data |
| Upload video → Analytics | Video footage |
| Performance heatmaps | Multimodal datasets |
| Multi-perspective replay | Synchronized captures |
No subscriptions. Premium features unlock with data contribution.
| Tier | Annual Price |
|---|---|
| Research | $25-50K |
| Professional | $150-300K |
| Enterprise | $500K-2M |
The data defense AI wants comes from real military ops—but that's classified.
| Military Exercise | Milsim.AI | |
|---|---|---|
| Cost | $1-10M+ per exercise | <$10K (our costs) |
| Data Access | Classified, restricted | Commercially available |
| Scenarios | Authentic tactical ops | Realistic replications |
| Frequency | Limited (budget) | Weekly, worldwide |
Military-grade data, commercially available, at 1/1000th the cost
More Users → More Events → More Data → Better Product → More Users
Strava proved this: 150M users, $2.2B valuation
GPS atomic clock: nanosecond precision. QR timestamp verification. No competitor can match quality.
Explicit consent from all participants. Clean data rights. Regulatory compliance built-in.
| Year | Revenue | Gross Margin | EBITDA |
|---|---|---|---|
| Year 1 | $550K | $400K | -$1.1M |
| Year 2 | $2.7M | $2.2M | -$800K |
| Year 3 | $8M | $6.8M | $1.8M |
| Year 4 | $20M | $17M | $7M |
| Year 5 | $47M | $40M | $20M |
| Role | Why Critical |
|---|---|
| CTO | Platform architecture, sync tech |
| Head of Data | ML pipeline, quality systems |
| Head of Community | User growth, partnerships |
| Head of Sales | Enterprise acquisition |
| Category | Amount | % |
|---|---|---|
| Engineering | $1.25M | 50% |
| Community Growth | $500K | 20% |
| Data Operations | $375K | 15% |
| G&A | $375K | 15% |
| Type | Examples | Rationale |
|---|---|---|
| Defense Primes | Lockheed, Raytheon | Training data |
| Defense Tech | Anduril, Palantir | Data advantage |
| Tech Giants | NVIDIA, Google | Embodied AI |
| Data Companies | Scale AI | Product expansion |
| Company | Valuation | Multiple |
|---|---|---|
| Palantir | $50B+ | 20x |
| Strava | $2.2B | 7x |
| Scale AI | $14B | N/A |
The world's largest synchronized, multimodal tactical dataset
— powered by the global airsoft community