Physical truth · agent economy

Facts the world can sell. Settle only when honest.

Live rails for attested IoT, pay-per-call agents, and apps that turn a $0.001 reading into a decision.

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Onboarding

Pick a door. Three steps. Live links.

One path. No monorepo tour. Finish in minutes.

For humans who want honesty on a map — not another dashboard.

  1. 01
    Open ATLAS

    Planetary glass. Pins are LIVE or SIM — never mixed without a badge.

    Open ATLAS
  2. 02
    Switch a layer

    Weather · air · energy — same rails, different capabilities.

    Try layers
  3. 03
    Inspect one pin

    device_id, signature, seq — the receipt behind the glass.

    Open GAIA fleet

Direction boards

Build across the ecosystem

IoT is one board. Seven directions. Twelve wedges — the rest cut. live live wedge design partner idea

Publish → read

Can people connect sensors and read them through GAIA?

Yes — as providers of attested relays, not “plug any USB and forget.”

01
Relay / deviceSigns readings (Ed25519) with seq
02
GAIACapability e.g. gaia.weather.read@v1
03
HubAgents / apps buy the invoke
04
ATLASLIVE pin for humans

Self-hosted (MIT) or use hosted surfaces. Demo fleet ≠ mass plug-and-play for every chip yet — the product path is clear.

For micro-investors & angels

Introduction with prospects

Short narrative. Approximate market context. Sources named. Not a prospectus.

Disclaimer. Figures below are approximate third-party industry estimates for adjacent markets — not AIMarket revenue, ARR, or a promise of capture. Methodologies differ across firms (sometimes by an order of magnitude). Treat as orientation for the room; verify primary reports before diligence. This page is not an offer to sell securities.

Physical truth → agent economy → vertical capture

The scarce layer is not another chatbot. It is rails where agents buy facts about the world, pay per call, and settle only when the fact is honest.

We already ship GAIA (attested IoT), Pay-on-Verified, ATLAS (LIVE vs SIM), Hub, oracles, and operator glass — live URLs above. Capital accelerates volume on those rails and thin wedges into verticals that already spend on physical-world data.

Why the door is open

Incumbents sell forecasts and dashboards. Gaps we productize: per-reading attestation, agent-native micro-billing, economic end for bad data (refund / silence), and honest LIVE vs SIM for humans.

Adjacent spend (illustrative ranges)

Vertical Approx. industry range Our path (not claimed share)
Parametric insurance ~$15–25B class mid-decade (varies widely by report) Oracle input → threshold → partner payout
Supply-chain visibility / SCM Visibility software ~low–mid $B; broader SCM tens of $B Attested evidence streams · ATLAS wall
Energy / grid digital Large fragmented (intensity, DR, metering) — treat as $10B+ opportunity class energy.read / grid signals
Compliance / reporting tech Broad GRC/ESG tooling often cited in tens of $B Signed packs · export APIs
Prediction / event markets Fast-moving; often cited ~$10B+ opportunity narratives Physical resolution oracle

These are input markets apps plug into — not our booked ARR.

Sources (start here — confirm in originals)

  • Parametric insurance growth commentary citing Global Market Insights / Allied Market Research / Market.US ranges — Society of Actuaries overview: SOA (Jan 2026). Note: SOA authors stress veracity of marketing-research projections varies. SOA
  • Parametric market sizing examples: Mordor Intelligence (different definition → much smaller $B) vs broader premium narratives — use the spread as a caution. Mordor
  • Supply chain visibility software: Future Market Insights (~$3.5B in 2026 → ~$12B by 2036 class). FMI
  • Broader supply chain management: Grand View Research (SCM ~$26B in 2024 → ~$49B by 2030 class). Grand View
  • Live product surfaces (primary, not TAM): GAIA · ATLAS · Hub. GAIA · ATLAS · Hub

What investors are buying

Category ownership of agent-native physical oracle + settlement — with a map into insurance, supply chain, energy, compliance, and insight agents. We do not need to be the insurer on day one.

Diligence starts from the live rails and named sources on this page — not an offline pack.