• Scenario

  $1T scenario path

  Category ownership — not current valuation

  Requires

  • · Massive user growth
  • · Strong paid conversion
  • · Recurring revenue
  • · Marketplace growth
  • · Enterprise adoption
  • · Infrastructure expansion
  • · Noaerth venture upside
  • · Data moat
  • · Category leadership

  Illustrative math

  • · Hypergrowth AI platform: $20B ARR × 50
  • · Platform + marketplace: $40B revenue × 25
  • · Mature build infrastructure: $100B revenue × 10
  • · Hybrid + optionality: market-driven $1T potential
• ScenarioLong-term

  $10T scenario path

  Global build layer

  Requires

  • · Hundreds of millions+ users
  • · Millions of active ventures
  • · AI employees in businesses
  • · Enterprise & institutional use
  • · Marketplace transaction volume
  • · Infrastructure revenue
  • · Physical-world coordination
  • · Venture portfolio upside

  Illustrative math

  • · Global platform: $250B revenue × 40
  • · Mature infrastructure: $500B revenue × 20
  • · Economic operating layer: $1T revenue × 10
  • · Blended platform + infra + ventures
• ScenarioLong-term

  $100T North Star

  Long-term thesis — not a near-term claim

  AutoBuilder is not trying to capture $100T in revenue. AutoBuilder is trying to become the build layer a global economy uses to create itself.

Reality check: outcomes depend on execution, revenue, retention, trust, product quality, infrastructure, regulatory discipline, and real customer results.