$4M
Revenue (since Q1 '24)
The Problem
AI can think but cannot perceive the physical world. Today's AI agents have no reliable way to sense, verify, or act on real-world data.
Existing sensor networks are centralized, closed, and unverifiable — health wearables lock data in silos, smart city sensors are owned by governments, and no one can prove the data is real.
The Solution
Oysterworld deploys consumer devices (phones, glasses, pendants) that act as sensor nodes for a decentralized Physical Intelligence network.
Our PINNs verification engine uses physics equations to prove sensor data is genuine — not spoofed, not fabricated. Verified data feeds AI agents, pharma research, and real-world evidence markets.
📱
ClawPhones
Web3 smartphone
Primary revenue driver
🐡
Puffy AI
Health wearable
Biometric sensor node
👓
ClawGlasses
Smart glasses
Visual + spatial data
💎
AI Pendant
Always-on wearable
Context + health
Business Model
- Hardware Sales — $160 ASP, 60% gross margin. Revenue today.
- Data Activation — $5-8/node/mo recurring. Pharma, insurance, RWE buyers.
- Gas Fees — Micro-fees on data verification transactions.
- Data Licensing — Enterprise access to anonymized, physics-verified datasets.
Why We Win
- Physics-verified data — PINNs engine can't be faked (0.35 MAE, peer-reviewed)
- Revenue before token — $4M real revenue, opposite of Helium's mistake
- 32 AI agents, 0 engineers — $100K/yr dev cost vs $3M+ traditional
- Multi-device flywheel — Each product is a new sensor modality for the network
- Near-zero CAC to date — 25K devices sold through community & organic social with $0 ad spend; future expansion into new markets will introduce budgeted marketing
| Revenue Stream |
Actual |
2026E |
2027E |
2028E |
| Device Sales |
$3,885K |
$4,000K |
$7,750K |
$11,600K |
| Data Activation |
— |
$450K |
$3,000K |
$10,368K |
| Gas Fees + Licensing |
— |
$100K |
$1,500K |
$5,700K |
| Total Revenue |
$3,885K |
$4,550K |
$12,250K |
$27,668K |
| EBITDA |
— |
$2,130K |
$7,330K |
$19,758K |
HL
Founder & CEO
Howard Li
UC Berkeley. Co-founded MPCVault ($5B AUM crypto custody). Built Oysterworld to $4M revenue solo using AI Agent Factory (32 agents, 0 engineers).
Corporate Structure: Investors invest in Oysterworld Inc. (Delaware C-Corp), which controls all hardware, sensor network, and data platform operations.
Raising $1M
SAFE · $30M post-money valuation · Pro-rata rights
Marketing 40%
BD 25%
Channel 15%
Compute 12%
R&D 8%
80% go-to-market (scale what works) · 20% technology (scale the engine)