AEO
AI is the new visitor. We collect the toll.
AEO sits between every site and every AI agent. One edge layer — bandwidth + commerce take + publisher tunnel + vertical lead routing. Four stacked revenue streams. Path to $100M.
Ruhbir Singh· Founder

The Problem

A second species of agent arrived. Two AI traffic classes — and zero websites built for either.
NOV 2022ChatGPT Inflection
✦
CRAWLERS
Index for human discovery
GooglebotBingbot
Predictable · robots.txt · fetch & leave
NEW · 2024 →
⌬
OPERATORS = AI BOTS
Act on behalf of humans
Claude Computer-UseOpenAI OperatorMarinerComet
Click · fill · buy · +7,851% YoY agent traffic
Sources: HUMAN Security 2026 State of AI Traffic (Apr 9, 2026) · Cloudflare Radar 2025 YIR (ChatGPT-User peak ↑16×)

The Problem

51% of web traffic is now automated — bots passed humans in 2024. You pay the bandwidth bill while losing ad revenue and visibility.
75% 50% 25% 0% CROSSOVER · 2025 2020 2022 2025 2027 2028 BOTS 51% HUMANS 49%
Sources: Imperva 2025 Bad Bot Report (51% automated, 37% bad bots) · Cloudflare Radar 2025 YIR (47% human / 44% non-AI bot / 4.2% AI bot of HTML requests, Dec 2025)
↯
Bandwidth Burn
$
Ad Revenue Void
↘
Click Theft

The Solution

Infrastructure that routes each visitor to the version built for it.
HUMAN VERSION
⬤ ⬤ ⬤ ⬤ ⬤
Untouched origin
Same site you built · transparent proxy · zero impact on UX
Current Webpage
<div class="hero">
<img src="/hero.jpg">
<h1>Product Name</h1>
</div>
<div class="lazy-cart">…</div>
<script>analytics()</script>
<section>specs · pricing</section>
<div class="faq">Q & A</div>
<footer>…</footer>
CRAWLER VERSION
✦ ✦ ✦ ✦
Schema-rich page
JSON-LD · semantic HTML · cached · sub-second
OPERATOR VERSION
⌬ ⌬ ⌬ ⌬
Action-ready page
ARIA roles · semantic buttons · clean DOM · live
⚡
1 · Render
Schema-rich page at edge
↯
2 · Route
Classify in <2ms by class
∞
3 · Attribute
Crawl → cite → refer → buy
One DNS change. Three surfaces. Full funnel attribution.

The Solution — Architecture

One classifier. One pipeline. One flywheel that compounds with every routed request.
Patent application in progress
VISITOR AI EDGE CLASSIFIER HUMAN CRAWLER OPERATOR WEB PAGE VARIANT GEN WEB PAGE VARIANT REND BANDWIDTH OPTIMIZER THE FLYWHEEL — AGENT GRAPH DATA ALGORITHM
⚡
< 100 ms End-to-End
Classify, render, deliver
∞
100+ Bots Identified
Each gets its own variant
⊕
Above Any CDN
Drop-in · zero rewrite

The Results

positivity.org · 90-day internal POC. Four measurable shifts. Methodology + raw data in DD appendix.
↓
CDN Cost
−42%
★
AI Citations
120×
↗
Organic Traffic
+58%
⚡
Page Speed Delivery
10×
Citations verified via Bing Webmaster AI Performance dashboard (Dec 2025: ~700/day → Jun 2026: ~80K/day · 114× growth) · CDN savings via line-item Cloudflare bills · TTFB measured via CrUX · raw data in DD pack

The Margin Moat

We own the infrastructure. Everyone else rents it per-token. Different cost curves. Different margins.
AEO · Owned Stack
Cost per PB customer
~$12K/ mo
Gross margin at $0.05/GB
~80%
Cost as traffic 10×
Flat→ scales by customers, not bytes
vs
Competitors · Rented Stack
Cost per PB customer
~$45K/ mo
Gross margin at $0.05/GB
0-30%
Cost as traffic 10×
10×→ linear with usage
~$33K/mo cash flow advantage per PB customer · competitors built on rented infrastructure cannot price-match $0.05/GB without losing money on every byte · the moat compounds with scale.

The Distribution Layer

AI agents transact through AEO. We charge 1% of every agentic transaction.
User
"Buy me X"
→
AI Agent
ChatGPT · Operator · Comet · Computer-Use
→
AEO Edge
Classifier + Variant + Toll Booth
→
Site
Operator-optimized variant
→
Checkout
1% fee at TX
Global e-com 2025
$6.4T
eMarketer 2025 forecast
US agentic by 2030
15-25%
Bain: $300-500B US share
AI referral today
≤25%
Top retailers · Bain Nov 2025
1% take · capture path
$30-150M
ARR range · 2028 base→bull case
Sources: eMarketer Worldwide Retail E-Commerce Forecast 2025 ($6.42T) · Bain & Co. 2030 Forecast: Agentic AI in US Retail (Dec 17, 2025) — US agentic commerce $300-500B = 15-25% of US e-com by 2030; AI <1% of total retail traffic today, up to 25% of referrals at top retailers

Revenue Beyond Bandwidth

AEO sits in the flow. Four focused verticals we can credibly win in 24 months. Others are future expansion.
E-commerce · Year 1-2 priority
1% on agentic checkout · GMV-linked
$5-15MARR · base→bull
Travel · OTA · Year 1-2 priority
0.3-0.5% on AI-driven hotel + flight bookings
$3-10MARR
Finance · Lead Routing
$50-200 per qualified AI-routed mortgage/insurance lead
$2-8MARR
Local Services
$5-25 per AI-driven lead · Thumbtack-style
$1-4MARR
Future expansion · 2028+
Real Estate · Healthcare · Education · SaaS Affiliate
+$10-30M opportunity
$11-37M ARR from focused 4 verticals by 2028 (base→bull) · pricing benchmarked to existing affiliate / referral markets · unit economics in DD appendix

Publishers: The Other Side

Publisher AI-licensing is already a multi-hundred-million-dollar market. AEO is the metering + payout infrastructure.
"OpenAI cited me 80,000 times this month. I got nothing. AEO meters the citations and routes payment." — customer interview
$10-25M
publisher ARR · 2028 base→bull
$250M
Existing deal precedent
News Corp / OpenAI 5-year licensing = $50M/yr to one publisher. WSJ, Variety May 2024. Market is real; only the top 10 publishers have direct deals today.
$42M
Comet Plus pool
Perplexity Aug 2025: 80% rev-share to publishers. 7 launch partners (CNN · Conde Nast · Fortune · LA Times · WaPo · Le Monde · Le Figaro). AEO meters that pool for the long tail.
∞
Citation analytics
Live dashboard of which LLM cited which page when. The only verifiable AI-attribution surface. Publishers can sell "AI reach" the way they sold "page views."
↗
Mid-tier capture
Top 10 publishers have direct deals. The next 1,000-5,000 don't. AEO bundles them for OpenAI / Anthropic / Google / Perplexity at 15-25% take rate.
Sources: WSJ (May 22, 2024) News Corp/OpenAI · Press Gazette (Aug 12, 2025) Perplexity Comet Plus · Reuters Institute Digital News Report 2025

Competitive Landscape

↑ Infrastructure
Single Tool ↓
← Block bots
Serve bots →
CDN incumbents
Edge agent layer
Bot management
Visibility tools
Cloudflare
AI Crawl Ctrl
Akamai
Fastly
Datadome
PerimeterX
Profound
Otterly
Vercel
Bot Routes
AEO
serve + infra
Cloudflare can't follow without burning $2B of their own P&L. We are the only ones built to serve.

Competition Feature Comparison

Every player is missing pieces. AEO is the only full stack.
Feature Cloudflare Akamai Datadome Profound Vercel AEO
Bot Identification ✓ ✓ ✓ ◐ ◐ ✓
Serve Variants ✗ ✗ ✗ ✗ ◐ ✓
JSON-LD Generation ✗ ✗ ✗ ✗ ✗ ✓
Bandwidth Optimizer ◐ ◐ ✗ ✗ ✗ ✓
Flywheel Algorithm ✗ ✗ ✗ ✗ ✗ ✓
Drop-in Any CDN ✗ ✗ ✓ ✓ ✗ ✓
✓full◐partial✗noneAEO is the only player with the full stack.

The Market

One market opportunity. Four addressable layers AEO sits on top of. Same edge layer, four stacked TAMs.
TAM
$250B
CDN/edge $25B · AI-routed e-com $200B · Publisher licensing $10B · Vertical lead-gen $15B
SAM
$60B
AEO-addressable share · ~25% of TAM by 2030
SOM
$1B
Year 5 ceiling · ~1.7% SAM · $100M ARR = 10% of SOM
Sources: Cloudflare + Akamai + Fastly 2024 reported revenue (~$6.2B floor; IDC CDN/edge forecast ~$25-30B by 2028) · eMarketer Worldwide Retail E-Commerce Forecast 2025 ($6.42T) · Bain & Co. "2030 Forecast: Agentic AI in US Retail" (Dec 17, 2025: $300-500B US agentic by 2030) · News Corp/OpenAI ($250M/5yr) · Perplexity Comet Plus ($42.5M pool)
★
GTM · Enterprise + Commerce
1 PB signed LOIs · 4 enterprise deals · 1% on agentic TXs
→ $1M base + commerce upside
↗
GTM · Publishers + PLG
Citation tunnel + agency self-serve · 20% take on publisher licensing
→ $2M ARR runway
Publishers
Retainer $3-20K/mo
+
Bandwidth $0.05/GB
+
20% take on AI licensing
+
Modules $3-10K/mo
E-commerce
Retainer $3-20K/mo
+
Bandwidth $0.05/GB
+
1% agentic commerce take
+
Modules $3-10K/mo
Brand Sites
Retainer $2-15K/mo per brand
+
Bandwidth $0.05/GB
+
SOV module $3K/mo per brand
+
Portfolio discount at 10+ brands

The Traction

Real money already on the line — pre-funding.
Signed LOIs
4
Publisher · Content Agency · Creator Agency · Brand
→
In Pipeline
7+
new enterprise prospects
→
Aiming to close
4
enterprise deals
→
ARR in Pipeline
$500K
in Q4

Customer Journeys

One pain, three paths, one platform.
✎Publishers
50K+ DAU · 1.5M+ MAU
RETAINER + $0.05/GB + 20% LICENSING TAKE
Land
Bandwidth + audit
$15K
base $10K · bull $20K
Adopt
Edge deploy
$60K
base $45K · bull $75K
Expand
Citation tunnel
$120K
base $85K · bull $150K
Scale
Multi-property
$220K
base $150K · bull $280K
Entrench
Aggregator embedded
$400K+
base $250K · bull $550K
$E-commerce
$50M+ GMV · 100K+ DAU
RETAINER + $0.05/GB + 1% AGENTIC TX
Land
Bandwidth + audit
$15K
base $10K · bull $20K
Adopt
Edge deploy
$60K
base $45K · bull $75K
Expand
Commerce pilot
$130K
base $85K · bull $180K
Scale
1% take + multi-brand
$280K
base $150K · bull $400K
Entrench
Portfolio embedded
$500K+
base $280K · bull $750K
◆Brand Sites
50K+ DAU · portfolio or F500 brand
RETAINER PER BRAND + $0.05/GB + SOV MODULE
Land
Bandwidth + audit
$15K
base $10K · bull $20K
Adopt
Edge deploy
$60K
base $45K · bull $75K
Expand
SOV monitoring
$100K
base $70K · bull $130K
Scale
Multi-brand rollout
$180K
base $130K · bull $240K
Entrench
Portfolio embedded
$350K+
base $200K · bull $450K
5-yr Signings Target
Publishers~230
E-commerce~200
Brand Sites~145
Total~575
4-8×
ACV growth · adopt → entrench
(base → bull)
110-130%
NRR range
base → target at steady state

The Team

Ruhbir Singh
Founder
Ruhbir Singh
  • Ex Global CEO, Tatvic
  • Ex Head of GMP Partnerships, Google India
  • Ex Publisher Relations Lead, Goibibo
  • 200+ Team Size Org Leadership
  • Doctorate Scholar
Martin Bertilsson
Advisor
Martin Bertilsson
  • CEO, AIMSOO & Multipole AI
  • Ex Google Director, GBO APAC
Prabhvir Sahmey
Advisor
Prabhvir Sahmey
  • Founder / CEO, Stratpulse
  • Ex Sr. Director, Samsung Ads
  • Ex Head of GMP, Google India

The Ask

$5M now. Path to $100M+ ARR in 5 years across four stacked revenue streams.
Path to $100M ARR · 5-year target case · base → bull range shown
Target = $100M. Base = $40M · Bull = $180M+. Ranges reflect execution sensitivity.
$60KARR
Bandwidth
Today
actual
Today
$1MARR
Bandwidth
M 6LOIs live
base $0.5M · bull $2M
M 6
$5MARR
+Commerce
M 18Series A
base $3M · bull $8M
M 18
$25MARR
+Publisher
Yr 3Stacked
base $12M · bull $45M
Year 3
$100M+ARR
+Verticals
Yr 5Target
base $40M · bull $180M+
Year 5
$5M
24 months runway · 4-stream ARR machine · $100M+ in 5 years
SAFE / PricedQ3 2026 close24-mo runway
Use of funds
$1.8MNetwork · multi-region edge + Anycast IP buildout
$1.5MGPU fleet · H100 + L40S + RTX 4090 across PoPs
$1.0MCommerce · TX infra + publisher tunnel
$700KGTM · sales + 8 vertical partnerships
Milestones · $100M path
M 64 enterprise live · commerce pilot$1M ARR
M 18Series A · 3 streams flowing$5M ARR
Yr 5$100M+ target · $40M base → $180M bull$100M ARR

Pricing & Unit Economics

Retainer + bandwidth + feature/take-rate. Same shape for all three customer types.
Customer Type LAND ADOPT EXPAND SCALE ENTRENCH
✎
Publishers
Retainer + BW + 20% licensing
$15K
Audit / POC one-time
$60K
$36K retainer + $24K BW
$120K
$60K retainer + $30K BW + $30K take
$220K
$100K retainer + $50K BW + $70K take
$400K+
$180K + $50K + $170K take
$
E-commerce
Retainer + BW + 1% agentic TX
$15K
Audit / POC one-time
$60K
$36K retainer + $24K BW
$130K
$60K retainer + $30K BW + $40K 1% take
$280K
$120K retainer + $50K BW + $110K 1% take
$500K+
$180K + $50K + $270K 1% take
◆
Brand Sites
Retainer/brand + BW + SOV/brand
$15K
Audit / POC one-time
$60K
$36K retainer + $24K BW · 1 brand
$100K
$48K retainer + $24K BW + $28K SOV modules
$180K
5 brands × $2.5K/mo + shared BW + SOV
$350K+
10-15 brands × $2K/mo + portfolio discount
Every ACV decomposes into retainer + bandwidth + feature take-rate. Same commercial shape across customer types. Snowflake / Datadog / Databricks-band unit economics.

Sources & Methodology

Every number in this deck is sourced. Pull-out methodology + raw data available in DD pack.
Market & Traffic Data
Imperva 2025 Bad Bot Report — 51% automated traffic, 37% bad bots
HUMAN Security 2026 State of AI Traffic (Apr 9, 2026) — +7,851% YoY agent growth
Cloudflare Radar 2025 YIR — 47% human / 44% bot / 4.2% AI bot; ChatGPT-User ↑16×
eMarketer Worldwide Retail E-Commerce Forecast 2025 — $6.42T global
Bain & Co. "2030 Forecast: Agentic AI in US Retail" (Dec 17, 2025) — $300-500B US agentic by 2030
Publisher & Competition
WSJ / Variety (May 22, 2024) — News Corp / OpenAI $250M+ over 5 years
Press Gazette (Aug 12, 2025) — Perplexity Comet Plus, 80% rev-share, $42.5M pool
Reuters Institute Digital News Report 2025 — publisher market sizing
Cloudflare AI Gateway docs — LLM proxy capabilities (not bot mgmt)
DataDome 2026 Analyst Report — bot & agent trust mgmt category leader
positivity.org POC — Internal Methodology (raw data in DD pack)
Citations: Bing Webmaster AI Performance dashboard daily exports (Dec 20, 2025 → Jun 19, 2026 · 182-day series · ~700/day → ~80K/day · 114× growth — full CSV available) · CDN cost: line-item Cloudflare bandwidth + Workers invoice diff vs OVH + OpenResty deployment · Organic traffic: Google Analytics 4 · before/after p50 · TTFB / page speed: CrUX field data; baseline Workers Functions stack vs edge-cached prerender (specific metric available in appendix).
All ranges in the deck show base case (left) → bull case (right). Conservative path lands ~$100M ARR by 2028 across four streams. Full DD pack available on request — including LOI scans, invoices, GA4 screenshots, and customer interview transcripts.