<aside>
➡️
View our revenue projections
</aside>
Gaia’s business model replicates the stickiness and monetization potential of leading social networks and SaaS marketplaces. By creating network effects through an AI Agent Inferencing Network, we attract participants, grow utility with scale, and unlock diverse monetization opportunities across the ecosystem.
Our business model is instigating network effects, enabling agents and developers useful inference services. By increasing the demand, we see a few business models:
- Premium software for agents, agent builders, enterprise and end-users that make it easy to deploy agent frameworks, host, manage, monetize, analyze and validate inference
- Agent services that we invite our integration partners to collaborate on such as payments, financial services, identity and reputation verification, compute, hosting, memory/ storage, developer tooling, training, prompting, federated learning, etc
- Inference services where we can provide support to marquee domains, nodes via hosting, compute, orchestration of resources in exchange for revenue-sharing
Before considering the business model for Gaia, let’s address assumptions:
- Agents will scale to 8B on internet protocols by end of 2026
- Agents will be the largest participant in web3 by 2026
- Ethereum 15M , Solana 100M active wallets monthly
- Ethereum 36M, 1.7B Solana monthly transactions
- Imagine if these numbers 10-100x with agents coming “onchain”
- A break out category will emerge, “Inference” that is measured by…
- API services
- The number of API calls
- Domain hosting services
- The number of AI token calls on hosted service
- For hosting the compute, LLM, and data, nodes or domains can monetize that service if they choose
- E.g. As ai16z Eliza model scales, Gaia (as an open source developer) can host a domain for Eliza agents
- They can swap their OpenAI APIs for Eliza.gaia APIs that enable censorship resistance, choice of unbiased training and prompts, capabilities of compute, and monetization opportunity
- Validation of nodes and domains in regards to usage or staked assets
- E.g. DeFi Gaia AVS (Uniswap, The Graph, Aave) has $200M staked Gaia/ETH to secure the network’s trust layer
- Premium Software:
- Open Source Agent Framework Support and Integrations: Gaia offers a no-code/low-code platform for deploying customized AI agents with modular features like LLM selection, compute configuration, and blockchain compatibility. This enables developers and businesses to easily scale their AI operations.
- Revenue model:
- Create premium versions with features only available to paying customers (e.g. RedHat)
- Create plugins, extensions, insights, dashboards only available to SaaS paying customers
- “One Click” Deployment of Agent, Agent Inference, and Collective Intelligence for Non-Devs: Building the wordpress for deploying your own agent. Right now it’s easier for developers and non-technical builders to deploy agents. We need to make it a UX/ UI focused platform that gives you the modular control to deploy agents with xyz features, training, prompts, LLM, compute or hosting setup, inference hosting, and blockchain compatibility. This process may be guided by an AI agent as well.
- Revenue Model:
- Subscription-based access or per-user fees tiered to user or deployed agent volumes.
- Add-on fees for premium features like advanced agent monetization or custom integrations.
- Creator Platform: Enabling the deployment of influencer-based agents that take existing web 2.0 data, mixed media and natural language content that enable anybody to create a virtual twin for their audience. Must be as easy as Squarespace.
- Agent Launchpad: A bespoke model for venture building agents with utility or “jobs” that are trained to accomplish a specific task in the web3 protocol ecosystem. Each agent will be tokenized and be compatible with smart contract primitives like distributing funding, payments, passing credentials or reputation onchain, and automating decentralized financial services.
- Economics, Revenue Model:
- Gaia will receive ~6% total token allocation of each launchpad (e.g. Mother DAO)
- We will have the ability to invest in agents coming out of the launchpad (liquid token investment into the agent once they list on DEX or CEX)
- We can provide the agent with services and have clear insights on what their immediate needs are
- E.g. they need more specific data for their agent inference, validation of nodes, hosting of domains (Gaia can run these services for agents we’re deploying for stronger alignment and cross-pollination of our ecosystem or “platform management”)
- Create LTV for agents and agent builders by focusing on PMF and highest needs with Gaia by “creating our own customers”
- Enterprise Payment Platform: You’re an institution sitting on semi-public facing data with a marketplace you don’t know exists– agents. As agents will require more specific knowledge bases for context-driven tasks, unique and targeted data should be onboarded into Gaia’s inference network. For these partners to onboard data, they will not touch tokens or blockchains. We’re working with the EEA (Enterprise Ethereum Alliance), Moonpay, Vana, and Consensys on new payment rails for the exchange of trained data for inference.
- Proof-of-Compute: Building internal toolkit for validating number of AI token calls requested by nodes vs paying per minute or per week of cloud computing, GPU use. This will increase the revenue opportunity for AI inference at scale and reduce waste of compute or network resources.
- We’re also working with Jiritsu on a premium version of PoC that will offer viable revenue share opportunities and additional functionality or optionality for developers.
- This is currently being piloted with DepinX for $5M worth of compute provided to Gaia that is being validated or staked.*
- Agent Services
- “KYA” (Know Your Agent) Verification Services: In partnership with Privado.id, we will be providing agents with integrated identity and reputation solutions to ensure compliance with regulations and secure their operations.
- Revenue: Subscription-based access or per-user fees tiered to verification volumes.
- Digital Wallets: Providing a secure, multi-functional wallets that integrate seamlessly with agent workflows to manage funds, tokens, and any digital assets
- Subscription fees for premium wallet features (e.g., increased security, multi-currency/chain support, governance of agent activities)
- Agent Transactions: Volume of tasks executed by deployed agents (e.g., processing queries or executing transactions)
- Cash off-ramp and on-ramp (e.g., Moonpay integration): Integration with providers like Moonpay to allow seamless conversion between fiat and cryptocurrencies for agents to utilize autonomously for their managers.
- Bank accounts integration: Partner with banking providers to offer agents integrated fiat banking solutions
- Revenue model:
- Transaction fees, maintenance charges, or tiered pricing for access to advanced banking features
- Fees based on transaction volumes, with potential revenue sharing agreements with Moonpay or other similar providers