Rights-clean robot demonstration-data licensing (rights/provenance broker)

The opportunity

non-OEM trainers lack rights-clean commercial demonstration data with provenance.

Target customer: foundation-model teams, smaller robotics labs · Why now: independent capture layer forming; rights/provenance gap; OEM encloses crown-jewel data

Business model

Commercial: data licensing (per-episode/dataset) · Revenue: licensing fees · Pricing: per-episode ($0.5-5) or dataset license · Automation: SEMI_AUTOMATED

Minimum launch version

data/product — software is not required first.

Step-by-step: {"day_1": "buyer interviews", "days_2_3": "build MVP deliverable", "days_4_7": "land first pilot", "week_2": "first paid engagement", "weeks_3_4": "standardize", "month_2": "3+ customers", "month_3": "automate"}

Financial scenarios (illustrative)

Financial scenarios and full pathway economics are in the report. Public pages keep the pathway framing, not the numbers. Read the report — free during Open Access.

Risks / Substitutes / Falsifiers

Main risks: OEM enclosure caps segment

Substitutes: OEM enclosure, open datasets, Roborax/NeuralChainAI/EGXO

Falsifiers: OEMs internalize all high-value data, no marketplace liquidity

Moat / asset flywheel

robot-data rights/provenance graph + quality benchmark — each licensed dataset adds rights graph + benchmark