The $APP Thesis
If you made it to this page we'll assume you're doing DD — congratulations on your 2+ brain cells. Here is an explanation for how we will beat OpenAI and win a $1T market with a simple crypto incentive flywheel, but first, let's set some premises our situation. Consumer-facing AI is currently a nascent market wherein OpenAI’s ChatGPT has emerged as the (~60%) market leader. Most people refer to AI chatbots as ChatGPT, TikTok has given it a lame nickname, “chatty,” and you’ve probably used it within +/- 60 days. It’s quite popular. This is a dire problem. Why? Judged solely by actions and not words, OpenAI’s (Sam Altman’s..) intent is to abstract human labor into compute as fast as possible, profit from doing so as much as possible, and completely disregard safety and humanity along the way. This is a dire problem because every time you ask it a question, ChatGPT gets smarter, and Sam Altman’s preferred reality becomes increasingly likely. We are running out of time to stop the consumer-facing personal AI industry from developing like search — presenting a single 90+% market-share winner with all the proprietary consumer data (Google). It is our team’s belief that this situation cannot be salvaged through traditional means, given OpenAI’s current market position. Nonetheless, it is our aim to take one market segment from them forever: investors and traders, the smart $.
Below we’ll share the first part of our plan for doing so, but first, let’s talk about why this is a crypto project at all! Historically crypto has been hated because its consumer UX sucks. The average person’s experience with crypto is fumbling with a wallet, losing their private keys, and getting rugged. The best thing about crypto is its ability to focus human energy. Crypto is the ultimate consumer top-of-funnel in a post-truth society where the only useful information vector is person-to-person referrals. We believe that crypto’s property to magnify attention and loyalty through collective vested interest can be leveraged to beat OpenAI within our first consumer market segment: degenerate idiots (ourselves).
Enter: AgentPP, a copilot for internet capital markets, your leveraged trade due diligence partner. AgentPP combines a swarm of the latest open-source foundational models with real-time cross-market data (from shitcoins to the NASDAQ, to your grandpa’s soybean futures on CME) to provide alpha and help diligence your retarded plays.
Smart $ is now asking: couldn't I just prompt OpenAI to do that?
You could, and you could also prompt Grok to do that, and that's the point. Open-source foundational models have kept pace with closed-source benchmarks long enough to bet that there is no moat available in the category.
This means that aside from acquiring proprietary data to give to an LLM (more on that later), the only consumer moat available is in superior distribution as a user interface for AI.
It is our belief that while this nascent market is showing a favorite in ChatGPT, these users are mercenary and would cancel their subscriptions given a compelling alternative.
This is where crypto’s ability to align collective vested interest through economic incentives comes in — alongside our product launch, we will launch a token on pump.fun.
Doing so serves as the first step to our user acquisition flywheel, which works as follows:
Launch, user acquisition kickstart. Many of our initial holders/users will find us through this launch. Given the current state of micro-cap crypto markets, traders can be expected to magnify our mission’s reach on social channels in hopes of profit during this stage. Beginning our journey in the trenches at the lowest market cap possible ensures the widest attention distribution possible short of an airdrop, which serves to broaden our initial user base.
Conversion / maturation. After a frothy launch, we expect ~10% of our initial traders to become holders and users after +/- one week of chaos. This distilled group becomes our army of ambassadors — $AgentPP champions who stand to profit the most from our success.
Amplification. Following launch, users may connect their wallets to our app or create an account to receive affiliate links. For each affiliate registration from a user’s link, the user will receive token allocation from our promotional token reserve.
Proliferation. Because AgentPP charges users a flat USD subscription, 10% of which is converted immediately to $AgentPP, every user sign-up serves to create token demand and liquidity. Between the $AgentPP demand generated by sign-ups and the organic marketing incentivized through our affiliate program, we expect user growth to compound exponentially.
Put simply, our token is our top-of-funnel, and our user acquisition flywheel is as follows: more traders = more holders = more users = more champions = # goes up = more traders, and so on.
By creating a superior crypto-native alternative to ChatGPT with the correct incentive structure, we can land grab crypto-native consumer market share as our launching point into the broader public. Crypto has the best UGC marketers (shills) on planet earth. This incredible marketing is mostly wasted on mercenary capital and presents as incoherent/risky to the outside world. We will direct this energy outward behind a good consumer product to assemble our initial moat & user acquisition flywheel in an otherwise commoditized industry. Once we have attained a sufficiently large core audience and general awareness among the “regular millennial stock trader” (WSB) demographic we will: perform the most spectacular Product Hunt launch of all time. spend significant $ on a short-form video retargeting campaign. launch operation: make ChatGPT uncool. From here we will be well positioned to assemble a secondary moat from the proprietary dataset attained from our unique user base — all the retail traders on earth. If you want to hear more about our 3-year plan then check out the roadmap... but the point is that it's going to work. We know it, and you know it if you've read this far... so we'll leave you with this.
People say the secret to getting what you want in this world is manifestation — that aligning your thoughts and energy with your desired reality calls it into existence. Crypto serves to align the manifestations of many.
The agentic frameworks, dev tools, and the 69000 L1s are fucking meaningless if we don't win the consumer front end of AI — so we have to.
if you understand this then you know AgentPP is now inevitable. because many were here before you. $APP
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