Investor overview
The exchange records the price of a job. It does not hold the money, and it does not take a cut.
The price of a seat is $0. All seats are identical. A demand account or a supply account calls POST /seats/issue and receives the next seat. Demand-side access and supply-side access are free forever.
The modeled earning streams are hardware, attention, franchises, insurance, and design.
Why there is no escrow and no take.
Public counters from the production API — the base the 15-year model scales from.
Source: GET /stats · loading…
A demand account posts a bid with a service and a price. A supply account grabs the job at rse-api.com (POST /grab_job). The buyer and the provider each sign with a rating from 1 to 5 (POST /sign_job). The exchange does not add a fee to the price. A seat is a number and an owner. All seats are identical. The price is $0. POST /seats/issue gives the calling account the next seat. A seat is required for a physical or hybrid grab only when seat verification is on, and that gate is currently off.
The job itself is not an earning stream: no escrow, and the take-rate is zero. Seat revenue is $0. All seats are identical, and demand-side access and supply-side access are free forever. The earning streams in the model are hardware, attention, franchises, insurance, and design. Figures follow the Projections dials.
Job revenue = $0
Parties settle. Why
Cleared GMV →Revenue = new seats × $0
POST /seats/issue · demand and supply · free forever
3% ASP + 40% attach × 1.5% principal
Cost load: 25% → 12% · Buy a Robot
Details & chart →Supply + demand discovery × network density
Cost load: 45% → 28% of stream rev
Details & chart →New-site fees + ongoing royalties
Cost load: 55% → 35% · Garage
Details & chart →GMV × 25% inst. × 1.8% premium × 15% cut
Cost load: 40% → 22% · rougher path
Details & chart →Network-scaled professional services
Cost load: 55% → 32% · rougher path
Details & chart →Job revenue = $0
GMV = dollar value of robot labor jobs cleared on the exchange. Recorded. Not collected.
No escrow. No platform fee. The two sides settle the price on the bid. The GMV dial scales how much work clears. It does not scale a cut. Insurance uses GMV as a base. A seat is the right to that full price. Why the exchange doesn’t handle payments.
Each bar is the value of jobs cleared. Platform revenue from those jobs is zero.
Revenue = new seats × $0
All seats are identical. Demand-side access and supply-side access are free forever.
A seat is a number and an owner. Seats are not money. A seat is the right to grab jobs on the exchange. The price of a seat is $0. A demand account or a supply account calls POST /seats/issue and receives the next seat. A second call returns the active seat already held. The unit chart below is a scenario of how many seats are issued. It is not a forecast, and it is not revenue.
Each bar is new seats that year times $0, at network scale 1.0.
Each bar is new seats issued that year, at the current network scale. The 2026 bar is the founding tranche. The series peaks in 2035, then tapers. It is a scenario, not a forecast.
Revenue ≈ robots referred × ($25k ASP × 3% + expected finance fee)
Expected finance fee / robot = 40% attach × 1.5% × $25k ASP · from Buy a Robot
Commission when buyers purchase robots through the catalog, plus referral fees when they take financing. Scales with network density.
Each bar = annual platform cut from robot sales + financing referrals (network-scaled unit volume).
Revenue = ad / placement spend on discovery surfaces
/nearby, sponsored categories, franchise badges, boosts · plus demand-side attention (service discovery, autobidding, multi-party bid discovery)
Two-sided placement: supply pays for charge, repair, parts, and next-job discovery; demand pays for service discovery, autobidding, and bid ranking.
Each bar = annual ad-like revenue from supply- and demand-side attention. Scales with the network dial (more density → more discovery / bid / nearby queries → more spend).
Revenue = new franchise fees + royalties on active sites
Two brands, one stream in the model
Each bar = fees from new openings that year + royalties from sites still open (new sites open fully; 95% of the prior active base remains each year). Network scale multiplies openings.
Revenue ≈ GMV × 25% institutional × 1.8% premium × 15% platform cut
A planning overlay, not a priced book
Platform cut of attached premium on institutional GMV. First-cut overlay; moves with the GMV dial.
Each bar = GMV × 0.25 × 0.018 × 0.15. Scales with the 2040 GMV dial. Not a licensed insurance product.
Revenue = network-scaled design / integration services
Task, workflow, multi-agent job-party, and capability-package design · rougher path
Paid specs, repeatable jobs, job parties, and integration packages. First-cut overlay; network scale multiplies it.
Each bar = base design-capacity curve × network scale. Planning overlay — not a booked backlog.
Profit = stream revenue − (cost % × revenue). Cost ratios fall as fixed platform spend is amortized across growing volume. Combined P&L is in the projections charts below.
| Stream | Primary cost drivers | Early (2026) | Mature (2040+) |
|---|---|---|---|
| Job take | None. No escrow, no card network, no refund desk. The cut is not in the model. | $0 | $0 |
| Seats | Issued by POST /seats/issue at $0. No per-seat sale cost in the model. |
$0 | $0 |
| Hardware aff + fin | Catalog, partner management, financing handoff | 25% | 12% |
| /nearby & ads | Ad product eng, sales, moderation, brand safety | 45% | 28% |
| Franchising | Training, field support, supply co-op, brand marketing | 55% | 35% |
| Hyperion Fund | Retired. The page is gone. The model records no fund fee. | $0 | $0 |
| Insurance & SLA | Partner origination, claims desk, compliance (rougher) | 40% | 22% |
| Design services | Specialist labor, playbooks, integration (rougher) | 55% | 32% |
Cost ratios interpolate linearly from 2026 early rates to 2040 mature rates, then hold. Seat revenue is $0. The Hyperion Fund fee is $0.
Years 2026–2040. Expand the scenario dials to re-tune GMV, network scale, and equity assumptions—charts, the P&L table, stream summaries above, and raise KPIs update live. GMV is jobs cleared. The take on it stays zero, so it is not a revenue line. The price of a seat is $0, so seat revenue stays zero. The Hyperion Fund fee stays zero. The earning lines are hardware, attention, franchises, insurance, and design.
POST /seats/issue is free for a demand account and for a supply account. This is not a dial.Profit / capital compares cumulative modeled operating profit to raised equity— not ownership MOIC or LP distributions.
| Year | GMV | Job take | Seats | Hardware | Ads | Franchise | Hyperion (retired) | Insurance | Design | Revenue | Cost | Profit |
|---|
| Layer | Today | Revenue path |
|---|---|---|
| Matching | Location + AI capability match + reputation + price | Liquidity moat as job history densifies |
| Reputation | Mutual 1–5 star sign-off; public portfolios | Portable proofs; dual identity (seat / username) |
| Payments | Parties settle. Exchange records the price. No escrow. | Stays that way. Take-rate is zero. Why |
| Disputes | Either party can file; admin review | Insurance & SLA partners for institutional volume |
| Supply access | Optional RSE Seat (Exchange registry) for grab access | Primary seat sales + fleet partnerships |
Build an illustrative syndicate from ~35 financially non-overlapping potential participants (strategics, tier-1 VCs, growth funds, sovereigns, and family offices). Select any combination of 1–30 names, then run the synergy tool for recommended equity split and valuation under conservative, base, and aggressive cases.
Valuations are a DCF of the same 15-year projection curves used above (job take fixed at zero)—not a seed-stage rule of thumb. Cap-table makeup sets a risk premium per revenue stream (e.g. NVIDIA/Unitree de-risk hardware; a16z/Sequoia de-risk marketplace density; sovereigns/BlackRock de-risk insurance and scale). Live scenario dials under Projections are sent for the focus scenario when you run the tool.
Scenario planning only — not an offer, solicitation, or indication of interest from any named party. No commitment is implied. Not financial or legal advice.
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Projection DCF sets valuation scale; syndicate composition adjusts stream risk premia. Optional LLM narrative when configured. Defaults match page presets: capital $0.5T / $1.5T / $2.0T raise for conservative / base / aggressive.
Residual risk premium after syndicate mitigation; NPV is discounted stream profit 2026–2040.
| Stream | Base risk | Residual risk | Discount | Rev · 2035 | Stream NPV | Top supporters |
|---|
| Participant | Role | Equity % | Check ($) | Notes |
|---|
Design partners with fleet or facility demand accelerate density. API is first-class. Preferred rights can attach and deepen as volume grows.
Permanent / long-dated capital (10–15+ years). Preferred rights deepen with GMV, density, seats, and jobs — preferential, not territorial monopolies. Pair terms: hiring. Model narrative: business plan. The price of a seat is $0.
Scenario planning only — not an offer, solicitation, or commitment. Not financial or legal advice.
Mickey Shaughnessy · Creator
Call: +1 530 219 0940
SMS: +1 530 219 0940
Email: therobotservicesexchange@proton.me
Website (submit a bid): therobotservicesexchange.com
API (grab job, sign job): rse-api.com