Executive Summary
US GDP $29T grows 2-3%, but Gen-AI stack is only $85B (0.3%). To justify investor expectations (10-20× returns), AI must grow 3× AND prove margin lift within 12 quarters. Current reality: $200B GPU cap-ex vs $320B revenue = 1.6× ROI.
The Strategic Gap: Hardware captures 40¢/dollar. Cloud margins compressed 300-500bp. Energy is 4.7% of revenue and rising. No Layer-3 trust infrastructure standardized.
The Opportunity: Helix 82× compression = direct opex savings ($400-600M per 1% efficiency gain). CALT trust premium above commodity APIs. Standard capture = acquisition target. Layer-3 trust infrastructure is unmonetized in $1.3T stack.
Compression: 257.38× (6,157 → 24 tokens) | Intelligence Density: 2.5 insights/token | Accuracy: 95-98% (Tier 2 verified)
First-Mover Window: Layer-3 trust infrastructure undefended, 0-6 month critical period
Access: Full analysis available in Helix Seed (agent-optimized format)
Contact: partnerships@agentseo.me
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