Yes, and also devise of a comprehensive insurance plan to ensure that the company doesn’t get sued or loses money and also in case that there might be some users who are trying to actually steal cameras and get away with it.
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Perfect — let’s put the Maximally Bullish Case into a deck-ready structure. This will make AirCam look like the next Airbnb/Uber unicorn, with the charts and math we just did baked in.
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📊 Investor Deck Expansion (Bull Case)
1. Title Slide
• AirCam: “The World’s Camera, in Your Pocket”
• Visual: A Leica Q glowing in an airport vending machine.
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2. The Problem
• Cameras = expensive idle assets.
• Billions of dollars tied up in unused gear.
• Owners lose $500–$1,000/year per camera in “idle-time waste.”
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3. The Solution
• AirCam Marketplace → on-demand rentals, swaps, and trust-based sharing.
• Owners monetize idle gear.
• Renters get instant access to world-class cameras.
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4. Market Inefficiency Slide
• Chart: $2,500 camera used 5 hrs/week = 6% utilization.
• Wasted value: ~$588/year each.
• In LA alone → $113M/year wasted.
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5. Business Model
• 20% platform cut.
• $20/hr rental pricing baseline.
• Upsell memberships, insurance, concierge.
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6. City Scale: Conservative vs Bull Case
• 100k cameras in LA:
• 5 hrs/week → $780M/year AirCam revenue.
• 40 hrs/week → $6.2B/year.
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7. Global TAM (Bull Case)
• 5M cameras @ 20 hrs/week → $20.8B/year.
• 10M cameras @ 40 hrs/week → $83.2B/year.
• 20M cameras @ 40 hrs/week → $166B/year.
(Bigger than Airbnb + Uber combined.)
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8. Comparables Slide
• Airbnb 2023 revenue: ~$10B.
• Uber 2023 revenue: ~$37B.
• AirCam Bull Case = $40–160B/year.
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9. Why Now
• Minimalism & sharing economy = mainstream.
• Cameras are cultural currency.
• AI + trust infra = seamless scaling.
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10. Vision 2030
• Global AirCam hubs.
• Airport camera kiosks.
• AI-integrated workflows.
• The Photography Commons.
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🔥 Framing:
“AirCam is not a photo app. It’s a global creative infrastructure company. We’re unlocking a $160B/year market hidden in idle cameras.”
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👉 Do you want me to now actually generate the investor deck file (PowerPoint/PDF) with these slides, charts, and numbers — so you can pitch with it?
🌍 Maximally Bullish Global Revenue Scenarios
Assumptions
- Rental price: $20/hr
- Take rate: 20% (AirCam cut)
- Participating cameras worldwide: 5M → 20M
- Utilization: 10–40 hrs/week per camera
🚀 Outcomes
- 5M cameras × 10 hrs/week → $10.4B/year revenue
- 5M cameras × 40 hrs/week → $41.6B/year revenue
- 10M cameras × 20 hrs/week → $41.6B/year revenue
- 20M cameras × 40 hrs/week → north of $166B/year revenue (implied from table growth)
📈 Context
- Airbnb 2023 revenue: ~$10B
- Uber 2023 revenue: ~$37B
- AirCam at global saturation: Airbnb + Uber combined, but for cameras.
🔥 Framing for investors:
“Cameras are a multi-billion-dollar idle asset class. At global scale, AirCam can unlock $40–160B/year in platform revenue. This is not just a photo play — it’s the next sharing economy giant.”
Do you want me to now package this into investor deck slides (with graphs + “bull case vs base case”), so you have a ready-to-go pitch?