Economics & Scale
Infrastructure economics that compound with every deployment
Land, expand, compound
OZ economics are built around managed deployment infrastructure with three revenue layers that expand over time. Every venue is recurring revenue. Revenue per venue grows as API consumers and data products attach, and the economics compound, they don't plateau.
Visual intelligence at scale
The addressable market is everything that needs video intelligence. Almost every camera in the world is a potential intelligence endpoint. Sports is the entry because it presents the hardest physics problems: fast action, sub-second latency, the highest accuracy for robotic gimbal control. OZ expands concentrically from sports to broadcasting, CCTV, robotics, defense, and any environment that needs to understand what's happening in physical space. Each ring uses the same nodes and the same API. New playbooks, not new products.
The deployment flywheel
More nodes deployed
Physical presence compounds.
Better playbooks, lower cost
Deployment leverage, not re-invention.
More API consumers, higher switching costs
Infrastructure-level embedding.
Infrastructure margins at scale
Compare to Datadog, not to production houses.
Rollout model
Pilot, cluster, region: depth over dispersion
Cluster rollout: more venues in one competitive structure before spreading wide
Dense deployment within a league or region creates better data consistency, stronger playbook transfer, and clearer unit economics proof. Each cluster validates the economics for the next. Depth wins over dispersion.
Every venue is recurring revenue. Revenue per venue grows as API consumers attach. The deployment flywheel means each new venue makes the economics better for every existing venue. This is...