INVESTOR OVERVIEW

From AI to EI: Effective Intelligence

What is intelligence? The ability to achieve your goals. "AI" is the intelligence of a model in a lab — you have to figure out ways to use it and send your data to it. Effective Intelligence is about making you and your organization more effective and intelligent.

An AI model doesn't know your organization or your best practices. The labs want you to send your data to them. Safebots flip this: the model operates inside your environment — a Safebox whose hardware proves what software is running. Your workflows encode your best practices. Your data never leaves. The result is intelligence that actually works — reliably, at scale, opening entire new industries.

Together, this forms an ecosystem where every action is attested, every file is encrypted, and every service — workloads, AI inference, process hosting, storage, content — is paid for in one currency: Safebux

your-app.com VERIFIED ✓ Sign In Your browser TLS Safebox hardware-attested server Web Server nginx + PHP Database MariaDB ZFS Storage encrypted · snapshots AI Models (on-device) LLM · vision · code review Your Code proprietary · private Safebots agentic AI · workflows · chat · code inspection AI can inspect proprietary code — without exposing it Users ask Safebots to review / explain / audit the code. Hardware attestation proves the results are honest. TPM hardware attestation — every byte measured Safebux pay for everything ask Safebots
Effective Intelligence: the model runs inside your environment, on your data, with your workflows. Hardware attestation proves everything is honest.

Contents


01 · The thesis

The two halves of trust

When you visit your bank's website, TLS tells you: "you're talking to Chase." What it doesn't tell you: what software Chase is running, whether it's been patched, whether an insider changed it, or whether the code handling your transaction is the code that was audited.

You're trusting the institution — its reputation, its regulators, its legal obligations. That works until it doesn't.

✕ HTTPS alone

Encrypted channel, blind endpoint

TLS encrypts the connection and verifies the domain. You know you're talking to Chase. You have no idea what's running on the other end.

  • No insight into what software the server runs
  • No proof the code hasn't been modified
  • No proof an insider didn't change the logic
  • No way to replay or verify past transactions
✓ HTTPS + Safebox

Encrypted channel, verified endpoint

Hardware attestation proves exactly what software is running. A manifest lists every file. Change one config and the cryptographic root changes.

  • Hardware measures every piece of software at boot
  • Signed inventory of all installed packages and models
  • Safebots can inspect the code for you
  • Every workflow is replayable and auditable

The thesis: Every entity whose value comes from "trust us to do the right thing" is replaceable by software that proves it's doing the right thing. Banks, notaries, registries, auditors, certificate authorities, cloud providers — all of them.

Read the full thesis →


02 · The machine

The Safebox

A Safebox is a server that proves what it's running. A security chip (TPM) measures every piece of software at boot and signs the measurements with a key baked into silicon. Nobody — not the cloud provider, not the operator, not us — can forge those measurements.

When you connect to a Safebox, you can verify that the code running on it is exactly the code that was published. If anyone changes a single config file, the cryptographic root changes and every proof breaks.

Security Chip TPM / Nitro Enclave hardware root of trust ① MEASURES → Software Inventory signed list of everything: ✓ nginx 1.24 ✓ PHP 8.2 ✓ Qwen 8B model ✓ MariaDB 11 ✓ your-app v2.4 ✓ + every config ② SIGNS → VERIFIED ✓ all software matches ③ VERIFIES Change one file → the signature changes → every proof breaks → tampering is visible The box is sealed. You can ask it what's inside, and the hardware proves the answer is honest.
Three steps: the chip measures everything, signs the inventory, and your browser verifies it.
Full technical stack →

03 · The breakthrough

AI inspects your code — without exposing it

Proprietary code runs inside attested hardware. Users can't read the source on GitHub — but the AI models inside the Safebox can. Anyone can ask a Safebot to inspect, explain, and reason about the code. The attestation chain proves nobody tampered with the AI, the code, or the results.

The user doesn't need to trust the vendor's word. The hardware proves what software is running. The Safebot can explain what the software does. The attestation proves the Safebot's answer is honest — it ran on the real, unmodified code, using an AI model that was part of the signed inventory.

👤 User "What does this app do with my data? Does it phone home?" asking for a code review — via chat Inside the Safebox Proprietary Code class PaymentService { process($amount) { // validate, charge // no data sent out } reads Safebot reads the actual source reasons about behavior produces attested answer signs Attested Result "This code processes payments locally. It does not send data externally." SIGNATURE VERIFIED ✓
The user asks a question. The Safebot reads the actual source code, answers, and the hardware signs the result. Nobody had to open-source anything.

This is the value proposition that makes Safebox different from every other secure computing platform: proprietary code stays proprietary, but users get an honest, verifiable answer about what it does — backed by hardware, not a terms-of-service page.

More on Safebots → · Infrastructure details →


04 · EI Workers

Safebots — EI Workers

Safebots are EI Workers — intelligent behaviors added to your users and communities. They generate workflows and tools on demand, inside your environment. A Safebot proposes actions — drafting, analyzing, generating — and every proposal hits a governance gate before anything actually happens. The five-stage cycle: trigger → think → declare → judge → commit. Nothing reaches your systems without approval.

This is how EI works in practice: your best practices become workflows. The model operates on your data, in your Safebox, under your rules. The result is 95% cheaper than API-based agent swarms — because workflows don't re-ingest context on every loop iteration the way agents do. At scale, that's a 2,000× cost advantage.

Cost and reliability also drive the displacement thesis: capability is model × infrastructure. The industry spends billions pushing the model from 9 to 9.5 while infrastructure sits at 2. Safebots multiply against the infrastructure factor — making the safe alternative cheaper and more compliant than dangerous open-ended agents, displacing them before regulation has to.

Every workflow fixes its RNG seed, so any run can be replayed and verified. An auditor doesn't have to trust the log — they can re-execute the workflow and check.

👤 You Safebot plans the action proposes M-of-N Approval ✓ ✓ ? — approved Action Executed send · deploy · pay Safebots can: chat with visitors · edit websites · run workflows · process documents · review code Deterministic: fixed RNG seed → same input → same output → replayable audits The difference between "we logged everything" and "you can verify everything"
Nothing happens without approval. Every workflow is replayable. Safebots deep dive →

05 · The experience

How people interact

People reach Safebots through the interfaces they already use — web chat, an admin panel, voice, Telegram, API. The bot acts as the organization's own voice, not a separate user. One Safebox serves every channel with the same governance and attestation.

How can I help? What are your hours? We're open 9am–6pm Web Chat deploy-staging process-uploads pending approval send-newsletter (1/2) Admin Panel Listening... Voice API / MCP OpenAPI spec Developers Safebox one box · every channel · same governance · same attestation
Every channel connects to the same governed Safebox. Platform details →

06 · The storage

Safecloud — encrypted distributed storage

Files are encrypted on the user's device (AES-256-GCM), split into chunks, and spread across volunteers called "Drops" — browser tabs that contribute IndexedDB storage (~600 GB per laptop). Media streams through "Jets," which route encrypted data without ever seeing plaintext.

Your Browser encrypts locally AES-256 Jet routes chunks never sees plaintext Drop Drop Drop Drop Drops are browser tabs volunteering storage. They earn Safebux for every chunk they serve. 0.02 Safebux / MB served · ~600 GB per laptop Video encrypted in browser → streams through Jets → stored on Drops → never plaintext
Encryption happens before the file leaves your device. Drops never see what they store. Safecloud architecture →

07 · Redundancy

Three tiers of resilience

Your data is always backed up in three separate places, each run by a different operator. If one goes down — hardware failure, natural disaster, even a bad actor — the next tier picks up automatically. No single point of failure.

Tier 1

Primary Safebox

Where your apps and data live day-to-day. The full verified environment, taking automatic snapshots of everything — your files, databases, configurations — so you can roll back to any point in time.

Tier 2

Failover Safebox

A second Safebox on a different provider, kept as an exact copy of the first. If the primary goes down, the failover takes over in seconds — not hours. Your users may not even notice.

Tier 3

Safecloud Archive

Encrypted snapshots distributed across the Safecloud network. Even if both Safeboxes are lost, any new Safebox anywhere in the world can pull down the archive and restore your entire environment from scratch.


08 · The currency

Safebux — one currency for everything

Every service in the ecosystem is paid for in Safebux. No credit card minimums, no subscription tiers. Pay for what you use, earn for what you provide. EIP-712 signed claims settle on-chain via the OpenClaiming contract.

⚙️

Workloads

Workflows kick off background jobs — data pipelines, batch transforms, cron tasks. Each job is metered by CPU-seconds and memory. The Safebox logs every unit consumed; the attestation chain proves the bill is honest.

~0.001 $/cpu-sec

AI model usage

Every Safebot call — code inspection, chat, classification — is billed per token or per inference. Models run inside the Safebox, so the prompt and response never leave the attested boundary. Operators set their own markup on top of raw model cost.

markup on inference cost
🖥️

Processes

Each web-facing app runs inside an isolated container with a fixed number of worker processes. More processes means more concurrent requests. You pay per process slot per hour — the billing IS the rate limit. Need to handle a traffic spike? Pay for more slots. Quiet period? Scale down and stop paying.

per process-slot / hour
☁️

Safecloud storage

Encrypted data distributed across volunteer Drops. You pay to store, Drops earn to host. Each chunk is AES-256-GCM encrypted before it leaves the browser — the Drops can't read what they store. Pricing by MB stored per month, plus bandwidth for retrieval.

0.02 $/MB served · storage/mo
🎵

Safebots Store

The marketplace for apps, workflows, templates, AI models, Safebot skills, plugins, connectors, and datasets. Developers sell directly in Safebux at any price point — no credit card minimums. The ecosystem takes a cut. Both the "app store" and the "OS" are open source and verifiable: trust math, not a company.

app sets price · ecosystem cut
Users & Apps pay per use Safebux workloads · AI inference · processes storage · bandwidth · content · services EIP-712 signed · OpenClaiming settlement Operators earn for serving Drops earn for storing App Devs sell content & services
A circular economy: users pay, operators and Drops earn, developers sell. Cost structure →

09 · The network

Safenet — verified mesh

When multiple Safeboxes run the same attested image, they can verify each other. A compromised box is detected and isolated automatically — its attestation won't match.

us-east eu-west ap-east mutual attestation ✓ modified root mismatch! rejected rejected Honest nodes verify each other. A tampered node is detected and isolated.

10 · The vision

What this replaces

Every entity whose value is "trust us to do the right thing" is replaceable by software that proves it's doing the right thing.

Today
Banks

Trust us with your money and transaction logic.

With Safebox

Attested software runs audited logic. WebAuthn signs transactions.

Today
Notaries

Trust us to witness and certify signatures.

With Safebox

WebAuthn presence + attested page + timestamp = cryptographic proof.

Today
Auditors

Trust our report on what happened.

With Safebox

Fixed RNG seeds make every workflow replayable. The audit is a computation.

Today
Cloud Providers

Trust us not to access your data.

With Safebox

Hardware enclaves, encrypted storage, manifest verification. Proof, not promises.

Today
Code Reviewers

Trust us — we audited this software.

With Safebox

AI inspects the actual running code. Hardware attests the AI. Anyone can verify.

Today
Registries

Trust us to maintain the authoritative record.

With Safebox

Signed Merkle roots, append-only log. The record is the proof.

Institutional trust degrades silently — an insider modifies code, a regulator looks the other way, an audit misses something. Cryptographic trust fails loudly. A tampered manifest doesn't match. A replayed workflow produces a different output. A broken attestation chain is visible to every client.

Read the full thesis →


11 · Market validation

The problem is real

$225–600B
Annual U.S. IP theft losses

Source code is among the highest-value targets for intellectual property theft.

3,800 repos
GitHub's own internal breach (May 2026)

A compromised VS Code extension exposed ~3,800 internal repositories. Samsung, Uber, Dell have all suffered major source code leaks.

56% pass rate
AI-generated code security

AI-generated code passes security audits only 56% of the time. Companies are introducing vulnerabilities faster than they can patch them.

90% of Fortune 100
Already using AI coding tools

4.7M paid Copilot subscribers. The demand is proven — companies just need it to be secure.

The core proposition: Enterprises want AI coding agents on their proprietary codebases but can't risk data exfiltration. Current options are contractual promises (GitHub, Microsoft) or total air-gapping (lose all tooling). Safebox offers a third path: full AI capability inside a hardware-enforced security boundary.

Why now → · The compromise enterprises face →


12 · Market size

Market landscape

Safebox sits at the intersection of several large, fast-growing markets.

Market Segment2025/26 SizeForecastCAGRRelevance
Confidential Computing$42.7B$463.9B (2034)34.7%Safebox IS confidential computing for dev workloads
Sovereign Cloud$129B$572B (2032)24.2%Data sovereignty without hyperscaler lock-in
DevSecOps$11.7B$37.3B (2035)13.7%The buying category for enterprise security
Internal Developer Platforms$7.3B$50.5B (2035)21.3%Safebox as managed IDP
AI Code Generation$1.7B$6.6B (2034)18.7%AI coding agents inside the secure boundary

Full market analysis →


13 · Opportunity

TAM / SAM / SOM

TAM
$62B
Confidential computing + dev environments + DevSecOps + AI code gen + app security + IDPs. Enterprise spending on secure dev tooling in 2026.
SAM
$4.8B
Companies actively seeking self-hosted or private-cloud dev environments with AI. ~7.7% of TAM: the segment that won't trust hyperscalers with source code.
SOM
$120M
Achievable in 3–5 years. ~400 enterprise accounts at $300K ARR, or a mix of SMB ($2K/mo) and enterprise ($25K+/mo) tiers.

14 · Business model

Revenue streams

Every billable action flows through Safebux. Users buy Safebux with fiat; operators and Drops earn them for providing resources. The ecosystem takes a percentage on each settlement.

Stream 1

Process Hosting

Each web app runs inside an isolated container. Billing is per process-slot per hour — more slots, more concurrency. Containers scale down when idle, so tenants pay only for what they use. This is the base layer of recurring revenue.

  • Self-serve: pay-as-you-go via Safebux
  • Enterprise: committed capacity at volume discount
  • Gross margin: 70–80%
Stream 2

AI Model Usage

Every Safebot call — code inspection, chat, classification, workflow automation — is billed per token. Models run inside the Safebox boundary; prompts never leave. Operators set their own markup on raw model cost.

  • 20–40% markup on inference
  • Usage scales with adoption — the more Safebots people use, the more they spend
  • Comparable: Copilot driving 40%+ of GitHub revenue growth
Stream 3

Workloads

Background jobs kicked off from workflows: data pipelines, batch transforms, scheduled tasks, CI/CD builds. Billed by CPU-seconds and memory, with GPU runners at premium rates for ML workloads.

  • ~$0.001/cpu-sec baseline
  • GPU: $0.008–0.04/minute
  • Attested metering — the bill is provably honest
Stream 4

Safecloud Storage

Encrypted chunks distributed across volunteer Drops (browser tabs). Users pay per MB/month stored plus bandwidth for retrieval. Drops earn for every chunk they serve — a two-sided market.

  • 0.02 Safebux/MB served to Drops
  • Margin on the spread between user price and Drop payout
  • ~600 GB capacity per volunteering laptop
Stream 5

Safebots Store & Digital Services

The Safebots Store is the marketplace for everything that runs on Safebox: apps, workflows, website templates, AI models, Safebot skills, plugins, connectors, compliance packs, API services, and datasets. Developers sell directly in Safebux — no credit card minimums, true micropayments from $0.002 for an article to $0.01 for an API call.

  • 20–30% ecosystem take rate on Store transactions
  • Open source and verifiable — trust math, not a company
  • Builds marketplace moat and switching costs
Stream 6

Enterprise & On-Prem Licensing

Self-hosted appliance for air-gapped environments. Annual license includes the premium webserver layer, compliance reporting (SOC 2, HIPAA, GDPR, FedRAMP), and dedicated support.

  • $100K–500K/year per deployment
  • Targets: defense, banks, pharma, government
  • Compliance is sticky — high retention once deployed

15 · Positioning

Competitive landscape

GitHub / Copilot

$2B+ ARR, 4.7M Copilot subs

Dominant reach. But Microsoft-controlled, AI trains on hosted code by default. Security teams wish they didn't have to use it.

GitLab

$955M ARR

Strong self-managed story. But no native confidential computing, AI features route through GitLab's cloud.

Codespaces / Gitpod / Coder

Cloud dev environments

Solve "works on my machine" but not security. Codespaces runs in Azure. No AI or security story.

Safebox

The integrated play

Full stack + agentic AI + CI/CD + compliance inside a hardware-enforced security boundary. Not a promise — a physical constraint.

Detailed comparisons → · AI agent comparison →


16 · Strategy

Go to market

Phase 1 — Audience Reactivation

Community Organizers

Community leaders — event organizers, content creators, influencers, local groups — get their own branded server overnight: website, emails, apps, Safebots, workflows, and more. Even their own community currency if they want. We help them engage their community and stop giving everything away to platforms that drive their audience to competitors.

  • Starting asset: 1M email addresses of community leaders who signed up on our Groups app, plus 38K active devices
  • Push notifications to mobile users, segmented email campaigns by geography and language

Already live:

See a community presentation →

Phase 2 — Content & Influencer Distribution

Community Lock-In

YouTube content production, paid influencer packages across 13+ languages, branded membership sites for existing influencers. Members join communities, build histories with Safebots, and create switching costs through accumulated data, workflows, and relationships.

  • Target: 200K users, 5K community leaders, 500 paying customers by month 12
  • Free period ends → weekly recurring charges for compute, storage, and bot capacity
Phase 3 — Operator Network & Enterprise

Decentralized Sales Force

Course graduates deploy Safeboxes locally, creating a decentralized operator network. Agency partnerships — legal, healthcare, government — bring regulated verticals. Enterprise sales for sovereign on-premises deployments.

  • Target: 1M users, 15K leaders, 2K paying customers, 500 operators by month 18
  • Revenue target: $1.8M MRR by Series A

Full GTM plan → · Customer journey → · Community organizers →


17 · Financials

Unit economics

MetricConservativeTargetStretch
Avg. contract value$24K$60K$150K
Gross margin65%75%82%
Net revenue retention110%125%140%
CAC payback (months)18128
LTV/CAC ratio3.5x5x8x
Y3 ARR$30M$80M$150M

NRR above 100% reflects expansion across all five billing dimensions: more process slots, heavier AI usage, larger storage, new workloads, and Safebots Store spending. GitLab's 118% NRR on $955M ARR is the benchmark.


18 · Expansion

Adjacent markets

$463.9B
CAGR 34.7% → 2034

Confidential Computing

Extends beyond dev into ML training, financial modeling, legal review.

$572B
CAGR 24.2% → 2032

Sovereign Cloud

EU mandates (GDPR, NIS2) demand cloud that can't move data across borders.

$50.5B
CAGR 21.3% → 2035

Internal Dev Platforms

Fastest-growing infrastructure category. Safebox as managed IDP.

$37.3B
CAGR 13.7% → 2035

DevSecOps

The budget where CISOs spend. Safebox speaks their language.

$6.6B
CAGR 18.7% → 2034

AI Code Generation

Where enterprises can finally say yes to agentic AI on proprietary code.



The full picture

The ecosystem at a glance

Safebox

The machine. Hardware-attested, encrypted, measured. Everything runs inside here.

Safebots

EI Workers — intelligent behaviors added to your users and communities. Chat, workflows, code inspection, voice. Governed by M-of-N approval. Deterministic and replayable. Not open-ended AI — reliable, verifiable EI that generates workflows, tools, and capabilities on demand.

Safecloud

The storage. Encrypted, distributed across browser tabs. Nobody can read what they store.

$

Safebux

The currency. Micropayments for workloads, AI inference, process hosting, storage, and the Safebots Store. Users pay. Operators and Drops earn. Developers sell.

🏪

Safebots Store

The marketplace. Apps, workflows, templates, AI models, Safebot skills, plugins, connectors, compliance packs, and datasets — all paid in Safebux. Open source and verifiable: trust math, not a company.

Safenet

The network. Multiple Safeboxes verifying each other, forming a web of provably honest machines.


Safebots Inc
safebots.ai · safebots.org · github.com/Safebots
Greg Magarshak · October 2026