Cluster 02
Underserved layers
Limited competition, substantial latent demand, and the structure of an infrastructure layer rather than an application. Strategically the more significant half: layers are what endure over a five-to-ten-year horizon.
6 programmes
AEI
Agent Economy Infrastructure
Settlement infrastructure for agent-to-agent transactions.
AICOPay solves bounded spending for one agent and one person. The general problem is a network: discovery, delegation, settlement and dispute resolution between autonomous parties. The prize here is a standard, not an application.
Moat · Standard + network effects
TVL
Trust & Verification Layer
Authenticity in a world of cheap synthesis.
Human-or-machine attestation, anti-voice-cloning, provenance of media and of claims — delivered as a layer other products embed rather than a destination anyone visits. Already surfacing inside AICO's conversations and VITRIUM's wall labels.
Moat · Trust + regulatory alignment
CET
Care Economy Technology
Demographic change is the market.
Eldercare technology that treats the family as the unit rather than the patient record: a single agent extended across people caring for one another, with certification requirements addressed from the outset rather than retrofitted.
Moat · Demographics + certification
PMV
Personal Memory Vault
Neutral custody for personal context.
Sovereign, encrypted, portable personal memory, and the commerce model that follows from it: on-device matching in which the agent is aligned with the individual and the revenue share accrues to them rather than to an advertiser. Feeds directly into Core Memory.
Moat · Neutrality + portability
ALA
AI Liability & Audit
Accountability for autonomous decisions.
Audit and insurance for autonomous systems: what an agent did, under whose authority, and who bears the loss when the decision was wrong. Regulatory standing is the defensible position, and MEXUM's expert sign-off model is the first operating instance of the pattern.
Moat · Regulatory status
PWD
Physical World Data
Robot foundation models are constrained by the scarcity of real-world data.
Capturing manipulation and navigation data from robots operating in the world, structured for training. Every Embodied Agent OS deployment is a potential collection point, which makes the data moat a consequence of the product rather than a separate business.
Moat · Data accumulation