01 / 9
One Earth Rising
For Amy Wu Martin · The Menlo Anthology Fund

Claude-native
consumer AI for gaming.

S.A.G.E. is the AI companion for every game a player owns. Underneath it: a patent-defended cross-game identity layer that makes the companion defensible, and a BYOK gateway that routes every reasoning query to Claude. We are the distribution channel that brings Claude into the $200B consumer gaming category - at zero acquisition cost to Anthropic.

ONE EARTH RISING // PRE-SEED · JULY 2026 // CONFIDENTIAL
02 / 9
One Earth Rising
The reframe

Consumer AI is broken. Gaming is where it gets fixed.

Every consumer AI app is on a collision course with its own gross margin - and gaming is the largest consumer entertainment category on earth with no AI-native winner. The team that fixes the economics owns the category. We fixed the economics, and we route the hard queries to Claude.

$
The Variable Compute Trap kills consumer AI. Every free query costs the developer. Engagement becomes liability. This structure has killed every consumer AI app that scaled without cost-recovery architecture - and it's why the category has no winner yet.
3.2B
Gaming is the biggest consumer AI market nobody owns. 3.2 billion gamers, a $200B+ category. Google's Sidekick validates the demand - but it's locked inside Play. PlayStation, Xbox, Steam, Epic, and iOS are an open field for a neutral layer.
Ø
No player-owned assets anywhere. Achievements and stats are not ownership. Players cannot carry their identity, characters, or progression across games. That layer doesn't exist - and patent law says it's ours to build.
IP
No transmedia activation layer. Sega, Ubisoft, Bandai, Valiant need IP to travel across games and into CPG activations. No platform serves this. We do - it's already shipping with Final Boss Sour on Walmart shelves.
03 / 9
One Earth Rising
The wedge

We own the file format that connects every game.

An issued U.S. patent on a PNG container that holds a player's full identity - characters, history, progression - readable by any engine on any platform (we call these OGAs, or Ownable Game Assets). This is what makes the AI defensible: S.A.G.E. knows what the player owns because the identity layer is ours.

  • Engine-agnostic. Works in Unity, Unreal, and every other major engine. Simple integration that doesn't change the developer's flow.
  • Complementary to Play. Asset interoperability across PlayStation, Xbox, Steam, and Epic requires an open layer that lives outside any single platform.
  • Patented defensibility. Issued, not pending. Years of head-start before anyone routes around it.
[ PATENT_STATUS ]
ISSUED
US Patent · March 22, 2026
One file. Every engine. Player-owned.
04 / 9
One Earth Rising
The business

OGA Account. The identity that travels.

A single account holding every character a player owns across the games they play. We sell UA to game developers, Portal Passes and OGAs to gamers, and transmedia activation to IP and CPG brands. Already shipping at oga.oneearthrising.com, with PSN integration live. 170,000 user accounts already created!

[ FOR PLAYERS ]
One identity.
Many games.
Across PC, console, and mobile
Characters, history, progression - they belong to the player. When a game shuts down, the player keeps their assets. When a new game launches, their identity is already there.
  • Live consumer app
  • PSN OAuth integration
  • Sony Soneium settlement
Soneium
[ FOR GAMES ]
New UA channel.
Compound retention.
Solving discoverability for games.
Players walk in with identity, assets, and IP they already love - a new acquisition channel for developers, powered by IP cameos that scale. A new UA channel that traditional ads can't replicate. Retention compounds because the player has continuity. Stop reacquiring. Start compounding.
  • Ubisoft (M&M Fates) confirmed
  • Sega Sonic - pilot in dialog
  • Xsolla activation in scoping
Xsolla
[ FOR BRANDS ]
IP that activates
everywhere.
Transmedia licensing layer
Scan a QR code on a cereal box. Watch an episode on Netflix. Visit a showroom. Each unlocks the same character across every game. The Portal Pass replaces the Battle Pass.
  • Final Boss Sour - shipping at Walmart
  • Valiant Comics pilot
  • Hakuhodo Key3 pipeline
Walmart Final Boss Sour Valiant
05 / 9
One Earth Rising
sage.oneearthrising.com / live
↓ CLICK TO ROUTE THE QUERY ↓
ATHENA ROUTER → GEMINI FLASH · UTILITY TIER
ROUTING: fact lookup · single-step retrieval · cheapest tokens win
PLAYER · IN-GAME QUERY
"Where do I find the Western Spear shard? I've been wandering Pheronia for an hour."
SAGE · VOICE RESPONSE
"You'll want to head to the cliffs north of the Karil Tower. There's a hidden cave entrance behind the waterfall - bring a torch. Two creators have walkthroughs that show the exact spot if you want a visual."
[ KNOWLEDGE KEEPERS CREDITED THIS QUERY ]
@AshenWolfGaming · YouTube + $0.012
@PheroniaExplorer · YouTube + $0.008
ATHENA ROUTER → CLAUDE SONNET · REASONING TIER
ROUTING: multi-step analysis · player history context · coaching plan
PLAYER · IN-GAME QUERY
"I keep losing lane pressure mid-game. Look at my last three matches - what should I change?"
SAGE · VOICE RESPONSE
"Across your last three matches you're over-rotating after the first dodge read - you burn your side dash early, then get cornered on recovery. Hold the dash until their second jump and swap your heavy opener for the neutral poke. Your record against grounded fighters says that one change matters most."
[ REASONING-TIER QUERY · USER-FUNDED VIA BYOK ]
Multi-step coaching · long-context match history CLAUDE
18% of production queries classify here today MEASURED
The product - the consumer-facing AI in our stack

S.A.G.E.
in action.

Self-Appointed Gaming Expert

An AI companion that knows what the player owns, what they're playing, and what they're stuck on. Voice-first. In-game. Cross-game. The A.T.H.E.N.A. router is live in production - click both query types to watch it route.

  • 01 Player asks S.A.G.E. a question by voice, in any game.
  • 02 A.T.H.E.N.A. classifies the query. Lookups route to Gemini Flash. Reasoning routes to Claude.
  • 03 Voice response in real time. Attribution is logged to source creators. Usage metered on the user's own key.
06 / 9
One Earth Rising
The strategic thesis

Zero-CAC Claude distribution into a $200B category.

Every S.A.G.E. user is silently provisioned with their own API credentials through our BYOK gateway - invisible to the consumer, metered by us. Queries run on the user's tokens, not ours: 85-95% gross margin, burn multiple under 1.0x. And every reasoning-tier query routes to Claude. Each user we acquire is a Claude API consumer Anthropic didn't have to acquire.

[ 01 · THE PROBLEM ]
Variable
Compute Trap
Why most consumer AI breaks
Every query costs the developer. Free users compound losses. Engagement becomes liability. The economic structure that has killed every consumer AI app launched without cost-recovery architecture.
  • ~$280K/mo burn at 250K DAU
  • Margin compresses to zero at scale
  • Ad yield can't close the gap
[ 02 · OUR ARCHITECTURE ]
Bring Your
Own Key
85-95% gross margin from day one
Every S.A.G.E. user holds their own API credentials. Queries run on their tokens, not ours. OER operates the gateway, meters usage, and earns 5-10% on token pass-through. The free tier is a trial, not a perpetual subsidy.
  • Gateway live - usage ledger metering every request
  • BYOK invisible to consumers
  • Burn multiple under 1.0x
[ 03 · THE CLAUDE CONSEQUENCE ]
Claude owns the
reasoning tier
Shipping architecture, not a roadmap
Gemini Flash wins the cost tier - cheap lookups. Claude wins the reasoning tier - multi-step coaching, lore continuity, long-context companion memory. The router is in production today: 18% of live queries already classify as reasoning-tier. That's the Claude share - measured, not projected.
  • 82/18 utility/reasoning split - measured
  • A.T.H.E.N.A. router live in production
  • User-funded via BYOK - zero subsidy
07 / 9
One Earth Rising
The distribution strategy

Free SDK, paid platform. Creators get paid to make it work.

Developers adopt for free. Creators are compensated directly. Both sides of the flywheel are already turning.

[ 01 · TOOL ]
Drop-in Unity SDK
Free for developers, forever
Any Unity developer adds S.A.G.E. with a single plugin — a voice-first AI companion, shipped instantly. An OGA is the container format underneath: one PNG that carries a character's optimized model, textures, and rig for every game it travels to, so integration is a drop-in, not a conversion project.
[ 02 · FLYWHEEL ]
Riot's original playbook
Developers, then players
Developers ship S.A.G.E. free. Players get cross-game AI. We build a player base to distribute OGAs and sell OGA traffic back into integrated games — free tool, paid platform, live operations as the moat.
[ 03 · CONTENT ]
Knowledge Keepers
Paid, licensed, revocable
We pay creators every time their expertise answers a real player question — pay-per-citation, not a hidden growth hack. It's also our cleanest legal position: content is licensed and attributed, not scraped, while competitors litigate fair use. Creator income and legal defensibility, from the same mechanism.
08 / 9
One Earth Rising
Why now, and what's already true

Already shipping. The tailwinds made it possible.

We're raising to accelerate, not to start.

[ 01 ]
Google
validated it
Since September 2025, Google has shipped Sidekick, Gamer Profile, Leagues, Play Games on PC. The category is real — but locked inside Play. The open, cross-game layer still has to exist.
[ 02 ]
Patent
issued
Defensibility exists today, not pending. Competitors cannot route around it.
[ 03 ]
Inference cost
inverted
Reasoning-tier inference pricing has collapsed enough to make consumer-scale Claude queries economical - both tiers of the stack finally work at consumer scale.
[ 04 ]
UA economics
collapse
Mobile ad tracking broke down after Apple ATT and Google's Privacy Sandbox. Publishers need new acquisition channels, and OGA is one.
170,000+
OGA accounts created
30%
conversion from SDK/game integrations
into an opened OGA account

WHAT'S SHIPPING

  • OGA consumer app live with full character ownership and PSN sign-in
  • S.A.G.E. operational — voice, full RAG pipeline, A.T.H.E.N.A. per-query model router live in production
  • O.R.A.C.L.E. ingestion proven — Crimson Desert at ~$1.18 total cost
  • Issued U.S. patent (March 22, 2026) on PNG container format
  • Unity SDK in active development — next quarter shipping

WHO'S COMMITTED

  • Final Boss Sour — OGA-powered candy already on Walmart shelves nationwide
  • M&M Fates (Ubisoft) — first confirmed game partner, technical package delivered
  • SEGA Transmedia — Sonic / Gamescom dialog underway
  • Sony / Soneium — on-chain settlement integration in progress
  • Valiant Comics — IP pipeline active
[ ACTIVE PIPELINE ]
WALMART UBISOFT SEGA SONY XSOLLA EPIC GAMES SHRAPNEL BRAWLHALLA
09 / 9
One Earth Rising
The ask
$500K
PRE-SEED SAFE · $10M CAP · VIA THE ANTHOLOGY FUND

$500K pre-seed now. $5M seed follows the proof. We're seeking this pre-seed through Anthology, with Menlo positioned to lead the seed round once we've built more proof.

OER hits four of the fund's five focus areas - Claude-advancing infrastructure (the BYOK gateway), consumer AI with the model at the core (S.A.G.E.), a novel application (cross-game identity), and societal benefit (creator income through Knowledge Keepers).

THE 5-YEAR VISION

Google Sidekick lives in one platform - we live across all of them.

Every player carries their identity, their assets, and an AI that reasons with Claude - wherever they play. The patent is the wedge. The gateway is the engine. Claude is the reasoning tier.

  • Claude co-design - direct access to Anthropic engineering and dedicated developer relations for the reasoning-tier integration
  • Demo day surface - biannual demo days to put the S.A.G.E.-on-Claude story in front of the ecosystem
  • Amy Wu Martin - the one partner at the intersection of consumer, gaming, and AI - now with Anthropic alongside her
JAN ROESSNER
CEO · One Earth Rising P.B.C.
jan@oneearthrising.com
oneearthrising.com
SYSTEM STATUS: SHIPPING
PRE-SEED // OPEN
JULY 2026
← → arrow keys · P for notes · F for fullscreen
PRESENTER NOTES SLIDE 01