Goldman Sachs (TAM) · Mordor/Grand View, ~21% CAGR (SAM). Force is the highest-value, lowest-supply slice.
Scale AI ($29B), Mercor ($10B), Lightwheel. Selling robot data by the hour — force is the slice they can't capture. We add it without recapture.
Physical Intelligence, Figure, NVIDIA, Skild. Force lifts their exact models (+23% over π0). They hold the budget & feel force-blindness most.
Manufacturing, surgery, service robots. Contact-rich by definition; smaller deals, faster pilots, reference logos.
Demand is implied by the science (force improves policies) but unpriced — we validate willingness-to-pay with a paid pilot (see GTM).
Stream in video → get back contact · direction · magnitude, frame by frame. Integrates into any data pipeline. Usage-metered.
We mine un-instrumented manipulation video into a force-labeled corpus and license it. Monetizes the data flywheel directly.
We are a generator, not a broker — we manufacture a brand-new label class from video that already exists.
| company | model |
|---|---|
| Deepgram | per-minute speech API |
| ElevenLabs | $11B val · ~$330M ARR · usage API |
| Specialized AI APIs | $0.50–$5.00 / 1k calls |
Per-frame is novel → expect buyer-education; gross margin modeled on real inference COGS.
| who | approach | vs Sinew |
|---|---|---|
| GelSight · Meta Digit · Sanctuary | tactile hardware | needs a sensor on the robot |
| NVIDIA Cosmos · Lightwheel | synthetic data | sim, not real contact |
| "Feel the Force" (academia) | tactile glove on human | not video; not a product |
| Sinew | force from existing video | software-only · no sensor |
One paid contact-rich pilot with a data factory or FM lab → sets a reference price & proves WTP. Seed an open "force-recovered" sample for inbound.
Sell into the least-commoditized slice (force / contact / failure-recovery) the incumbents can't supply. Ride the privacy/regulation tailwind toward recovered data.
Each engagement feeds the corpus → better model → DaaS deals. Data flywheel = durable advantage.
De-risk the sim2real visual gap; ship the inference API; first design partners.
First paid pilots → reference price; publish open sample; DaaS v1.
Convert pilots to recurring; seed-round-ready revenue & margin.
Honest unknown investors will probe: the sim2real visual gap. We lead on contact + direction; magnitude & render-transfer are exactly what this stage funds.











