01 · Executive dashboard
What management needs to decide
The architecture is compelling. The company-building question is whether PeltBeam can close the deployed proof stack, convert three repeatable lighthouse patterns, and add enough software to scale through partners.
Close proof before broadening claims
M1a, M1b, MAC-1 and DESENSE-1 are the immediate value-creation sequence. External language should remain bounded by the weakest open gate.
Use a two-engine commercialization plan
Run a reference factory for fast OTA evidence while pursuing industrial revenue through integrators and OEMs rather than founder-led direct selling alone.
Make software an attach layer, not a premature platform
Ship transport-plus-edge packages first. Build runtime, APIs, observability and lifecycle tools only where customers and partners pay for them.
02 · System and proof
Show the architecture—and the evidence boundary
The strongest presentation is one picture for the customer workflow, one ledger for what is credible now, and one gate roadmap for what turns into sellable proof next.
Credible now
Not yet safe to claim
Validation-gate registry
| Gate | Capability | Status | Commercial unlock | Timing |
|---|
03 · Commercial portfolio
Separate proof wedges, revenue beachheads and growth options
This eliminates the common mistake of ranking a horizontal workload such as sensor-to-edge-GPU transport in the same list as vertical markets without showing how they relate.
Opportunity landscape
Commercial attractiveness vs evidence readiness
Top right-to-win opportunities
100-point model; use as prioritization, not forecast
04 · Application explorer
55 applications, shown by commercial readiness
The original strategic status is preserved, but the presentation now elevates gating: a high-scoring market cannot appear “GO” when its critical technical dependency remains open.
05 · AI data communications
Position PeltBeam in the missing middle
PeltBeam is the transport and local-execution layer between physical sensors and edge compute. It is not a GPU interconnect and should never be benchmarked against NVLink, InfiniBand or 800GbE fabrics.
06 · Market and revenue model
Use four numbers—each with a different job
The visual structure below prevents TAM, annual serviceable revenue and PeltBeam revenue from being presented as interchangeable quantities.
Broad category context
Top-down counted TAM vs prior v4 pool
Annual invoiceable serviceable pool
Low / base / high scenario
PeltBeam revenue model
Model output with management interpretation
2030 bottom-up slices
Largest annual serviceable clusters
07 · Competitive positioning
Win the intersection, not every category
The strongest competitive story is a job-to-be-done comparison. Fiber, private 5G, Wi-Fi, tactical MANET, microwave and LEO each win somewhere; PeltBeam fills the missing middle for private outdoor machine data.
| Technology class | Deterministic service | Full-duplex multi-hop | Per-node edge compute | Rapid no-trench economics | Where it wins / PeltBeam posture |
|---|
Counter-moves and strategic response
08 · Company-building roadmap
Proof first. Software attach second. Scale third.
Each phase has an explicit commercial unlock. The roadmap is designed to avoid building a generalized edge platform before the transport product earns repeatable customer pull.
Lock truth and test plans
Freeze claim governance, correct the gate registry, finalize M1a/M1b/MAC-1/DESENSE-1 protocols and choose three instrumented lighthouse patterns.
Generate proof that sells
Run perimeter, depot-offload and reference-factory deployments with buyer-visible KPIs, logs and deployment economics.
Package the attach layer
Release observability, workload manifests, signed model/update flow, northbound APIs v1 and repeatable vertical SKU documentation.
Scale through partners
Convert references into multi-site expansions, add two integrator/OEM channels and enter ports after the relevant deployed proof closes.
09 · Method and sources
Keep diligence one click away
The explorer is designed for progressive disclosure: executive conclusions first; assumptions, sources and application detail available without crowding the main story.