Inventor of Augmented Vertex Block Descent (AVBD), fastest million-rigid-body algorithm
Led physics team @ Roblox
Shipped product-grade embodied physics to millions of users @ Roblox
Led Perception @ Apple
Emrah Adamey
Embodied Robotics Lead
Joins at close
Perception lead @ Apple
Embodied AI @ Bedrock Robotics
Proprioceptive data fusion @ Meta
Team
Industry advisors
The science of open-ended AI meets the business of sports.
Dr. Joel Lehman
Scientist in Residence · AI Research
Research Scientist @ OpenAI
Senior Research Scientist @ Uber AI Labs
Co-inventor of novelty search evolutionary algorithms
Nick Abou Sawan
Growth & Monetization
6+ years @ EA: shipped FIFA Ultimate Team matchmaking
Built EA’s $500M+ Direct-To-Consumer (D2C) monetization platform
Lifted EA’s monetization funnel & engagement +60%
Marie Donoghue
Growth · Sports Media Exec
Chief Business & Growth Officer @ DraftKings
VP, Live Sports @ Amazon
EVP, Global Business & Content Strategy @ ESPN
Scientific Advisors
Academic brain trust in embodied AI
Dr. Tony Zador
NeuroAI
Founder of the NeuroAI field Natural Intelligence · Nature Communications
@ Cold Spring Harbor Labs
Yann LeCun
Co-author
Max Bennett
Evolutionary Intel.
Rich Sutton
Daniel Kahneman
Endorser
Endorser
Dr. Josh Bongard
Embodied Intel.
Founder of the embodied AI field NSF · NASA · DARPA funded @ UVM
Day-One Believers
Early Investors & Backers
Operators who've shipped foundational AI, robotics, and self-driving.
Google Startup Accelerator
2025 AI Cohort
Won Top AI Tier Google Cloud Compute funding
Luc Vincent
Tech Exec · Roboticist · Investor
VP AI / Eng / Product @ Meta
EVP Autonomous Driving @ Lyft Lvl5
Senior Director @ Google
Dr. Dileep George
Entrepreneur · Roboticist · Neuroscientist
Co-founder & CTO @ Vicarious Robotics
acq by @ DeepMind
Head of AI @ Astera Institute
Traction · Agentic World Cup
0 marketing. 0 distribution. 0 prizes.
Top nations · 23 countries
542
signups
23
countries
5K
matches
3
days
100%
organic
No marketing. No distribution. No prizes. We ran out of capacity.
Traction · MENA
MENA is already playing
العالم العربي يلعب بالفعل
6,000
Participants
60%
Conversion
13
MENA countries
🇸🇦Faisal · @Faisal_fantasy1 · X
…انك تشوف الذكاء الاصطناعي يلعب ويطبق افكارك في الملعب شيء تاريخي 😂🔥 حالياً مركزي 4 🔥 كم مركزكم 🤔
Watching the AI play and carry out your ideas on the pitch is something historic 😂🔥 I’m currently 4th 🔥 What’s your rank? 🤔
🇵🇸Player · Instagram DM
منطقة الشرق الاوسط مهووسة بكرة القدم والعابها، فأكد لك نجاح التجربة واللعبة في هذه المنطقة كما ترى احصائيات اللعبة
The Middle East is obsessed with football and its games, so I assure you the game will succeed in this region, as you can see from the game’s statistics.
🇮🇶Player · Instagram DM
لعبتك في مستقبل استمر فيها وراح توصل للعالميه والعراقيين ما حنقصر معاكم
Your game has a future. Keep going and it will reach the world stage, and we Iraqis won’t fall short in supporting you!
Estimated: 6,000 participants split by the country mix of the last two championships. Palestine, Oman and UAE also ranked.
GTM · One sport at a time
Solve sports. One at a time. All the way to physical AGI.
Grow users → monetize → ship the best agents → next sport. Rinse, repeat.
Seed
Solve soccer
•Prize-money leagues & high-frequency competitions, the DraftKings playbook
•Distribution through esports, fantasy & sports media
•Recursive self-improvement + deep, fast physics → the richest physical data
On real robots
Series A
Solve every sport
•Same recipe across rugby, wrestling, MMA, basketball, etc.
•Users scale with every new sport
•Diversity of challenges compounds the data
On real robots
Series B
Solve physical AGI
•The most unique physical dataset on earth: corner cases, open-ended challenges, winning and losing
•The Centurion foundation model
•Physical AGI
Every match deepens the data. Every sport widens it. Every sport solved = physical AGI.
We already have the best embodied soccer agents on the planet. And we haven’t even scaled yet.
LET THE GAMES BEGIN!
Colosseums.AI
Appendix
Overtime
Pilot
The agentic opportunity
Agentic sports: fantasy’s AI-era growth
88× bigger competitor pool
Anyone with a phone and an opinion
5B sports opinions vs 57M fantasy players
60× more frequent games
No schedule. No off-season.
4,320 agentic games a day vs ~73 real games a day
100% league ownership
Your league, your media, your data
vs 0% of the leagues fantasy runs on today
$1.1B in ad savings
Users share their agent’s wins for free
Up to DraftKings’ entire 2025 ad spend
You bring distribution. We bring a new category.
88×: ~5B people engaged with the 2022 World Cup (FIFA) vs ~57M people in the US and Canada who play fantasy sports (FSGA 2025). 60×: one agentic game a minute in each of soccer, football and MMA (4,320 a day) vs ~73 real games a day (~26.5K a year) across every sport DFS offers. 100%: fantasy owns none of the leagues it runs on (NFL teams alone are worth ~$227B; Forbes 2025). $1.1B: DraftKings’ advertising spend in 2025 (FY2025 10-K), the most that free sharing could save. Full math on the next slides.
The math · competitor pool
88× bigger competitor pool
5B
people with strong sports opinions and egos
57M
North Americans who play fantasy
Circles drawn to scale, by area
Ours
5B
sports opinions
VS
Theirs
57M
fantasy players
Our pool
5B people engaged with the 2022 World Cup (FIFA). Anyone with a phone and an opinion can coach an agent, in any language.
Their pool
57M people in the US and Canada who play fantasy (53M + 4.2M, FSGA 2025): the most any one operator draws from.
Five ways to compare
Theirs
Ours
Ours is
Their N. American monthly customers vs our worldwide pool
7.4M
5B
676×
Their N. American fantasy pool vs our worldwide poolwhat we use
57M
5B
88×
Their N. American fantasy + betting pool vs our worldwide pool
90M
5B
55×
Their N. American fantasy pool vs N. American adults with phones
57M
~270M
4.7×
All fantasy players worldwide vs our worldwide poolno single operator
~245M
5B
~20×
Sources: FIFA (World Cup 2022 engagement); FSGA 2025 and 2026 participation research; DraftKings Q2 2026 8-K; Flutter Q2 2026 results; Pew Research 2025 (91% of US adults own a smartphone). Worldwide fantasy figure is a third-party estimate. Like for like: both count everyone reached over a period, not monthly customers.
The math · games
60× more games
One year to scale: each dot is 72 games, each block a day. Real games peak in winter (~100 a day) and thin out in summer (~47).
Ours
4,320
agentic games/ day
VS
Theirs
73
real games / day
Our games
4,320 a day: an agentic game kicks off every minute in each of soccer, football and MMA. A stand-in for on demand: any two coaches can play whenever they want.
Their games
73 a day: every real game DFS can build contests on, across every sport it offers (~26.5K a year).
How the number moves
Ours a day
vs 73
1 sport, a game a minute
1,440
20×
3 sports, a game a minutewhat we use
4,320
60×
3 sports, a game every 10 seconds
25,920
~360×
Where 73 comes from: ~26.5K real games a year / 365. US pro leagues 5.8K · college 6.5K · soccer 4.8K · tennis ~5.5K · esports ~2.5K · UFC, golf, NASCAR, F1 and more 1.3K. Sources: 2025–26 league schedules (regular season + typical playoffs; daily pattern modelled from each season’s dates); DraftKings DFS sports coverage. Tennis, esports and smaller-league counts are estimates. “One game a minute” is our modelling assumption for on-demand play. Like for like: game for game. Tournaments, 50/50s, head-to-heads and leagues stack on top of games on both sides.
The math
How we got the numbers
88× bigger pool
5B / 57M ≈ 88
5B people engaged with the 2022 World Cup (FIFA)
57M North Americans who play fantasy (FSGA 2025)
$1.1B in ad savings
up to $1.12B
DraftKings’ 2025 ad spend (FY2025 10-K)
The ceiling: every shared match is an ad they don’t buy
60× more games
4,320 / 73 ≈ 60
4,320 = 1 agentic game a minute × 1,440 min × 3 sports
73 = ~26.5K real games a year in every DFS sport / 365
100% ownership
100% vs 0%
You own the league: schedule, sponsors, media, data
Fantasy owns 0% of its leagues (NFL teams: ~$227B)
Real games a year DFS runs on
~26.5K
about 73 a day, across every DFS sport
US pro leagues
NFL, NBA, MLB, NHL, WNBA
5,777
College
football + men’s basketball
6,523
Soccer
MLS, Europe, UCL, Liga MX, more
4,846
Tennis
ATP + WTA singles
~5,500
Esports
LoL + CS2 top tier
~2,500
Everything else
UFC, golf, NASCAR, F1, CFL, EuroLeague
1,342
Sources: FIFA; FSGA 2025; DraftKings FY2025 10-K; Forbes NFL valuations 2025 (32 teams × $7.1B avg); 2025–26 league schedules (regular season + typical playoffs). Tennis, esports and smaller-league counts are estimates. Detail for the first and third rows on the previous slides.