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One Earth Rising
For Jon Silber · Google AI Futures Fund

Sidekick
for the rest of us.

Since September 2025, Google has set the direction for the future of gaming with the Play ecosystem - Sidekick, Gamer Profile, Leagues, Play Games on PC. We're building the same vision for the rest of the market: the players, games, and platforms that sit outside Play. Sidekick for the rest of us.

ONE EARTH RISING // SEED ROUND · MAY 2026 // CONFIDENTIAL
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One Earth Rising
The reframe

Google proved the category.

Since September 2025, Google has been validating the entire OGA thesis: cross-game identity, in-game AI, creator-driven knowledge, multiplatform play. Inside Play, Google sets the standard. Outside Play - across consoles, iOS, Steam, Epic, and IP - the same vision is better built by an independent.

Play
Google's gaming work lives inside Play. Sidekick, Gamer Profile, Leagues - all require games downloaded from Google Play. The biggest gaming platforms (PlayStation, Xbox, Nintendo, Steam, Epic) sit entirely outside it. That's where we live.
iOS
Mobile gaming on iOS is better built by an independent. Apple's platform represents half the high-value mobile market. A neutral cross-game identity layer travels there in ways a first-party Play extension never could.
Ø
No player-owned assets. Play tracks achievements and stats. It does not give players ownership of characters, identity, or progression. That's the layer underneath that doesn't exist yet.
IP
No transmedia activation layer. Brands and IP holders (Sega, Ubisoft, Bandai, Valiant) need a way to move IP across games, not just curate Play content. That's what we're building.
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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.

  • 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.
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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.

[ 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
[ FOR GAMES ]
New UA channel.
Compound retention.
New UA channel. Compound retention.
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
[ 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
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One Earth Rising
sage.oneearthrising.com / crimson_desert / live
SAGE · ONLINE · GEMINI 2.0 FLASH
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
The tool - the only 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. Running on Gemini and Vertex AI today.

  • 01 Player asks S.A.G.E. a question by voice, in any game.
  • 02 Gemini Flash retrieves the right knowledge - context-aware to the player's OGA inventory.
  • 03 Voice response delivered in real time. Attribution is logged to source creators.
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One Earth Rising
The unit economics

Bring Your Own Key. Every player is a Gemini DAU.

Most consumer AI dies inside the Variable Compute Trap. We engineered our way out of it. Every S.A.G.E. user creates their own Gemini account on Vertex AI - their tokens, their queries, their bill. OER operates the gateway and earns 5-10% on pass-through. Engagement becomes revenue, not cost.

[ 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 Gemini 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 architecture, Phase 0 shipping
  • BYOK invisible to consumers
  • Burn multiple under 1.0x
[ 03 · GOOGLE OUTCOME ]
Every player
is a Gemini DAU
Our growth is your consumption
Every S.A.G.E. signup is a new Gemini account on Vertex AI. Every query bills Google directly. We're not competing with Google for tokens - we're delivering Gemini users in a category Google's own apps don't reach.
  • Vertex AI committed as primary
  • Gaming-category consented data
  • Co-marketing: "powered by Gemini"
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One Earth Rising
The distribution strategy

S.A.G.E. is free. OGA is the business.

We're shipping S.A.G.E. as a free Unity SDK. Any developer drops in a plugin and their game has a voice-first AI companion. That's how we solve the chicken-and-egg.

[ 01 · TOOL ]
Drop-in Unity SDK
Free for developers, forever
Any Unity developer adds S.A.G.E. with a single plugin. Voice-first AI companion shipped instantly. Works whether the game opts into OGA or not.
  • Unity-first, Unreal next
  • Documentation upload backend
  • Knowledge Keeper outreach included
[ 02 · WEDGE ]
Adoption flywheel
Developers, then players
Developers ship S.A.G.E. for free. Players experience cross-game AI. We build a player base to distribute OGAs and sell OGA traffic back into integrated games. The SDK is the wedge.
  • Solves both sides of the market
  • Free tool, paid platform
  • Comixology playbook applied to games
[ 03 · BUSINESS ]
OGA monetization
Three customer types, one platform
UA solutions to game developers (largest near-term TAM). Portal Passes and OGAs to gamers. Transmedia activation to IP holders and CPG brands. Three customer types billing into the same identity layer.
  • Game devs: per-acquisition UA pricing
  • Gamers: Portal Passes, OGA sales
  • Brands: licensed transmedia activations
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One Earth Rising
KNOWLEDGE
KEEPERS
CREATORS
YouTube
License content
Earn perpetual
PLAYERS
In-Game
Ask questions
Stay engaged
PUBLISHERS
Studios
Pay for UA
Retention up
Underneath S.A.G.E. - internal infrastructure

Creator expertise that compounds.

O.R.A.C.L.E. - Observation, Research & Analytical Competitive Learning Engine

Every S.A.G.E. answer is sourced from licensed creator content via O.R.A.C.L.E., our ingestion pipeline that turns YouTube walkthroughs and creator content into structured game knowledge. Players never see it. Creators get paid every time their expertise answers a question.

  • 01 Perpetual revenue - creators earn per query, across thousands of games and millions of players.
  • 02 Zero cannibalization - drives discovery back to their channel.
  • 03 Full control - license what they want, withdraw anytime.
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One Earth Rising
Why now

Five tailwinds converging in 2026.

Each independent. All five hit at once.

[ 01 ]
Google
validated it
Since September 2025, Google has shipped Sidekick, Gamer Profile, Leagues, Play Games on PC. The cross-game category is real. Eight months of validation. Now the open layer needs to exist.
[ 02 ]
Patent
issued
Defensibility exists today, not pending. Competitors cannot route around it.
[ 03 ]
Gemini Flash
economics
~$1.18 to ingest a full game's knowledge corpus. The supply side finally works.
[ 04 ]
Sony Soneium
launch
Settlement layer collapses regulatory and consumer-perception barriers.
[ 05 ]
UA economics
collapse
Mobile ad tracking collapsed after Apple ATT and Google's Privacy Sandbox. The traditional UA playbook is broken. Publishers need new acquisition channels.
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One Earth Rising
Traction

Already shipping. Already on shelves.

The flywheel is turning. We're raising to accelerate, not to start.

WHAT'S SHIPPING

  • OGA consumer app live with full character ownership and PSN sign-in
  • S.A.G.E. operational with voice response, Gemini Flash 2.0, full RAG pipeline
  • 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, Hakuhodo Key3 - IP pipeline active
[ ACTIVE PIPELINE ]
WALMART UBISOFT SEGA SONY XSOLLA EPIC GAMES SHRAPNEL BRAWLHALLA
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One Earth Rising
The numbers

$5M raise. $25M post-money.

Seed Raise
$5M
$25M post-money · 20% dilution · 30-36 month runway
Headcount Y5
88
AI-augmented · 54 roles replaced by AI
Revenue Y5
$93.7M
5 revenue streams · $2.2B GMV processed
First Cash-Positive Year
Y3
net +$7.7M w/ Quebec rebate · no follow-on required
[ PROJECTED REVENUE - 5-YEAR PRO FORMA ]
$0 $25M $50M $75M $100M Y1 $0.7M Y2 $5.8M Y3 $20.1M Y4 $46.7M Y5 $93.7M CASH POSITIVE →
$18.7M
5-Year OpEx Savings
AI-augmented operations vs. traditional headcount. We're the case study, not just the pitch.
$1.18
Cost to Ingest a Full Game
O.R.A.C.L.E. on Gemini Flash 2.0 - the supply-side moat for the Knowledge Keeper economy.
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One Earth Rising
The ask
$5M
SEED ROUND · $25M POST-MONEY · STRATEGIC LEAD SOUGHT

We're seeking a $1.5–2M strategic lead check from the AI Futures Fund. Co-investors are warm and waiting.

Google doesn't need another gaming bet. Google needs proof that AI-native consumer companies can be built on its stack at scale - companies that drive Gemini consumption while creating economic surfaces Google's own products can't reach.

Google's Play overhaul reaches Play-installed games. We reach every game on every platform. That is exactly what we are.

WHAT GOOGLE BRINGS

More than capital - strategic anchor.
  • Vertex AI rate card - preferred pricing for the first 24 months of scale
  • Early Gemini tier access - long-context, on-device, Flash Lite pricing bands
  • Co-marketing alignment - "S.A.G.E., powered by Gemini on Vertex AI" as a public launch asset
  • Capital aligned with partnership - strategic check, not purely financial, reinforcing the Vertex commitment
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One Earth Rising
THE 5-YEAR VISION
Sidekick lives in one platform.
We live across all of them.
Every player carries their identity, their AI, and their assets - wherever they play.
Google's models are the brain. OGA is the body.

Let's partner from the start.

JAN ROESSNER
CEO · One Earth Rising P.B.C.
jan@oneearthrising.com
oneearthrising.com
SYSTEM STATUS: SHIPPING
SEED ROUND // OPEN
MAY 2026
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PRESENTER NOTES SLIDE 01