The screen traps people.
AI today waits for you to stop living, look down, and type your own context into a rectangle. Most context dies before it ever reaches a model.
AI Humane Technologies — The Master Plan, Part 1
Intelligence, set free.
Intelligence is trapped twice: behind screens for people, inside silos for organisations. We are building the company that frees both — starting with IVA, ending as the reasoning layer for all human work.
- 1 engine
- Consumer, enterprise, developer
- 90%
- Of enterprise data is unstructured — and unproductive
- $1T
- The plan, in public, on a timeline
IVA is Phase 1. The wearable is how we earn the right to build the rest.
What is AI Humane?
AI Humane builds the human-centric intelligence platform — one reasoning engine that sees, hears, remembers, reasons, and acts across your life and your entire enterprise. IVA frees intelligence from the screen. The AI Humane enterprise platform frees it from the silo: every system connected via MCP, every unstructured data source reasoned over, every routine task executed by agents.
Shipped & live now
The engine is already reasoning over the real world.
While IVA is in build, our first product is live in the wild: Universe Monitor — an AI intelligence engine that ingests thousands of live, unstructured signals (news, markets, conflicts, shipping, satellites, energy) and reasons them into one real-time picture. It is the enterprise thesis, proven in the hardest domain there is: the whole planet.
- 6
- Live intelligence dashboards
- 1000s
- Unstructured signals fused in real time
- Live
- Running today at app.aihumane.in
The enemy
The screen and the silo.
The world is drowning in data and starved of understanding. We exist to end two prisons at once.
The silo traps organisations.
Documents, email, chat, meetings, tickets, and video never speak to one another. 90% of what a company knows is unstructured — and today, essentially non-productive.
They are the same problem.
Context is trapped. Whoever untraps it — at the human edge and across the enterprise stack, with permissioned persistent memory — wins the era.
The master plan, part 1
Each phase pays for the next — in cash, data, and trust.
Amazon sold books. Tesla sold a $109,000 Roadster to fund a car for everyone. AI Humane starts on your face and ends inside every system your organisation runs on. One compounding loop, disguised as four products.
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IVA Glass — the beachhead
Ship the wearable that sees, hears, and remembers. A premium, high-intent wedge — monetised twice: hardware margin, then a recurring IVA OS subscription. The winning AI form factor is not another chatbot tab; it is ambient capture freed from the screen.
Funds next: hardware buys the data flywheel — every hour worn produces the permissioned, multimodal context stream that trains IVA OS.
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IVA OS — the personal reasoning OS
A persistent, encrypted personal knowledge graph and autonomous agents that execute — not just answer. Anyone can rent a model. In an era of commodity models, proprietary context is the only durable monopoly.
Funds next: consumers train the reasoning engine that enterprises will pay 100x more to use.
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Enterprise — one engine for your entire stack
Point the same engine at the organisation: connect every system via MCP servers, reason over all unstructured data, deploy agents that execute across the stack. Every new connector compounds value for every customer.
Funds next: enterprise ARR — the most durable revenue in the plan — buys the AGI-era ambient infrastructure.
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The reasoning OS for all human work
One engine serving consumer, enterprise, and developer on a shared, permissioned memory fabric. Developers build agents and connectors on our graph. The last-mover advantage: when the memory and the connective tissue are yours, further entry is pointless.
Funds next: Part 2 of the master plan — published once this foundation is inevitable.
Screens fragmented attention; silos fragmented intelligence. We are the company that reunites both around the human.
The platform
One reasoning engine. Three surfaces.
Consumer, enterprise, and developer are not three products. They are one platform with a shared brain and a permissioned, ever-growing knowledge graph.
Surface 01 — the wedge
IVA Glass
Lightweight smart glasses with camera, microphones, private audio, AR display, and edge-aware sensing. The highest-bandwidth personal capture device ever shipped.
- Sees what you see, hears what you hear
- Lossless, in-the-moment context capture
- Edge-first: sensitive signals processed on-device
Surface 02 — the brain
IVA OS
The operating system for one person's intelligence: multimodal input, autonomous agents, and a persistent knowledge graph in an encrypted vault only you control.
- Voice, vision, documents, and screen context
- Agents that draft, book, brief, and execute
- Memory that compounds — day 300 beats day 1
Surface 03 — the endgame
IVA Cloud + Enterprise
The reasoning layer over an organisation's entire stack: MCP connectors to every system, reasoning over all unstructured data, agents that execute cross-system work.
- MCP servers into docs, email, chat, meetings, tickets, video
- Enterprise controls: SSO, audit, permissioned memory
- Developer APIs and a connector marketplace
Phase 1 is real
IVA: intelligence that arrives before the second question.
IVA removes the single most expensive step in every AI interaction today — the human manually typing in their own context. See, reason, act: hands-free, in the moment, with memory.
See
Detect signs, documents, people, products, environments, and live context.
Reason
Synthesize current knowledge, private memory, and the user's intent.
Act
Draft follow-ups, brief meetings, translate, navigate, and execute workflows.
The endgame
Claude Enterprise for your entire stack.
IVA Cloud connects to all of an organisation's systems through Model Context Protocol servers, reasons over all of its unstructured data, and runs autonomous agents that don't just generate insight — they execute work.
Connect everything
One MCP layer into email, documents, chat, meetings, tickets, CRMs, ERPs, images, and video. Built once, reused by every customer.
Reason over the 90%
The unstructured majority of enterprise knowledge — the meeting that never got minuted, the reasoning behind the ticket — becomes queryable, connected, and productive.
Agents that execute
Close the ticket. File the report. Run the workflow. Cross-system execution governed by a permissioned organisational knowledge graph, with audit trails.
Memory that cannot be ripped out
Once an organisation's institutional memory and agent workflows live in IVA, switching means forgetting everything the company has learned.
The secret
"What important truth do very few people agree with you on?"
The screen is a temporary accident of computing — and the entire enterprise-software industry is built on that accident. Everyone competes to build better rectangles. We believe intelligence is about to leave the screen entirely and live at the human edge; and the company that frees intelligence from the screen for individuals is the same company that will free it from the silos for enterprises. Most people think consumer wearables and enterprise intelligence are two different businesses. They're one business. That disagreement is exactly the room we have to build a monopoly before anyone accepts it's a category.
Why 10x, not 10%
Screen-bound AI reasons over what a human bothered to type. IVA captures near-100% of lived context, at zero friction, with compounding memory. More signal × zero friction × memory is orders of magnitude — and it's architectural. You cannot bolt ambient capture onto a chat product.
Why last mover wins
Model labs build engines; SaaS incumbents wrap their own silo. Neither can own the connective tissue. The durable monopoly is the layer everything routes through: the MCP connector graph plus the non-portable memory of the whole enterprise. The last mover makes further entry pointless.
The roadmap
Six phases. Ten years. One metric per phase.
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2025–2026
The Wedge — IVA Ships
IVA Glass + IVA OS: ambient glasses backed by a personal encrypted knowledge graph and the first MCP connectors (calendar, email, notes, Slack).
Proof: 10,000 daily-active wearers, >60% D30 retention, >2 hrs/day ambient capture.
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2026–2027
The Second Brain
IVA Cloud reasoning engine + personal agents that act — draft replies, book, summarize meetings live — over a permissioned memory vault.
Proof: 100K DAU, >5 agent-completed actions/user/week, $10M ARR.
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2027–2029
Into the Enterprise
IVA OS becomes the reasoning layer over an organisation's unstructured data via a fleet of MCP connectors — with SSO, audit, and enterprise controls.
Proof: 100 enterprise logos, 50+ live MCP connectors, $100M ARR at >130% NRR.
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2029–2032
Agents That Execute
An autonomous multi-agent workforce completing cross-system enterprise tasks end-to-end, governed by the permissioned org knowledge graph.
Proof: 1,000 enterprises, >30% of routine knowledge tasks executed autonomously, $1B ARR.
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2032–2035
The Platform & Marketplace
Developer APIs plus an MCP connector and agent marketplace — every third-party connector makes every customer's IVA smarter.
Proof: 10,000+ third-party connectors/agents, 1M+ developers, $10B ARR.
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2035+
Ambient Everywhere
The human-centric intelligence OS: IVA as the default interface between people and all machines — consumer, enterprise, developer — one engine, edge-first, privacy by design.
Proof: 100M+ people on IVA, >50% of the Fortune 500 — trajectory to a $1T valuation.
The flywheel
Data begets reasoning begets adoption begets connectors begets more data.
- 01
Ambient + enterprise capture
IVA Glass captures lived human context; MCP connectors ingest the enterprise substrate. Two streams no incumbent holds together.
- 02
Proprietary context graph
Capture fuses into a permissioned personal-and-organisational knowledge graph — multimodal, temporal, outcome-labeled.
- 03
Better reasoning, reliable agents
Grounded retrieval and outcome labels make agents succeed where competitors are still guessing.
- 04
Deeper trust and permissions
Reliable agents earn more scope: more hours worn, more systems connected, higher-stakes tasks delegated.
- 05
More connectors, more builders
Every connector built is reused by all customers and invites developers to build agents on IVA Cloud APIs.
- 06
The loop tightens
A more capable IVA pulls in the next cohort at lower CAC — and step one starts again, bigger.
Every glance captured and every system connected trains the same engine — so IVA doesn't just grow with scale, it compounds intelligence, and the distance to everyone else widens by the day.
The moats
Four monopoly traits, assembled at once.
Proprietary technology
The full ambient stack — edge-first multimodal capture fused into a permissioned knowledge graph with an encrypted vault, wired to any system through MCP. Privacy at the point of capture cannot be retrofitted by cloud-chat incumbents.
Network effects
Two compounding graphs: every MCP connector upgrades every customer instantly, and every organisation's memory deepens daily and is non-portable. More connectors → more customers → more connectors.
Economies of scale
One engine amortised across consumer, enterprise, and developer. Edge-first architecture pushes cost onto the device; marginal cloud cost falls as the fleet grows. Fixed cost high, marginal cost falling, quality rising with volume.
Brand = trust
"AI Humane" — intelligence that serves the person, captured with consent, remembered in a vault they control. In ambient AI, trust is not marketing. It is the license to capture the 90% at all.
The math
A trillion dollars is arithmetic, not adjectives.
The software TAM is a rounding error next to the labor and lost-intelligence pool. We are not selling seats — we are selling executed knowledge work.
L1 · The wedge$80–120B by 2032
AI smart glasses and wearable compute. Not the prize — the Trojan horse. Distribution plus the data-flywheel entry point.
L2 · The battlefield$400–600B by 2032
Enterprise AI copilots and agent platforms. We enter as one engine over the whole stack — not another siloed chatbot.
L3 · The prize$12–15T addressable
The cost of knowledge work itself: $40–50T/yr in global knowledge-worker payroll, with 80–90% of enterprise data unstructured and non-productive. Capturing 1% of the addressable pool as agent-task revenue is a $120–150B/yr business.
$1M2026
IVA design partners in industrial & field service
$25M2028
IVA Cloud opens; land-and-expand, ~150 enterprises
$250M2030
Connector marketplace + per-agent-task billing
$3B2032
~8,000 enterprises + 10M consumer subscribers
$25B2035
Agents billed like labor, not seats
$100B+2038–40
Majority usage/outcome revenue, priced against labor
The arithmetic to ~$1T
- Enterprise engine ≈ $90–100B/yr. 50,000 enterprises × 2,000 active users × $40/user/mo ≈ $48B in seats; agent-execution usage adds ~$40–50B. Sanity check: 50K is under 3% of the world's organisations with 250+ employees.
- Consumer engine ≈ $50B/yr. 150M subscribers × $25/mo ≈ $45B, plus ~$7B hardware margin on ~60M units/yr. 150M is Apple-Watch-class adoption over a decade.
- Developer engine ≈ $10–15B/yr. Reasoning APIs and marketplace take-rate — the AWS-style tax on everyone building on the human-centric layer.
≈ $150B ARR at scale · discount for execution risk · ~8× forward revenue ≈ $1 trillion. The multiplication — not any single line — is what clears it.
Forward-looking targets from the AI Humane master plan. Market sizing is directional, combining internal modelling with public market reporting.
Privacy by design
Trust is the license to capture the 90%.
Edge-first processing — sensitive signals handled on-device, not in someone else's cloud.
Encrypted vault — your memory is yours; the user, never us, holds the keys.
Granular permissions — you control what IVA can see, hear, store, share, and do.
Enterprise governance — SSO, audit trails, fleet controls, and permissioned organisational memory.
Founder
Built by a deep tech GTM operator.
AI Humane is led by Shivashish Borah, a Perplexity AI Business Fellow with enterprise robotics GTM experience and a track record selling autonomous systems into demanding industrial environments — the exact motion Phase 1's enterprise design partners require.
FAQ
Answers for buyers, investors, and early adopters.
What is AI Humane in one sentence?
AI Humane builds the human-centric intelligence platform: one reasoning engine that sees, hears, remembers, reasons, and acts across your life and your entire enterprise.
Is AI Humane a smart glasses company?
No. IVA Glass is Phase 1 — the wedge that earns proprietary human context and funds what follows. The endgame is the enterprise reasoning layer: one engine connected to every system via MCP servers, reasoning over all unstructured data, executing work with autonomous agents.
What exactly is the enterprise product?
Conceptually, "Claude Enterprise for your entire stack": IVA Cloud connects to your systems through Model Context Protocol servers, reasons over documents, email, chat, meetings, tickets, images and video, and deploys permissioned agents that execute cross-system tasks — with SSO, audit, and enterprise controls.
Why will you win against model labs and SaaS incumbents?
Model labs build engines that are commoditising; SaaS incumbents wrap AI around a single silo. The durable position is the connective tissue: the MCP connector graph plus each organisation's non-portable, ever-deepening memory. Once your institutional memory lives in IVA, ripping it out means forgetting what your company has learned.
How does AI Humane get to a trillion dollars?
Three engines on one reasoning core: enterprise seats + agent execution (~$90–100B/yr), consumer hardware + subscriptions (~$50B/yr), and developer APIs + marketplace (~$10–15B/yr) — roughly $150B ARR at scale, at ~8× forward revenue. See the math above.
How do I join?
Email shivashish@aihumane.in with your role and use case — consumer, enterprise pilot, investor, or developer.
The master plan is public
The screen was never the future. You are.
Join the early list for IVA Glass, enterprise pilots, developer access, and investor updates — and watch the plan execute, phase by phase.