Investor brief · 2026

The deck

The full investor brief — the shift, the market, the moat, and the ask. Read it right here or take it with you.

Investor Brief · 202601 / 14
Sovereign IP Protection · Powered by DNA-Vault
Ae9isTheatre

Own the rights layer of AI cinema

The rights vault for AI cinema — seal original IP, lease assets fairly, fund producers, defend every frame.

The Shift02 / 14

AI cinema isn't coming. It's already shipping.

Generation quality crossed the line. Capital, tools, and law are all moving — but ownership infrastructure is still missing.

Film production set
2026
Production grade

Multi-minute, character-consistent AI film is no longer a demo — creators and studios are shipping with it.

Digital protection
NO FAKES
Federal liability

Likeness rights and platform exposure are becoming federal questions — consent and provenance stop being optional.

Cinema camera
Make ≠ own
The gap

Tools generate footage. Almost none seal ownership, consent, leases, or clear monthly creator payouts.

Abstract vault gold
15–20%
Aligned take

AE9IS runs on a flat platform band that funds tech + legal + patrol when creators earn.

Sources: industry model reporting 2025–26; Holland & Knight / U.S. Senate Judiciary, NO FAKES Act (S.4591), advanced 18 Jun 2026.

Generation Stack03 / 14

The make layer is racing into cinema

Director-grade tools and longer native models make AI film shippable. They do not make it ownable.

Cinema lighting on set
Higgsfield Cinema Studio
  • Positions AI video as cinema production — not a novelty clip toy
  • Multi-shot sequencing and shot-duration control (Cinema Studio 2.0)
  • Film-language camera / optics controls (focal length, sensor, movement)
  • Turns “prompt → clip” into “direct a sequence”
Cinematic film frame
Seedance 2.5 · 23 Jun 2026
30s
Native single-pass
4K
Native resolution
~50
Multimodal refs
2.0→2.5
Ceiling jumped again

Make layer ≠ rights layer. Every Higgsfield / Seedance sequence still needs seal, consent, lease, and defense.

Sources: Higgsfield Cinema Studio / Cinema Studio 2.0 product materials (~17 Feb 2026); ByteDance Seedance 2.5 at Volcano Engine FORCE, 23 Jun 2026 (vendor-announced specs).

Hollywood Arc04 / 14

From freeze to adoption in 28 months

Tyler Perry's public arc mirrors the industry: shock at generation → investment in AI-enabled production. Rights still lag.

Tyler Perry
22 Feb 2024
$800M expansion on hold

After seeing OpenAI's Sora, Tyler Perry indefinitely pauses a planned Atlanta studio expansion — generation quality freezes traditional capex thinking.

Production set
2025–26
Models go production

Quality, length, and control leap across the stack. What looked like a demo becomes a production input.

Virtual production stage lighting
Mid-Jul 2026
TPS × Synapse

Tyler Perry Studios announces a multi-year AI-supported virtual production stage with Synapse on the 365-acre Atlanta campus — ops target end of 2026.

Abstract gold vault
Now
Rights still missing

Stages and generators are modernizing. The sovereign vault for IP, likeness, and brand finance is still open territory.

Sources: THR / Variety, 22 Feb 2024 (Sora hold); Deadline / SynapseVP / local coverage, mid-Jul 2026 (Synapse partnership). Photo: Wikimedia Commons (Tyler Perry 2024).

Capital & Likeness05 / 14

The market is pricing ownership already

Studios buy production AI. Creator likeness trades at nine-figure headlines. The open rights marketplace is still unbuilt.

Ben Affleck
$587M
Ben Affleck · InterPositive

Netflix cash acquisition of filmmaker AI production tools (announced Mar 2026; price disclosed Jul 2026).

Khaby Lame
$975M
Khaby Lame

Announced all-stock deal incl. rights to build an AI digital twin of face, voice, and behavior (Jan 2026) — market signal, not a cash close.

Streaming brand
Make tools
Netflix & studios

Hollywood is funding the ability to produce and post with AI inside walled gardens.

Business handshake
Rights open
Ae9is gap

Open vault, ranked asset leases, brand placement finance, and 24/7 defense for independent AI film.

Sources: Netflix InterPositive announce 5 Mar 2026; $587M cash SEC disclosure ~17 Jul 2026 (Variety). Khaby announced all-stock ~$975M deal ~27 Jan 2026 — market signal. Photos: Wikimedia Commons / Unsplash.

The Problem06 / 14

Shippable film with no guardrails

AI cinema can reach millions of eyes in a week — while IP, likeness, and brand inventory stay unprotected and underfunded.

Camera
Unprotected masters

Finished films ship without a sealed certificate of ownership, consent, or forensic fingerprint.

Creator likeness
Likeness without a market

Faces and voices are cloned or reused without consent — while deals like Khaby Lame's prove likeness is a real asset class.

Business meeting
Producers underfunded

Creators can go viral without a clean path for brand placements or asset leases that finance the next title.

Stadium lights
Perishable brand spend

Traditional ads like Super Bowl spots die after the window. In-film inventory should live with the master.

Sources: company analysis; NO FAKES Act platform-liability provisions, 2026.

The Solution07 / 14

AE9IS: the Aegis for AI cinema

AE9IS seals original IP, vaults leasable assets, funds producers through tickets and placements, and defends work across the open web.

01
Protect

Seal masters, consent, and ownership into a tamper-evident certificate; fingerprint every frame.

02
Vault

Store leasable assets — likeness, voice, score, script, props — ranked by recognizability for fair pricing.

03
Fund

Cheap tickets ($1–3), brand placements, and asset leases credit producer balances live and pay out once a month.

04
Defend

Patrol major platforms and indexes 24/7; fire one-click legal takedowns on stolen work.

The Vault08 / 14

Assets ranked. Leases fair.

Secondary residuals are capped so producers keep the majority. High-ID talent licenses out at market — not pay-to-play.

R1
Asset type: Ambient / low-ID prop or silhouette
Residual (if elected): 0–0.15%
Indie fee band: Free – $250
R2
Asset type: Featured prop / brand mark
Residual (if elected): 0.15–0.5%
Indie fee band: $1K – $8K
R3
Asset type: Supporting likeness / voice
Residual (if elected): 0.5–1.5%
Indie fee band: $2K – $25K
R4
Asset type: Lead / famous talent
Residual (if elected): Negotiated (they get paid)
Indie fee band: Market rate
R5
Asset type: Script / score IP
Residual (if elected): In producer pool
Indie fee band: License + backend

Widely known talent & brands license out. Fans / emerging artists may pay for cameo or exposure. Producer chooses residual policy on fan placements.

Illustrative indie-AI fee bands · residual % of ticket gross · secondary pool hard-capped at 10% total.

Brand Math09 / 14

Super Bowl CPM vs 1M views / week

Illustrative unit economics · Jul 2026. Media efficiency + permanence inside protected AI titles — not “the same as Super Bowl branding.”

Stadium crowd under lights
~$63.70
Super Bowl LX CPM

$8M ÷ 125.6M views · 30 seconds · one live window

Super Bowl $8M125.6M once
AI film $2K / 1M$2.00 CPM
AI film $4K / 1M$4.00 CPM · ~16× cheaper
AI film $8K / 1M$8.00 CPM
Super Bowl LX (2026)
Cost: $8,000,000
Views: 125.6M
CPM: ~$63.70
Lean prop placement
Cost: $2,000
Views: 1M week-1
CPM: $2.00
Mid placement
Cost: $4,000
Views: 1M week-1
CPM: $4.00
Significant scene
Cost: $8,000
Views: 1M week-1
CPM: $8.00
Same $4K @ 5M lifetime
Cost: $4,000
Views: 5M
CPM: $0.80
Same $4K @ 10M lifetime
Cost: $4,000
Views: 10M
CPM: $0.40

Super Bowl buys simultaneous cultural attention. Placement notice rates differ. Evergreen inventory in the master is the product. $4K placement → $600 platform (15%) + $3,400 to producer before tickets.

Sources: Super Bowl LX Nielsen final ~125.6M avg viewers (8 Feb 2026); ad cost band ~$8–10M / 30s (use $8M midpoint). Creator 1M/week = illustrative baseline. CPM = cost ÷ (views/1000).

Economics10 / 14

Aligned take — 15% standard · 20% ceiling

Platform earns when the network earns: $1–3 tickets, placement fees, asset leases, and optional creator prompt packs. Secondary vault claims cannot drain the producer.

Example ticket · $1.99 gross
15%
Ae9is platform
$0.30
≤10%
Secondary vault (cap)
≤$0.20
≥75%
Producer + primary talent
≥$1.49
What 15% funds
Registry & seal

Ownership certificates, consent ledger, frame fingerprints.

Cinema rails

Hosting, streaming, KYC, $1–3 tickets, live balances, monthly payout.

Legal & patrol

NO FAKES-ready records + 24/7 web defense.

Marketplace

Ranked leases, brand placements, optional prompt packs.

Unit economics: take rate × GMV · default 15% · hard ceiling 20% · secondary residual pool ≤10% of ticket gross · example ticket $1.99.

How It Works11 / 14

One chain of custody

1 · Seal the master

On ingest, bind the film to the owner and consent records. Certificate is legal proof of ownership — production methods stay private by default.

2 · Rank & vault assets

Likeness, voice, props, script, score enter the Vault at R1–R5 recognizability for fair lease/placement pricing.

3 · Place, lease, ticket

Brands fund scenes. Fans buy $1–3 tickets. Splits credit live balances and pay out monthly. Optional prompt packs on channel. Residuals stay inside the 10% secondary cap.

4 · Patrol & take down

Crawl major platforms and torrent indexes 24/7. One-click official takedowns on unlicensed copies.

Why We Win12 / 14

Built for AI rights — not retrofitted

Status quo AE9IS rights layer
Distribution cut
35–50% studio / middlemen
Flat 15% (≤20%) platform
Payout timing
6–18 months of audits
Live balances · cash out monthly
Master / ownership IP
Easy to rip with no proof chain
Sealed certificates + fingerprints
Likeness & assets
No ranked lease market
R1–R5 vault + residual rules
Brand inventory
Perishable media buys
In-film placements in the master
Creator merch
Scattered Gumroad links
Optional prompt packs on channel

Moat: the registry becomes the system of record for AI-film ownership — network effects, switching costs, and compliance lock-in as titles, consent, and brand placements accumulate.

Product & GTM13 / 14

Land producers. Expand the vault.

Cinema distribution is the surface. The Vault is the product. Brands and talent deepen the moat.

01
Land

Independent AI filmmakers. Seal, premiere, earn — platform takes 15% only when value is created.

02
Fund

Brand placements + asset leases as producer financing — the alternative to one-shot Super Bowl spend.

03
Standard

Talent escrow for actors & studios, multi-party splits, and a compliance layer Netflix-scale buyers can trust.

Traction to date
Creators onboarded
Titles sealed
Placement GMV
Takedowns issued
The Opportunity14 / 14

Own the rights layer of the AI cinema era.

From Tyler Perry to Netflix to Khaby Lame, capital is already pricing AI production and likeness. The scarce layer is trust — who owns the frame, who licensed the face, who funded the scene, and who gets paid when a million people watch in a week. AE9IS is building that infrastructure. The window to own it is now.

Anthony Carr·lumenlabsatl@gmail.com·www.ae9is.com

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