AIP-457: The Public Bored - Phase 2

Thank you fam! :pray: :heart: :gorilla:

It’s a pleasure to serve this community and buidl in this space :mechanical_arm: :star_struck:

Let’s dive deeper into the financial model with some references :+1:

Revenue:

For NFC Lisbon, we branded The Public Bored as “Bringing Times Square Vibes to Lisbon.” To understand the potential for The Public Bored, let’s examine the revenue model of Times Square.

To gain firsthand experience, we purchased screen time on a Times Square billboard for The Public Bored (see image below). This helped us identify limitations within their model, and opportunities for us.

Times Square features a prominent street-level billboard on a bustling New York corner. It’s available to the public at $150 per image, providing 15 seconds of screen time every hour for 24 hours. This totals 6 minutes of exposure for $150.

The maximum revenue potential for the Times Square billboard is $36,000 per day, ie: $13,140,000 annually for their single billboard location.

Times Square has not expanded this model beyond New York, leaving significant market potential for us. They’ve redefined engagement and revenue in the digital billboard industry, and we aim to take this concept to thousands of other digital billboards globally.

While Times Square may not be fully booked every day, its potential revenue is the key metric. Traditional digital billboards, such as those along highways, typically generate around $100,000 - $400,000 annually. The Times Square model demonstrates the potential to exceed this by more than 10x.

We successfully applied this model at ETH Denver and NFC Lisbon throughout the past several months and aim to scale it further using the funds from this AIP.

Equity:

The Public Bored intends to follow a traditional venture-backed tech business model, aiming for either an IPO or a significant acquisition within the next 5-10 years.

AirBNB went public with a valuation exceeding $100 billion. If the ApeCoin DAO treasury were to capture just 10% of this value, it would more than triple the current treasury balance at the time of this writing. This highlights the transformative potential of following a proven venture-backed growth strategy.

For those unfamiliar with the ‘traditional venture-backed model,’ let’s explore this concept in more detail.

In the initial description for this AIP, I mentioned that The Public Bored aims to create an AirBNB-style network for billboard owners. To provide context, let’s look at AirBNB’s venture-backed model.

Here’s the details:

Airbnb went through several funding rounds before its IPO, each contributing to its growth and valuation:

  1. Seed Round (2009):
  • Funding Amount: $620,000
  • Investors: Y Combinator ($20,000) and later Sequoia Capital and Y Ventures ($600,000)
  • Revenue: Initial revenue target was $2 million
  1. Series A (2010):
  • Funding Amount: $7.2 million
  • Investors: Sequoia Capital, Greylock Partners, and others
  • Valuation: $70 million
  • Revenue: By this time, Airbnb’s revenue growth was notable but specific figures are not detailed
  1. Series B (2011):
  • Funding Amount: $114.9 million
  • Investors: Andreessen Horowitz, DST Global, General Catalyst, and others
  • Valuation: $1.3 billion
  • Revenue: Continued rapid growth with significant traction
  1. Series C (2013):
  • Funding Amount: $200 million
  • Investors: Sequoia Capital, Founders Fund, and others
  • Valuation: $2.9 billion
  1. Series D (2014):
  • Funding Amount: $519.7 million
  • Investors: TPG, Dragoneer Investment Group, and others
  • Valuation: $10.5 billion
  1. Series E (2015):
  • Funding Amount: $1.7 billion (including a $1.6 billion round and an additional $100 million later in the year)
  • Investors: China Broadband Capital, Hillhouse Capital Group, Tiger Global, and others
  • Valuation: $25.5 billion
  1. Series F (2016):
  • Funding Amount: $1 billion
  • Investors: CapitalG, TCV, and others
  • Valuation: $31 billion

By the time of its IPO on December 10, 2020, Airbnb had raised a total of approximately $6.4 billion through these rounds. The company went public at a valuation exceeding $100 billion, with its IPO raising $3.5 billion by selling shares at $68 each, though shares began trading at $146​ (Eqvista)​​ (PitchReview)​​ (Slidebean)​.

These are in development and will be both finalized and launched after we acquire our first permanently located digital billboard through the use of funds of this AIP.

Here’s a chart to illustrate our advantages over Times Square, positioning us for strategic advantage as we scale:

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以下是本 AIP 的更新中文翻译。 - Updated Chinese Translation Here

The Public Bored - 第2阶段

团队介绍:

我的名字是 Eric,我是 The Public Bored 的联合创始人兼首席执行官,与我的联合创始人兼首席技术官 Bhargav 一起工作。我们通过 AIP-267 在 ApeCoin.com 上构建了财政透明度仪表盘,并在 apecoingwg.com 上构建了治理仪表盘。我们在 AIP-383 的支持下启动了 The Public Bored,并将这一概念带到了两个重要的 Web3 活动中,吸引了数千名参与者。我们的首次活动是在 ETH Denver 黑客马拉松上展示了一辆数字广告牌卡车,第二次活动是在 NFC Lisbon 主入口处的一个室内数字显示屏。

我是一个多次创业者和运营领导者。我开发了一款 ERP 软件,帮助我将之前的一家公司从一个个人创业项目发展到一个拥有 60 人的团队,实现了超过 600 万美元的年度经常性收入。我还制作了一档 DAO 播客和一个慈善心理健康播客。

Bhargav 是一个充满活力的 Web3 构建者、多次创业者和企业家,热衷于初创企业生态系统。作为他前公司 Performance IQ 的创始首席技术官,他的领导和技术专长推动了该平台采用了超过 2000 万用户,最终被 Battery Ventures 成功收购。

MemeBrains: Twitter | Linktree

0xTheBossDragon: Twitter | Linktree

提案描述:

在成功完成 AIP-383 的目标后,本提案的第 2 阶段旨在扩展我们的模式,并彻底改变传统的广告牌行业。受到时代广场的启发,并在两个大型会议上成功测试后,我们计划将我们创新且可扩展的专利申请模型推广到全球城市,为 Ape 打响名声。本提案包括 DAO 在该风险投资中的 20% 股权,继续执行 AIP-383 的收入分享分成,为 Ape 生态系统提供免费的展示空间,覆盖数百万人,并使我们能够在未来两年内在四个主要的 Web3 活动中进行类似于我们在 ETH Denver 和 NFC Lisbon 的活动。此外,我们还计划在 ApeChain 上推出 Public Bored 代币,直接为 $APE 持有者带来好处。此 AIP 的最坏情况是我们最终拥有一个可靠的、产生收入的资产,为 DAO 带来持续的价值。

除了今年在 ETH Denver 和 NFC Lisbon 取得成功外,The Public Bored 在著名天使投资人 Jason Calacanis 运营的创始人计划中从数千名申请者中脱颖而出,获得了第一名。这为我们明年进入 A 轮融资提供了关键支持。此 AIP 使 ApeCoin DAO 能够在风险投资的各个方面早期参与,以便在长期内最大化利益。

我们的模型以 Ape 的名义重新定义了全球数字广告牌行业。正如 AirBnB 和 Uber 彻底改变了酒店和出租车行业一样,The Public Bored 旨在改变数字广告牌领域,并将 ApeCoin DAO 纳入回报体系。

在过去的几个月中,我们在两个大型会议上测试了 The Public Bored 模型,吸引了数千名参与者,产生了收入,注册了临时专利,研究了潜在的广告牌位置,与广告牌行业建立了关系,并通过与各大城市市政厅的通信,导航了复杂的许可流程。此外,我们的透明度和问责报告显著超过了大多数其他 AIP。

我们设想的未来是任何人都可以像发送推文一样轻松地在全球任何数字广告牌上展示信息或艺术。短期内,我们将收购我们的第一个永久位置广告牌作为运营基地,然后将我们的模型开放为其他广告牌所有者接入的网络。此 AIP 使我们能够建立那个运营基地,以便从那里扩展。

从我们的两个活动的平均每日收入中,即使只有 10% 继续作为一个月的经常性收入,我们也已经超过了户外广告牌行业的平均水平,使我们对风险投资极具吸引力,并提供了更广泛扩展的可行路径。此 AIP 使我们能够收购第一个永久位置的数字广告牌,从中启动我们的网络模型,让我们通过盈利模式覆盖全球数百万人,直接惠及 DAO 财政部和 $APE 持有者。

感谢 ApeCoin 家族,在我们 ETH Denver 和 NFC Lisbon 的活动中给予的坚定支持。

我们用自己的资本启动了这一计划,在 AIP-383 的支持下取得了重大进展,现在是 The Public Bored 借助这一第 2 阶段提案起飞的时候了。

历史事件和问责报告时间表:

行业

起源与发展

户外广告牌行业始于19世纪中叶,主要以静态广告牌为主。这种形式的广告一直是广告界的主要形式,每天吸引着数百万人关注。过去几十年里,随着数字技术的出现,行业经历了显著的增长。

规模、增长率与发展轨迹

当前规模和增长率

截至2024年,美国大约有9,600个数字广告牌。该行业正在经历强劲的增长。2021年,户外广告行业的支出达到87.2亿美元,预计2024年将达到105亿美元(True Impact Media)(WorldMetrics)。这种快速增长是由于数字广告牌的有效性和受欢迎程度不断提高,相较于静态广告牌,数字广告牌提供了动态内容和更大的灵活性。

结论

数字广告牌行业正处于创新的良好时机,具有显著的增长潜力和明确的颠覆路径。对于像 The Public Bored 这样的公司来说,这是一个利用技术创建更高效、易于访问和盈利解决方案的机会。将静态广告牌转换为数字广告牌的趋势以及动态广告平台的日益普及,突显了创业企业在这一行业中取得重大影响的潜力,就像 AirBnB 和 Uber 改革各自行业一样。

我们如何盈利

我们的收入模式包括实时按需定价、峰值定价(类似于Uber),以及在此第2阶段AIP中,提供每月订阅和预算选项(类似于Google Ads),将我们的营销努力转化为经常性收入。

我们今年早些时候推出的初始AIP-383吸引了数千名参与者和数百名付费客户,在测试我们的模式、系统、营销和收入生成过程时取得了成功。我们模型的一个关键优势是客户在我们的屏幕上分享他们内容的照片时产生的有机营销,持续扩大我们的影响力。

AIP-383的主要财务限制是无法激活每月经常性收入(MRR)。此第2阶段AIP通过在高速公路和街道层面的区域建立永久广告牌位置来激活MRR,而不仅仅依赖于活动激活。激活MRR对长期的可持续性和盈利能力至关重要。

机会

我们的创新方法为数字广告牌行业带来了显著的收入增长机会。类似于AirBnB帮助房主通过他们的房产产生收入,The Public Bored旨在鼓励一个全球网络,使其他广告牌所有者也能增加他们的收入。

收入潜力和市场对比:

  • 行业内标杆: 相比之下,户外数字广告牌市场的大玩家每秒约产生$0.01的收入,这支持了它们作为上市公司拥有数十亿美元市值的估值。
  • MVP激活: 在我们的两次MVP激活期间,我们实现了每秒超过$0.10的综合平均收入,这为风险投资提供了一个高利润、长期可扩展的机会。

虽然需要注意的是,将我们在会议上的MVP激活与更广泛和更传统的广告位置(如高速公路和街道层面)的比较并不是直接的对比,但我们的发现确实提供了有前途的见解。

市场机会:

  1. 更高的收入生成: 我们每秒钟产生的收入高达现有竞争对手的10倍,这使我们在快速增长和获得大量市场份额方面处于有利地位。
  2. 可扩展性: 凭借我们的创新模型和经过验证的MVP结果,我们可以在众多地点扩展运营,利用我们的技术最大限度地提高效率和盈利能力。
  3. 建立网络: 展示我们如何增加数字广告牌的收入,鼓励其他广告牌所有者通过将他们的显示屏连接到我们的网络来参与我们的模型。类似于房主可以通过AirBnB获得额外收入,其他广告牌所有者也能够通过The Public Bored增加收入。这使我们能够在风险投资规模上扩展模型。我们的目标是建立一个由数千个数字广告牌组成的网络,通过The Public Bored模型连接。

数十亿美元的潜力: 我们MVP激活的有希望的结果表明,我们的方法可能会颠覆传统的数字广告牌市场。通过实现每秒高收入,我们有潜力超越现有市场领导者并占据这个数十亿美元市场的相当大份额。这不仅对我们的风险投资有利,也为ApeCoin DAO提供了一个有利可图的机会,提升其在行业中的价值和影响力。

市场推广策略

我们的市场推广策略从获取首个高人流量区域的永久数字广告牌开始,比如在高速公路沿线或街道层面。我们将为城市中的每个人提供免费的展示位,以产生病毒式传播和兴奋点。从那里,我们将通过按需定价、峰值定价和每月订阅进行追加销售。

为了有效执行这一策略,我们需要完全控制最初的广告牌位置。这可以通过专门的租赁、建造新广告牌或购买现有广告牌来实现。
在确保首个永久位置后,我们将按照分阶段的方法进行启动:

第一阶段:初始营销和参与

我们将为广告牌区域内的每个人、企业和社区提供一个免费展示位,在社交媒体上产生病毒式传播,类似于我们在 ETH Denver 和 NFC Lisbon 的 AIP-383 成功。我们的目标是确保一个积极的体验,鼓励口碑宣传。

第二阶段:瞄准中小企业和传统广告商

我们的下一个重点是中小企业和传统广告商,建立一个坚实的基础,并激活MRR(每月经常性收入)以实现风险投资的可扩展增长。

第三阶段:拓展其他广告牌所有者

我们将目标定位于其他广告牌所有者,展示加入 The Public Bored 网络如何增加他们的收入。通过展示我们模型的优势,我们旨在扩大我们的影响力和收入潜力。

第四阶段:风险扩展

我们将通过扩展第三方广告牌所有者的网络来扩大我们的业务,在不需要购买或建造新广告牌的情况下实现持续增长。

AIP-383 总结与收获

测试假设和模型验证:

测试我们假设并验证我们的商业模型的最便捷方法是通过我们在AIP-383下完成的活动激活。这些激活提供了宝贵的见解,并展示了我们方法在长期环境中的潜力。

参与和覆盖:
  • 生态系统参与: 通过这些活动,我们成功吸引了 ApeCoin 生态系统内的数千名参与者。我们的数字广告牌屏幕展示了各种内容,吸引了多样化的观众并产生了大量兴趣。
  • 社交媒体活动: 我们通过 A/B 测试和分析精心策划了社交媒体活动和外联,并增强了平台任务的功能。这使我们能够体验到类似病毒式的增长,每天通过自动化入职流程继续自动注册。
  • 统计数据:
    • 网站访问量:10,000+
    • 新账户创建:2,200+
    • 上传的展示资产:2,800+
    • 付费升级:250+
战略见解:
  • 用户体验优化: 这些活动提供了有关用户偏好和行为的关键数据,使我们能够优化平台以进行改进。
  • 营销和外联策略: 这些激活帮助我们完善了营销和外联策略,确保与目标受众进行有效的沟通和互动。
  • 收入模型验证: 这些活动使我们能够测试我们的收入模型,包括按需定价和峰值定价,确认其可行性和对参与者的吸引力。
照片与亮点

The Public Bored 得到了十几位赞助商的支持,并拍摄了数千张由参与者上传到我们屏幕上的内容照片。

主要成就:

  1. 用户兴趣验证: 参与者的高度参与和积极反馈验证了我们的假设,即各种个人和品牌对数字广告牌互动有着显著的兴趣。
  2. 运营可行性: 这些活动的执行展示了我们模型的运营可行性和早期团队的能力,包括内容展示的物流、实时互动、销售漏斗管理和客户支持。
  3. 可扩展性潜力: 这些初始激活的成功突显了我们模型的可扩展性潜力。通过在永久位置的广告牌上复制这种方法,我们可以实现广泛的采用和增长。

结论

AIP-383 下的活动激活是我们商业模型的重要测试场。通过吸引数千人、捕捉他们的内容互动、产生收入和为 ApeCoin 生态系统引流,我们验证了核心假设,并展示了我们方法的可行性和可扩展性。这些见解将指导我们未来的战略规划和执行。

创始人项目中的第一名

The Public Bored 在天使投资人和 All-In Podcast 主持人 Jason Calacanis 领导的创始人项目中,从数千名申请者中脱颖而出,获得了第一名。

在一月份,我们是 225 个创始团队之一,被选中加入创始人项目的第七期。在为期 12 周的项目中,我们完善和优化了我们的商业模型。最后,我们向 The Public Bored 进行了推介,并被选为前 20 名公司之一,进入最后一轮。

在最后一轮中,我们在直播期间直接向 Jason Calacanis 和他的合伙人 Mike Savino 进行了推介,Jason 选择我们为他的首选。

活动的完整直播视频:
https://www.youtube.com/watch?v=TdS9SsNF1fg

时间戳:

  • 39:43 - The Public Bored 推介
  • 44:09 - Jason Calacanis 的反馈

用 $APE 构建

通过推广我们在 The Public Bored 网站主菜单中的“用 $APE 构建”页面,我们正在促进更深层次的与 ApeCoin 生态系统的整合。

在超过 6,600 次网站访问中,有超过 500 人访问了我们的用 $APE 构建页面,实现了 8% 的初始转化率。目前,我们正在帮助这些人加入 ApeCoin DAO。

随着我们扩展这一模型,我们的目标是覆盖数百万人。

用 $APE 构建页面在这里:Build with $APE - The Public Bored

地点

一旦我们的AIP获得批准,我们的第一步是确定试点数字广告牌的位置并进行启动。我们一直在积极开拓北美市场,加入独立广告牌所有者协会(IBO),并与广告牌经纪人和十多个潜在城市的许可人员进行讨论。

专利申请中

The Public Bored 已获得其创新技术的专利申请状态,在 NFC Lisbon 活动之前提交了临时专利,以保护在公共数字屏幕上显示内容的方法。

这一步对于建立防御性地位至关重要,这对未来与投资者的扩展努力至关重要。

获得专利涉及细致的研究和资源,目前已经有一个临时专利,为最终提交提供了12个月的窗口期。获得正式专利号可能需要长达3年时间。这标志着一个变革性旅程的开始,确保持续增长并加强我们独特的包容性沟通方法。

APECHAIN

我们很高兴探索在我们的广告牌所有权模型中通过整合 ApeChain 上的 Public Bored 代币来采用一种独特的方法。此代币将允许持有者分享我们广告牌的收益。

这种策略将支持我们企业的扩展和更多广告牌位置的获取。我们还在考虑一种模式,让代币持有者可以参与收入分享和/或决策,例如未来广告牌的治理,旨在实现全球数字广告牌的去中心化。

我们已经开始就我们的 ApeChain 代币发布策略、代币经济学、市场推广策略、条款、细节和时间表进行适当的法律和战略咨询讨论。

平台与技术

在线市场:

  • 基于网络的门户: 我们的在线市场可以通过 publicbored.com 网站访问,用户可以购买广告牌、活动和其他数字显示器的广告空间。此门户将为购买和管理广告空间提供无缝的用户体验。
  • 集成支付选项: 用户将有多种支付选项,包括 APE、ETH、USDC 和信用卡,确保所有客户的灵活性和便利性,包括那些不熟悉加密货币的用户。

移动应用程序:

  • 用户友好的移动应用: 我们将开发一个移动应用,具备与网络门户相同的功能,让用户随时随地购买广告空间、上传艺术作品和管理他们的广告活动。这个应用程序将增强可访问性和用户参与度。
  • 用户界面 A/B 测试: 将持续进行 A/B 测试,以优化用户界面,确保提供直观且高效的用户体验。

广告算法:

  • 供需定价模型: 市场将采用动态定价模型,广告空间的价格根据实时供需情况波动。这确保了价格的竞争力,并反映了当前的市场条件。
  • 广告展示算法: 我们的高级算法将根据用户选择的总预算和其他偏好优先展示广告。该算法确保最相关的广告在最佳时间展示,最大化影响和参与度。

广告牌显示软件:

  • 与现有广告牌集成: 我们的显示软件将与现有的数字广告牌无缝连接,根据广告展示算法高效展示广告。这确保了在正确的时间展示正确的广告,优化了可见性和有效性。

增强用户参与功能:

  • 社交任务自动化: 用户可以参与旨在鼓励社交媒体分享和互动的自动任务,从而增加广告的覆盖范围和效果。
  • 自动内容捕捉: 系统将在用户内容展示时自动捕捉并发送照片,增强客户体验并鼓励社交分享。
  • 实时显示轮播查看: 用户可以查看所有显示内容的实时轮播,提供透明度和广告表现的实时洞察。
  • 提升广告曝光: 用户可以通过增加广告预算来提高自己或他人广告的曝光,提供一个协作和动态的广告环境。
  • 即时覆盖功能: 一个突出的“实时显示”按钮将允许用户即时覆盖现有内容,在几秒钟内提供紧急或高优先级消息的屏幕访问权限。

最坏情况

拥有数字广告牌是一项有利可图的事业,该领域的大玩家拥有数十万个广告牌,总市值超过100亿美元。

如果我们的模型未能成功,我们的一般最坏情况是我们将拥有一个在传统广告牌市场中有价值、能产生收入的资产,该资产将继续自我维持并为 DAO 财政部创造收入。

对 ApeCoin 生态系统的好处:

股权和投资条款:

  • ApeCoin 生态系统将在该项目中获得 20% 的股权。

持续的版税

  • AIP-383 中承诺的 1% 收入分享的持续版税将在此第 2 阶段 AIP 中继续执行。

ApeChain

  • The Public Bored 代币将在 ApeChain 上推出,直接为 $APE 持有者带来好处。

免费展示空间:

  • 一部分展示空间将专门保留给 ApeCoin DAO 及其合作伙伴网络,包括 $APE 持有者、BAYC/MAYC、Mocaverse、JRNY Club、Otherside、Surreal Guild、Made by Apes 品牌、Elite Apes、Bored Canada、French Apes、UK Apes、Bulls on the Block 以及所有 ApeCoin 代表。

推荐奖励:

  • 每位 $APE 持有者推荐购买我们数字广告牌展示时间的人,都将获得 10% 的奖励。

使用 $APE 支付的激励措施:

  • 任何使用 $APE 支付的人将获得额外的展示时间。

生态系统招募:

  • 我们网站上的“用 $APE 构建”页面及其对应的新 AIP 作者指南将得到扩展,鼓励并帮助新的构建者加入 ApeCoin 社区。

定义

本 AIP 中的一些项目可能对 ApeCoin DAO 是新的。如果 AIP 获得批准,我们承诺与基金会的法律团队合作,解决这些细节问题。

我们建议对本提案的股权部分使用行业标准的 SAFE 协议,但我们将配合基金会对所有细节的偏好。

我们还将遵循适当的法律建议,通过此 AIP 结构必要的实体以便拥有广告牌、扩展技术项目、处理代币相关事宜和融资。

实施步骤:

本 AIP 不对基金会有任何期望。

一旦我们完成以下列出的实施步骤,包括购买物理数字广告牌、建立可持续的经常性收入,并创建其他广告牌所有者可以加入的网络模型,即可视为本 AIP 完全实施。

已完成 - 2024 年第一季度和第二季度: 初步开发和激活

  • MVP 技术开发: 重点开发我们平台的 MVP(最小可行产品),包括在线市场和内容展示算法的初始版本。
  • AIP-383 活动 x2:
    • ETH Denver: 执行我们的激活计划,展示我们的技术并与社区互动。
    • NFC Lisbon: 遵循类似的激活策略,实施所有学到的经验,打造更强大的平台和更流畅的用户体验。
  • **市场研究与战略规划:**进行全面的市场研究,包括许可流程分析和未来扩展的战略规划。
  • 认可与提案起草:
    • **创始人计划:**获得第一名,赢得认可和支持。
    • **第二阶段提案起草:**根据初始激活获得的见解,制定全面的第二阶段提案。

2024 年第三季度和第四季度:首个永久位置

  • 关键绩效指标 (KPI)
    • 获得首个广告牌: 通过收购或新建,确保一个或多个永久数字广告牌的优质位置。根据多种变量,我们可能会获得多个位置。
    • 技术增强: 对我们的技术平台进行增强并推出移动应用程序。
    • 活动激活 #3 计划并执行一个类似于 ETH Denver 和 NFC Lisbon 的活动激活。考虑 ApeFest Lisbon 或 WebX Japan。地点选择将包括社区和 ApeCoin 工作组的意见,就像我们在 NFC Lisbon 成功实施的一样。
    • 人员: 招聘和培训最多 5 名社交媒体人员,包括一名领导角色,执行我们在今年早些时候在 ETH Denver 和 NFC Lisbon 成功实施的营销策略。该团队将致力于在我们的营销计划中吸引整个城市,并至少将下一次活动激活的参与人数增加一倍。
  • 成本
    • 首个广告牌购买 - 最高 $1.7M: 成本可能会更低,具体取决于广告牌的位置、大小和年龄等关键因素。
    • 活动激活 #3 - 最高 $50k: 包括屏幕租赁、营销、团队成本、技术调整、旅行、赠品、促销等。
    • 运营成本 - 最高 $48k: 内部团队协调所有风险投资活动、广告牌收购、活动激活、团队领导、KPI 成功交付、法律和会计协调等成本。
    • 技术开发 - 最高 $36k: 用于与技术开发相关的内部团队成本,例如前端、后端、移动应用程序、A/B 测试流程、销售漏斗自动化等。
    • 团队人员配备 - 最高 $35k: 成本可能更低,具体取决于最终的薪资谈判、人员数量和招聘时间。我们之前两次 AIP-383 激活的人员将继续参与此第 2 阶段提案。
    • 营销 - 最高 $5k: 营销成本包括宣传视频、图形和其他类似工作。
    • 杂项 - 最高 $5k: 用于杂项和/或不可预见的支出。

2025年第一季度和第二季度:初步启动和扩展

  • 关键绩效指标 (KPI)
    • 正式启动第一个广告牌: 正式启动我们的第一个永久数字广告牌位置,并开始与所在城市进行互动。
    • 100,000 用户: 将我们的注册用户群增长到六位数。
    • $250k+ 年度经常性收入(ARR): 每月经常性收入达到 $21k。
    • 活动激活 #4
  • 代币发布: 在 ApeChain 上发布 Public Bored 代币。
  • 成本
    • 运营成本 - $60k
    • 活动激活 #4 - $50k
    • 技术开发 - $42k
    • 团队人员配备 - $39k
    • 营销 - $25k
    • 杂项 - $10k

2025年第三季度和第四季度:扩展与增长

  • 关键绩效指标 (KPI)
    • 增长计划: 扩展运营,通过关键用户反馈优化我们的技术,并扩大我们的影响力。
    • 250,000 用户
    • $1M+ 年度经常性收入(ARR): 每月经常性收入达到 $84k。
    • 活动激活 #5
    • 风险投资: 完成我们的 A 轮融资。
  • 成本
    • 运营成本 - $60k
    • 活动激活 #5 - $50k
    • 技术开发 - $42k
    • 团队人员配备 - $39k
    • 营销 - $25k
    • 杂项 - $10k

2026年第一季度和第二季度:持续扩展

  • 关键绩效指标 (KPI)
    • 增长计划: 建立我们借鉴AirBNB的模型,吸纳其他广告牌所有者加入我们的网络。
    • 1,000,000 客户: 将我们的客户群增长到六位数。
    • $3M+ 年度经常性收入(ARR): 每月经常性收入达到 $250k。
    • 活动激活 #6 计划并执行一个新的活动激活,包括社区和 ApeCoin 工作组的意见。
    • 风险投资: 完成我们的 A 轮融资。
  • 成本
    • 运营成本 - $100k
    • 技术开发 - $75k
    • 活动激活 #6 - $50k
    • 团队人员配备 - $75k
    • 营销 - $50k
    • 杂项 - $19k

报告期望:

我们的AIP-383报告交付显著超过了大多数之前的AIP作者。我们致力于以身作则,每年至少更新10次。

总体成本:

从ApeCoin生态系统基金请求的总金额 = $2.7M,以$APE支付

两年预算分配如下:

收购数字广告牌:$1.7M

  • 通过收购或新建,确保最多四个永久位置的数字广告牌。

核心团队人员配备及相关费用:$350k

  • 建立一个精干且高效的核心团队,遵循精益和敏捷原则。

营销与销售:$200k

  • 推动参与和用户增长,以达到我们的客户适应和月度经常性收入目标。

四次活动激活:$200k

  • 举办四次类似于我们今年早些时候在 ETH Denver 和 NFC Lisbon 成功完成的重大活动。

技术开发:$150k

  • 增强和创新平台技术,包括推出我们的移动应用程序。

法律、会计和专业费用:$100k

  • 确保法律和财务合规。

注意: 各步骤的相关成本根据谈判、广告牌位置和人员配备细节的不同而有所变化。

结论
此预算确保资源的战略分配以最大化影响力和效率。通过关注关键领域,如我们的首次收购、人员配备、营销、活动、技术开发和专业费用,我们旨在建立一个强大且可扩展的平台,推动 ApeCoin 生态系统内的参与和增长。

1 Like

@MisterHype I just wanted to follow up on this with you, was this a helpful reply?

Do you have any follow up questions, concerns, or comments?

What other thoughts might you have regarding this? :pray:

Hi ApeCoin DAO Community,

Our team has reviewed and discussed @MemeBrains’s AIP Draft and have sent a list of initial questions. We await answers.

Follow this Topic as further updates will be posted here in the comments.

Kind Regards,

-@Facilitators

Hi ApeCoin DAO Community,

@MemeBrains has responded to our questions and has provided consent to share them in this forum for the community.

Click to expand Q&A with @MemeBrains

1. “A portion of display space will be reserved exclusively for the ApeCoin DAO and our network of partners.” Please elaborate on how this free display space would be claimed, the offer’s duration, and any associated details.

ApeCoin content will be prominently featured across all locations within the entire Public Bored network, displaying for 15 seconds every hour, 24 hours a day, 365 days a year.

By default, the ‘Powered by ApeCoin’ logo will be showcased. However, this can be replaced with any content chosen by the ApeCoin DAO Working Groups. All content must comply with regional, legal, and contractual content guidelines set by regulating authorities and billboard owners within our network.

Furthermore, up to 100,000 unique holders of $APE will be eligible to claim one free display spot annually at any location within our global network of digital billboards, again adhering to the same content limitations and guidelines.

Our goal is also to provide each participant with a photograph of their content displayed on the boards, adding a personal touch to their experience.

2. “The Public Bored token will launch on ApeChain with direct benefit to $APE hodlers.”
a.) Please provide details regarding the coin’s tokenomics, including maximum supply, release schedule, distribution, liquidity, DEX/CEX partnerships, and any other pertinent information.
b.) Please provide more detail regarding these proposed “benefit(s) to $APE hodlers.”

We are currently in active discussions with legal counsel and tokenomics advisors to finalize all aspects of the Public Bored token launch on ApeChain. Our immediate priority is to secure our first digital billboard location, after which we will advance to the detailed and finalized development of our tokenomics framework. This being said, the core framework of token design is intended as follows;

The Public Bored token will be claimable on ApeChain by $APE holders, with allocations weighted to reward loyal users of Public Bored based on their platform engagement. This engagement will be assessed through participation in Public Bored quests, frequency of activity, volume of content uploads, purchases made for extra display time, referral network creation, social media interactions, and more.

Whereas revenue is derived primarily from non-crypto businesses and individuals near our billboard locations, a portion of all revenue generated is intended to be placed into a sharing pool. Token holders who stake their Public Bored tokens will receive a share of this revenue, establishing a base value and general floor price for the token. This approach ensures that token holders benefit from the intrinsic value of the token.

This framework is intended to enable The Public Bored to distribute further tokens in the future for continued growth such as for the purchasing of more digital billboards, which in turn provides more revenue added to the revenue sharing pool, to be then also distributed to token holders.

All aspects will adhere to applicable regulatory requirements, including KYC protocols and geographical restrictions, to ensure full compliance with relevant regulatory standards, limitations, and requirements.

3. For the avoidance of doubt, would any funds received from this proposal be used to provide liquidity for the launch of the Public Bored token? Please elaborate.

No, none of the funds received from this proposal will be used to provide liquidity for the launch of the Public Bored token. Our approach is to use real revenue generated from paying customers for liquidity purposes. Just as we allocate a share of our revenue as royalties into the DAO treasury, we will similarly allocate a portion of our revenue towards token liquidity. Billboards operate on a cash flow-rich, tried-and-tested business model, ensuring a reliable revenue stream to support this initiative.

4. AIP-383, passed in February, included an Overall Cost line of “Staffing and Related Expenses: 15k $APE, Committed to nurturing a skilled team for twelve consecutive months.” Your present AIP contains an Overall Cost line of “Team Staffing: $75k.”
How do you reconcile these (apparently overlapping) Staffing Costs?

I acknowledge a potential area of confusion in the language of AIP-383 and would like to clarify it here.

Initially, during the drafting phase, the staffing section of AIP-383 was written with the intention of completing two events, with the possibility of a third, within a 12-month period with a budget of 150k $APE. This was later revised to reduce the budget by 50%, which correspondingly reduced the number of events down to one, with the possibility of a second, along with the equally shortened timeline from 12 months to 6 months.

For reference, please see Section 5 of Q&A from AIP-383 along with the budget summary regarding shortening the runway down from 12 months to 6 months: (screenshot here for convenience)

Section 5: AIP-383: The Public Bored - MVP Launch of a Digital Billboard Network - #37 by 12GAUGE.Admin

Screenshot:

For additional reference, please see reply #10, posted on January 5th: (screenshot here also for convenience)

AIP-383: The Public Bored - MVP Launch of a Digital Billboard Network - #11 by AllCityBAYC

Screenshot:

Although the 6-month timeline was discussed in the open Q&A, it was unintentionally omitted from the updated AIP wording. Despite this, we successfully delivered all AIP-383 commitments by producing the one promised event, plus an additional second event, and both completed within a 6-month period. Consequently, the entirety of the AIP-383 budget was concentrated on operational costs within this condensed timeframe.

As a bonus, we managed to extend our runway to 7 months instead of the intended 6 months, despite the significant drop in $APE price. This achievement was made possible through our rigorous budget controls and application of LEAN operating principles, ensuring maximum efficiency and resource utilization.

The net result is there is no overlap of staffing budget between AIP-383 and AIP-457. The staffing budget of AIP-383 has been fully expended, as noted in ‘Budget Analysis’ section of the final Transparency & Accountability located here:

Screenshot:

5. AIP-383 saw the creation of the publicbored.com website, which requires a Twitter/X or email login. This proposal would create a mobile app that would “mirror the functionality of the web portal.”
a.) Would this app require token holders to connect wallets?
b.) What are the plans for security audits of the app?
c.) Do you have any estimated costs for users to use the platform’s features, or any premium features?
d.) Do you have plans to protect any collected user data? Please elaborate.

The Public Bored mobile app will not require token holders to connect their wallets. When verification of token holdings is necessary, we plan to use third-party services such as Snapshot, as we successfully did at the Ethereum Denver Hackathon under AIP-383.

We are committed to adhering to industry-standard security and audit practices in the development of our mobile app to ensure a safe and secure user experience for all participants and customers.

Participants with The Public Bored, both within the Web3 ecosystem and from traditional businesses and individuals within geographical location of our billboards, will have the opportunity to upgrade their free display to add additional display time on The Public Bored digital billboard network. This will operate similarly to our event activations under AIP-383. Additional display time is be purchased based on supply and demand, or by becoming official sponsors unlocking special features such as custom-selected display times. Rates will vary depending on time of day, supply, and demand, and will be regularly updated to reflect true market rates.

We may use third-party payment services such as Stripe, Coinbase, etc to process payments. We may collect other user data such as Twitter accounts, emails, purchasing history, usage activity, etc on our platform and will securely store the data in the Public Bored private cloud consistent with industry standards.

6. You’ve offered “the ApeCoin ecosystem… a 20% equity stake in the venture.” Please outline your plans regarding this equity stake, including proposed capital distribution schedule and any other related information.

We plan to use a standard Y-Combinator style SAFE (Simple Agreement for Future Equity) to allocate equity to the ApeCoin DAO for the U.S.-based entity of The Public Bored. Should a non-U.S. entity be established to manage the token-related aspects of our initiative, we will implement an equivalent agreement to ensure consistent and equitable allocation of equity.

This approach will provide clarity, legal robustness, and alignment with international standards for both the U.S. and non-U.S. entities involved in The Public Bored project.

For reference, here is the standard framework of a Y-Combinator style SAFE:

YC Safe Financing Documents | Y Combinator

Naturally we also welcome the input and preferences of the Foundation in the development of all relevant agreements and intend to work collaboratively and with good will towards all parties involved.

7. Would your expectation be to keep complete ownership of all content produced from this proposal, including the pending patent application?

The entities established to implement AIP-457 will retain all intellectual property (IP). The ApeCoin DAO will hold an equity stake in the AIP-457 entities, with the general terms outlined within the YC SAFE document provided for reference in section 6 above. This structure ensures that the ApeCoin DAO benefits from the success and growth of the AIP-457 initiative, while maintaining clear and robust ownership of the IP within the appropriately designated entities.

8. As per the ApeCoin General Guidelines, “proposals will not be put up for vote if they involve illegal activity, hate speech, pornographic material, or are at odds with the mission or values of the APE Foundation.” Can you ensure that the content on the billboards or other displays would be in keeping with these guidelines?

Yes, we can ensure these guidelines will be met. During the implementation of AIP-383, we successfully adhered to these guidelines while managing over 3,000 pieces of content. We have established systems and dedicated staffing to maintain this standard of quality and compliance moving forward as well.

9. The “Overall Cost” section outlines a budget of $1.7 million for up to four permanent digital billboards. However, the “Steps to Implement” section describes the purchase of one location for up to $1.7 million. Is it your expectation that this $1.7 million earmarked could potentially purchase four locations?

Yes, the $1.7 million investment could potentially secure four digital billboard locations. Several variables influence the purchase price of each location, including geographic area, billboard type, and whether we acquire an existing digital billboard with established revenue streams or construct a new one from the ground up.

For instance, the costs associated with acquiring permits and constructing a new digital billboard from the ground up typically amount to less than $425,000 per location. Conversely, acquiring an existing digital billboard in a reasonable location that already generates revenue can range from $750k, up to several million for higher quality locations.

We are actively exploring both options. Our primary objective is to secure billboard locations which maximize visibility and impact.

To proceed with permitting development as well as pre-existing location purchase negotiations, we require the confirmed budget provided by this AIP-457. We are dedicated to optimizing the use of this budget to achieve the highest impact at the most efficient cost.

10. Regarding the Reporting Expectations section:
a.) Identify where the reports would be made available.
b.) Include the expected duration of the reports.

Reports will be posted on the ApeCoin DAO Community Discourse, specifically within the AIP Execution & Transparency section, and/or at other designated locations as would be instructed by the ApeCoin DAO Working Groups.

Additionally, these reports will be publicly available on the Public Bored website. This reporting will continue for a minimum of 24 months to ensure ongoing transparency and accountability.

11. Do you provide consent to apply updates to the relevant areas of your proposal based on your responses to the questions above?

Yes.

12. Do you provide consent to share these questions and answers with the community in this forum?

Yes.

A DAR package is being worked on and upon completion this AIP will move into Administrative Review. Follow this Topic as further updates will be posted here in the comments.

Kind Regards,

-@Facilitators

1 Like

Hi ApeCoin DAO Community,

We have sent a list of follow up questions to the author.

Follow this Topic as further updates will be posted here in the comments.

Kind Regards,

-@Facilitators

1 Like

Hi ApeCoin DAO Community,

@MemeBrains has responded to our questions and they are in our review once again.

Follow this Topic as further updates will be posted here in the comments.

Kind Regards,

-@Facilitators

1 Like

Hi ApeCoin DAO Community,

@MemeBrains has responded to our follow-up questions and has provided consent to share them in this forum for the community.

Click to expand follow-up Q&A with @MemeBrains

1. Under the benefits to the ApeCoin ecosystem cited within AIP-383, there is an expectation set out to return 20% of all revenue until the full grant amount is repaid. There was a grant allocation of 75k APE (est. US$52,000), but only a reported return of revenues totaling just under $8,000. Additionally, there is no indication for the amount of ApeCoin tokens that were actually returned.

Unless the full 75,000 ApeCoin has been returned already, the original commitment from AIP-383 has not been Implemented/fulfilled/completed.

To resolve this discrepancy and to enable this new proposal to move forward based on the community guidelines, the new proposal should indicate both that the 20% revenue return will continue regardless of the passing of this new AIP until the original 75k ape is returned and also that the original commitment from AIP-383 is still outstanding and not complete.

To determine the 20% revenue sharing amount that AIP-383 intended to send to the treasury, I used the USD equivalent we received for paying the initiative’s operating expenses. We converted $APE into USDC in intervals, totaling approximately $110k, rather than the current value of $52k as mentioned above.

Therefore, the revenue sharing amount that AIP-383 intended to return to the treasury, and which AIP-457 continues, is based on the net total of $110k USD equivalent in $APE, not the current lower value of $52k USD.

If you believe this calculation methodology should be revisited or revised, please let me know, and I am happy to oblige.

The revenue sharing totals for each of the two events activated by The Public Bored have been presented in the corresponding Transparency & Accountability reports within the Implementation Update sections. One published on February 1st here, and the second published on April 18 here.

The amounts indicated in both Transparency & Accountability reports have been sent to the ApeCoin DAO Treasury on July 1st, 2024 here.

Upon considering the specific wording of your question, I realize there may have been an expectation that the amounts to be returned would be in $APE, whereas I have been sending back amounts in $USDC.

Screenshot reference for the usage of $USDC as the calculating methodology

This may be a minor misunderstanding, and I am happy to adjust moving forward. We can either continue returning the $USDC amounts as previously commenced, or I can send the $APE equivalents moving forward. Sending $USDC seemed logical as it represents the true revenue sharing from revenue received by paying customers. However, I remain open to input and preferences as indicated by the Foundation at any time.

Note: Although some customers paid in $APE, most chose other crypto as payment options, as the gas fees associated with $APE directly on ETH Network often ended up so big that gas was more expensive than their entire purchase.

Correct, agreed, and this has been already indicated in the opening paragraph of the Proposal Description, as well as discussed in existing Q&A as well, screenshots here with highlights for reference.

2. What are the plans to ensure that the original commitment, to return 20% of all revenue to the ApeCoin DAO until 75,000 APE has been returned, is upheld?

These plans have been outlined in the final Transparency & Accountability reports, screenshot below for reference and summarized here as:

AIP-383 was designed to launch MVP experiments for a digital billboard startup, and these experiments were completed successfully. We validated a business model that yields up to 10x higher sales prices than traditional competitors and opens up a 100x larger total addressable market.

Our biggest revenue generation challenge so far has been the lack of recurring revenue. Activating only at events means months of effort for just a few days of revenue. Consequently, we are focusing on acquiring our first permanent digital billboard by way of this AIP-457, ideally along a highway or at a street-level location. Once we secure a permanent location, we can generate continuous revenue, contributing to the DAO Treasury on a 24/7, 365-day basis.

Quoting the 6th paragraph in the Proposal Description

To support this goal, we secured a small angel investment from prominent investor Jason Calacanis. Now that we are part of his investment portfolio, we have access to the right network for our scaling strategy, from traditional tech-startup rounds to Series A, IPO, or acquisition. We are also in discussions with other venture funds for the same purpose.

Our current focus is on our follow-up AIP, which enables us to purchase the physical asset of the permanent digital billboard needed to capitalize on the increased operating margins and scale until IPO or acquisition.

Path to Profitability Screenshot from our Transparency & Accountability Report published on June 6, 2024:

Should AIP-457 and all subsequent resubmissions fail to pass, we will seek venture funding from other sources. The revenue-sharing promises of AIP-383 will continue until the balance of AIP-383 funds are returned to the treasury. This would be an unfortunate outcome for the ApeCoin treasury however, as passing AIP-457 unlocks a 20% stake in the venture as it scales towards its IPO or acquisition. Therefore, the passing of AIP-457 is of great potential value to the DAO, but either way the DAO still receives its revenue sharing promise until the balance of AIP-383 funds are returned.

The only scenario in which the remaining revenue-sharing promise of AIP-383 would not be returned to the DAO is an unforeseen complete cessation of the initiative altogether, resulting in zero revenue is generated from which to draw the 20% revenue share.

3. Do you provide consent to apply updates to the relevant areas of your proposal based on your responses to the questions above?

Yes

4. Do you provide consent to share these questions and answers with the community in this forum?

Yes

A DAR package is being worked on and upon completion this AIP will move into Administrative Review. Follow this Topic as further updates will be posted here in the comments.

Kind Regards,

-@Facilitators

1 Like

Imagine if Public Bored was in every key location - especially during key events - that’s basically low cost, max exposure advertising.

1 Like

Hi ApeCoin DAO Community,

We have no further questions for @MemeBrains. This AIP is now under Administrative Review.

Follow this Topic as further updates will be posted here in the comments.

Kind Regards,

-@Facilitators

Maybe ApeFest coming up this year :eyes: :heart: :gorilla: :apecoin:

2 Likes

Word up Fellow Monkey Minds …
ALL this is inspiring the ever living apesh!t outta me.
Been in the Public Bored Rabbit hole all night…

This is spot on / in line with some of my/our (MBU’s) core thesis’s on the market madness,
which parallels the nascent markets, as well as the tooling being built;
around assets of ATTENTION.

A Main Point I want to out loud here is …
a major LESSON that stands out …
The SOUNDNESS of ATTENTION, as a TYPE of GOOD MONEY …
Stands out to me, as now we have an open public ledger for everyone to see the evidence,
instead of it being guarded under ground… haha

I have this one as one the most interesting and also largest opportunity… Maybe my Marketing Degree is making me have that view, but who knows. Im just a Banana with a Brain at the end of the day.

To further the Sound Money Rant, the attention asset when it is well managed and also smartly placed (kudos) it can with stand other forms of MONEY, and might actually outlive BTC. Joking but theres a weird intangible supply and demand market dynamic to these thesis. …
Being that … Attention is endlessly in demand;
whilst also having an inherent supply restriction, backing up it scarcity.

Attention is THE New Money.

Goofy example:
Marvin the Monkey can invent a self harvesting banana tree;
but if no one ever sees it,
what does it really do to help feed any hungry monkeys?
He needs it get attention, or its worthless.

The APE community continues to spear-head
the True Marketing Revolution.

Just wanted to show some love on here and start showing my face;
and my willingness to pursue many things around here.

Ive been here in the NFT world, since JAN 2021.
I finally feel home, but def have some rabbit holes to reveal.
:wink: Later on of course.

Much Much Love;

  • MonkeyMike