Confidential · Launch Data Room · July 2026
The next-generation film studio. Asia-first launch on Seedance 2.0: market, competitors, positioning of 8 products, technical readiness, roadmap and financial simulations.
Core narrative
“Don't buy software. Buy a film studio that fits in your pocket.”$1 in Neyra = $10 saved in pre-production. We sell decision speed, not generations.
Real research numbers — not optimism, but the wave we stand on
AI Video Generation (global)
CAGR 23.5%
market.us; the broader AI video segment reaches $52B by 2030 (CAGR 32.3%, MarketsandMarkets)
APAC Creator Economy
CAGR 25.1%
The fastest-growing creator market in the world — our Phase 1
SEA Influencer / Content Marketing
CAGR 30.7%
Indonesia, Vietnam, Thailand, Singapore — direct buyers of production tooling
AI-Generated Content (total)
CAGR 31.4%
The macro wave we are riding
They are all clip generators. We are the operating system of film
Runway (Gen-4)
$12–76/mo
+ Brand, Hollywood partnerships, model quality
− A clip generator, not a studio. No pre-production, no characters, no IP ownership
High threatLTX Studio
$15–125/mo
+ Story-to-video pipeline — closest competitor by concept
− No 3D previz, no EGI brain, no asset marketplace, no credit economy
High threatKling 3 (Kuaishou)
credits
+ Top-tier motion model, massive base in China
− A model without a workflow. No studio layer at all
MediumSora / Veo 3
bundled in subscriptions
+ Best base models, distribution via OpenAI/Google
− These are models, not film products. No continuity, cast, or pipeline
MediumPika / Hailuo
$8–28/mo
+ Virality, social clips
− Consumer toys. Zero professional features
LowWhy we can't be copied (Moat)
Jobs-style: one product — one sentence — one reason to buy
Neyra Brain (EGI)
Pro / Studio“The studio that thinks.”
«See the film before it's shot»
Not an assistant — a producer. Analyzes the script, debates with 20+ agents, builds previz and budgets.
$ Brain Hour (369 cr) + Deep Analysis à la carte
NeyraGPT
Free → Starter“Direction, on demand.”
«The entry point that feeds the funnel»
Voice, chat, ideas, Story DNA. The free layer that feeds the entire funnel.
$ Freemium → subscription conversion
3D Studio
Pro“Block. Shoot. Believe.”
«A film set in your browser»
Previz at The Third Floor level: blocking, cranes, coverage, beats — drawn with a finger, shot by Seedance.
$ Take renders on credits
Nodes (Compositor)
Pro / Studio“The pipeline is the product.”
«The operating system of film»
Node-based workflow: image gen → 3D → rig → video. Pro slang, pro audience, LoRA training.
$ Credits per node + LoRA training
Production
Production / Film“From script to screen.”
«The full pipeline, one flow»
Full pipeline: scenes, shotlist, continuity, sound, editing, 4K master. The core cash cow.
$ Production Tiers ($3K–69K/mo)
Characters
Starter+“Own your star.”
«An actor that never ages»
Face-lock, psychology, voice, trusted avatars (ARK). A character = an IP asset you can rent out.
$ Creation + IP Space (20% commission)
Locations
Starter+“Scout the world from your desk.”
«Location scouting without flights»
Generate and manage locations with ground plans, POVs and lighting maps.
$ Generation on credits + marketplace
Agents Marketplace
All“A crew of a thousand. Payroll of one.”
«A full crew — one payroll line»
Custom specialist agents (lighting, editing, script doctor) that creators sell to each other.
$ 20% commission on every hire
Our unfair advantage: access to a model sold for $2M
Market fact
BytePlus sells exclusive Seedance 2.0 access to studios at a $2M commitment — zero watermark and priority quotas. That access does not exist on the open market.
Joint press release: "The first studio platform on Seedance 2.0" — BytePlus gives us distribution across their enterprise clients; we give them a ready product layer on top of the model.
Positioning: Neyra = "Seedance access without the $2M". Free 30-second generations are the trailer of what's possible; tiers follow.
Protection: a quota contract + minimum 2 fallback providers (Kling/Fal, Veo via Kie) — already live in production. Zero single-model dependency.
Joint case studies: 3 films with Singapore agencies before the press release. BytePlus showcases them at their events — free enterprise marketing.
What's ready, what to reinforce, what's critical before Jul 20
Render queue & reconcilers
QStash + VideoRenderJob/RigJob reconcilers already prevent clip loss on closed tabs. Scales.
Provider resilience
Circuit breakers (SystemHealth), 7+ Kie/NanoBanana keys, Fal→Kie→Ark cascades. Ready for 10x load.
Storage (R2)
R2 + branded drive works. Before launch: CDN cache rules for video, lifecycle policies (auto-archive old takes), per-tier quotas.
Database
80+ entities with live Supabase sync. Needed: pagination on all heavy lists and a hardened Supabase replication path as the scale backbone.
Cost telemetry
userCostMetrics/imageGenCostStats exist. We need a kill switch: a hard GPU spend cap on the free tier before Freemium opens, or 30 free seconds will burn the margin.
Onboarding under load
50 agencies in week one = hundreds of parallel renders. Queue load-testing and paid-tier prioritization over free must land before 20/07.
Three phases to the BytePlus press release and the US expansion
July
“The Engine Reveal”
August
“The Character Era”
September
“The Brain Release”
7 monetization models: where we earn, where we lose, how we hedge
| Simulation | Users (6 mo) | Net profit | ROI | Risk |
|---|---|---|---|---|
| 1. Freemium-Scale | 15,000 MAU | $45K | 2.1x | High (GPU) |
| 2. Creator-Studio | 4,000 active | $120K | 3.4x | Medium |
| 3. Identity-Hub (IP) | 5,000 active | $250K | 5.2x | Low |
| 4. Production-Tier | 800 teams | $400K | 4.8x | Medium |
| 5. EGI-Enterprise | 2,000 Pro | $650K | 6.5x | Low |
| 6. Agency-WhiteLabel | 50 agencies | $1.2M | 8.1x | Minimal |
| 7. Pay-as-you-go | 10,000 one-off | $300K | 2.8x | Medium |
Risk map & mitigation
GPU costs on Freemium eat the margin
→ Hard daily cap on free, 30s generations only in low-priority queues, watermark
Dependency on Seedance/BytePlus
→ Quota contract + 2 active fallback providers already in production today
Runway/LTX copy the positioning
→ Our moat is the IP economy and EGI — years of build; we ship faster than they release
Asian churn (low loyalty)
→ Ownership mechanics (Character ID, IP earnings) — users don't walk away from assets that earn
Deepfake / identity regulation
→ Trusted asset library (ARK), AI + admin moderation, terms acceptance — already implemented