Hardware buys the data. Retail media funds the company. Agentic commerce captures the $400B grocery transaction.
The Wedge · ~Breakeven
Hardware + Subscription
Device + app puts Trepo in the kitchen. Not the profit center — customer acquisition that pays for itself and turns on the data.
CAC engine
Self-funding install base
Near-term ARR · 80%+ margin
Retail Media + Data
Brands pay for pre-purchase intent, audience activation & measurement — the Amazon/Walmart/Instacart playbook, but upstream of the cart.
$2–5M ARR
at 100K households
The TAM Unlock
Agentic Commerce
Trepo predicts & auto-replenishes — taking a cut of GMV on online grocery. The transaction we already saw coming.
$100M+
low-single-digit of $400B