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Market Analysis

TAM, Competition & Go-to-Market · March 2026

🔒 Internal · March 2026

Three converging markets creating
a $60B+ opportunity

TEGI operates at the intersection of three high-growth markets that are converging rapidly: AI agent infrastructure, knowledge graph platforms, and professional entity identity. The emergent 'agentic web' is creating demand for a canonical entity layer that none of these markets currently serves.

Market2025 SizeProjectedCAGRTEGI Relevance
AI Agents $7.6B $52.6B (2030) 46.3% Agent runtime, token margin
Agentic AI $7.5B $197B (2034) 44.0% Core infrastructure layer
Knowledge Graphs $1.5B $7.0B (2034) 18.6% Entity graph, relationships
Professional Identity $4.0B+ $12B+ (2030) 20%+ Entity identity, trust tiers
Projected Market Size (Peak)
Agentic AI
$197B by 2034
44% CAGR
AI Agents
$52.6B
46% CAGR
Prof. Identity
$12B+
20%+ CAGR
Knowledge Graphs
$7B
18.6% CAGR
Market Opportunity Funnel
TAM
$60B+
Global AI agent + knowledge graph + entity identity
SAM
$8–12B
B2B entity identity + agent runtime
SOM Year 1
$1–5M
ARR · Early adopters
SOM Year 2
$15–50M
ARR · Expanded B2B
$60B+
TAM
All AI agent infrastructure + knowledge graph + entity identity platforms globally
$8–12B
SAM
Entity identity, knowledge management, and agent runtime for B2B entities
$50M
SOM Year 2
Expanded B2B base, enterprise contracts, developer API early access
TARGET MARKET OVERVIEW TEGI 46% CAGR 44% CAGR TAM $60B+ Global AI · Agents · Knowledge Graphs SAM $8–12B B2B entity identity + agent runtime SOM Y2 $50M ARR Early B2B + developer API + token margin

The market need is verified and urgent

45%
of Fortune 500 actively piloting agentic AI systems in 2025
99%
plan eventual agentic deployment — demand for entity infrastructure is a near-certainty
$200B+
enterprise AI infrastructure spend projected by 2027
0
existing platforms combine entity identity + knowledge graph + agent runtime + social interaction

B2B first — then professionals and agents

SegmentTimelineRationale
B2B — Companies Primary (Phase 1–3) Companies want a canonical, agent-accessible entity record for their products, services, and corporate identity. High willingness to pay for verified trust tier and agent runtime.
B2B — Products & Datasets Primary (Phase 1–3) Software products, datasets, and APIs benefit from machine-readable identity, dependency graph edges, and a support agent attached to their entity profile.
B2B — Institutions Primary (Phase 2–4) Universities, research institutes, government bodies. Incentivised by publication graph, institutional verification tier, and researcher entity profiles.
Individual Professionals Secondary (Phase 3+) Professionals with substantial public knowledge footprint — researchers, authors, engineers. Lower ARPU but higher volume and network effects.
AI Agents (as entities) Emergent (Phase 4+) AI agents registered as first-class entities on TEGI — enabling agent-to-agent discovery, verified identity, and structured interaction protocol.

Phased GTM — seed to ecosystem

Phase 1
Seed

Direct Outreach

Direct outreach to 20–30 developer tools, AI companies, and research institutions. Offer Founder tier (free or discounted) for early entity profiles. Focus on quality of knowledge graph over quantity.

Phase 2
Inbound

Content & SEO

Content: entity graph visualisations, 'X entity on TEGI' shareable cards. SEO: entity profile pages indexed publicly. Community: early adopter Slack / Discord.

Phase 3
Partnerships

Integration Partners

Integrate with GitHub (software entities auto-import), LinkedIn (professional entity claim), Crunchbase (company data enrichment). Each integration seeds thousands of entity stubs.

Phase 4
Agent Ecosystem

Enterprise Agent Layer

At MVP launch, pitch TEGI as the canonical identity layer for AI agent deployments. Target: enterprises building internal agent networks who need verified entity records for their agents.

Phase 5
Developer API

Open Platform

Open developer API with token-based billing. Third-party builders can create entity types, edge types, and agent templates. Marketplace for agent configuration templates.

Land and expand pricing model

TierPriceEntitiesStorageAgent Calls / moTarget
Starter $99/mo 1 5 GB 10K Small co / product
Pro $499/mo 5 50 GB 100K Mid-market
Business $999/mo 20 250 GB 500K Scale-up / department
Enterprise $2K+/mo Unlimited Custom Custom Corporations / institutions
Token margin (Phase 3+) is charged as a percentage over provider API cost on all agent calls. Storage overages billed at $0.05/GB/month. Enterprise contracts include custom SLA and dedicated infrastructure.