MAAC Mobility-as-an-Asset-Class
The market the four systems are built for
DTON sizes its markets from the bottom up, for each of the four industries. These are projections and assumptions, not forecasts.
From total market to DTON’s share
In DTON’s base-case model, the four revenue markets total $6.66T from 2026 to 2035. DTON’s model can serve $274.9B of it.
The total addressable market (TAM) is the whole revenue pool of the four industries. The serviceable market (SAM) is the part DTON’s model can serve. The obtainable market (SOM) is 25% of SAM, the share DTON targets.
The bottom-up approach
How the numbers are built
DTON’s figures come from its own bottom-up revenue model, not from a percentage of an outside market forecast. The model multiplies real-world volumes by unit economics for each industry, then adds them up.
- Volumes Real-world volumes: vehicles, workers, projects, bookings
- Unit economics Multiplied by fees and prices, tested against the record
- Adoption A cautious adoption ramp sets the reachable market
- Phases From Inception to Governance
- Industry Totals for MAAC, t2EF, PWOS and IMC
Where the market sits
Each industry’s share of the total market and of the market DTON’s model can serve.
- MAAC 4.2% $278.1B
- t2EF 2.1% $143.0B
- PWOS 26.8% $1.79T
- IMC 66.9% $4.45T
- MAAC 5.6% $15.5B
- t2EF 2.3% $6.3B
- PWOS 24.8% $68.3B
- IMC 67.2% $184.8B
Interactive
The market ladder, from total market to the pilot
Choose a scenario to see how the ten-year market changes. The pilot and plan figures do not move with the scenario.
$6.66T TAM Revenue pool, ten years. A ceiling.
$274.9B SAM Reachable under a cautious adoption ramp.
$68.7B SOM The share DTON can realistically obtain: 25% of SAM in the Base case.
$1.46B Phase 1 SOM 12+ cities, 30,000+ vehicles listed, years 1 and 2.
$3.4M Inception SOM Austin and Benin City, 850+ listed and 700+ deployed vehicles, 24 months. About $6.6M a year run-rate by Month 24.
$1.81T DTON plan The ambition, set beside the market and never used to size it. 27.2% of the Base TAM and 6.6 times the Base SAM.
Year-10 annual run-rate in 2035, Base case: TAM about $1.07T, SAM about $88.3B. All figures are projections.
TAM, SAM and SOM, industry by industry
Explore MAAC
t2EF Training-to-Economic-Freedom
PWOS Physical World Operating System
IMC In-Motion Commerce
The numbers, industry by industry
| Industry | TAM | SAM | SOM | DTON plan | Year-10 run-rate, TAM / SAM |
|---|---|---|---|---|---|
| MAAC Mobility-as-an-Asset-Class | $278.1B | $15.5B | $3.9B | $157.8B | $52.9B / $6.3B |
| t2EF Training-to-Economic-Freedom | $143.0B | $6.3B | $1.6B | $42.0B | $17.5B / $2.1B |
| PWOS Physical World Operating System | $1.79T | $68.3B | $17.1B | $309.4B | $314.1B / $25.1B |
| IMC In-Motion Commerce | $4.45T | $184.8B | $46.2B | $1.30T | $684.4B / $54.8B |
| Combined | $6.66T | $274.9B | $68.7B | $1.81T | $1.07T / $88.3B |
Base-case projections, 2026 to 2035. The DTON plan is shown beside the market and is never used to size it.
Three scenarios
DTON also models a low and a high case, so a reader can see how sensitive the market is to its assumptions.
The assets behind the markets
Two of the industries rest on physical assets: vehicles and infrastructure. By 2035 the model projects these asset bases, and the part that DTON’s systems could tokenize or govern.
Combined: $4.61T of assets, of which $463.1B tokenized and governed.
The wider foundational universe these markets draw on is projected at $103.9T by 2030 and $147.1T by 2035. It is context, not a market DTON claims.
See how the model is built
The founding publication explains each market and its assumptions.