NetShow for investors
The growth case
What a fast AI company says happened once its product fit, why NetShow is built to compete the same way, what we will report when the doors open, and scenarios from our own prices.
The market proof
Higgsfield's CEO's claims in a public interview, not verified by NetShow
Higgsfield makes AI video. Its CEO says it went from $1M to over $1B in annualized revenue in about 18 months, with no paid ads, and that the ramp came once the product fit: camera control took it from about $1M to $20M in about 3 months.
| What | His claim |
|---|---|
| Annualized revenue | Crossed $1B: the last 4 weeks of live revenue x 13, annual contracts prorated, no multi-year bookings |
| Speed | $1M to $1B in about 18 months |
| Paid ads | None: growth comes from owned content and distribution |
| Expansion | One customer went from a $99 subscription to a $6M-a-year deal in 6 months |
| Early retention | About 30% of new users drop in their first month, then the curve is flat |
| Net revenue retention | Over 300% at month 12 in the business segments |
| Gross margin | Over 80% on own and open models; 20-30% on closed models |
| Model routing | Higgsfield picks the model in over 40% of jobs |
| Revenue mix | Business slightly over 50%; pure consumer about 10% |
Source: a long-form public interview with Higgsfield's founder and CEO, summarized in our growth case brief.
Why NetShow competes
Deliver the outcome, not the tool. Higgsfield's first moat, in its CEO's words, is that businesses sell more. NetShow's alive agent is the salesperson: it greets a stranger by voice, answers, drives the site and captures the lead, and it can make the marketing video while it talks.
Margin by routing. Our own looks and our own voice path come first, open models next, and premium models only when a customer asks. The harness router and the model registry, two layers of the NetShow platform, pick the model for each job.
Above the $20 trap. AI employees start at $699 a month, with teams from $4,999 a month and enterprise from $9,999 a month; each exact price is set in writing after the build call.
Own the distribution. The talking websites, the widget on customer sites and pages like this one, where the agent pitches live, are channels we own.
Entertainment is the second market. NetShow.com is our entry: the Theater with a live host, debates and Live Shows, and a story generator growing into a movie generator with your family in it.
One platform underneath
Everything above runs on one platform: the doors, the alive host, any model, memory, tools and hooks, the harness router, computer use and a person as the last step.
What we will report when the doors open
Benchmarks are Higgsfield's CEO's claims in a public interview; our targets are goals, not results.
We will state our run rate the way Higgsfield's CEO says the leaders do: the last 4 weeks of live revenue times 13, annual and enterprise contracts prorated to one month, and never a multi-year booking or a signed deal that is not live.
Three lines, shown apart: subscriptions, usage credits and enterprise. The businesses we own stay out of NetShow's number.
| Metric | Benchmark (his claim) | Our target, first 90 days |
|---|---|---|
| Time to first conversation | About 30% of new users drop in their first month | A stranger talks to an alive host in under 60 seconds, no login |
| First-month logo retention, business | B2B SaaS expects over 80% | 80% or more |
| Net revenue retention at month 12 | Over 300% in his business segments | Tracked from the first month; aim above 150% by month 12 |
| Business share of revenue | Over 50% | 60% or more |
| Gross margin | Over 80% on own and open models; 20-30% on closed | 70% or more blended, shown by model class |
| Jobs where we pick the model | Over 40% | 60% or more |
| Paid ad spend | $0 | $0 |
| Credit refunds | Bots that buy credits and then refund, a risk he names | Under 1%, with per-visitor limits and daily ceilings |
Source: our growth case brief, sections 3 and 4.
Scenarios from the day the doors open
Scenarios from our price sheet, not forecasts
Today NetShow has no paying customers. These scenarios are built from our own prices and stated assumptions, and the first 90 days of real numbers replace every assumption here.
Conservative at month 12: 80 businesses at $900 average revenue per account, 1,500 credit buyers at $25, and 1 enterprise contract at $120K a year. Base at month 12: 250 businesses at $1,100, 6,000 credit buyers at $35, and 3 enterprise contracts at $150K.
Gross margin assumed at 60% conservative, 70% base and 75% breakout, rising as more jobs run on our own looks, our voice path and open models.
The breakout line is not a forecast either: it is Higgsfield's curve, as its CEO tells it, applied to us. It needs our wedge to land (the alive salesperson plus video in the conversation), capital for inference and growth, and a content engine.
| Scenario | Month 12 | Month 24 | Month 36 |
|---|---|---|---|
| Conservative | $1.4M ARR | $8.9M ARR | $40.0M ARR |
| Base | $6.3M ARR | $49.4M ARR | $207M ARR |
| Breakout (Higgsfield pace) | About $50M ARR | About $400M ARR | About $1B ARR |
Source: our growth case brief, section 5.
Next step
Ask Mrs. NetShow anything on this page, or reach Michael through the contact block below.
What we have measured
Only numbers the platform counted from its own records. Anything not yet measured is left out.
- Serving cost against ceilings USD 0.13 Today, UTC; the fence keeps one day. 80 of 80 lanes with a ceiling are under it; 0 lanes spent with no ceiling. Today, UTC, as of 2026-09-27