Yonoo Investor Q&A - Philipp Willigmann

441

Registered Users

974

Anonymous Visitors

Paid Subscribers

€265

Monthly Revenue

1,741

Total AI Chats

3.9

Chats / User

2.7%

Conversion Rate

€0

Marketing Spend

Frontier AIs

User Breakdown by Tier (Live)

Tier	Price	Users	Revenue/Month
Free	€0	430	€0 (funnel)
Student	€5.99	1	€5.99
One	€9.99	1	€9.99
Pro	€19.99	5	€99.95
Family	€29.99	5	€149.95
Total Paid		12	€265.88

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1. Business Model & Economics

What are actual API costs per user per month?

Provider	Model	Input (per 1M tokens)	Output (per 1M tokens)
OpenAI	GPT-4o	€2.30	€9.20
OpenAI	GPT-4o-mini	€0.14	€0.55
Anthropic	Claude Sonnet 4.5	€2.75	€13.80
Anthropic	Claude Haiku 4.5	€0.92	€4.60
Perplexity	Sonar Pro	€2.75	€13.80
Google	Gemini 3 Flash	€0.07	€0.28
DeepSeek	V3.2	€0.13	€0.26
Groq	Llama 4 Scout	€0.10	€0.17

Estimated Monthly API Cost Per User

User Type	Chats/Month	Estimated API Cost
Free (50/week)	~200	€0.80 - €1.50
Student (100/week)	~400	€1.50 - €3.00
One (300/week)	~1,200	€4.00 - €8.00
Pro (unlimited)	~2,000	€8.00 - €15.00

Gross Margin Analysis

Tier	Price	Est. API Cost	Gross Margin
Free	€0	€1.00	-100% (marketing)
Student	€5.99	€2.50	58%
One	€9.99	€5.00	50%
Pro	€19.99	€12.00	40%
Family	€29.99	€25.00	17%

  Path to Positive Unit Economics:
  Volume discounts at 10K+ paid users
ML-based routing optimization (cheapest path to good answer)
Prompt caching reduces costs 50%+
Target 5-8% free-to-paid conversion (industry: 2-4%)

2. Competitive Position

Why hasn't OpenAI bundled Claude/Gemini into ChatGPT Plus?

Competitive conflict: OpenAI, Anthropic, Google compete directly
Enterprise lock-in: Large clients want best-of-breed, not single vendor
Regulatory risk: Bundling could trigger antitrust scrutiny
Brand dilution: Each wants users associating quality with their brand

What if Anthropic launches "Claude Pro Plus" with GPT/Gemini?

We're first with operational multi-AI routing (live now)
We optimize for user, not provider revenue (neutrality)
Price leadership: €9.99 vs likely €25+ enterprise solution
Student/Family focus - incumbents target enterprise

Poe Comparison

Factor	Poe	Yonoo
Price	€18.50/month	€9.99/month
AIs included	5+	8
Real-time search	Limited	Perplexity grounding
Routing	Manual	Intelligent auto-routing
Target	Power users	Students, families

  Defensible Moat:
  Routing intelligence (700+ weighted keywords)
Perplexity-first grounding layer (real-time facts)
Data flywheel (each query improves routing)
Price positioning for underserved markets
Family/shared accounts (network effects)

3. Technical & Operational

Routing Algorithm Architecture

Priority Stack:
1. Quick Action Prefix (e.g., [Claude], [Research]) - Forces specific provider
2. Composer Mode (e.g., image, deep_research) - Maps to optimal provider
3. Intent Detection (700+ weighted keywords) - Scores: creative, coding, research
4. Task Type Context (from UI tiles: Write, Learn, etc.)
5. Fallback chain: Claude 4.5 - GPT-5.2

Evolution Roadmap

Phase 1 (Current): Rule-based with keyword weights
Phase 2 (Q2 2026): ML-based intent classifier
Phase 3 (Q4 2026): Reinforcement learning (quality + cost optimization)

Cost Structure

Category	Current %	At Scale %
API Costs	85%	70%
Hosting/Infra	5%	15%
Payment Processing	5%	5%
Other	5%	10%

Privacy Model

Conversations NOT stored server-side (stateless backend)
Chat history in browser LocalStorage (user-controlled)
GDPR compliant: Right to deletion, data portability
No conversation training/sharing with AI providers

4. Team & Execution

Casper Mlinarevic

Founder

Serial entrepreneur with legacy business experience. Founded 2 companies; currently selling one.

Yonoo vision: Just as Spotify solved scattered music (Napster, iTunes, CDs), AI is now scattered across ChatGPT, Claude, Gemini, Perplexity. Yonoo is the Spotify for AI.

Philosophy: "Orchestrating the orchestra without needing to play every instrument." Autodidact in technology and AI.

Korina Mlinarevic

Co-founder

Modern AI/tech expertise with deep knowledge of AI landscape and startup ecosystems.

Role: thecofounder.de - connecting startups with strategic co-founders.

Complementary: Brings today's experience and knowledge in AI/tech, investor relations, and go-to-market strategies.

Why This Team?

Casper + Korina = Legacy Experience + Modern AI Expertise

It's not about how many AIs you have - it's about getting the best answer as real-time as possible. Together, we're capable of serving the singularity across many industries.

Hiring Plan

Milestone	Hire	Role
€50K MRR	1st	Full-stack developer
€100K MRR	2nd	Growth/Marketing
€200K MRR	3rd	Customer Success
€500K MRR	4th	ML Engineer

5. Legal & Compliance

API Terms of Service

Provider	Commercial Resale
OpenAI	Allowed
Anthropic	Allowed
Perplexity	Allowed
Google (Gemini)	Allowed
DeepSeek	Allowed
Groq	Allowed
xAI (Grok)	Allowed

IP Ownership

Codebase: 100% proprietary
Routing algorithm: Proprietary
Brand: Yonoo trademark (pending registration)

6. Growth & Traction

North Star Metrics

  
    
      Metric
      Value
      Why It Matters
    
Total Users1,415Market validation without any spend
Time to 1K users~9 weeksFaster than Dropbox (15 weeks to beta waitlist)
Paid conversion2.7%Above industry avg (2-4%), pre-optimization
Marketing spend€0100% organic = strong product-market fit signal
Revenue per user€22.16Healthy ARPU with room to grow via upsell
ChurnLowOnly 1 past-due subscription out of 12

Metric	Value	Why It Matters
Total Users	1,415	Market validation without any spend
Time to 1K users	~9 weeks	Faster than Dropbox (15 weeks to beta waitlist)
Paid conversion	2.7%	Above industry avg (2-4%), pre-optimization
Marketing spend	€0	100% organic = strong product-market fit signal
Revenue per user	€22.16	Healthy ARPU with room to grow via upsell
Churn	Low	Only 1 past-due subscription out of 12

Growth Timeline

Date	Milestone
Nov 19, 2025	First user registered
Nov 21, 2025	First paid subscription (Pro)
Dec 2025	100 registered users
Jan 6, 2026	First Family plan sold (5 seats)
Jan 21, 2026	Second Family plan sold
Feb 5, 2026	New Pro subscriber (organic)
Feb 6, 2026	441 registered + 974 anonymous = 1,415 total

12-Month Roadmap

Month	Target Users	Target MRR
M3	2,500	€2,000
M6	10,000	€15,000
M9	25,000	€50,000
M12	50,000	€150,000

  Path to €1M ARR:
  Product-led growth (free tier as funnel)
Student ambassador program (European universities)
Influencer equity program (6 slots x 2.5%)
Family virality (each plan = 5 advocates)
iOS app launch (pending Apple review)

Investor Due Diligence Q&A