Speaker Notes for your 8-slide Board presentation. These are designed to help you command the room, address the CFO’s concerns proactively, and move the Board toward a "Yes" vote.

Slide 1: Title Slide

Speaker Script:
"Good morning, members of the Board. Today we are discussing a structural evolution in how we manage our most expensive asset: compute. This proposal for the WAO Layer 4 protocol is the result of a multi-model audit involving Gemini and DeepSeek. We are looking at a way to move beyond 'brute force' scaling and into 'semantic efficiency'."

Slide 2: Executive Summary

Speaker Script:
"The headline is this: We are currently leaving billions on the table due to compute volatility. By allocating just 2% of our projected revenue into a semantic alignment layer, we can hedge against the rising costs of inference. This is a low-risk, performance-linked pilot designed to save us up to $3 billion annually."

Slide 3: The 2026 Compute Crisis

Speaker Script:
"Look at these numbers. We are on track to spend up to $23 billion on compute this year. Our current problem is 'Compute Burn'—our models treat every query, whether it’s a simple repeat or a complex logic puzzle, with the same expensive reasoning intensity. We need a filter to prune low-value paths before they ever reach our GPUs."

Slide 4: Solution Architecture: The Role of Layer 4

Speaker Script:
"Layer 4 acts as a 'Semantic Inbox.' Think of it as a traffic controller for intelligence. Instead of sending every request straight to the heavy reasoning model, Layer 4 judges the semantic necessity of the path. It prevents us from solving simple problems with sledgehammer-level compute, shifting our paradigm from 'burning cycles' to 'structural judgment'."

Slide 5: Quantitative Financial ROI

Speaker Script:
"Let’s talk ROI. Our conservative models show that even a 20% optimization in inference—which is highly achievable—results in over $2 billion in savings. With a $400 million investment in Universal Vouchers, we are looking at a 5x return. In a high-expenditure year like 2026, this is the most effective margin-expansion tool we have."

Slide 6: Execution Framework: Performance-Based Escrow

Speaker Script:
"I want to address the CFO’s concerns directly: this is not a blank check. We have structured this as a '1+3' escrow model. We unlock the first $50 million only after technical proof. The remaining funds are tied strictly to our 'Effective Semantic Pruning Rate.' If it doesn't save us money, we don't pay the full amount. It’s a success-based bet."

Slide 7: Governance & Risk Mitigation

Speaker Script:
"Strategically, we remain in total control. This is a non-exclusive partnership with no equity exchange. We have a 30-day kill-switch. Most importantly, we keep the data. All semantic metadata generated during the pilot belongs to OpenAI, ensuring we build our own long-term moats without being locked into a single vendor."

Slide 8: Final Conclusion & Action Items

Speaker Script:
"To wrap up: we are at a point where compute efficiency is as important as model capability. I’m asking for the Board's approval to trigger the initial $50 million for Phase 1. This ensures we don't just have the most powerful AI, but the most economically sustainable AI. Let’s secure our dominance for the 2027 Agentic Economy today."