Minutes of the Chinese LLM Trading Platform Strategic Planning Conference

Participants: @49731 Begger, @49276 TEX, @49286 North Georgia, @59283 Jiang, @59285 Chacha, @59494 Sony, @59522 Fane, @59525 卧龙先生 Master.Wolong, @59527 Arlo, @59541 Nini, @59548 Karl, @59915 Lisa Liu, @59921 Chelsa, @59923 Milly 中文内容 / Chinese Content 英文内容 / English Content 一、 战略筹备概述 / I. Strategic Overview

The Preparation Meeting for the Inaugural China Top 300 LLM Export Fair The team has fully initiated a strategic upgrade, planning to build the first domestic LLM TOKEN matchmaking export trading platform. By integrating 300 domestic LLM vendors, the platform targets emerging markets like Africa, Southeast Asia, and South America with extreme cost-effectiveness, aiming to secure the pricing and settlement authority of China’s AI computing power exports. Core Consensus: Upgrade the existing exchange system architecture to integrate model TOKENs first, while simultaneously preparing for the export fair at the China World Hotel in Beijing. Upon signing 300 vendors, a $500 million fundraising round will be launched, targeting a monopolistic gateway advantage within 3 years. 二、 核心筹备事项 / II. Core Preparation Items

  1. Core Platform Positioning & Core Strategy

Act as an industry matchmaker, not a model producer: Benchmark against Meituan, Didi, and Ctrip, serving solely as a traffic and settlement gateway. Integrate 300 domestic LLM vendors to formulate a unified TOKEN specification standard. Utilize USAD as the core settlement currency to capture industry pricing authority. Refactor the underlying capabilities of the existing exchange to minimize upgrade costs and accelerate deployment.

  1. Market Expansion Strategy • • • • • • • • 中国大模型交易平台战略规划会议纪要 | Minutes of Chinese LLM Trading Platform Conference 1 / 6 中文内容 / Chinese Content 英文内容 / English Content

Encircling cities from rural areas—penetrate lower-tier markets before upstream expansion: Core Target: Focus on emerging markets including Africa, Southeast Asia, and South America, capturing 2 billion users. Benchmark against Transsion and Pinduoduo, prioritizing high cost-effectiveness to fulfill fundamental operational needs. Partner with local smartphone manufacturers (e.g., vivo store) for direct user acquisition traffic to capture user mindshare. Avoid competing for cutting-edge computing hardware; recycled/legacy domestic computing stock is fully sufficient for market needs.

  1. Core Product Advantages & Innovation

Build an industry-unique TOKEN trading mechanism to establish entry barriers: Pioneer a two-way buy-and-sell mechanism for TOKENs; users face zero inventory risk and can exchange or refund anytime. Standardize quoting metrics across all models, enabling users to perform direct cost-effectiveness comparisons. Implement a 30-day deferred settlement window; forego interest spreads initially to profit primarily from substantial capital float. Prioritize network-wide lowest prices to rapidly capture a monopoly share before refining the broader monetization model. 三、 AI模型TOKEN撮合交易流程 / III. AI Model TOKEN Brokerage Process Flow 【用户端 / User Side】

[User Flow] Purchase TOKEN → Consume LLM Services → Sell back unused TOKEN to platform anytime [Platform Functions] Unify Specs → Provide Real-time Quoting → Implement 30- day deferred clearing to vendors [Vendor Flow] Adopt Specs → Deliver Computing Power Services → Accept standardized platform settlement 四、 会议详细讨论内容 / IV. Detailed Conference Discussions

  1. Platform Core Positioning & Operational Details • • • • • • • • • • • • • • • • 中国大模型交易平台战略规划会议纪要 | Minutes of Chinese LLM Trading Platform Conference 2 / 6 中文内容 / Chinese Content 英文内容 / English Content

• Brokerage Attributes: Operating as an independent matchmaker (akin to Meituan/Ctrip/Didi), bridging 300 Chinese LLM providers with global users, strictly offering real-time quoting and matching. • Centralized Clearing: Deploys USAD as the central clearing currency. Users maintain a USAD balance (similar to Alipay) and consume dynamically without pre- purchasing vendor-specific tokens; the platform consolidates downstream clearing. • Asymmetric Competition: Explicitly rejects duplicating legacy API aggregators like OpenRouter or SiliconFlow. Avoids top-tier compute competition, leading with absolute price-to-performance to meet baseline demand via mature Chinese compute exports.

  1. Market Expansion, Channels & User Experience

• Target Audience: Strategically centers on Chinese enterprises stationed in Africa and local lower-tier populations. Relies strictly on the Android ecosystem, intentionally excluding high-end hardware promotions like Mac mini. • Primary Channels: Anchor premium sticky ad banners within local smartphone stores (e.g., vivo), driving traffic to kai.com as the core entry hub where users monitor live token rates and engage in product trials. • User Autonomy: Users retain absolute liquidity to enter or liquidate tokens. Upstream model vendors enjoy complete autonomy to dynamically recalibrate pricing frequencies according to local compute volatility.

  1. Platform Rules, Standards & Dynamic Vendor Management

• Unified TOKEN Specifications: The platform enforces a standardized pricing framework. Vendors must quote against hard criteria like parameter volume and context windows, enabling transparent historical price trend visualization. The platform aims to be the world’s first to achieve this. • Vendor Offboarding: Upstream vendors must strictly adhere to service-level rules. Any compute shortfalls or speculative overselling will prompt immediate de-listing. The platform maintains absolute third-party neutrality.

  1. Strategic Trajectory, Long-term Goals & Market Sovereignty 中国大模型交易平台战略规划会议纪要 | Minutes of Chinese LLM Trading Platform Conference 3 / 6 中文内容 / Chinese Content 英文内容 / English Content

• Filling Market Gaps: Master Wolong emphasized that this initiative represents a profound strategic pivot rather than a simple replica, resolving China’s lack of pricing power and export pathways. Visually explicit architecture blueprints will be provided to drive internal alignment. • Liquidity Control: Aggregate massive user datasets from emerging regions to train proprietary models, ultimately mastering the liquidity definitions and pricing scales of Chinese AI tokens. The long-term goal is to elevate USAD into a dominant cross-border settlement stablecoin for AI and commodity exports. • Sinking Trajectory: Adhere firmly to the “rural-to-urban” roadmap. Focus initially on serving tier-2 and long-tail vendors (ranked 11th to 300th) to build mass liquidity before expanding upstream to capture elite market leaders.

  1. Product Architecture Reconfiguration & Capital Float Merits

• UI/UX Overhaul: The platform interface must seamlessly synthesize legacy exchange capabilities with the new AI token quoting board. Immediately hide redundant futures/derivatives features to strip away crypto-centric labels and emphasize compliance. Deploy tokens on the current engine first, modularizing later as load demands. • Monitoring & Entries: Maintain necessary compliance tracking over user sessions, transaction behaviors, and Agent dialogues. Establish kai.com as the core Agent entry hub, prioritizing high-frequency productivity utilities like document processing. • Deferred Settlement Float: Establish a 30-day settlement window. By collecting upfront user payments and delaying vendor clearing by 30 days, the platform captures substantial capital float, generating huge financial and operational hedging leverage.

  1. Team Alignment & Operational Risk Mitigation 中国大模型交易平台战略规划会议纪要 | Minutes of Chinese LLM Trading Platform Conference 4 / 6 中文内容 / Chinese Content 英文内容 / English Content

• Business Logic Alignment: Karl expressed firm endorsement of the commercial loop, establishing total cognitive consensus on capturing asymmetric overseas growth through extreme price-to-performance and aggressive African expansion. • Development Precedence: Karl will pivot fully to structural framework planning and channel touchpoint blueprints. The LLM brokerage platform is designated as the absolute highest company-wide development priority, completely superseding kai-Chat operations. A visual wireframe document will be rendered for feature prioritization. • Risk Dispensation: Regarding potential user concerns over model tracing and source integrity, the team reached a clear consensus: the platform operates on a massive scale; isolated tracing concerns represent a secondary contradiction and will not disrupt macro-level growth.

  1. Cross-Border Forex Compliance, Fundraising & Governance

• Token Compliance Framework: Digital assets are recognized as foreign exchange elements under cross- border regulatory lenses. The core instrument, USAD, will be positioned analogously to “WeChat Points/Platform Credits” to preserve exceptional regulatory elasticity and localized legal barriers. • No Reseller Intermediary: Re-emphasized that the platform is distinctly different from standard API reselling or relay middleware. The core operational definition is strictly secondary token matchmaking and liquidity brokering. • Elite Institutional Fundraising: Operations will map out growth mechanics for engineering execution. Simultaneously launch high-level planning for the Top 300 LLM Export Fair. Led by Wolong, the event will leverage the financial prestige of the China World Hotel in Beijing to anchor top-tier strategic relations and a $500 million institutional funding series. • Strict Visual Verification: To guarantee hyper-efficient project delivery, the team implements absolute military discipline: all members must enable video cameras and maintain real-name authentication during sessions; non- compliant individuals will face immediate termination. Wolong will immediately run site surveys at China World Hotel to finalize the brief. • National Forex Contribution: The company officially morphs from a legacy exchange into a fully verified, transparent export services gateway for domestic LLMs. By accelerating the scale export of Chinese compute resources, the platform systematically generates massive foreign exchange reserves, directly bolstering the resilience of the RMB exchange rate.

  1. Formulate Core Product Framework Blueprint @Karl Map out the fundamental product layout of the LLM Market module, outputting concrete wireframe blueprints or functional schemas. Collaborate with Master Wolong to align on feature deployment priorities. Note: This task takes absolute priority over all kai-Chat work.
  2. Drive Comprehensive System Re-engineering @Karl Leverage elite engineering resources to execute deep platform refactoring. Systematically strip out futures, derivatives, or high-risk modules, ensuring the core codebase perfectly serves transparent, compliant model export trading functions.
  3. Draft Elite Funding Conference Proposal @Master Wolong Collaborate seamlessly with Mr. Luo and Qiu Sha, incorporating executive directives and the strategic compute export background. Leverage the corporate branding and geographic prestige of the China World Hotel to output a flawless global institutional fundraising and vendor invitation brief.
  4. Internalize Strategic Briefs & Cognitive Alignment @All Team All business units must review and internalize post- conference strategic parameters immediately. Fully understand the systemic synergy between China World Hotel’s elite financial positioning and the LLM export initiative to secure flawless cross-departmental execution. 中国大模型交易平台战略规划会议纪要 | Minutes of Chinese LLM Trading Platform Conference 6 / 6