TBD Blank mtg prep (Bliss+Dustin)

Attendees: Dustin J Ross, Bliss Perry Date: February 16, 2026 Type: Partner Session

Summary

Bliss delivered exceptional first draft of customer-facing document
- Successfully structured using why/how/what framework
- Demonstrated growth by speaking with appropriate confidence
- Clear improvement from internal brain-dump to external-ready format
Dustin focused on structural improvements rather than detailed content
- Identified three key punch lines that need to hit hard
- Added executive summary concept (TLDR at top)
- Emphasized iteration as best method for strategic uncertainty

Why section: Product hypothesis as primary takeaway
- Current version poorly articulated, needs refinement
- Should ladder from analogy to clear hypothesis statement
How section: Roadmap as core message
- Narrow wedge → Intelligence platform → Financial products
- Data asset acquisition as fundamental focus
What section: Strategic questions for Steve
- Is semiconductor the right starting industry?
- Is compliance the right initial wedge?
- What are the critical next steps?
- Advice on methodology for finding answers vs. direct answers

Next iteration priorities:
1. Tighten language on three key punch lines
2. Convert detailed sections to efficient bullet format
3. Review what content to include/exclude/relocate
4. Add visual improvements (better feedback loop diagram)
Document length: Currently 6 pages, needs compression
Email strategy: Use executive summary as email body with document attachment
Positioning: Emphasize serious company-building intent, not just academic exercise

Target industries for analysis:
- Semiconductors (confirmed priority)
- Nuclear, Defense industrial base, Robotics
- Batteries, Chemicals (potential cuts: Quantum, Rare earth minerals)
Concern about all industries being “flavor of the day” memes
- Preference for less obvious opportunities
- Chemicals interesting as input to other industries
Bliss to deliver next iteration by end of evening
Dustin to review and iterate tomorrow morning
Goal: Stay on schedule for Steve meeting preparation