Project TBD Memory Vault

TBD Strategy Session

3 min read

TBD Strategy Session

Attendees: Dustin J Ross, Bliss Perry Date: March 8, 2026 Type: Partner Session

Summary

Strategic Product Direction

  • Finalized core product vision: Multi-tenant proprietary digital twin for semiconductor industry
    • Digital twin = data modeling of physical relationships between firms, products, financial flows
    • Multi-tenant = selling to multiple firms with individual views
    • Alternative terminology: “ontology” when speaking to Palantir connections
  • Compliance serves as wedge strategy to build underlying data asset
    • Three compliance vectors identified: supplier onboarding, shipment diligence, mandatory disclosures
    • Compliance generates transaction data needed for digital twin construction

Digital Twin Product Roadmap

  • Five-phase development sequence:
    1. Agentic simulation of shocks (MVP demo)
    2. Real-time alerting and monitoring
    3. Predictive analytics
    4. Remediation recommendations
    5. Marketplace/recommendation engine
  • Agentic simulation = AI-human collaborative workflow for scenario modeling
    • Example: “What happens if Taiwan invaded?” with iterative assumption testing
    • Built on synthetic data initially for demo purposes

Go-to-Market Strategy

  • Lead with “shiny” agentic simulation demo to get customer attention
  • Use Steve Blank’s approach: wave sexy demo, then sell compliance backend
  • Target semiconductor industry stakeholders (specific customer segments TBD)
  • Leverage academic/student positioning through RDI for non-threatening customer discovery

AI Infrastructure Development

  • Bliss to research and implement comprehensive AI tooling setup (“the Rig”)
    • Automate meeting note processing, customer outreach, software development
    • Integration with Claude, potential custom workflows
    • Goal: AI-first product development capability by end of March

Venture Capital Preparation

  • Compile comprehensive VC target list including:
    • Palantir-friendly firms (Founders Fund, etc.)
    • Dustin’s network connections (Jonathan Heiliger, Zach Rosen at Ribbit)
    • Bliss’s Palantir alumni network
  • Prepare for early fundraising conversations with demo-driven approach

Competitive Landscape Insights

  • Polymarket integration potential for parametric insurance hedging
    • Insurance companies could hedge portfolio risk via prediction markets
    • Opportunity: Create institutional middleware between Polymarket and Wall Street
    • “Freak show” concept: laundering Polymarket bets into institutional financial products

Technical Architecture Concepts

  • Compliance data feeds digital twin construction
  • Digital twin enables financial product creation (insurance, hedging, marketplace)
  • Potential integration with existing prediction markets for risk transfer

Customer Discovery Approach

  • Shift from desktop research to active customer engagement
  • Use RDI class structure for systematic customer interviews
  • Build demo first, then identify interested customer segments
  • Leverage “harmless student project” positioning for access

Immediate Deliverables

  • Dustin: Draft press release by Thursday meeting
  • Bliss: AI infrastructure research and setup plan
  • Both: Prepare for Ike meeting tomorrow with new product positioning
  • Schedule Holland meeting for AI development consultation

Next Steps

  • Thursday check-in on press release draft and AI research progress
  • Sunday Q3 planning session (March 16th)
  • Week of March 16th: Intensive development sprint before spring break
  • Target: Demo ready for customer meetings by end of Q2

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