TBD Touchpoint/Brainstorm

Attendees: Dustin J Ross, Bliss Perry Date: February 28, 2026 Type: Partner Session

Summary

Strategic Direction Decision

  • Committed to compliance wedge as primary focus
    • Moving from breadth-first to depth-first approach
    • Too much information overload across multiple industries (insurance, semis, etc.)
    • Positive signals from Blank, Dasher, Joe, and Ali meetings justify focus
  • Data exhaust model as key differentiator
    • Compliance workflow generates valuable data as byproduct
    • Only sustainable moats are customer relationships and data
    • Building wedge creates both data and relationships

Key Meeting Insights

  • Joe & Ali session highlights:
    • Government could help break cold start data problem
    • AI enables building universal compliance tool across regulatory frameworks
    • Financial risk product idea (different business, golden nugget for later)
    • Export controls will persist regardless of administration changes
  • Dasher meeting takeaways:
    • Can undercut compliance market while building bigger platform
    • Swift analogy: become interoperability layer for supply chain
    • Compliance as cost vs. value creation - need growth-enabling features
    • Memory chips commodity market insights for semis

Relationship Management

  • Steve Blank: Meeting scheduled Friday 12:15pm, needs petal diagram + analogy
  • Joe Malcho: Lunch meeting proposed for Monday March 16th (spring break week)
  • Ann (Floodgate): Dustin solo meeting Friday 11am, mentor framing vs. partner intro
  • HR McMaster: March 16th meeting, both attend, relationship building (not pitch)

Spring Break Strategy

  • Dustin: Greece + Korea (10 days), focus on GSB alumni network meetings
    • Target 20 TBD-related meetings in Korea
    • Palantir business to handle
  • Partner: Lebanon with Hiba, limited work capacity but reachable for calls
  • Goal: Position for acceleration when returning April 6th

Immediate Action Items

  • Dustin: Send emails today before 6pm
    • Weinstein follow-up (Steve Blank connection)
    • Felder outreach
    • Joe/Ali lunch scheduling for March 16th
  • Partner: Complete compliance petal diagram by Sunday 10am
  • Both: Steve Blank pre-read by Wednesday EOD

Quarter Deliverables

  • March 12th: Press release for specific product hypothesis
  • April 1st: MS&E 390 proposal deadline
  • April 6th: RDI starts, 7 credits carved out for project focus

Competitive Analysis Priority

  • Deep dive on compliance landscape next week
  • Map existing players and gaps
  • Customer outreach preparation
  • Alumni network activation in semiconductor space

Partnership Dynamics

  • Strong mutual appreciation and complementary skills
  • Tandem approach with alternating leadership
  • Partner handles business development push, Dustin provides analytical depth
  • Both experiencing positive energy and external validation