Dasher mtg (Feb 25)

Attendees: Dustin J Ross, Richard Dasher Date: February 25, 2026 Type: Class Session

Summary

Ukraine Hospital Project Update

• Construction finishing by end of next month, equipment installation within 2 months
• Opening party planned for May or July (board meeting to decide)
  • May preferred despite incomplete landscaping
  • Located near Lviv
• Scaling considerations for future projects
  • Raised $7.5M through nonprofit model
  • Exploring for-profit infrastructure approach for easier capital raising
  • State will operate hospital to avoid ongoing operational risk
• Potential introduction to Mitsui Real Estate contact
  • Visiting scholar with autonomous vehicle garage development experience
  • Works with international partnerships, deals in hundreds of millions
  • Could advise on real estate development model or corporate social responsibility funding

Semiconductor Supply Chain Intelligence Business Concept

• Core thesis: “Semiconductors as the new oil” - building market infrastructure that exists for oil but missing for semiconductors
• Compliance as entry wedge
  • Regulatory burden on companies to proactively prove clean supply chains
  • Uyghur Forced Labor Protection Act compliance verification
  • Export control restrictions, entity lists, 50% rule
  • Dynamic regulatory updates via BIS API integration
• Evolution from defensive (compliance/cost-cutting) to offensive (value creation)
  • Supply chain intelligence marketplace
  • Counterparty discovery (“Indeed for supplier selection”)
  • Predictive models for supply chain optimization

Technical Architecture & Data Strategy

• Federated data model with multi-tenant isolation
• Companies provide proprietary data in exchange for compliance workflows
• Network effects: more data enables more powerful workflows
• Differential privacy and data sovereignty protection
• Multiple agent architecture for domain-specific models
• Estimated timeline: multiple months for initial build

Market Opportunities Beyond Compliance

• Insurance products for semiconductor supply chains (currently don’t exist)
• Commodity and hedging products (like oil market has)
• Memory chip market particularly commodity-like and currently expensive due to data center demand
• Edge computing creating new chip requirements and dual-use considerations
• Hardware-level guardrails for software separation (military vs civilian applications)

Competitive Analysis Recommendations

• Research SAP, Dassault Systems existing supply chain management offerings
• Look for gaps in compliance handling and regulatory adaptation speed
• Use Glassdoor and developer forums to find product frustrations
• Monitor Microsoft, Salesforce developments in supply chain space
• Check quarterly for new startups and enterprise developments
• Hypothesis: established players can’t adapt quickly enough to changing regulatory landscape

Next Steps

• Competitive analysis research (desktop + user reviews)
• MVP feature prioritization based on market gaps
• Follow-up meeting scheduled: Wednesday April 8th, 3:30 PM
• Future introduction to Alan Minor (Oracle/Salesforce Japan, SaaS expertise) when ready for procurement pattern insights
• Potential Seoul semiconductor industry connections via GSB alumni database

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Co-founder Signal Debrief

Sourced from Signal chat, 2026-02-25

Post-meeting reaction from Dustin: Dasher is positioning Project TBD as entering at the compliance wedge but mapping to broader supply chain problems.

Key insights surfaced:

• “What if we come in and undercut the market on compliance because we’re building for something bigger???” — framing the compliance wedge as strategic underpricing, not just product fit
• Dasher offered intro to his visiting scholar from Mitsui real estate (not yet followed up)
• Bliss captured new product interest: “I’m really interested in this telemetry-backed model” for supply chain visibility