Zoom: Steve + Bliss + Dustin (Oil vs Semis)

Attendees: Dustin J Ross, Bliss Perry, Steve Blank Date: March 6, 2026 Type: Partner Session

Summary

Supply Chain Risk Intelligence Landscape

• Multiple players with different approaches but no integration
  • Risk scoring based on topological supplier data
  • Isolated workflows without compounding effects
• Compliance-focused solutions exist
  • Caron: sanctions risk intelligence and compliance
  • SIARI: ownership and legal entity mapping
• Gap identified: no comprehensive integrated platform

Customer Definition Challenge

• Core question: who is the actual customer?
  • Consumer electronics companies?
  • Semiconductor manufacturers?
  • Other players in value chain?
• Customer identification critical for next phase
  • Will determine Steve’s connection strategy
  • Shapes product development direction

Oil vs Semiconductor Value Chain Analysis

• Original thesis: “semiconductor is the oil of the 21st century”
• Research approach based on Steve’s guidance
  • Study oil value chain structure
  • Map differences with semiconductor/critical value chains
  • Identify gaps for future opportunities
• Focus on US national interest applications
• Biggest difference identified between oil and semiconductor chains

Strategic Direction

• Building solution to support US national interest
• Supply chains and value chains chosen as exploration area
• Need to complete customer definition before requesting introductions
• Steve available for targeted connections once customer clarity achieved