Project TBD Memory Vault

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Folder: synthesis

71 items under this folder.

Aug 15, 2026
signal-decisions-log
Aug 15, 2026
signal-synthesis
Aug 15, 2026
substrate-research-2026-04-17
Aug 15, 2026
TBD Rubric - Bliss Rough Draft
Aug 15, 2026
CLAUDE Venture Selection Synthesis Memo
Aug 15, 2026
GEMINI Venture Selection Memo: Supply Chain Theses
Aug 15, 2026
Cross-Industry Oil-Analog Scan: Final Winner and Day-1 Wedge
- synthesis
- oil-analog
Aug 15, 2026
open-action-items
Aug 15, 2026
RDI Decision Matrix — Criterion Definitions
Aug 15, 2026
Petal Notes — Research Gaps & Validation
Aug 15, 2026
Competitive Landscape Summary (March 2026)
- synthesis
- competitive-landscape
Aug 15, 2026
Compliance Wedge: Executive Takeaways
Aug 15, 2026
Controlled Dominance Test: Batteries vs Semiconductors
- synthesis
- competitive-analysis
Aug 15, 2026
data-centers-research-2026-05-24
Aug 15, 2026
Golden Nuggets 🍗
- synthesis
- insights
Aug 15, 2026
independent-distributors-research-2026-05-13
Aug 15, 2026
2026-04-12-brainstorm-idea-space-exploration
Aug 15, 2026
2026-04-12-claude-venture-selection-synthesis-memo
Aug 15, 2026
2026-04-12-data-asset-decomp
Aug 15, 2026
2026-04-12-gemini-venture-selection-memo-supply-chain-theses
Aug 15, 2026
2026-04-12-problem-identification-opportunity-mapping-and-progressive-c
Aug 15, 2026
2026-04-28-golden-nuggets
Aug 15, 2026
2026-05-08-working-hypotheses
Aug 15, 2026
2026-05-12-teach-back-research-topics
Jul 28, 2026
inter-agent-communication-protocols-2026-07-28
Jul 20, 2026
RMA / Reverse-Logistics Process-Mapping Framework — A Reusable Analytical Instrument
Jul 14, 2026
sbir-grants-rma-automation-feasibility-2026-07-14
Jul 13, 2026
The RMA-repair pain is real but narrow: who else has it, and who only looks like they do
Jul 13, 2026
Who else runs NVIDIA's repair headache — a plain-language map of industries to interview
Jul 11, 2026
The repair-flow wedge needs a removable unit, not just a valuable one
Jul 08, 2026
rma-reverse-logistics-warranty-software-landscape-2026-07-08
Jul 08, 2026
sap-salesforce-enterprise-stickiness-2026-07-08
Jul 06, 2026
2026-07-06-nvidia-ey-reverse-logistics-taskforce-roster
Jul 05, 2026
nvidia-reverse-logistics-model-explained-2026-07-05
Jul 04, 2026
nvidia-reverse-logistics-operational-model-cleanroom-2026-07-04
Jul 03, 2026
nvidia-reverse-logistics-suite-market-sizing-2026-07-03
Jun 25, 2026
ai-agentic-prototyping-tooling-2026-06-25
Jun 24, 2026
2026-06-24-nvidia-process-quotes-sourcing
Jun 23, 2026
2026-06-23-outreach-push-target-sheet
Jun 20, 2026
NVIDIA Meeting — 1-Pager Briefing
Jun 20, 2026
NVIDIA Knowledge Map: Everything We Know From Three Conversations (and What We Still Don't)
Jun 20, 2026
NVIDIA RMA Process Map — What We Know, What's Broken, What's Missing
- s
Jun 19, 2026
2026-06-19-wsj-google-tpu-nvidia-playbook
Jun 19, 2026
binning-and-chip-failure-prediction-2026-06-19
Jun 19, 2026
NVIDIA — Email Body, Lighter Version
Jun 19, 2026
NVIDIA — Email Body, Detailed (V2-aligned, Claude version)
Jun 18, 2026
NVIDIA Engagement — One Page
Jun 18, 2026
nvidia-primer-2026-06-18
Jun 17, 2026
NVIDIA Engagement Bullets — Draft v0
Jun 17, 2026
NVIDIA Engagement Structure — Draft v0
Jun 17, 2026
NVIDIA's Latent Problem — What They're Actually Asking Us to Solve
Jun 15, 2026
Chip Failures, GPU-Weighted: The Authoritative Primer
Jun 15, 2026
Insurance Market Overview — Background for Wedge 2/3 Work
Jun 09, 2026
Where a Financial Wedge Can Live in the Semiconductor Supply Chain
Jun 03, 2026
Where a Financial Wedge Can Live in the Semiconductor Supply Chain
Jun 03, 2026
Bullet Summary — Where a Financial Wedge Can Live in the Semiconductor Supply Chain
Jun 02, 2026
Where a Financial Wedge Can Live in the Semiconductor Supply Chain
Jun 01, 2026
From Compliance to Financialization in the Semiconductor Supply Chain
May 31, 2026
From Compliance to Financialization — A Quarter of Research-Driven Inquiry into the Semiconductor Supply Chain
May 30, 2026
data-centers-primer-2026-05-30
May 29, 2026
From Compliance to Financialization — A Quarter of Research-Driven Inquiry into the Semiconductor Supply Chain
May 29, 2026
reverse-logistics-warranty-tam-2026-05-29
May 27, 2026
briefing-alex-zhu-2026-05-27-final
May 27, 2026
sap-in-semiconductor-supply-chain-2026-05-27
May 15, 2026
briefing-max-mirgoli-2026-05-15
May 14, 2026
briefing-alex-zhu-2026-05-27
May 13, 2026
glencore-of-semiconductors-2026-05-13
May 13, 2026
reverse-supply-chain-research-2026-05-13
Apr 27, 2026
Grand Slam Market Sizing: Six Opportunities
Apr 23, 2026
Thematic Analysis: The Relation Between Semiconductors and Oil
Apr 12, 2026
Post-Migration Vault Audit

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