RDI Decision Matrix — Criterion Definitions
J Bliss Perry + Dustin J Ross | Stanford GSB | STRAMGT 546 | Spring 2026
Scoring criteria for Project TBD’s RDI Decision Matrix. Each criterion rated 1–5 (5 = most favorable). Score of 3 = “unknown / more research needed.” Below 3 in any criterion is disqualifying.
MARKET & TIMING
Semiconductor Supply Chain TAM:
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5: TAM exceeds $5B across compliance + intelligence + financial products
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3: TAM is $1–5B and growing moderately
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1: Addressable market is niche (<$500M)
Problem Urgency / Acuteness:
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5: Firms actively failing compliance audits, facing shipment holds at customs
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3: Problem recognized and growing; deadlines approaching but not yet binding
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1: Pain exists but low-priority
Regulatory Tailwind Strength:
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5: Multiple binding regulations with enforcement teeth (UFLPA, EAR, CHIPS Act, EU Battery Passport)
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3: Regulations exist but enforcement is inconsistent
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1: Regulatory environment is stable or deregulating
PRODUCT & TECHNOLOGY
Software-First Feasibility:
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5: Entire v1 product is software; no hardware, no physical operations
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3: Core product is software but requires hardware integration or on-prem deployment
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1: Product requires significant hardware, physical infrastructure, or non-software operations
Data Moat Potential:
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5: Product generates proprietary data as byproduct of usage that compounds over time
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3: Product uses proprietary data but doesn’t generate new data from usage
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1: Product relies on publicly available data with no proprietary accumulation
TEAM & EXECUTION
Founder-Market Fit:
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5: Direct operational experience in the target industry + complementary technical/business skills
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3: Adjacent experience with clear learning path
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1: No relevant experience; credibility gap requires >24 months to close
Full 39K char document in local file: Signal/BlissPerry/media/Project_TBD_RDI_Rubric_Definitions.md