Kill Criteria & Red Flags (Authoritative)

Authority

In the event of conflict, this document supersedes general project instructions. Its purpose is to terminate weak opportunities early.

Immediate Disqualifiers (Kill on Contact)

  • Requires ecosystem-wide adoption or standard-setting on Day 1
  • Can be replicated by a dominant incumbent within 6–12 months without organizational pain
  • Revenue depends on subsidies, mandates, or fragile policy outcomes
  • Requires asset ownership or heavy capital deployment before product-market fit
  • Lacks a clear economic buyer with budget authority and career safety

Structural Red Flags

  • Platform before wedge thinking
  • Marketplaces without price-setting power
  • AI products without proprietary data ingestion or defensible data exhaust
  • Dashboard or visibility tools without decision authority
  • ROI framed as strategic rather than financial
  • Moats based on relationships rather than structural position

Founder-Specific Red Flags

  • Founder advantage is generic rather than asymmetric
  • Success requires credibility unattainable within 24 months
  • Founder role collapses into coordination/project management without leverage

Time-to-Truth Test

Every surviving idea must answer: What is the fastest, cheapest way this idea could be proven wrong?

If falsification requires >18 months, >$5–10M, or full-industry participation → kill or radically reframe.

Source: Local file — Project-TBD/Materials/Project_TBD_Kill_Criteria_and_Red_Flags_v2.pdf