Project TBD OnePager
Project TBD J Bliss Perry + Dustin J Ross
We are building a multi-tenant, proprietary digital twin of the semiconductor industry - a structured ontology of firms, products, financial flows, and logistics relationships that enables intelligence, risk management, and financial products no one else can offer.
The Wedge: Compliance
We enter the market by solving unavoidable, regulated workflows. Every compliance check produces the proprietary data that powers the digital twin:
- Supplier Onboarding: Vet new suppliers against restricted entity lists, sanctions databases, and forced labor regulations.
- Shipment Diligence: Verify export/import compliance (ITAR, EAR) for every shipment before it moves.
- Mandatory Disclosures: Prepare and file government-required paperwork (EU Battery Passport, CFIUS, UFLPA, beneficial ownership).
The Platform: Digital Twin Intelligence
The compliance data feeds a sequenced intelligence platform, each layer building on the last:
| Agentic Simulation | AI-native scenario modeling of supply chain shocks. Analysts interact conversationally with the digital twin to stress-test assumptions in real time. |
|---|---|
| Alerting | Real-time disruption detection with automated impact diagnosis and recommended actions. |
| Prediction | Forward-looking risk models that anticipate bottlenecks, concentration risk, and cascading failures. |
| Remediation | Automated rerouting and contingency planning when disruptions are detected or predicted. |
| Marketplace | Cross-customer matching of supply and demand - the transactional layer of the semiconductor supply chain. |
The Big Swings
- Parametric Insurance: Digital twin enables custom parametric policies priced off real-time supply chain state - originate + syndicate without balance-sheet risk.
- Prediction Market Middleware: Combine proprietary ontology with prediction market data (Polymarket, Kalshi) to build institutional-grade risk transfer products for systematic supply chain risk.
- Government Design Partnership: Build back-end infrastructure for U.S. government semiconductor supply chain oversight - one contract, one-shot data asset.
- Capacity Intermediation: Evolve from intelligence platform to transactional fabric - facilitating capacity reservations and intermediating liquidity during shocks.
We Are Asking
- Who in the semiconductor value chain has the most acute compliance pain? Where should we start?
- Who should we be talking to - in industry, government, and investment - to pressure-test this thesis?
- What does a compelling first demo look like, and who would we show it to?