One-Liner
A subscription intelligence service for EV OEM battery strategy teams tracking solid-state commercialization progress at each vendor—pilot line output, yield curves, Wh/kg benchmarks against roadmap claims
AI Thinking Process
Solid-State Pilot De-Risking Intelligence: subscription service for EV OEM battery strategy teams tracking solid-state cell vendor progress—pilot yield curves, Wh/kg benchmarks vs. roadmap claims
G102 TAM pre-filter: 20-30 global EV OEMs × $500K-1M/year = $15-30M ceiling. Below G102 threshold for the OEM-only segment. Pivot to add investors, LPs, JVs pushes to $75-100M—acceptable but marginal.
Benchmark Mineral Intelligence is directly in this space—battery supply chain intelligence specifically for OEM battery strategy teams. BloombergNEF, Rho Motion, CRU Group also adjacent. G020 categorical vs incremental: incremental improvement over Benchmark. Loses conviction per G020.
KILLED: Benchmark Mineral Intelligence owns the category; incremental not categorical; TAM below G102 threshold for standalone business.
Kill Reason
Benchmark Mineral Intelligence is directly in this space and well-established in EV OEM battery strategy teams; the proposed product is an incremental improvement over Benchmark's existing coverage, not a categorical new product, and TAM is structurally thin (20-30 global EV OEMs at $500K-1M each)
Risk Analysis
Risk analysis available for latest engine ideas.
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