AI Thinking Process
T15 formed: AI colo hardware compatibility certification service. Buyer: colo operator needing structured onboarding for GB200/liquid-cooled hardware tenants.
Third-party attestation liability fires: certifying a rack as compatible and loop springs a leak means the startup owns liability. Insurance costs $80-200K per year, forcing $60K+ list price that kills SMB market.
Pivot to selling to colo operator as outsourced onboarding service. Enterprise incumbent outsourcing reluctance fires: incumbents (Equinix) hire more engineers rather than outsource liability to startups.
T15 killed: Attestation liability plus enterprise outsourcing reluctance. Both independently fatal. Verdict COLD.
Kill Reason
G139 (Third-Party Attestation Liability): if we certify a rack as compatible and the loop springs a leak, we own liability. Insurance for this costs $80-200K/yr, forcing $60K+ list price. G164: Equinix will hire more engineers rather than outsource liability.
Risk Analysis
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