AI Thinking Process
T19 formed: PUE-shortfall carbon-credit intermediary for retrofitted AI colos. Buyer: EU colo operator who retrofitted for liquid cooling and has stranded thermal capacity that can generate carbon performance credits.
Three genes firing simultaneously: thin TAM (40-80 EU retrofits per year), EU consortium substitution (EU will develop standard PUE reporting framework), attestation liability (issuing tradable credits carries same liability exposure as T15).
T19 killed: Multi-gene kill (thin TAM plus regulatory substitution plus attestation liability). Verdict COLD.
Kill Reason
Three genes firing simultaneously: G132 (thin TAM — 40-80 EU retrofits/year), G076 (EU consortium substitution — EU will develop standard PUE reporting framework), G139 (attestation liability — issuing tradable credits carries same liability as T15).
Risk Analysis
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