One-Liner
A registry and scoring dashboard for Chinese enterprise procurement officers to verify whether an AI vendor has passed the provincial ethics review required under the MIIT Precursor Plan — replacing unverifiable vendor-supplied PDFs with independent verification.
AI Thinking Process
T8: BUYER-SIDE inversion of Block 4. MIIT Precursor Plan mandates provincial AI ethics reviews. Enterprise procurement teams at SOEs need to verify vendor ethics review status before signing AI contracts. Registry to replace vendor self-attestation PDFs.
No Bloomberg Terminal for AI vendor risk. Ping An 华夏 AI-vendor scoring not public. TÜV/Bureau Veritas may enter but not yet. Government-backed registries are the likely output of the MIIT program itself.
G234 check: 'Regulatory-deadline-driven markets in China with a local incumbent (state agency) nullify the ACV-gap moat.' Precursor Plan will likely generate a state-run vendor registry. MIIT would run it directly — absorbing private startups.
Pivot: sell to foreign multinationals evaluating Chinese AI vendors. US/EU buyers largely cannot procure Chinese AI vendors under sanctions. Foreign buyer market is structurally small.
G234 fundamental — MIIT will operate the registry itself as a public function. No private startup wedge.
Resurrection check: state-agency-as-natural-registry-operator classified as FUNDAMENTAL. No pivot changes this structural gate. Skip.
Kill Reason
MIIT runs the Precursor Plan and will almost certainly operate the vendor registry itself as a public function of the regulatory program. A private startup attempting to build the registry will be pre-empted by the state agency that designed the regulatory framework. No private vendor can build more trust with enterprise procurement teams than the agency that issued the regulation.
Risk Analysis
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