| Dimension | 1 | 3 | 5 |
|---|---|---|---|
| Payoff | Nice to have | Useful, saves time | Game-changing, compounds |
| Amplification | One-off, manual | Reusable for several tasks | Runs autonomously at scale |
| Showability | Internal tooling only | Demoable to collaborators | Jaw-dropping wow, differentiating |
| Feasibility | Unclear how, high risk | Known approach, some risk | Clear path, low risk |
| Effort | Months of focused work | Weeks | Days to working v1 |
| Momentum | Cold start, nothing built | Some pieces exist | Already partially working |
| Defensibility | Easily replicated | Some proprietary data/edge | Unique data, arch, or workflow moat |
| VC narrative | Irrelevant to pitch | Supporting evidence | Core to the story, demo "aha" |
| Monetization | Pure internal tool | Could charge eventually | Clear revenue path / customer pull |
| Excitement | Dread / burned out | Neutral, would do it | Can't stop thinking about it |
| # | Project | Pay | Amp | Show | Feas | Eff | Mom | Def | VC | Mon | Exc | Total | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tier 1 — Active Focus (score 39+) | |||||||||||||
| 1 | Intel + VC intel | 5 | 4 | 5 | 4 | 3 | 4 | 4 | 5 | 4 | 4 | 42 | Core deliverable. Companies + people + VC = one system. Pitch with your own tool analyzing VCs = ultimate "aha" |
| 2 | Vario (multi-model platform) | 4 | 5 | 4 | 5 | 4 | 5 | 3 | 3 | 3 | 5 | 41 | Foundation for everything. Excitement keeps it near top |
| 3 | World inference + investing | 5 | 5 | 3 | 4 | 3 | 3 | 4 | 3 | 5 | 4 | 39 | Macro reasoning via ng → investable insight. No burnout |
| 3b | Market signal intelligence | 5 | 5 | 4 | 3 | 3 | 2 | 4 | 4 | 5 | 4 | 39 | Ingest news + world events → assess stock/sector impact. Real-time edge |
| Tier 2 — High Potential (score 34-38) | |||||||||||||
| 4 | Ideas (idea eval + landscape) | 4 | 4 | 4 | 4 | 4 | 5 | 3 | 3 | 2 | 4 | 37 | Upgrades Draft novelty, finance thesis eval, semnet synergy |
| 4b | Skillz feasibility spec | 4 | 3 | 4 | 4 | 5 | 2 | 3 | 4 | 3 | 5 | 37 | Moonshot worth a feasibility pass. Days to identify paths |
| 5 | Skillz | 5 | 5 | 3 | 2 | 2 | 2 | 5 | 3 | 2 | 5 | 34 | Highest ceiling + deepest moat. Excitement pulls it up |
| 5 | Supply chain / bottleneck | 4 | 3 | 4 | 3 | 3 | 2 | 4 | 4 | 4 | 3? | 34 | Unique vertical, clear enterprise ROI, defensible |
| 5 | Video analyzer | 4 | 3 | 4 | 4 | 3 | 3 | 3 | 3 | 3 | 4 | 34 | Earnings calls + media consumption |
| Tier 3 — Backburner (score <34) | |||||||||||||
| 8 | Learning / recall + gyms | 4 | 4 | 3 | 3 | 3 | 3 | 4 | 2 | 2 | 4? | 32 | Symbolic recall + gyms for self-improvement |
| 9 | Draft (doc analysis + writing) | 4 | 3 | 4 | 4 | 3 | 4 | 2 | 2 | 2 | 3 | 31 | Useful but crowded. Ideas module is its upgrade path |
| 10 | SuperReader + SuperFeed | 4 | 4 | 4 | 3 | 2 | 1 | 2 | 2 | 3 | 4 | 29 | Cold start. Shared pipeline, single initiative |
| 11 | Brainstormer | 3 | 3 | 3 | 4 | 4 | 3 | 2 | 1 | 1 | 4 | 28 | Retrieval + human thought UI |
| 12 | Semantic net / inference | 4 | 4 | 3 | 2 | 2 | 2 | 3 | 2 | 1 | 4 | 27 | Cool research play. Excitement keeps it from bottom |
| Day | What | Unlocks |
|---|---|---|
| 1 | Build enrich block (web fetch + search + RAG) | VC, supply chain, world inference |
| 2 | Build execute block (run code, call APIs, tool use) | Verification, data processing, agentic tasks |
| 3 | Port benchmark.py, run MATH on 11 recipes | Numbers: which recipe wins |
| 4 | Run ng on real Draft doc + wire gyms to ng | Proof ng is useful. Gym baselines |
| 5 | Build decompose block (sub-task breakdown) | Complex multi-step reasoning |
| 6 | TenOneTen through ng: enrich → score → dossier | Killer demo powered by ng |
| 7 | World inference: model_debate on macro questions | Investable insight |
Defensible because: combines intel company graph (who supplies whom), supply chain bottleneck data (which disruptions cascade), and multi-model reasoning (vario) into a response pipeline no retail investor has.
| Project | Difficulty | Size (person-mo) | Payoff Range |
|---|---|---|---|
| Intel (companies + people) | Medium | 3-6 | $50K-500K/yr |
| Vario (multi-model platform) | Medium | 4-8 | $0 (infra) or $100K-1M |
| VC intel | Medium | 2-4 | $100K-1M/yr |
| Skillz | Hard | 6-18 | $1M-50M/yr |
| Skillz feasibility spec | Easy | 0.5-1 | Unlocks above |
| World inference + investing | Medium | 2-4 | $100K-10M/yr |
| Market signal intelligence | Medium | 3-6 | $200K-5M/yr |
| Supply chain / bottleneck | Medium | 4-8 | $200K-2M/yr |
| Video analyzer | Medium | 2-4 | $50K-300K/yr |
| Learning / symbolic recall | Hard | 4-8 | $0 (internal) or $50K-500K |
| Draft (doc analysis + writing) | Easy | 2-3 | $20K-200K/yr |
| SuperReader + SuperFeed | Medium | 4-8 | $50K-500K/yr |
| Semantic net / inference | Hard | 6-12 | $50K-1M/yr |
| Brainstormer | Easy | 1-2 | $0 (feature of Vario) |