Living prep for Phase 4 + evidence-triggered capital. Cold outbound is paused pending an evidence trigger. Warm inbound / program replies remain active priority — expect same-day replies. Bridge and grant tracks are the current capital path until a live partner report, grant award, substantive reply, or multi-model held-out is delivered. Use of funds. Phase 3 technical distribution is live — Priority A first-touch outreach sent 2026-07-17; Pillar 2 sprint artifact-first researcher / open-model wave sent 2026-07-19.
ICP hypotheses: ICP · Offer packaging: Evaluation offering · Pricing posture: Pricing · Evidence funnel: Methodology report. Founder outreach scripts and conversion runbooks live in the private ops kit — not linked from this room.
Outreach gate
Plan rule: outreach after public methodology evidence. Phase 1–3 landed (multi-task + generative failure + public article). Gate A met — engagements may scale on equity/IP (Delaware entity still required for paid invoices).
Outreach status: Unlocked
- Phase 3 — public methodology report + Lab evidence published — Met. Dataroom methodology report draft + public metrics charts exist; site Lab consumes same JSON.
- Phase 3 — technical distribution started (article / Reddit / LinkedIn) — Met. Public article live; Reddit r/ML + r/robotics + LinkedIn founder post done. HN/Show HN out of scope — see private haga-core distribution notes.
- Gate A — sole-founder equity + IP assignment — Met. Signed 2026-07-17 (90/10, prior-invention none, side letter vaulted). Scaled engagements unlocked on equity/IP — Corporate Legal → Founder equity & IP.
| Gate | Role |
|---|---|
| Phase 3 methodology + Lab charts | Trust signal buyers can inspect before submitting artifacts |
| Phase 3 technical distribution | Public article live; community posts published |
| Gate A founder equity + IP | Met 2026-07-17 — 90/10, prior-invention none, side letter signed + vaulted (see Founder equity & IP) |
Do not invent LOIs. Channel/partner rows may be researched earlier but should not be pitched as paying customers.
Soft raise (Decision 2)
Entry gates — evidence pack + technical distribution + Gate A — are met. Soft raise is open; pitch with the $1.0M pack in Financials.
Soft raise: Open — pitch with $1.0M pack
- Evidence pack Ready — Met. Cited markets, reproducible pillar results, claim boundaries — Company Overview + Evidence + Financials pack.
- Technical distribution live — Met. Public article + Lab + methodology + eval CTA; Reddit r/ML + r/robotics + LinkedIn published.
- Gate A — sole-founder equity + IP signed — Met. Signed 2026-07-17 (90/10, prior-invention none, side letter vaulted).
Ask / allocation: Financials → Use of funds ($1.0M / 12 mo). Demand signal accumulates in parallel — update the pipeline when replies land; do not stall pitches on inbox silence.
Demand signal (diligence, async)
Demand accumulates in parallel with soft raise (Decision 3). It strengthens diligence for VCs/YC; it does not block pitches:
| Path | Bar |
|---|---|
| ICP conversations | ≥10 logged conversations (reply / call / real dialogue — not unanswered cold outreach) |
| Serious interest | ≥3 eval-submission or LOI / pilot-interest threads |
Soft-raise pack (ask + use-of-funds + post-close milestones) is Ready. Paid invoices still wait on Delaware entity + bank; interest and scoped pilots do not.
Demand signal — diligence (async): Open — accumulating
≥10 ICP conversations logged OR ≥3 serious eval-submission / pilot-interest threads. Commercial diligence for VCs/YC — accumulates in parallel with soft raise; not a pitch gate.
Either bar strengthens diligence; soft raise is already gated on evidence + distribution + Gate A. Only real ICP conversations and serious eval threads count toward demand — cold outreach without a reply does not.
Artifact-first outreach (Pillar 2 sprint)
Researchers, grad students, open-model maintainers, and technical builders who can critique the detector or supply a public clip. Lead with held-out finding + limits — not the company pitch. Thirty-day targets (not claims): ≥10 tailored sends, ≥3 conversations, ≥1 external artifact accepted.
Artifact-first outreach — 30-day targets: In progress — log real sends only
≥10 tailored sends, ≥3 substantive conversations, ≥1 external public artifact accepted. Log only real outcomes; unanswered cold sends do not count toward conversations.
All 12 wave-1 targets Introduced (sends logged). Awaiting replies — do not invent conversations.
Survival paid audit (bounded offer)
One productized, time-boxed paid physics-consistency audit of a public AI-video artifact (≤10 asks; stop on silence). Not mass job applications. Quote/cash only after Path A/B payment gate.
Survival paid audit — ≤10 asks: Package ready — 0 asks sent
One productized public-artifact physics-consistency audit. Cap 10 tailored asks; stop on silence. Quote/cash only after Path A/B payment gate. No mass job applications.
Quote dollars only after payment gate. Do not invent interest or invoices. Stop after 10 asks with no reply.
Priority A conversion (Phase 4)
On any reply: log demand → Scoped → Evaluating → Report delivered. Do not invent LOIs.
Priority A conversion: 7 awaiting reply
Path on reply: Introduced → Scoped → Evaluating → Report delivered. Log demand only after real dialogue — not unanswered cold outreach.
- Hello Robot
DP-P1-HELLO— Introduced - Dexterity
DP-P1-DEX— Introduced - Covariant
DP-P1-COV— Introduced - Sanctuary AI
DP-P1-SANCT— Introduced - Agile Robots
DP-P1-AGILE— Introduced - Parallel Domain
DP-P2-PD— Introduced - Synthesis AI
DP-P2-SYN— Introduced
Selection criteria (from ICP + SAM)
Aligned with TAM / SAM / SOM Judgment filters:
| Include | Exclude |
|---|---|
| Sim-first private eval need (pre-Robocurve / pre-RoboArena) | Teams that only want institutional real-robot leaderboards |
| Seed → growth startups + buyable labs | Hobbyists; mega-labs with no paid-eval trigger |
| NA / EU / UK / Canada / ANZ primary | China-only GTM for v0 |
| Pillar 1 policy stress or Pillar 2 physics QA motion | Simulation-platform buyers (sell through them later) |
| Willing to see failure cases + CIs | “PASS badge only” buyers |
Not buyers (competitors or adjacent): Robocurve, Instance — complementary positioning only; do not put on the customer pipeline. Antioch / Bifrost sit on the channel watchlist.
Phase 4 goal: 2–3 completed live private evaluations, then anonymized case study + LOI/paid follow-on where real. Productization Ready: intake SOP + conversion runbook + branded report + 3 reference dry-runs (DP-REF-001..003) + all seven Priority A scopes. Live partner reports wait on replies + artifacts.
Target list (named ICP hypotheses)
Hypotheses for diligence — not customers, LOIs, or warm intros. Stages update as outreach progresses; contact detail stays in founder-held materials per Disclosure policy.
Priority A — first outreach queue (unlocked)
| Target | ICP | Region | Motion | Priority | Fit hypothesis |
|---|---|---|---|---|---|
| Hello Robot | Policy team | US | Pillar 1 | A | Manipulation platform; sim stress before hardware trials |
| Dexterity | Policy team | US | Pillar 1 | A | Warehouse manipulation; pre-deployment sanity checks |
| Covariant | Policy team | US | Pillar 1 | A | AI picking / manipulation; investor diligence on sim claims |
| Sanctuary AI | Policy team | Canada | Pillar 1 | A | General-purpose robot; sim-first stress before real-robot leaderboards |
| Agile Robots | Policy team | EU (DE) | Pillar 1 | A | EU manipulation / robotics; reachable under NA/EU GTM |
| Parallel Domain | World-model / synthetic | US | Pillar 2 | A | Synthetic / sim data; physics-plausibility QA for buyers |
| Synthesis AI | World-model / synthetic | US / UK | Pillar 2 | A | Synthetic data; physics consistency on generated assets |
Priority B — second wave / research + sprint artifact-first
Includes Pillar 2 sprint researcher / open-model targets (wave 1 Introduced 2026-07-19 — see Artifact-first outreach).
| Target | ICP | Region | Motion | Priority | Fit hypothesis |
|---|---|---|---|---|---|
| Neura Robotics | Policy team | EU (DE) | Pillar 1 | B | Cognitive robotics; policy robustness narrative |
| Skild AI | Policy team | US | Pillar 1 | B | Generalist robot foundation models; narrow-question private eval |
| 1X Technologies | Policy team | EU / US | Pillar 1 | B | Humanoid policies; stress tiers on manipulation subsets |
| Toyota Research Institute (manipulation group) | Buyable lab | US | Either | B | Buyable corporate lab; narrow private eval vs public leaderboards |
| ETH Zurich — RSL / related manipulation groups | Buyable lab | EU (CH) | Pillar 1 | B | Academic lab with industry ties; methodology peer + possible pilot |
| Saman Motamed (Physics-IQ / TRAVL) | Buyable lab | EU (BG) / INSAIT | Pillar 2 | B | Physics-IQ author — detector critique + public clip path |
| Robert Geirhos (Physics-IQ / DeepMind) | Buyable lab | EU (CH) | Pillar 2 | B | Physics-IQ senior author — metric / diagnostic critique |
| Iro Laina (TRAVL / Oxford VGG) | Buyable lab | EU (UK) | Pillar 2 | B | Physics-implausibility VLM judging — complementary method critique |
| Minghao Chen (TRAVL / Oxford VGG) | Buyable lab | EU (UK) | Pillar 2 | B | Trajectory-aware physics judgment — detector feedback |
| Nikita Karaev (CoTracker3) | Buyable lab | EU (UK) / Meta | Pillar 2 | B | CoTracker3 lead — tracker failure modes that look like freeze/hover |
| Christian Rupprecht (CoTracker / Oxford) | Buyable lab | EU (UK) | Pillar 2 | B | Tracking → physics pipeline limitations |
| Haoyi Duan (WorldScore / Stanford) | Buyable lab | US | Pillar 2 | B | World-generation eval — second public model/source path |
| Hong-Xing (Koven) Yu (WorldScore / Stanford) | Buyable lab | US | Pillar 2 | B | Physics-grounded world models — critique or public artifact |
| WorldArena maintainers | Buyable lab | CN / international | Pillar 2 | B | Embodied WM bench with physics-adherence — public sample eval |
| Genmo (Mochi open video) | World-model / synthetic | US | Pillar 2 | B | Open video weights — second-model held-out cohort if clips shared |
| Open-Sora Plan (PKU-Yuan) | World-model / synthetic | CN | Pillar 2 | B | Open T2V — public outputs + permission for external-heldout |
| CogVideoX / THUDM maintainers | World-model / synthetic | CN | Pillar 2 | B | Model scored in held-out v1 — transparent note + public seed ask |
Watch — channel, enterprise-later, or timing unclear
| Target | ICP | Region | Motion | Priority | Fit hypothesis |
|---|---|---|---|---|---|
| Bifrost AI | Channel / partner | US / SG | Partner channel | Watch | Synthetic 3D data — complementary, not a buyer of eval |
| Antioch | Channel / partner | US | Partner channel | Watch | Sim tooling for robot builders — integration partner hypothesis |
| (Enterprise robotics groups — Phase 5) | Enterprise (later) | NA / EU | Either | Watch | Compliance / insurance continuous scoring — out of near-term SAM |
Pipeline stages
| Stage | Meaning |
|---|---|
| Research | Named on target list; fit still being validated; no contact yet |
| Queued | Fit confirmed; ready for first touch (Phase 3 distribution unlocked) |
| Introduced | First touch sent or intro accepted |
| Scoped | Scope call done — artifact type, tasks, episode budget agreed |
| Evaluating | Private run in progress (customer-private config in core) |
| Report delivered | Numeric report + failure cases + limitations delivered |
| LOI / paid follow-on | LOI, paid pilot, or repeat engagement |
| Passed | Politely declined or timing wrong — keep warm if useful |
| Disqualified | Fails ICP / wants PASS badge only / needs Cosmos-class scores we lack |
Active tracker
All Priority A rows moved to Introduced on first touch (2026-07-17). Eval packages Ready for all seven Priority A accounts. Next: reply → conversation (counts toward demand) → Scoped → Evaluating → Report delivered → LOI / paid follow-on. Record WTP and objections for Pricing.
Public article for outreach context: https://haga.mushoodhanif.com/article/sim-physics-consistency-v1. Site intake: contact form (48h ack SLA).
| Partner | Priority | Stage | Last touch | Notes |
|---|---|---|---|---|
| Hello Robot | A | Introduced | 2026-07-17 · Outreach (no reply yet) | 2026-07-17: outreach info@ + LinkedIn DM Aaron Edsinger — awaiting reply. Eval package ready: DP-P1-HELLO ([internal scope doc]); format sample DP-REF-001 |
| Dexterity | A | Introduced | 2026-07-17 · Outreach (no reply yet) | 2026-07-17: outreach contact@ + LinkedIn DM Samir Menon — awaiting reply. Eval package ready: DP-P1-DEX ([internal scope doc]); format sample DP-REF-002 |
| Covariant | A | Introduced | 2026-07-17 · Outreach (no reply yet) | 2026-07-17: outreach [contact withheld] — awaiting reply. Eval package ready: DP-P1-COV ([internal scope doc]); format sample DP-REF-002 |
| Sanctuary AI | A | Introduced | 2026-07-17 · Outreach (no reply yet) | 2026-07-17: commercial contact form (Wells / Norton) — awaiting reply. Eval package ready: DP-P1-SANCT ([internal scope doc]); format sample DP-REF-001 |
| Agile Robots | A | Introduced | 2026-07-17 · Outreach (no reply yet) | 2026-07-17: outreach welcome@ (Zhaopeng Chen) — awaiting reply. Eval package ready: DP-P1-AGILE ([internal scope doc]); format sample DP-REF-002 |
| Neura Robotics | B | Research | — | Validate whether they buy external eval vs build in-house |
| Skild AI | B | Research | — | May lean institutional leaderboards — offer fast private delta only |
| 1X Technologies | B | Research | — | Watchlist until methodology distribution creates inbound pull |
| Parallel Domain | A | Introduced | 2026-07-17 · Outreach (no reply yet) | 2026-07-17: outreach info@ + LinkedIn DM Zack Novak — awaiting reply. Eval package ready: DP-P2-PD ([internal scope doc]); format sample DP-REF-003 |
| Synthesis AI | A | Introduced | 2026-07-17 · Outreach (no reply yet) | 2026-07-17: outreach [contact withheld] — awaiting reply. Eval package ready: DP-P2-SYN ([internal scope doc]); format sample DP-REF-003 |
| Bifrost AI | Watch | Research | — | Channel / referral hypothesis only — do not sell as customer |
| Antioch | Watch | Research | — | Partner, not ICP buyer; explore embed of Haga checks later |
| Toyota Research Institute (manipulation group) | B | Research | — | Long cycle; warm intro preferred over cold |
| ETH Zurich — RSL / related manipulation groups | B | Research | — | Often free-benchmark oriented — scope paid private only if trigger exists |
| Saman Motamed (Physics-IQ / TRAVL) | B | Introduced | 2026-07-19 · Outreach (no reply yet) | 2026-07-19: outreach [contact withheld] — awaiting reply (critique / public clip). |
| Robert Geirhos (Physics-IQ / DeepMind) | B | Introduced | 2026-07-19 · Outreach (no reply yet) | 2026-07-19: outreach [contact withheld]. Auto OOO — back 2026-07-27. Not counted as conversation; follow up after return. |
| Iro Laina (TRAVL / Oxford VGG) | B | Introduced | 2026-07-19 · Outreach (no reply yet) | 2026-07-19: outreach [contact withheld] — awaiting reply (TRAVL-adjacent critique). |
| Minghao Chen (TRAVL / Oxford VGG) | B | Introduced | 2026-07-19 · Outreach (no reply yet) | 2026-07-19: outreach [contact withheld] — awaiting reply (trajectory feedback). |
| Nikita Karaev (CoTracker3) | B | Introduced | 2026-07-19 · Outreach (no reply yet) | 2026-07-19: outreach [contact withheld] — awaiting reply (tracker failure modes). |
| Christian Rupprecht (CoTracker / Oxford) | B | Introduced | 2026-07-19 · Outreach (no reply yet) | 2026-07-19: outreach [contact withheld] — awaiting reply (pipeline critique). |
| Haoyi Duan (WorldScore / Stanford) | B | Introduced | 2026-07-19 · Outreach (no reply yet) | 2026-07-19: outreach [contact withheld] — awaiting reply (public sample eval). |
| Hong-Xing (Koven) Yu (WorldScore / Stanford) | B | Introduced | 2026-07-19 · Outreach (no reply yet) | 2026-07-19: outreach [contact withheld] — awaiting reply (critique / clip). |
| WorldArena maintainers | B | Introduced | 2026-07-19 · Outreach (no reply yet) | 2026-07-19: outreach [contact withheld] — awaiting reply (public sample). |
| Genmo (Mochi open video) | B | Introduced | 2026-07-19 · Outreach (no reply yet) | 2026-07-19: outreach [contact withheld] — awaiting reply (public Mochi clips). |
| Open-Sora Plan (PKU-Yuan) | B | Introduced | 2026-07-19 · Outreach (no reply yet) | 2026-07-19: outreach bounced (no MX). Retry live: [public issue link] — awaiting reply. |
| CogVideoX / THUDM maintainers | B | Introduced | 2026-07-19 · Outreach (no reply yet) | 2026-07-19: GitHub issue [public issue link] — awaiting reply (seeds / controls). |
Conversation & submission log
Every ICP call, site-form inbound, and LOI/pilot thread goes here. This is the commercial diligence artifact VCs/YC want — keep it factual.
| Date | Partner | Channel | Kind | Demand? | Summary |
|---|---|---|---|---|---|
| 2026-07-19 | Saman Motamed (Physics-IQ / TRAVL) | Outreach (no reply yet) | No | Outreach to [contact withheld] — held-out static_hover critique + public clip ask | |
| 2026-07-19 | Robert Geirhos (Physics-IQ / DeepMind) | Outreach (no reply yet) | No | Outreach to [contact withheld] — Physics-IQ overlap / detector critique ask | |
| 2026-07-19 | Iro Laina (TRAVL / Oxford VGG) | Outreach (no reply yet) | No | Outreach to [contact withheld] — TRAVL-adjacent detector critique / clip ask | |
| 2026-07-19 | Minghao Chen (TRAVL / Oxford VGG) | Outreach (no reply yet) | No | Outreach to [contact withheld] — trajectory-aware static_hover feedback ask | |
| 2026-07-19 | Nikita Karaev (CoTracker3) | Outreach (no reply yet) | No | Outreach to [contact withheld] — CoTracker3 freeze/hover failure-mode critique | |
| 2026-07-19 | Christian Rupprecht (CoTracker / Oxford) | Outreach (no reply yet) | No | Outreach to [contact withheld] — tracking→physics pipeline critique ask | |
| 2026-07-19 | Haoyi Duan (WorldScore / Stanford) | Outreach (no reply yet) | No | Outreach to [contact withheld] — WorldScore-adjacent public sample eval offer | |
| 2026-07-19 | Hong-Xing (Koven) Yu (WorldScore / Stanford) | Outreach (no reply yet) | No | Outreach to [contact withheld] — physics-grounded WM critique / clip ask | |
| 2026-07-19 | WorldArena maintainers | Outreach (no reply yet) | No | Outreach to [contact withheld] — public sample physics-adherence eval offer | |
| 2026-07-19 | Genmo (Mochi open video) | Outreach (no reply yet) | No | Outreach to [contact withheld] — free bounded physics score on public Mochi clips | |
| 2026-07-19 | Open-Sora Plan (PKU-Yuan) | Outreach (no reply yet) | No | Outreach to [contact withheld] — Open-Sora public clip / critique ask | |
| 2026-07-19 | CogVideoX / THUDM maintainers | other | Outreach (no reply yet) | No | GitHub issue zai-org/CogVideo#821 — held-out static_hover note + public seed ask |
| 2026-07-19 | Robert Geirhos (Physics-IQ / DeepMind) | Follow-up | No | Auto OOO from [contact withheld] — back Monday 2026-07-27 (not a conversation) | |
| 2026-07-19 | Open-Sora Plan (PKU-Yuan) | Follow-up | No | Bounce: [contact withheld] — no MX for pku-yuan.com; retry via GitHub Issues | |
| 2026-07-19 | Open-Sora Plan (PKU-Yuan) | other | Outreach (no reply yet) | No | GitHub issue PKU-YuanGroup/Open-Sora-Plan#599 — public clip / critique ask (outreach bounce retry) |
| 2026-07-17 | Hello Robot | Outreach (no reply yet) | No | Outreach to [contact withheld] (for Edsinger / Kemp) — private Stretch policy stress | |
| 2026-07-17 | Hello Robot | Outreach (no reply yet) | No | LinkedIn DM to Aaron Edsinger — Pillar 1 private eval ask | |
| 2026-07-17 | Dexterity | Outreach (no reply yet) | No | Outreach to [contact withheld] (for Samir Menon) — pre-deployment physics stress | |
| 2026-07-17 | Dexterity | Outreach (no reply yet) | No | LinkedIn DM to Samir Menon — Pillar 1 private eval ask | |
| 2026-07-17 | Sanctuary AI | other | Outreach (no reply yet) | No | Commercial inquiry via sanctuary.ai contact form (for Wells / Norton) |
| 2026-07-17 | Parallel Domain | Outreach (no reply yet) | No | Outreach to [contact withheld] (for Novak / McNamara) — neutral physics QA | |
| 2026-07-17 | Parallel Domain | Outreach (no reply yet) | No | LinkedIn DM to Zack Novak — Pillar 2 private eval ask | |
| 2026-07-17 | Synthesis AI | Outreach (no reply yet) | No | Outreach to [contact withheld] — physics consistency on synthetic assets | |
| 2026-07-17 | Agile Robots | Outreach (no reply yet) | No | Outreach to [contact withheld] (for Zhaopeng Chen) — EU manipulation stress | |
| 2026-07-17 | Covariant | Outreach (no reply yet) | No | Outreach to [contact withheld] — narrow-scope one-task private eval |
Case studies & LOIs
| Artifact | Status |
|---|---|
| Reference dry-runs (format) | Ready — DP-REF-001 Lift, DP-REF-002 Stack, DP-REF-003 CogVideoX (founder reference samples) — not customer engagements |
| Anonymized case study #1 | Empty — after first completed live evaluation |
| Anonymized case study #2 | Empty |
| LOI / paid follow-on | Empty — do not draft fake LOIs |
When a report is delivered, add a short anonymized row here. Customer-identifying numbers stay in private report delivery only.
Disclosure note
Aggregate pipeline stages and demand progress appear below. Individual contact details, application targets, and operational runbooks are not published in this room — see Disclosure policy.