What problem does it solve? Evaluating a consumer AI company for investment, partnership, acquisition, or competitive response often stops at the pitch deck. This Skill stress-tests any consumer AI investment thesis against the structural requirements for building a breakaway consumer agent, producing a scored, evidence-based assessment instead of a narrative judgment. ## Core Features & Use Cases - Thesis Decomposition: Breaks a company's strategy into explicit bets on interface, context, permission, anticipation, monetization, and distribution. - Breakthrough Path Scoring: Scores the company against four breakthrough paths (lab scale, indie crossing, capture-plus-messaging, prosumer bridge) with base-rate context. - Risk Matrix and Conditions: Produces a risk matrix covering platform, substrate, reliability, permission, regulatory, and timing risks, plus a precise "what has to be true" statement. - Use Case: A VC analyst evaluating a consumer AI startup provides the product description, metrics, and funding context, and receives a structured evaluation with a bottom-line invest, pass, or watch recommendation framed as strategic analysis. ## Quick Start Use the consumer-ai-investment-thesis skill to evaluate this consumer AI company and produce a scored thesis assessment with risks and conditions.
