Energy Intelligence · Cluster 1Wedge A — Trichter: gezählt vs. 90-Tage-ZielgezähltZiel
Kommerzieller Wedge
Das erste Ziel ist keine Plattform. Es ist ein zahlender Kunde. Drei Wedge-Kandidaten; nur A ist zum Bau vorgeschlagen — und endet bei RECOMMEND.
Nur Geld, ein unterschriebener Pilot oder eine verbindliche Design-Partnerschaft zählen. Komplimente werden nicht gezählt.
Wedge A · Dispatch decision support for BESS / energy communities proposed
- Kunde
- Stadtwerke, Mieterstrom / gemeinschaftliche Gebäudeversorgung operators, small BESS operators
- Problem
- Batteries and community assets run on rule-based schedules that leave money on the table against day-ahead / intraday prices and §42b allocation rules.
- Was es sie heute kostet
- Unknown until asked — the first ten conversations quantify it. Hypothesis: 5–15 % of achievable storage revenue.
- Bauen
- optimize_dispatch on the existing MILP · validate_constraints (SoC, power, grid connection) · generate_explanation in German · weekly PDF/CSV recommendation, € gap vs their schedule
- Nicht bauen
- any write path to inverters or BMS · a portal · multi-tenant UI · new forecasting models before a baseline
- ROI-Metrik
- € per month vs the customer's own schedule, measured on their data, reported with the assumptions listed.
- Einstieg
- Energie Teilen paid intake (Stripe) → data-sharing agreement → four-week recommendation trial.
- Entscheidung
D-009
Wedge B · Time-to-power / behind-the-meter siting analysis proposed
- Kunde
- Data-centre and industrial developers (US first via EIA data)
- Problem
- Grid connection lead times decide project viability; developers pay for defensible BTM scenarios.
- Was es sie heute kostet
- Cost of delay per MW-month — the calculator exists; the price the buyer pays for the answer does not yet.
- Bauen
- nothing new until wedge A has a customer or B has an inbound paying user
- Nicht bauen
- EU data integration before a paying US user
- ROI-Metrik
- Subscription revenue; months of delay avoided as reported by the buyer.
- Einstieg
- timetopower.ai subscription (exists).
- Entscheidung
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Wedge C · Constraint prediction / hosting capacity for DSOs proposed
- Kunde
- DSOs, Stadtwerke network arms
- Problem
- Connection requests are refused or delayed for lack of feeder-level constraint forecasts.
- Was es sie heute kostet
- Long sales cycle, procurement, NIS2 scope. Not the first wedge.
- Bauen
- nothing before A is sold
- Nicht bauen
- DSO integrations on speculation
- ROI-Metrik
- Connections approved per feeder per year; engineering hours per request.
- Einstieg
- Warm DSO contact only after A produces a reference.
- Entscheidung
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Prioritäre Kunden
C&I energy operatorsBESS operatorsrenewable developersmicrogrid operatorsaggregatorsenergy communitiesStadtwerkeselected DSO / utility partners
Was wir fragen
- What costs you money today?
- How much?
- Who owns the budget?
- How do you solve it now?
- What would success be worth?
Nie gefragt: “Would you use this?”