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c4 × t1 — drill into a single pairing

CAPABILITY · c4

Telematics (AcmeOS)

0.42

THESIS · t1

EV fleet charging

RTP 0.82

Why is this cell weaker than expected?

Telematics (c4) is not currently cited as a primary capability for EV-CHG. It scores 0.42 — meaning analysts judged it relevant but secondary. The TELE-DATA thesis (t5) absorbs telematics fully; double-counting was avoided by R. Okafor's Apr 22 ruling.

What would lift this cell?

If Voltaira's telematics SDK proves diligence (M. Cheng, 28 Apr), c4 score for t1 would rise to 0.65 modeled — making c4 the third-strongest capability behind c5 and c3. The dependency would become explicit and the score-coverage would re-balance.

Evidence ledger · c4 × t1

Apr 25

SIG-2431 — Voltaira Series D rumoredTelematics SDK valued at $180M of $1.2B post; signal raises c4 dependency

+0.12

Apr 22

IC ruling — avoid double-countR. Okafor: c4 weight on t1 capped at 0.45 until SDK diligence clears

−0.18

Apr 18

DOE NEVI round-3Award criteria emphasize uptime telemetry — raises c4 importance

+0.06

Mar 30

AcmeOS roadmap — Q3Charging-station endpoint coverage in plan; lifts ceiling, not floor

+0.04

Targets exploiting c4 × t1

Pri	Name	Rev	EV/Rev	Note
A	Voltaira Networks	184	2.2×	SDK + hardware combo
A	Pulsewave Telematics	148	5.1×	Predictive ML on charging uptime
B	Switchback Power	122	2.5×	Mid-power chargers

If we lost c5 — dealer channel

3 theses orphaned.

EV-CHG, RETRO-EV, and TELE-DATA each rely on the dealer channel as a top-2 capability. Removing it drops weighted pipeline coverage from 87% → 51% and puts the EV-CHG verdict at risk.