New startup ideas · Physical world · Climate and energy
startup idea
Ampsite
Marketplace where industrial sites sell spare grid capacity to data center developers.
Ampsite lists industrial and brownfield sites in the US that already hold energized interconnection capacity they no longer use, scores each one for real deliverable megawatts using utility queue data, feeder models and on-site meter history, and matches them to colocation and AI compute developers hunting for power.
- Marketplace
- Enterprise
- $10-100B market
- Creates a new category
- US first
5/5
venture judge
11
similar startups, last 2 years (68 all-time)
96%
of 4 nearest real companies still alive
yes
8 matching federal grants and programs
Direction supported by government programs and grants
Scorecard
One score that balances how trendy the idea is, the demand for it and its potential for 100x, with competition measured relative to every other idea in the catalog. Recent startup trends first, government priorities second.
72
Idea Score, 0-100 · raw 44.1 x 1.64
Crowded
competition: more crowded than 75% of ideas · headwind x0.63
+2.6
government priorities, secondary (13 matching grants)
Trend
76
Is the wave forming now? 2025-26 entrants vs 2023-24, rounds since 2025, the sector's live-batch direction, the 2026 trend analyst.
- Entrants 2025-26 vs 2023-24 (similar companies)89
- Rounds announced 2025+ in the sector68
- Rounds announced 2025+ matching the idea98
- Sector direction (live batch)50
- 2026 trend analyst75
Demand
58
Does anyone want it? YC's current RFS, companies already paid for something similar, the operator judge, founders' yes-rate in decks, readers who would run the test.
- YC asks for it (current RFS: idea / sector)0
- Someone already pays (similar companies, recent / all-time)100
- Operator judge: real pain75
100x potential
65
Can it return a fund? The venture judge (double weight), market-size and moat axes, neighbours still alive, the technologist judge.
- Venture judge100
- Market size axis67
- Moat axis80
- Neighbours still alive19
- Technologist judge25
Score = 100 x cbrt(Trend x Demand x 100x) x (1 - 0.5 x crowding) + government bonus (max 5), calibrated so the 95th-percentile idea scores 90 (order never changes). A geometric mean: a weak pillar cannot be papered over. Percentiles are among the 272 ideas in the catalog; the terms matched were marketplace, industrial, sites, sell, spare, grid, capacity, lists.
The idea in full
- What
- Ampsite lists industrial and brownfield sites in the US that already hold energized interconnection capacity they no longer use, scores each one for real deliverable megawatts using utility queue data, feeder models and on-site meter history, and matches them to colocation and AI compute developers hunting for power. Sellers are steel mills, paper plants, cold storage operators and REITs; buyers are enterprise data center developers who pay a technology fee at signature plus an annual data subscription. Ampsite never takes title, never buys power and never signs as broker of record, so the software stays capital-light at software margins.
- Why now
- Three of the cluster's most recent accelerator entries point at the same shortage: NODI Energy (yc X25) sells distributed infrastructure to unlock grid power for data centers, Voxel Energy (yc W26) builds energy independent data centers, and Condor Energy (yc W26) sells enterprise energy procurement software. The radar also shows no crowded phrase repeating across 4+ recent companies, so the transaction layer itself is unclaimed while 42 companies entered the cluster in the last two years.
- Wedge: first customer and entry point
- One founder works a single ISO territory: pull the interconnection queue and withdrawn-project list, cold-call the 200 industrial sites with retired load, sign 20 exclusive listings, then sell that inventory to a handful of developers who already lost a site to a power delay.
- Path to 100x
- US data center site and power procurement is a $10-100B annual flow, and the party that holds exclusive listings on energized capacity becomes the default first call for every developer, which is a distribution moat that compounds as each closed deal adds verified feeder data no competitor has. A new category is born because capacity today is traded through brokers and rumor, not a priced marketplace, and the first venue to publish clearing prices sets the reference.
- Ceiling
- If hyperscalers standardize on their own land teams and utilities publish hosting capacity maps openly, the matching layer degrades into a low-margin data subscription.
- Closest real companies, as the generator saw them
- Condor Energy sells procurement software to a single enterprise buyer rather than clearing a two-sided market; NODI Energy and Voxel Energy build the physical infrastructure and so carry the capital, while Ampsite only routes deals. Astro develops projects with AI instead of matching existing capacity to buyers.
- Main risk
- Site owners and developers meet once through Ampsite and then transact directly, leaving the platform with a broken take rate.
Five judges
Each judge scores every idea in the catalog with a named rubric; the venture judge decides whether a card is shown at all (4-5 is venture-grade).
Venture investor
5/5
Capital-light two-sided venue on energized interconnection capacity, exclusive listings compounding into verified feeder data, timed exactly to the AI compute power crunch.
Bootstrapper
4/5
Capital-light listings business one founder can work in a single ISO territory, selling to developers already losing deals to power delays.
Operator
4/5
Data center developers who already lost a site to a power delay have budget and urgency, though direct transacting threatens the take rate.
Technologist
2/5
Scoring public interconnection queue data is spreadsheet work, and utilities publishing hosting capacity maps erases the wedge in one release.
Risk
2/5
Unregulated matching with no broker of record means the stated disintermediation risk, sellers and developers transacting directly after one intro, has no legal brake.
trends
4/5
Rides the AI compute power crunch the brief shows accelerating - AI infra doubled from 4% to 8% of the S26 batch - with the transaction layer still unclaimed.
Similar startups in the directory
Companies whose pitch matches most of the idea's terms (marketplace, industrial, sites, sell, spare, grid, capacity, lists): 68 all-time, 11 from the last two years. Same matching as Idea Check.
List on multiple resale marketplaces
We help automotive aftermarket brands to supply and sell parts online
A procurement platform for small-lot parts and management SaaS for small-lot manufacturing sites
SkySelect (old name: DeltaBid) is a marketplace for aircraft spare parts.
Waqua Co offers manufacturing and sales of water treatment equipment and IT services.
eBay meets gig economy.
The intelligent development platform for robotics
Dental Insurance
robots & software for farms
The fastest way to sell online.
AI technical support for complex physical products
The generator's reference companies
Real companies the model named as closest when it wrote the card, with their fate. A check mark is a company the radar could verify in its directory.
Public money in this direction
US federal grants, SBIR/STTR awards and open opportunities from the radar's public-money feed, matched to the idea's terms; the sector totals give the context.
8
grants and programs matching the idea
180
startup-relevant grants in Climate and energy
$155M
awarded in the sector, tracked
19
opportunities open now in the sector
- I-Corps: Translation potential of a compact power generation system based on rotating detonation combustion integrated with a turbine generatorawardhigh relevance
National Science Foundation · I-Corps · $50K · posted 2026-08-10
- I-Corps: Translation potential of engineered microbes to extract critical metals from ultramafic mine wasteawardhigh relevance
National Science Foundation · I-Corps · $50K · posted 2026-08-04
- Planning: E-RISE: Future Autonomous Manufacturing Ecosystem of Alabama (FAME-AL)awardmedium relevance
National Science Foundation · EPSCoR RII: E-RISE · $100K · posted 2026-08-20
- I-Corps: Translation potential of a carrier-free verteporfin nanoparticle formulation for cancer, dermatology, and ophthalmology therapeuticsawardmedium relevance
National Science Foundation · I-Corps · $50K · posted 2026-08-19
- Excellence in Research: Harnessing Data Science to Quantitatively Predict the Partitioning Behavior of Per and Polyfluoroalkyl Substances (PFAS)awardmedium relevance
National Science Foundation · HBCU-EiR - HBCU-Excellence in · $675K · posted 2026-08-18
- Collaborative Research: Enhancing Stochastic Supply Chains via Cascading Simulation and Adjustable Optimizationawardmedium relevance
National Science Foundation · OE Operations Engineering · $316K · posted 2026-08-17
- Collaborative Research: Enhancing Stochastic Supply Chains via Cascading Simulation and Adjustable Optimizationawardmedium relevance
National Science Foundation · OE Operations Engineering · $131K · posted 2026-08-17
- Research Infrastructure: MIP: Autonomous Robotic Metallurgist: An NSF Materials Innovation Platform (ARM-MIP)awardmedium relevance
National Science Foundation · Special Initiatives, Materials Innovation Platforms, OFFICE OF MULTIDISCIPLINARY AC · $25M · posted 2026-07-31
Market signal
What the radar sees in Climate and energy: new companies by cohort year, the forming YC batch, and outcomes since the February snapshot.
Climate and energy · 92 → 112 → 184 → 97 → 32 new companies 2022 → 2026 · 91% aliveYC S26: 2 in this cluster, 1% of the batch (was 1% in X26) (F26 is still forming: 21 listed)Since February, of 118 YC companies here: 0 acquired, 2 shut down, 4 rewrote their pitch
Design attributes
The card is one cell of a designed set: every axis below was chosen before the text was written, and the text had to realize it.
- Buyer
- Enterprise
- Business model
- Marketplace
- Path to 100x
- Creates a new category
- Market size
- $10-100B market
- Capital intensity
- Capital-light (software margins)
- Speed to revenue
- Revenue in 1-3 years
- Technical depth
- Real engineering
- Go-to-market
- Founder-led sales
- Moat
- Distribution moat
- Geography
- US first
- Regulation
- Unregulated
- Vibe
- Hot space
Listed under
An idea sits in its own sector and in any sector its text clearly touches.
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Fictional company written 2026-08-23 from MarkosWeb data; the companies, grants and numbers around it are real and tracked. Treat the idea as a research prompt, not a plan.