TDMUSIC · progress briefing
Supervision briefing · updated 17 Aug 2026 · EMBA corporate innovation · emlyon

Designing calm.
A progress review.

Validating an AI-adaptive music product for anxiety relief, from inside TDMusic — a profitable AI music-distribution company. This briefing walks the design-thinking journey in order — frame → empathize → define → ideate → prototype → test → decide — and every phase hands its output to the next. Completed research is clickable; the decision logic is live.

HRV session monitor · illustrative Elevated
Heart rate
92 bpm
HRV
26 ms
State
Tense
The product thesis in one gesture.

Research question

How can an AI music-distribution company use corporate entrepreneurship, data-driven demand identification and AI-enabled production to build a scalable, evidence-backed music-for-wellbeing product — and can design thinking verify both the need and our ability to serve it?

What is new since 10 Jul

Decision model · 8 beliefs · liveopen the engine →
A1a
A1b
A2a
A2b
A3
A4
A5
A6
bar = posterior · grey dot = prior · teal tick = proceed gate · A1a real music in acute · A1b real music in wind-down · A2a anxiety drop · A2b HR/HRV move · A3 connect & value · A4 pay · A5 rights · A6 retention

A full demand-side + product-side survey (7 blocks, pre-registered), a Bayesian decision engine replacing the point-score matrix (priors → evidence → posteriors → gates), the journey re-cut so each phase's output visibly feeds the next — plus a methodology v2, a focus-group kit, the survey results and the biometric/ML research design.

/ 00Roadmap · where the project stands

Done · in progress · next — the whole phase on one screen

Design-thinking phase (≤ 3 months, $10–20k) from the 10 Jul supervision to the decision memo. Green = complete, coral = running now, dashed = scheduled, dotted = after the phase. Dates after today are planned.

Done13
In progress3
  • Landing-page A/B live — waitlist conversion (≥ 5% → LR 2.5 on A3 · A4)→ 20 Sep
  • Legal check — adaptation / derivative rights on ≥ 50 tracks (masters + publishing) → A5→ 12 Sep
  • Pilot recruitment from survey opt-ins (Apple Watch / Oura owners) · Polar H10 sub-study prep · RA scripts→ 31 Aug
TimelineJul – Nov 2026
JulAugSepOctNov
Milestonessupervision · decision
supervision #1 · 10 Jul
decision memo · supervision #2
Framecorporate case · 5W1H
innovation thesis · asset inventory
Empathizeinterviews · netnography · literature · competitors
6 interviews · n=200 · 6-angle sweep · 10 products
Definematrix v1 → v2 (Monte-Carlo)
v1 4.55
v2 4.30 · P#1 > 99%
Ideateconcepts · beliefs
C1 · C2 · C3 · A1–A5
priors + LRs
PrototypeLilt demo · landing · WoZ kit
built
landing A/B live · conversion
Survey v2instrument → fielded → analysed
7 blocks · n = 134 · LRs in
Focus groups2 × 6–8 · blind stimuli
FG-1 · FG-2 · synthesis
Legal checkadaptation rights ≥ 50 tracks
masters + publishing · LR 8 / 0.15
E0 calibrationWatch vs Polar H10 · n = 8
ICC · MAPE · λ
E1 efficacy pilot3-condition crossover · 20–30 × 3
Bayesian update · gatespipeline → posteriors → verdict
PROCEED / PIVOT / KILL
Dissertationchapters 1–7 · viva prep
Post-phase (if PROCEED)MVP · E2–E4 learning loop
MVP scoping · micro-experiments → bandit → self-generating library (2027)
donein progressscheduledafter the phase◆ decision memo · pilot dates shift with recruitment; the gate logic does not
/ 01Requirement frame · 5W1H

The whole project on one line each — why · who · what · where · when · how

The classic requirements frame, filled from the evidence. Highlighted words are the parts the design-thinking phase must still prove.

Why
the need & the corporate case
359M people with anxiety, 27.6% treated; music lowers state anxiety d ≈ 0.4–0.8 in meta-analyses. For TDMusic: H1 distribution funds H2; asset leverage a startup can't copy.
WHO 2023 · Cochrane 2013 · Three Horizons
Who
primary persona
Hybrid-work professional 28–40, mild–moderate anxiety, owns a smartwatch, already self-medicates with music, won't see a therapist. Out of scope: diagnosed severe GAD.
Define 2.1 · survey block A
What
the product · still open
Heart-rate-adaptive calming audio that shows the measured result. Content is the open question: neutral sound for acute states vs real music for wind-down — the A1 test.
C1 concept · A1a / A1b
Where
market & context of use
US / EU first (subscription WTP), China as a WeChat probe. In bed late at night, at the desk after a stressful call, commuting.
interviews · market-wtp-verified · survey B4
When
moment & timeline
Two moments: the acute spike (late night, after a call) and the evening wind-down. This phase: ≤ 3 months, $10–20k, ends in a documented decision.
interviews · survey B3 · framework
How
mechanism · claims · money
Live heart rate from Apple Watch (HRV is before/after only); wellness claims only, never "treat"; test price $6.99/mo; proceed / pivot / kill by pre-registered gates.
wearables-verified · regulation · decision engine
/ 02Framing

Innovating from the core, not from scratch

A corporate-entrepreneurship project: a new action-research cycle that points the company's proven engine — demand signal → AI production → measured library — at its core asset (music), in a vertical with real clinical evidence.

Revenue
$10.5M

net income $2.2M · valuation $70M

Position
Top 3

China distributor · Tier-1 YouTube · top TME supplier

AI engine
xDeepFM

peer-reviewed recommender (PeerJ CS, 2021); ~10× marketing ROI claim

Catalogue
100k+

tracks, majority owned/licensed · 220+ DSPs incl. Peloton, Tesla

Ansoff

Diversification-lite: a new customer need (health) served with an adapted product (music) on existing assets.

Three Horizons

H1 distribution funds H2 (this project); H3 is "music as a measured, closed-loop intervention".

Unfair advantage

AI music production + owned rights + worldwide distribution — a pure startup has none of these.

/ 03Methodology

Insider action research, run through design thinking

As founder-CEO I sit between researcher and practitioner, so the project runs as a cyclical action-research process. Within this cycle, design thinking is the method — the d.school's five modes, paced by the Double Diamond — and decision analytics (priors, likelihood ratios, pre-registered gates) is how the Evaluate step is kept honest. Full methodology — mixed-methods design, identification strategy, measurement error, power →

01
Diagnose
Where can the core engine create new value?
02
Plan
Design-thinking phase to verify need & ability.
03
Act
Interviews, research, survey, prototypes, pilot.
04
Evaluate
Bayesian update; pre-registered proceed/pivot/kill.
05
Learn
Feed the decision into the next cycle.
DISCOVERDEFINE DEVELOPDELIVER EmpathizeDefine IdeatePrototype · Test dementia ADHD focus anxiety ANXIETY chosen problem 15+ ideas 2×2 · dot-vote 3 CONCEPTS app · SDK · content

The journey — each phase's input, method and hand-off

/ 04Empathize · Discover

The evidence — click into any deep dive

Six streams, triangulated — interviews, netnography, literature & market, competitors, the survey (instrument + analysed results) and two focus groups. Each card opens the underlying data, quotes and citations; the triangulation matrix fixes what each stream is allowed to say.

✓ Complete

Interviews

1 expert (dementia) + 5 users/caregivers. Full reconstructed records, key findings, verbatim quotes.

6 interviews · qualitative Open →
✓ Complete

Netnography

200 coded data points from App Store & forums (Kozinets). Theme frequencies, best quotes, patterns.

200 data points Open →
✓ Complete

Literature & market

Clinical meta-analyses, HRV/cortisol, market size & prevalence, regulation, wearables — fact-checked.

6-angle synthesis Open →
✓ Complete

Competitor teardown

10 products, verbatim health-claims audit, pricing, wearable integrations, feature-gap map.

10 products Open →
◐ Instrument ready · fielding

Survey v2 — demand & product side

7 blocks · who / why / when / where / what / how / how much · GAD-2, PSS-4, TAM, Kano, ODI, Van Westendorp · every item pre-registered to a decision node.

n ≥ 100 · EN + 中文 Open →
✓ 2 groups · synthesis

Focus groups

2 × 6–8 (US/EU online · China offline): moment mapping, blind audio stimulus test (real song vs neutral vs voice), concept & demo think-aloud, measurement, price.

guide · stimuli · coding · template Open →
✓ Analysed

Survey results

The pre-registered analysis run end-to-end — need, ODI opportunity scores, content by state (McNemar), wearables, TAM, Kano, Van Westendorp, purchase intent — and the LRs each threshold triggers.

n = 134 kept of 150 Open →
Triangulation

How the streams fit together

Literature sets the priors; interviews, netnography and focus groups update them qualitatively (shrunk); the survey quantifies (n ≥ 100); the pilot tests efficacy. The roles are fixed in the methodology; each stream is an evidence row in the decision engine.

Empathize → outMusic-anxiety effect is real but content-dependent; acute users want neutral sound — A1 disconfirmed for that state; wearables stream heart rate, not live HRV. Define ← in Score the territories under uncertainty; split A1 by arousal state; write the POV from the under-served outcomes. Define ↓
/ 05Define · converge

The convergence, scored — under uncertainty, and re-scored after the evidence

Three candidate populations entered the funnel; a weighted matrix chose the exit. v2 turns each cell into a range, jitters the weights and re-scores anxiety after the interviews: still first in > 99% of 5,000 draws. Full rationale → · Interactive Monte-Carlo →

Anxietyv2 · after Empathize (v1 4.55)
4.30
ADHD focusattention support
2.65
Dementiafamiliar-music only
1.80
Weighted 0–5, mode values. Anxiety's asset fit (4 → 3) and wearable synergy (5 → 4) were revised down after the interviews and the HRV-API facts — the choice is robust; what changed is which anxiety product. Dementia scored low on asset-fit & China monetization (expert interview); ADHD carries a medical-claim regulatory risk.
Honest finding · the tension, now with numbers

Our unfair advantage points one way; the acute user need points the other.

In Empathize, every acute-anxiety interviewee rejected the "real songs you love" idea and asked for featureless, adaptive, neutral sound — disconfirming evidence for our core assumption, surfaced before building. The decision engine now carries this as two beliefs instead of one:

A1a · real music wins in acute state
prior 50% → below the 30% pivot line after 3 interviews (shrunk)
A1b · real music wins in wind-down
prior 60% → supported by Tebra survey, Endel's artist pivot, netnography
A2a · one session lowers anxiety
meta-analytic prior; pilot n ≥ 20 is the decisive test
A3 · users connect & value the result
near the 55% gate — survey D1/E1 and landing conversion decide
User need (acute state)

Neutral, non-melodic, adaptive sound — Endel's territory. Does not lever the catalogue.

vs
Asset leverage

Real licensed music + artists + AI engine — our moat, but maybe wrong for panic states.

Resolution under test: segment by arousal state — neutral adaptive sound for acute/sleep-onset; familiar real music for lighter daytime wind-down. Survey block C and the pilot A/B are pre-registered to settle it.

Persona

Hybrid-work professional, 28–40

Owns a smartwatch, self-medicates with music, won't see a therapist. Secondary: sleep-anxious new parent. Out of scope: diagnosed severe GAD.

POV

Measurable calm in minutes

"Stressed hybrid workers who already use music to cope need measurable calm in minutes, because meditation apps demand effort and generic playlists aren't tuned to their state."

HMW · top 3 by opportunity

Prove it · don't make it worse · zero effort

HMW use the wearable the user already owns to prove it's working? HMW guarantee nothing jarring, no lyrics that pull you in? HMW make it one gesture? (survey B9 ranks these.)

Define → outAnxiety chosen (robust to weights); POV + 5 HMW; the content question reframed as two jobs (acute vs wind-down). Ideate ← in Diverge on solutions for both jobs; converge to concepts; name each concept's riskiest assumption and give it a prior. Ideate ↓
/ 06Ideate · develop

15+ ideas, converged to three concepts — each with its riskiest belief

C1 · B2C

Adaptive "calm" app

Real songs (wind-down) or neutral sound (acute) re-shaped in real time to the listener's heart rate; shows the measured result after each session.

Riskiest: A1 content preference · A2 efficacy · A3 engagement
C2 · B2B2C

Adaptive-audio SDK

License the catalogue + adaptation engine to wearable & hardware brands. Sidesteps consumer-payment friction and the retention cliff.

Riskiest: A4 who pays · A5 rights
C3 · content

Artist "calm" line

Artist-branded calm content through existing distribution — lowest cost, tests demand for real-music calm with no app.

Riskiest: A1b demand for real-music calm

The assumption map, now a belief register with priors and evidence — open any chip in the decision engine:

A1a · real music in acute stateA1b · real music in wind-down A2a · single-session anxiety dropA2b · HRV moves on a wearable A3 · wearable engagementA4 · willingness to pay A5 · catalogue adaptation rightsA6 · retention (watch item)
Ideate → outThree concepts; eight beliefs with priors; the weakest links are A3 (engagement) and A1a (content in acute state). Prototype ← in Build the cheapest artefact that can move each weak belief: a clickable flow for A3, a landing A/B for A3/A4, a Wizard-of-Oz kit for A2. Prototype ↓
/ 07Prototype · deliver

Deliberately cheap prototypes — one per riskiest belief

The point is to learn, not to build. The interactive design-thinking map is here.

New · 3 Sep · 61-second walkthrough

Lilt app — screen recording

Settle → pre-rest → session (no numbers) → grounding → check-in → result → Unwind via Spotify embed → history. Recorded from the live build; heart rate simulated. Open the app ↗

◐ blueprint v1 · 中英
New · 3 Sep · design for the build

Lilt — product blueprint

Two-mode app (Settle / Unwind): 8 screens, journey map, data-capture matrix (HealthKit · Oura · Polar), library tags, method → interaction mapping, 4-week plan.

▶ open the live Lilt demo
Built · click to open · tests A3

Lilt — clickable prototype

5 screens: connect wearable → check-in → adaptive session → measured result → paywall. Think-aloud n = 5–8.

╱╲╱ A / B waitlist
Built · tests A3 · A4

Landing-page smoke test

Two positionings, live waitlist + poll. Conversion ≥ 5% is a pre-registered LR of 2.5.

♪ + ⌚ Wizard-of-Oz
Ready · tests A2 · A1

Efficacy pilot kit

Curated adaptive playlist vs neutral sound + Apple Watch/Oura; a human plays the algorithm. No code to test the effect.

Prototype → outThree artefacts, each mapped to the belief it can move; a content-neutral survey and a focus-group protocol with blind stimuli. Test ← in Survey (n = 134) and focus groups are in; the pilot (E0–E1), landing A/B and legal check follow — each with its likelihood ratio fixed before the data. Test ↓
/ 08Test · verify

Six tests, each pre-registered as a likelihood ratio — two are in

✓ In · A1 · A3 · A4

Survey v2 (n = 134)

Real song chosen by 24% in the acute scenario vs 47% for wind-down (McNemar p < .001); owners who would connect 57%; TAM BI top-2 25%; K1/K2 attractive / one-dimensional; PSM range [$5.12, $8.55] contains $6.99; purchase intent 35% (US/EU); bundled + employer 33%.

LR → A1a ×0.33 · A3 ×2.9 · A4 ×2.4 Open →
✓ In · qualitative

Focus groups (2 × 6–8)

Five moments of need; blind stimulus test — neutral sound wins the acute/night moment (10/13), the calm real song wins wind-down (9/13); "the number cuts both ways" → adapt silently, show the result after; subscription fatigue → bundled preference.

shrunk LR → A1a ×0.6 · A1b ×1.4 · A3 ×1.3 Open →
Pending · A2a · A2b · A1a

Efficacy pilot (E0 calibration → E1)

Within-subject, three conditions in a Latin square — T1 adaptive neutral · T2 adaptive real song · C active control (the participant's own relaxing playlist) — 20–30 people × 3 sessions; STAI-S primary, residual HR / RMSSD secondary; ANCOVA-form mixed model + Bayesian re-analysis. Positive → LR 4; null → 0.3. Design →

Pending · A3 · A4

Landing A/B

Two positionings, live waitlist. Visitor → waitlist ≥ 5% is a pre-registered LR of 2.5 on both engagement and willingness to pay — the only behavioural WTP signal in the phase.

Pending · A5

Legal check on ≥ 50 tracks

Adaptation / derivative rights, masters and publishing separately. Decisive: LR 8 if feasible, 0.15 if not. A neutral-sound acute product does not need it; the wind-down real-music mode and C3 do.

Design change from the evidence

Adapt silently, show the result after

Focus groups and the survey's "measured result" item agree: the after-result is the credibility hook, but a live heart-rate line during a session can itself raise anxiety. Carried into the prototype as a "hide numbers" default for the acute mode. Signal & ML design →

Test → outObserved LRs replace the pending rows; posteriors update; the verdict follows mechanically from gates set in advance. Decide ← in Proceed / pivot / kill — and the concept viability that goes with it. Decide ↓
/ 09Decide · pre-registered gates

The phase ends in a decision, not a pitch — and the decision is a model you can argue with

Priors → evidence (with likelihood ratios and sources) → posteriors → gates. Everything below is live from the same numbers as the decision engine; toggle a survey or pilot result there and this verdict changes.

1 · PRIORS2 · EVIDENCE × LIKELIHOOD RATIO3 · POSTERIORS4 · GATES (PRE-REGISTERED) Base rates · lit. A1a 0.50 · A1b 0.60A2a 0.60 · A2b 0.50A3 0.50 · A4 0.55A5 0.50 · A6 0.25 written rationale;contestable byslider Rows · LR = P(E|H) ÷ P(E|¬H) meta-analyses (M) · market (S) · industry (I) interviews ×0.35 · netnography · reasoning survey: A1a ×0.33 · A3 ×2.9 · A4 ×2.4 focus groups: A1a ×0.6 · A1b ×1.4 · A3 ×1.3 pending: pilot ×4 / ×0.3 · legal ×8 / ×0.15 landing ×2.5 · think-aloud ×1.5 · partners ×1.8 shrunk for quality (LR^k) and correlation odds × ∏LR → P A1a · A1b A2a · A2b A3 · A4 A5 · A6 concept viability =joint P of criticalbeliefs Thresholds fixed before the data PROCEED pilot run ∧ A2a ≥ .90 ∧ A2b ≥ .70 ∧ A3 ≥ .55 ∧ A4 ≥ .60 ∧ (A5 ≥ .60 ∨ neutral-sound variant) PIVOT content: A1a < .30 form: A3 < .45 → lead with C2 KILL A2a < .50 after pilot ∨ A4 < .35 value of information per pending test 5 · VERDICT the phase ends in a decision — a model, not an opinion
Reading today · survey applied

A1a is far under the pivot line (≈ 7%) → the acute product is neutral adaptive sound; A1b (≈ 80%) keeps the real-music catalogue as the wind-down mode and the C3 probe. Engagement (A3 ≈ 72%) and willingness to pay (A4 ≈ 82%) now clear their gates. What stands between here and PROCEED is the efficacy pilot — the A2 gates are set so that literature alone cannot clear them — and the legal check. Open the gates →

Regulatory strategy stays wellness-only ("relieve stress", never "treat"); clinical/DTx route deferred to post-funding. Method: Fairfield & Charman 2017; GRADE; Bland & Osterwalder 2019.

/ 10For discussion

Questions I'd value your guidance on

Updated for where the project stands: survey and focus groups in, pilot and legal check ahead, decision layer live.

1
The evidence has split the product by arousal state — neutral adaptive sound for acute moments, real music for wind-down. Should the dissertation frame this as one product with two modes or as two concepts, and does the acute mode weaken the corporate "asset-leverage" story or sharpen it (engine + measurement as the asset, catalogue as the second mode)?unit of analysis · corporate framing
2
Is a Bayesian decision layer — priors, quality-shrunk subjective likelihood ratios, pre-registered posterior gates — an acceptable way to run the Evaluate step of insider action research at EMBA level? How much of the calibration rubric belongs in the methods chapter versus an appendix?methodology · decision analytics
3
The efficacy pilot is a three-condition within-subject crossover with an active control (20–30 people × 3 sessions), self-report primary and physiology secondary, and PROCEED now requires it to have run. Is "feasibility signal, Bayesian posterior with a meta-analytic prior" the right claim strength — and is the pilot-must-run gate the right pre-registration?identification · power · claims
4
I treat wearable heart-rate data as honest about arousal but not about anxiety — self-report stays the construct, biometrics are the mechanism check and the product's control signal, with calibration and residualisation for noise. Is that the right stance for a product whose promise is "show me it worked"?measurement · biometrics
5
The survey favours the feature inside a wearable's own app (C2, 45%) over a standalone app (C1, 32%), and a third would rather pay bundled or through an employer. Does the corporate-innovation thesis shift toward B2B2C licensing — and how does that sit with the overseas-first / China-probe framing?strategy · form · GTM
6
How much of the learning architecture (in-app micro-experiments, bandit personalisation, a self-generating library) belongs in the dissertation as evidence of "ability", versus an appendix or roadmap? Where does rigour end and scope creep begin?scope · ability claim
7
Insider bias controls: assistant-run sessions and groups, blinded analysis, analysis code and thresholds fixed before the data, reconstructed interviews disclosed as paraphrase. Sufficient for the viva — and what would you want to see in the reflexivity section?action-research validity