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/home/box/agents/fyj-founder-bot/directory/market-path-research-2026-09-02-1155.md

02 Sep 2026 11:17 London · 18388 bytes · readable HTML from the file

Market-path research — 2 Sep 2026 11:55 Europe/London

Not a P move. No path named. No customer named.
Did not re-read Companies House company 16892858.
Did not repeat last recon hour: Modern Slavery Act 2015 s.54 Transparency in supply chains (2 Sep 09:55 Risk reduction). Do not re-use MSA as primary.
Also did not repeat as primary: StreetLink / streetlink.org.uk / thestreetlink.org.uk (2 Sep 07:55 Competitor mapping); Turn2us / turn2us.org.uk (2 Sep 06:55 Competitor mapping); Entrepreneur First / joinef.com (2 Sep 05:55 Market scenarios); Founders Factory / foundersfactory.com (2 Sep 04:55 Market scenarios); iwoca / www.iwoca.co.uk (2 Sep 03:55 Companies in the space); BGF / www.bgf.co.uk (2 Sep 02:55 Companies in the space); Centrepoint / centrepoint.org.uk (2 Sep 01:55 Competitor mapping); ONS labour-market overview / www.ons.gov.uk Labour market overview, UK (2 Sep 00:55 Market discovery); Funding Circle / www.fundingcircle.com (1 Sep 23:55 Companies in the space); UK GDPR / Data Protection Act 2018 / legislation.gov.uk / ICO (1 Sep 22:55 Risk reduction); Bank of England Credit Conditions Survey (1 Sep 21:55 Market discovery); Crisis / crisis.org.uk (1 Sep 20:55 Competitor mapping); Santander Breakthrough (1 Sep 19:55 Market scenarios); LSBS 2024 (1 Sep 18:55 Market discovery); Shelter (1 Sep 17:55 Competitor mapping); SyndicateRoom (1 Sep 16:55 Companies in the space); Youth Access (1 Sep 15:55 Competitor mapping); GEM UK (1 Sep 13:55 Market discovery); Google for Startups (1 Sep 12:55 Market scenarios); CRA 2015 (1 Sep 11:55 Risk reduction); Seedrs (1 Sep 10:55 Companies in the space); Advicelocal (1 Sep 09:55 Competitor mapping); Crowdcube (1 Sep 07:55 Companies in the space); GOV.UK Business Support Helpline (1 Sep 06:55 Market scenarios); IPSE (1 Sep 05:55 Companies in the space); CCR 2013 (1 Sep 04:55 Risk reduction); Access to Justice Foundation (1 Sep 03:55 Competitor mapping); Virgin StartUp (1 Sep 02:55 Market scenarios); Founders Forum (1 Sep 01:55 Companies in the space); AdviceNow (1 Sep 00:55 Competitor mapping); Eagle Labs / NatWest Accelerator / BIPC / King's Trust / MentorsMe / Growth Hub / ACAS / Start Up Loans product / Help to Grow / Enterprise Nation / TEN / CFE / CBI / techUK / Innovate Finance / BVCA / UKBAA / ScaleUp / Be the Business / BCC / IoD / FSB / RCJ Advice / JUSTICE / NPBC / FRU / Support Through Court / Advocate / AdviceUK / Law Centres / LawWorks / Citizens Advice / Legal Choices as primary. Explicitly did not re-open MSA s.54 / StreetLink / Turn2us / Entrepreneur First / Founders Factory / iwoca / BGF / Centrepoint / Funding Circle / ONS labour-market overview / UK GDPR as primary. Prefer Vacancies and jobs in the UK this hour (named unused Market-discovery fallback on 2 Sep 09:55 MSA). Leave Average weekly earnings sibling unused because Vacancies primary lives. Also did not use as a separate primary this hour: unpublished ONS UK business activity, size and location 2026 (provisional 24 Sep 2026); Employment in the UK /latest as a re-primary (already sibling-checked at 00:55). Distinct from 14:20 compile (e834b2f2, 0 candidates, blocker reach) and from 15:36 reach-story/stats (58cd58c1). Distinct from ONS labour-market overview (2 Sep 00:55), BoE CCS (1 Sep 21:55), LSBS (1 Sep 18:55), GEM UK (1 Sep 13:55), BICS, PAYE RTI, BoE ASBC. 08:55 window closed 10:25 with no reply — Status skipped / proceeded without new founder input (logged at ~11:55). 10:55 this cycle did not fire (no research file, no hour-log row) — noted honestly; not FAIL previous hour missing (that rule is Progressive-plan only; no Progressive-plan row for this hour → standing recon 26e4abb6). 14:55 later today — not stolen. 17:15 close already ran at 17:32 — this hour does not re-close the cycle. Did not unpark/install customer cut 63e813ea. Did not write kpis/p-evidence.md. Did not promote Ironclad, Harvey, Legora, SOC 2, or “startups and SMEs” as an accepted market/path. Did not install the 12:48 productised hour-menu as a path. Did not treat vacancy-advertising employers, unemployed people, workforce-jobs holders, “startups and SMEs”, or ONS Vacancy Survey respondents as a FYJ customer. Did not invent a buyer from UK labour-market size / conditions.

Area: Market discovery.
Verdict: stayed thin.
P unchanged.

Searched

Prefer Market discovery this hour — Vacancies and jobs in the UK (ONS bulletin jobsandvacanciesintheuk/latest — NEW as primary; distinct from ONS labour-market overview 2 Sep 00:55, BoE CCS 1 Sep 21:55, LSBS 1 Sep 18:55, GEM UK 1 Sep 13:55, BICS, PAYE RTI, BoE ASBC) — named unused Market-discovery fallback on 2 Sep 09:55 MSA. Why this source now: destination $2.5–5bn; first-customer cut parked (63e813ea); live gate still cannot compile path candidates (e834b2f2 compile 0; blocker still REACH — how a first professional hour is found and sold); last recon hour was MSA s.54 risk reduction, and 09:55 named Vacancies as unused market-discovery fallback — a public official vacancies / workforce-jobs size bulletin that can be read without inventing a buyer. Hold = no invention, not no recon. Not a FYJ path. Not P. This hour works SIZE/CONDITIONS context on the live compile-paths gate, not the reach blocker itself, and does not invent a buyer to close it. Rotate category away from Risk reduction — primary Vacancies cluster lives. Fallbacks not switched to: Average weekly earnings sibling; unpublished ONS 2026 activity/size/location; re-primary Employment in the UK / ONS labour-market overview.

HTTP inventory

Printed main points from the live August 2026 Vacancies bulletin (not dumped as tables onto Founder View): early estimate May to July 2026 vacancies 707,000 — quarterly decrease 6,000 (0.8%) vs February to April 2026; decreased in 9 of 18 industry sectors on the quarter (largest: human health and social work −5,000; education −4,000); decreased in 3 of 5 employment size bands (largest: businesses with 1 to 9 employees −8,000); down 19,000 (2.7%) on the year; 2.5 unemployed people per vacancy in April to June 2026 (ratio unchanged since July to September 2025); vacancies now 81,000 (10.3%) below pre-coronavirus January to March 2020 level. Workforce jobs early estimate March 2026: 36.8 million WFJ — quarterly increase 256,000 (0.7%) since December 2025; down 98,000 (0.3%) on the year. Vacancy Survey feedback notes some firms may not be recruiting because of increases in labour costs and other operating expenses. Method note: VACS02 vacancy-ratio method changing toward job openings rate; both old and new methods published 21 July 2026 and 18 August 2026; aim to publish revised method only from 15 September 2026.

Did not invent a FYJ buyer from vacancy-advertising employers, unemployed people, workforce-jobs holders, “startups and SMEs”, or Vacancy Survey respondents. Named 404 paths are not a live Vacancies hub alias. HTTP 429 on later july/september hops is rate-limit, not a second bulletin. Average weekly earnings / unpublished ONS 2026 / ONS labour-market overview were not switched to — Vacancies primary cluster lives.

What stands

What does not stand

End-to-end test

Value-forming

The Market discovery line got another official size filing only. Value has not started to form as a FYJ path. Vacancy stock / unemployed-per-vacancy / workforce jobs are not a path. Adjacent Market discovery filings (ONS labour-market overview; BoE CCS; LSBS; GEM UK; BICS; PAYE RTI; ASBC) still leave who / why / how / next empty.

Result

No path named yet. Market discovery stayed thin. P unchanged. Vacancies primary cluster lives — no switch.

Unused fallbacks named for NEXT hour

  1. Market discovery unused: Average weekly earnings in Great Britain (ONS sibling; left unused this hour because Vacancies primary lives). Do not fake unpublished ONS UK business activity, size and location 2026 (provisional 24 Sep 2026). Do not re-read ONS labour-market overview /latest or Vacancies and jobs /latest as primary.
  2. Do not re-use Vacancies and jobs in the UK / Modern Slavery Act 2015 s.54 / StreetLink / Turn2us / Entrepreneur First / Founders Factory / iwoca / BGF / Centrepoint / Funding Circle / ONS labour-market overview / UK GDPR / DPA 2018 as primary next hour.

Confirmation

Contract UUID 26e4abb6-3b66-4a66-a4f7-d4c065ad9233 is live. Hold = no invention, not no recon. Standing work is recon until end-to-end paths emerge and value-forming is visible. No path named. P unchanged. Customer cut parked.
One line: 63e813ea is live (parked).
e834b2f2 compile still 0; blocker still reach. 58cd58c1 Founder View is the story. 06657cd0 pages shareable. f7c2a04e voice walk. c7b2e14a short Evidence. Hermes parked. Slot unchanged. Layer unchanged (Peer toggle: Founder View ↔ Agent View).
08:55 skipped (no reply by 10:25) — proceeded without new founder input; logged ~11:55. 10:55 did not fire this cycle (no file, no hour-log row) — noted; not FAIL. 14:55 later today — not stolen. 17:15 close already ran at 17:32 — not re-closed this hour.

Raw file
<!-- AGENT VIEW ONLY.
This file is the working recon note (directory/*.md).
Do NOT copy this dump onto founder-view-path-research-*.md.
Founder Evidence is narrative plus chain. HTTP inventories stay here.
-->

# Market-path research — 2 Sep 2026 11:55 Europe/London

Not a P move. No path named. No customer named.
Did not re-read Companies House company 16892858.
Did not repeat last recon hour: Modern Slavery Act 2015 s.54 Transparency in supply chains (2 Sep 09:55 Risk reduction). Do not re-use MSA as primary.
Also did not repeat as primary: StreetLink / streetlink.org.uk / thestreetlink.org.uk (2 Sep 07:55 Competitor mapping); Turn2us / turn2us.org.uk (2 Sep 06:55 Competitor mapping); Entrepreneur First / joinef.com (2 Sep 05:55 Market scenarios); Founders Factory / foundersfactory.com (2 Sep 04:55 Market scenarios); iwoca / www.iwoca.co.uk (2 Sep 03:55 Companies in the space); BGF / www.bgf.co.uk (2 Sep 02:55 Companies in the space); Centrepoint / centrepoint.org.uk (2 Sep 01:55 Competitor mapping); ONS labour-market overview / www.ons.gov.uk Labour market overview, UK (2 Sep 00:55 Market discovery); Funding Circle / www.fundingcircle.com (1 Sep 23:55 Companies in the space); UK GDPR / Data Protection Act 2018 / legislation.gov.uk / ICO (1 Sep 22:55 Risk reduction); Bank of England Credit Conditions Survey (1 Sep 21:55 Market discovery); Crisis / crisis.org.uk (1 Sep 20:55 Competitor mapping); Santander Breakthrough (1 Sep 19:55 Market scenarios); LSBS 2024 (1 Sep 18:55 Market discovery); Shelter (1 Sep 17:55 Competitor mapping); SyndicateRoom (1 Sep 16:55 Companies in the space); Youth Access (1 Sep 15:55 Competitor mapping); GEM UK (1 Sep 13:55 Market discovery); Google for Startups (1 Sep 12:55 Market scenarios); CRA 2015 (1 Sep 11:55 Risk reduction); Seedrs (1 Sep 10:55 Companies in the space); Advicelocal (1 Sep 09:55 Competitor mapping); Crowdcube (1 Sep 07:55 Companies in the space); GOV.UK Business Support Helpline (1 Sep 06:55 Market scenarios); IPSE (1 Sep 05:55 Companies in the space); CCR 2013 (1 Sep 04:55 Risk reduction); Access to Justice Foundation (1 Sep 03:55 Competitor mapping); Virgin StartUp (1 Sep 02:55 Market scenarios); Founders Forum (1 Sep 01:55 Companies in the space); AdviceNow (1 Sep 00:55 Competitor mapping); Eagle Labs / NatWest Accelerator / BIPC / King's Trust / MentorsMe / Growth Hub / ACAS / Start Up Loans product / Help to Grow / Enterprise Nation / TEN / CFE / CBI / techUK / Innovate Finance / BVCA / UKBAA / ScaleUp / Be the Business / BCC / IoD / FSB / RCJ Advice / JUSTICE / NPBC / FRU / Support Through Court / Advocate / AdviceUK / Law Centres / LawWorks / Citizens Advice / Legal Choices as primary. Explicitly did not re-open MSA s.54 / StreetLink / Turn2us / Entrepreneur First / Founders Factory / iwoca / BGF / Centrepoint / Funding Circle / ONS labour-market overview / UK GDPR as primary. Prefer Vacancies and jobs in the UK this hour (named unused Market-discovery fallback on 2 Sep 09:55 MSA). Leave Average weekly earnings sibling unused because Vacancies primary lives. Also did not use as a separate primary this hour: unpublished ONS UK business activity, size and location 2026 (provisional 24 Sep 2026); Employment in the UK /latest as a re-primary (already sibling-checked at 00:55). Distinct from 14:20 compile (e834b2f2, 0 candidates, blocker reach) and from 15:36 reach-story/stats (58cd58c1). Distinct from ONS labour-market overview (2 Sep 00:55), BoE CCS (1 Sep 21:55), LSBS (1 Sep 18:55), GEM UK (1 Sep 13:55), BICS, PAYE RTI, BoE ASBC. 08:55 window closed 10:25 with no reply — Status skipped / proceeded without new founder input (logged at ~11:55). 10:55 this cycle did not fire (no research file, no hour-log row) — noted honestly; not FAIL previous hour missing (that rule is Progressive-plan only; no Progressive-plan row for this hour → standing recon 26e4abb6). 14:55 later today — not stolen. 17:15 close already ran at 17:32 — this hour does not re-close the cycle. Did not unpark/install customer cut 63e813ea. Did not write kpis/p-evidence.md. Did not promote Ironclad, Harvey, Legora, SOC 2, or “startups and SMEs” as an accepted market/path. Did not install the 12:48 productised hour-menu as a path. Did not treat vacancy-advertising employers, unemployed people, workforce-jobs holders, “startups and SMEs”, or ONS Vacancy Survey respondents as a FYJ customer. Did not invent a buyer from UK labour-market size / conditions.

Area: Market discovery.
Verdict: stayed thin.
P unchanged.

## Searched
Prefer Market discovery this hour — Vacancies and jobs in the UK (ONS bulletin jobsandvacanciesintheuk/latest — NEW as primary; distinct from ONS labour-market overview 2 Sep 00:55, BoE CCS 1 Sep 21:55, LSBS 1 Sep 18:55, GEM UK 1 Sep 13:55, BICS, PAYE RTI, BoE ASBC) — named unused Market-discovery fallback on 2 Sep 09:55 MSA. Why this source now: destination $2.5–5bn; first-customer cut parked (63e813ea); live gate still cannot compile path candidates (e834b2f2 compile 0; blocker still REACH — how a first professional hour is found and sold); last recon hour was MSA s.54 risk reduction, and 09:55 named Vacancies as unused market-discovery fallback — a public official vacancies / workforce-jobs size bulletin that can be read without inventing a buyer. Hold = no invention, not no recon. Not a FYJ path. Not P. This hour works SIZE/CONDITIONS context on the live compile-paths gate, not the reach blocker itself, and does not invent a buyer to close it. Rotate category away from Risk reduction — primary Vacancies cluster lives. Fallbacks not switched to: Average weekly earnings sibling; unpublished ONS 2026 activity/size/location; re-primary Employment in the UK / ONS labour-market overview.

## HTTP inventory
- Latest bulletin https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/employmentandemployeetypes/bulletins/jobsandvacanciesintheuk/latest — Shell curl first-hop HTTP 200 content-type text/html;charset=utf-8; GET body size 84999 text/html;charset=utf-8. Title: Vacancies and jobs in the UK - Office for National Statistics. H1: Vacancies and jobs in the UK: August 2026. Printed: Estimates of the number of vacancies and jobs for the UK. This is the latest release. Release date: 18 August 2026. Next release: 15 September 2026. Other pages in this release include Main points; Vacancies for May to July 2026; Jobs for March 2026; Data on vacancies and jobs.
- August 2026 dated slug https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/employmentandemployeetypes/bulletins/jobsandvacanciesintheuk/august2026 — HTTP 200 size 84999 (same live August 2026 body as /latest this hour).
- Previous releases index https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/employmentandemployeetypes/bulletins/jobsandvacanciesintheuk/previousreleases — HTTP 200 size 61691. Title: Previous releases for Vacancies and jobs in the UK - Office for National Statistics. H1: Vacancies and jobs in the UK Statistical bulletins. Existence; series history not dumped onto Founder View.
- PDF https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/employmentandemployeetypes/bulletins/jobsandvacanciesintheuk/august2026/pdf — first-hop HTTP 200 content-type application/pdf;charset=utf-8; GET body size 1148571 application/pdf; Content-Disposition attachment; filename="Vacancies and jobs in the UK August 2026.pdf". Noted size/type only; bulletin extract not dumped onto Founder View.
- Dataset VACS02 Vacancies by industry https://www.ons.gov.uk/employmentandlabourmarket/peoplenotinwork/unemployment/datasets/vacanciesbyindustryvacs02 — HTTP 200 size 41509. Title: VACS02: Vacancies by industry - Office for National Statistics. H1: Dataset VACS02: Vacancies by industry. Printed on bulletin: Dataset VACS02 | Released 18 August 2026. Existence; dataset rows not dumped onto Founder View.
- Dataset X06 Single month vacancies https://www.ons.gov.uk/employmentandlabourmarket/peoplenotinwork/unemployment/datasets/x06singlemonthvacanciesestimatesnotdesignatedasnationalstatistics — HTTP 200 size 42231. Title: X06: Single month vacancies estimates - Office for National Statistics. H1: Dataset X06: Single month vacancies estimates. Printed: Dataset X06 | Released 18 August 2026. Existence only.
- Dataset JOBS01 Workforce jobs summary https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/employmentandemployeetypes/datasets/workforcejobssummaryjobs01 — HTTP 200 size 41530. Title: JOBS01: Workforce jobs summary - Office for National Statistics. Printed on bulletin: Released 18 June 2026. Existence only.
- Dataset JOBS02 Workforce jobs by industry https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/employmentandemployeetypes/datasets/workforcejobsbyindustryjobs02 — HTTP 200 size 41870. Title: JOBS02: Workforce jobs by industry - Office for National Statistics. Existence only.
- Timeseries AP2Y UK Vacancies (thousands) - Total https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/employmentandemployeetypes/timeseries/ap2y/unem — HTTP 200 size 161084. Title: UK Vacancies (thousands) - Total - Office for National Statistics. H1: UK Vacancies (thousands) - Total. Existence / series lander; not treated as a second bulletin primary.
- Timeseries JP9Z UK Job Vacancies (thousands) - Total Services https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/employmentandemployeetypes/timeseries/jp9z/lms — HTTP 200 size 161236. Title: UK Job Vacancies (thousands) - Total Services - Office for National Statistics. Existence sibling.
- About us https://www.ons.gov.uk/aboutus — HTTP 200 size 34559. Title: About us - Office for National Statistics. H1: About us. Printed: UK’s largest independent producer of official statistics / recognised national statistical institute context (same as 00:55). No company number printed — Companies House not opened this hour.
- http://www.ons.gov.uk/…/jobsandvacanciesintheuk/latest — first-hop HTTP 301 → https://www.ons.gov.uk/…/jobsandvacanciesintheuk/latest; follow HTTP 200 size 84999.
- Named bulletin hub without month https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/employmentandemployeetypes/bulletins/jobsandvacanciesintheuk — HTTP 404 GET body size 27061 title Page not found - Office for National Statistics.
- Named /jobsandvacanciesintheuk/index — HTTP 404 size 27061 title Page not found - Office for National Statistics.
- Named short paths HTTP 404: https://www.ons.gov.uk/vacancies (size 102863 title Page not found); https://www.ons.gov.uk/jobsandvacancies (size 102891); https://www.ons.gov.uk/employmentandlabourmarket/vacancies (size 27061 title Page not found - Office for National Statistics).
- Named wrong dataset path https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/employmentandemployeetypes/datasets/vacanciesandjobsintheuk — HTTP 404 size 27061. (Live VACS02 sits under peoplenotinwork/unemployment, not this peopleinwork datasets slug.)
- Named july2026 / september2026 dated slugs and peopleinwork/datasets/vacanciesbyindustry — HTTP 429 rate-limited (temporary access block / too many HTTP requests) on later hops this hour after the live August cluster was already read. Not treated as proof that a September 2026 Vacancies bulletin exists. Not treated as a second primary. Do not invent a live July/September Vacancies page from 429s.
- Average weekly earnings sibling left unused (Vacancies primary lives). Unpublished ONS UK business activity, size and location 2026 (provisional 24 Sep 2026) not faked. ONS labour-market overview /latest not re-read as primary.

Printed main points from the live August 2026 Vacancies bulletin (not dumped as tables onto Founder View): early estimate May to July 2026 vacancies 707,000 — quarterly decrease 6,000 (0.8%) vs February to April 2026; decreased in 9 of 18 industry sectors on the quarter (largest: human health and social work −5,000; education −4,000); decreased in 3 of 5 employment size bands (largest: businesses with 1 to 9 employees −8,000); down 19,000 (2.7%) on the year; 2.5 unemployed people per vacancy in April to June 2026 (ratio unchanged since July to September 2025); vacancies now 81,000 (10.3%) below pre-coronavirus January to March 2020 level. Workforce jobs early estimate March 2026: 36.8 million WFJ — quarterly increase 256,000 (0.7%) since December 2025; down 98,000 (0.3%) on the year. Vacancy Survey feedback notes some firms may not be recruiting because of increases in labour costs and other operating expenses. Method note: VACS02 vacancy-ratio method changing toward job openings rate; both old and new methods published 21 July 2026 and 18 August 2026; aim to publish revised method only from 15 September 2026.

Did not invent a FYJ buyer from vacancy-advertising employers, unemployed people, workforce-jobs holders, “startups and SMEs”, or Vacancy Survey respondents. Named 404 paths are not a live Vacancies hub alias. HTTP 429 on later july/september hops is rate-limit, not a second bulletin. Average weekly earnings / unpublished ONS 2026 / ONS labour-market overview were not switched to — Vacancies primary cluster lives.

## What stands
- Live Vacancies and jobs in the UK cluster: /latest HTTP 200 size 84999 title Vacancies and jobs in the UK (H1 Vacancies and jobs in the UK: August 2026; release 18 August 2026; next release 15 September 2026) + /august2026 HTTP 200 size 84999 + previousreleases HTTP 200 size 61691 + PDF HTTP 200 size 1148571 application/pdf + VACS02 HTTP 200 size 41509 + X06 HTTP 200 size 42231 + JOBS01 HTTP 200 size 41530 + JOBS02 HTTP 200 size 41870 + AP2Y timeseries HTTP 200 size 161084 + JP9Z HTTP 200 size 161236 + aboutus HTTP 200 size 34559 (no CH number). http→https 301. Named hub-without-month / index /vacancies /jobsandvacancies /employmentandlabourmarket/vacancies /peopleinwork/datasets/vacanciesandjobsintheuk HTTP 404. Later july2026 / september2026 / wrong vacanciesbyindustry hops HTTP 429 rate-limited this hour.
- Official ONS Vacancy Survey + workforce jobs size / conditions bulletin. Distinct from 2 Sep 00:55 ONS labour-market overview (which already printed the same 707k vacancies headline as a one-line overview point — this hour is the dedicated Vacancies and jobs bulletin + datasets). Distinct from BoE CCS, LSBS, GEM UK, BICS, PAYE RTI, ASBC.
- Market-discovery SIZE/CONDITIONS context on inventing a first-hour path that pretends UK vacancy stock / workforce jobs do not exist as background. Not a buyer. Not a FYJ market path.

## What does not stand
- No page names a FYJ customer, market, offer, or P.
- Vacancy-advertising employers, unemployed people, workforce-jobs holders, and “startups and SMEs” are labour-market classes / survey audiences, not a buyer.
- A vacancies / jobs stock bulletin is not a FYJ market path.
- Naming “FYJ for hiring employers / vacancy-fillers / startups and SMEs” is inventing a customer — banned. Collision with founder-context.md: do not mint “startups and SMEs” as who; do not put Ironclad/Harvey on the map; productised-menu is a model not a path.
- Do not invent a live /vacancies hub from named 404s. Do not invent a September 2026 Vacancies bulletin from HTTP 429. Do not dump the PDF or dataset tables onto Founder View. Do not stitch labour-market overview / CCS / LSBS / GEM into this hour as if re-read as primary. Do not re-file MSA s.54 as primary.
- ONS labour-market overview (00:55), BoE CCS (1 Sep 21:55), LSBS (1 Sep 18:55), GEM UK (1 Sep 13:55), MSA s.54 (09:55), StreetLink (07:55) remain prior filings. This hour does not re-file those pages as primary.
- Who / why / how / next all missing. No candidate this hour has even a partial who / why / how. End-to-end stays missing. Productised-menu context from 12:48 does not fill those blanks. Compile stays 0 (e834b2f2); reach blocker not closed by filing vacancy stock. Stayed thin as a path.

## End-to-end test
- Who it is for: missing.
- Why they would pay: missing.
- How FYJ reaches them: missing (a public vacancies / workforce-jobs size bulletin is not how FYJ reaches a named buyer).
- What sits next: missing.
No real public fact this hour filled any of the four. Do not invent the rest. The Vacancies and jobs live pages fill a Market discovery cell (UK labour-market SIZE/CONDITIONS). They do not fill a path cell. They do not install the productised-menu bucket. They do not pad compile candidates. Compile stays 0.

## Value-forming
The Market discovery line got another official size filing only. Value has not started to form as a FYJ path. Vacancy stock / unemployed-per-vacancy / workforce jobs are not a path. Adjacent Market discovery filings (ONS labour-market overview; BoE CCS; LSBS; GEM UK; BICS; PAYE RTI; ASBC) still leave who / why / how / next empty.

## Result
No path named yet. Market discovery stayed thin. P unchanged. Vacancies primary cluster lives — no switch.

## Unused fallbacks named for NEXT hour
1. Market discovery unused: Average weekly earnings in Great Britain (ONS sibling; left unused this hour because Vacancies primary lives). Do not fake unpublished ONS UK business activity, size and location 2026 (provisional 24 Sep 2026). Do not re-read ONS labour-market overview /latest or Vacancies and jobs /latest as primary.
2. Do not re-use Vacancies and jobs in the UK / Modern Slavery Act 2015 s.54 / StreetLink / Turn2us / Entrepreneur First / Founders Factory / iwoca / BGF / Centrepoint / Funding Circle / ONS labour-market overview / UK GDPR / DPA 2018 as primary next hour.

## Confirmation
Contract UUID 26e4abb6-3b66-4a66-a4f7-d4c065ad9233 is live. Hold = no invention, not no recon. Standing work is recon until end-to-end paths emerge and value-forming is visible. No path named. P unchanged. Customer cut parked.
One line: 63e813ea is live (parked).
e834b2f2 compile still 0; blocker still reach. 58cd58c1 Founder View is the story. 06657cd0 pages shareable. f7c2a04e voice walk. c7b2e14a short Evidence. Hermes parked. Slot unchanged. Layer unchanged (Peer toggle: Founder View ↔ Agent View).
08:55 skipped (no reply by 10:25) — proceeded without new founder input; logged ~11:55. 10:55 did not fire this cycle (no file, no hour-log row) — noted; not FAIL. 14:55 later today — not stolen. 17:15 close already ran at 17:32 — not re-closed this hour.

Storage file view of FYJ Founder Bot. Not the Identity letter.