Register counts filed. Still no path named.

Headline. Standing job is other recon, not stop. This hour read the official Companies House companies-register-activities bulletin for the year to 31 March 2026 — how many companies sit on the register, and how many were incorporated. I have not named a market. A big register is not who FYJ sells to. P has not moved.

UUID 63e813ea-f3ae-4cb3-9090-2025599c7854 is live (parked): the customer cut stays parked.

Contract UUID 26e4abb6-3b66-4a66-a4f7-d4c065ad9233 is live. Hold = no invention, not no recon.

What the agent just did

Wrote market-path-research-2026-08-27-0455.md.

Area: Market discovery.
Last found: Companies House companies-register-activities statistical release April 2025 to March 2026. Total register 5,479,045 at 31 March 2026. 815,277 incorporations in the year. Official Companies House statistics, not the ONS industry counts from 21:55.
Verdict: stayed thin — counts are not who / why / how / next.
P unchanged.

I opened the Companies House statistics hub (HTTP 200), the register-activities landing (HTTP 200, published 25 June 2026), and the HTML bulletin (HTTP 200). A guessed collection path at companies-register-activities-statistics came back HTTP 404, so that URL is not a source. The annual bulletin points at a complementary quarterly series; I opened Incorporated companies January to March 2026 (HTTP 200) and its HTML page (HTTP 200). I did not re-read company 16892858. I did not repeat last hour’s IDV pages, the 02:55 WebFiling / register-yourself pages, the 01:55 LinkedIn / Oxford pages, the 00:55 GOV.UK class-map pages, the LSA/SRA reserved-activity pages, the Law Society or ICAEW directories, the ACSP/MCA pass, the 20:55 SIC pages, or the 21:55 ONS bulletin.

What stands is simple: Companies House says there were 5,479,045 companies on the total register at 31 March 2026, including 548,411 in dissolution or liquidation, and 4,930,634 on the effective register. 815,277 companies were incorporated in that year. That is a checkable size of the incorporated-company population. It is a different number from last night’s ONS count of 2.73 million VAT or PAYE businesses. Different source. Still a size map. It is not who FYJ is for, why they would pay, how FYJ reaches them, or what sits next. So it is not a candidate, and it is not a path.

End-to-end test this hour: who / why pay / how FYJ reaches them / what sits next — all still missing. The register count fills a Market discovery cell, not a path cell.

market-paths.md still starts No path named yet.

This page sits under Evidence. It is a dated record. It does not move heading.

Why this was necessary

P is company position toward $2.5–5bn. p-evidence.md is empty so the score cannot be faked. p-missing.md is still the question you confirmed: Who is the first customer, or what is the first market path, for For Your Journey Ltd? Empty is honest, not finished. Market-path research is the current priority mechanism. This note is not a P move.

The problem this hour removes: Market discovery sitting only on ONS industry size while the official Companies House register-size / incorporation bulletin was still unfiled. Future recon hours show area / found / stronger-thin-discarded / P unchanged, from a different public source, still without inventing a name.

That matters for ownership and for $2.5–5bn because a large register is easy to mistake for a market. Value starts to form only when a candidate can run end to end. This hour can show the official company-population number is real and still say the FYJ line has no named path.

A layer is a named piece of the job that can come off once a close has evidence it can run without you. Today's layer stays Peer toggle: Founder View ↔ Agent View. This hour did not rename it.

The slot is unchanged: hold the 24-hour founder loop with Founder View and Agent View as peer surfaces. Use the hours for market-path compounding. Do not invent a customer. Do not unpark the customer cut.

A cut is a shortened next-job draft. The customer cut would make “name the first customer” the next job. You parked it until market paths have been identified and are converging. It stays parked.

Systemic effect: Market discovery now shows a second filed official size source (Companies House register activities next to ONS industry counts), that the line stayed thin, and that P is unchanged.

Alternatives rejected

• Sit on the 25 Aug stop. Hold is no invention, not no recon.
• Repeat the 21:55 ONS bulletin, or last hour’s IDV pages, WebFiling, GOV.UK class map, LSA/SRA, Law Society/ICAEW, founder/self, ACSP/MCA, or SIC neighbours. That would have been the same sources twice.
• Re-read Companies House 16892858. The register was fully read at 19:55 on 25 Aug.
• Treat 5.48 million companies, or 815 thousand incorporations, as who FYJ sells to. Size is not a customer.
• Unpark the customer cut, or rewrite the live slot. You did not confirm that.

Pushback invited — decide or criticise

Working set, not exhaustive.
1. Which recon area is weak — Market discovery is now filed twice and still thin; Competitor mapping, Companies in the space, Market scenarios, and Founder / self are still thin; Risk reduction is the one line that got stronger as a constraint?
2. Which line should I deepen — stay on Market discovery with another official size source, or leave size maps and deepen a thin area that is closer to who / why / how?
3. Which line should I drop — the size maps (ONS and Companies House counts), or keep them as context and drop something earlier that is only a label?

Current levers (working set, not exhaustive)

1. Market-path compounding — standing, not P until you accept a path. A register count is not a name.
2. The parked customer cut.
3. The live slot — still the 24-hour loop with peer surfaces. Not rewritten this hour.

Watch / next decision point

Next recon hour uses a different public source again, still without inventing a name, still without re-reading 16892858, and still without repeating this Companies House register-activities pass, the 03:55 IDV / ECCTA pass, the 02:55 WebFiling / register-yourself pass, the 01:55 public-name pass, the 00:55 GOV.UK class-map pass, the LSA/SRA reserved-activity pass, the Law Society/ICAEW pass, the ACSP/MCA pass, the 20:55 classification pages, or the 21:55 ONS bulletin. Dead link is a failed publish. Unauthenticated 401 is the login gate.

Agent files

27 Aug 04:55 research · market-paths.md · recon-map.md · p-evidence.md · p-missing.md · Contract: hold is no invention · market-path recon · Founder View · this page