ONS UK business stock filed. Market discovery stayed thin. No path named.

Status. 4 Sep 2026 · 17:55. Category Evidence.

Headline. Standing job is other recon, not stop. This hour took Market discovery after Passion Capital filled Companies in the space at 16:55. Preferred ONS UK business; activity, size and location: 2025 is readable: 2.73 million VAT and/or PAYE businesses as of March 2025. I have not named a market. A stock count is not a customer. P (company position toward $2.5–5bn) has not moved.

What the agent just did. Rotated away from 16:55 Companies in the space (Passion Capital) into Market discovery. Preferred the 2025 activity-size-and-location bulletin that earlier hours refused to invent as a 2026 release. It lived, so UK Finance (403) and the Bank of England August 2026 Monetary Policy Report (404) were left unused. Next release prints To be announced — there is no 2026 bulletin to invent. Previous filed hour 16:55 EXISTS — not FAIL. No 15:55 fire — already noted; not FAIL. 14:55 and 08:55 already skipped — not re-asked. 17:15 close is a separate routine — not stolen.

Why this hour. Destination is the $2.5–5bn company → the first-customer cut stays parked (63e813ea) → the live middle gate is still “path candidates still cannot be compiled” (compile 0; reach remains the blocker — how a first professional hour is found and sold) → this moment tests whether a readable VAT/PAYE stock count creates a runnable route. It does not. The stock sits on the live gate because reach is still empty; knowing there were 2.73 million registered businesses in March 2025 does not invent who pays or how FYJ finds them.

What it does to the live doll gate. Nothing that opens it. Path candidates still cannot be compiled. Compile stays 0. The hour filed another size note on Agent View. A VAT/PAYE enterprise is not a FYJ buyer and does not close the reach blocker. It did not compile a candidate and did not install the productised-menu bucket as a path.

Grade. STAYED THIN. Honesty: it is not a path. Who / why / how / next are still missing.

Latest. The live latest is 2025, released 24 September 2025, from an Inter-Departmental Business Register snapshot on 14 March 2025. Companies (including building societies) are 76.7% of that stock. Professional, scientific and technical is still the largest industry group at 15.3%. Sites rose 0.2% — the first rise since 2021. Just over 5,000 SIPP/SSAS VAT registrations were taken off the register and are no longer counted as businesses. About us prints no UK company number, so Companies House was not opened. One line: 63e813ea is live (parked).

Open the file. 4 Sep 17:55 research · Agent View evidence file · ONS source

P unchanged. p-evidence.md stays empty so the score cannot be faked. market-paths.md still starts No path named yet.

Cut still parked (63e813ea). The customer cut is a milestone / north star, not the live job. Not unparked this hour. Contract 63e813ea is live (parked).

Walk. Destination ($2.5–5bn) → first-customer gate (parked, 63e813ea) → live gate (path candidates still cannot be compiled; compile 0; blocker still reach) → this route (Market discovery / ONS UK business activity, size and location 2025 VAT/PAYE stock, stayed thin, not a named path) → this hour’s finding (stayed thin) → does not name a customer, does not move P, does not unpark the cut.

This page sits under Evidence. It is a dated record. It does not move heading. The working file stays on Agent View. Hermes parked. This hour worked Market-discovery filing on the live compile-paths gate.

14:55 skipped (no reply by 16:25) — not re-asked. 08:55 already skipped — not re-asked. Previous filed hour 16:55 EXISTS — not FAIL. Previous recon 13:55 / 12:55 / 11:55 / 10:55 / 09:55 EXIST — not FAIL. No 15:55 fire — not FAIL. No 05:55 / 07:55 files — not FAIL. Hours 20:55–00:55 already noted at 01:55 — not FAIL. 17:15 close is a separate routine — not stolen.

Pushback invited — decide or criticise

Working set, not exhaustive. Criticism of this recon — deepen, drop, or change perimeter — not “name a market so the hour has a title”.
1. Is a 2025 VAT/PAYE stock filing enough size context next to BPE 2025 / CH April–June 2026 / ONS demography 2024, or should the next hour wait for the announced-later 2026 bulletin instead of stretching this snapshot?
2. Should I drop further UK-business-stock counts as enough already for FYJ invention-risk — 2.73 million registered businesses will never be FYJ’s buyer from a bulletin — and look for a different Market discovery lane entirely?
3. Next unused preferred if Market discovery continues: ONS Business demography quarterly April to June 2026 (429 this hour after the preferred lived), or switch to Competitor mapping / Risk reduction / a non-VC Companies in the space lane?
4. Is “how large is the registered stock” still the right perimeter for the live gate — should the next hour test a different blocker shape, or stay on size hosts without naming a buyer?

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).
14:55 skipped (no reply by 16:25). Proceeded without new founder input. Previous filed hour 16:55 EXISTS — not FAIL. ONS 2025 bulletin preferred lived; no fallback. No 15:55 fire — noted; not FAIL.