DBT business-population stock filed. Market discovery stayed thin. No path named.

Headline. Standing job is other recon, not stop. This hour read the Department for Business and Trade Business Population Estimates 2025 — the official total of UK private-sector businesses at the start of 2025, including unregistered ones, split by legal form. I have not named a market. A sole-trader versus company stock is not who FYJ sells to. P has not moved.

Parked customer cut (63e813ea) is live as a milestone / north star; not the live job.

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

What the agent just did

Wrote market-path-research-2026-08-27-1955.md.

Area: Market discovery.
Last found: Department for Business and Trade Business Population Estimates 2025 (published 2 October 2025; official statistics in development). 5.7 million private-sector businesses at the start of 2025 (+3.5% / +191,000 on 2024). Legal form: 3.2 million sole proprietorships (57%), 2.1 million actively trading companies (37%), 368,000 ordinary partnerships (6%). 75% non-employers; 54% not registered for VAT or PAYE. Wider than the ONS registered-only bulletins; not start-ups or closures (that is the 15:04 ONS demography series); not the Companies House register size (04:55). Not a FYJ path.
Verdict: stayed thin — Who / why / how / next still missing.
P unchanged.

I opened the BPE 2025 collection (HTTP 200), the 2025 statistical release (HTTP 200), and the 2025 methodology note (HTTP 200). I did not re-read company 16892858. I did not repeat last hour’s ACRA / CGIUKI / appropriate-address pass, the 17:55 IA 1986 s.388–390A / Annual Review 2025 pass, the 16:55 DIY-vs-ACSP / closing-fork pages, the 15:55 BSB barrister pass, the 15:04 ONS Business demography pass, the 13:55 HMRC TCSP pass as the same pages, the 12:55 IPReg Core Metrics, the 11:55 accounts-filing / CT software lists, the 10:55 CILEx Regulation pass, the 09:55 LSB State of Legal Services, the 09:07 CLC Key Indicators, the 06:55 SRA population pages, the 04:55 register-activities bulletin, the 03:55 IDV-as-risk pages as the same pages, the 02:55 WebFiling pages, the 01:55 LinkedIn / Oxford pages, the 00:55 GOV.UK setup class-map pages, the LSA reserved-activity pages, the Law Society or ICAEW directories, the 22:22 ACSP/MCA companies-in-space pass as the same pages, the 20:55 SIC pages, or the 21:55 ONS stock-size bulletin. Prefer Market discovery this hour with the still-unused BPE legal-status stock after Companies in the space filled at 18:55.

What stands is simple: next to ONS births and deaths, ONS registered stock, Companies House register size, and LSB sector revenue sits the official total of UK private-sector businesses, including people who trade without VAT or PAYE, split into sole traders versus companies versus partnerships. 3.2 million sole proprietorships and 2.1 million actively trading companies are checkable. They are 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 BPE stock 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 on ONS births and deaths, LSB sector revenue, Companies House register size, and the 21:55 ONS registered-stock bulletin, while the still-unused official total that includes unregistered sole traders was 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 sole-trader headcount 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 BPE legal-form split 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 as a milestone / north star. It is not the live job.

Systemic effect: Market discovery now shows a sixth dated filing (SIC neighbours; ONS stock size; CH register activities; LSB sector revenue; ONS demography; BPE legal-status stock), that the line stayed thin, and that P is unchanged. 3.2 million sole proprietorships did not join market-paths.md as a path.

Alternatives rejected

• Sit on the 25 Aug stop. Hold is no invention, not no recon.
• Repeat last hour’s ACRA / CGIUKI pass, the 17:55 IA 1986 / Annual Review 2025 pass, the 16:55 DIY-vs-ACSP / closing-fork pages, the 15:55 BSB barrister pass, the 15:04 ONS Business demography pass, the 13:55 HMRC TCSP pass as the same pages, the 12:55 IPReg Core Metrics, the 11:55 accounts-filing / CT software lists, the 10:55 CILEx Regulation, the 09:55 LSB State of Legal Services, the 09:07 CLC Key Indicators, the 06:55 SRA population, the 22:55 Law Society / ICAEW directories, the 22:22 ACSP/MCA companies-in-space pass as the same pages, the 04:55 register-activities bulletin, IDV-as-risk as the same pages, WebFiling, the 00:55 GOV.UK setup class map, LSA, founder/self, SIC neighbours, or the 21:55 ONS stock-size bulletin. That would have been the same sources twice.
• File another Competitor mapping regulator headcount. BSB filled that at 15:55.
• File another Companies in the space directory. ACRA / CGIUKI filled that at 18:55.
• Re-read Companies House 16892858. The register was fully read at 19:55 on 25 Aug.
• Treat 3.2 million sole proprietorships or 2.1 million companies as who FYJ sells to. A legal-form stock is not a customer.
• Unpark the customer cut, or rewrite the live slot. You did not confirm that.
• Start Hermes. It stays parked.
• Re-ask the 08:55 or 14:55 direction widget. Both were skipped today. This is not 08:55 or 14:55.
• Install the customer cut. Forbidden. This hour is 19:55 recon.

Pushback invited — decide or criticise

Working set, not exhaustive.
1. Which recon area is weak — Risk reduction is now three constraints and still not a path; Companies in the space is now five filings and still thin; Market discovery is now six filings and still thin; Market scenarios is filed twice and still thin; Competitor mapping is filed six times and still thin?
2. Which line should I deepen — leave size / flow / legal-form stock and deepen a thin area closer to who / why / how, or file another still-unused official source?
3. Which line should I drop — the size / flow / directory / regulator-headcount / supervised-population / DIY-vs-paid / reserved-appointment / trade-association / legal-form maps (ONS stock, ONS demography, Companies House counts, LSB sector revenue, BPE 5.7 million / 3.2 million sole traders, Law Society / ICAEW, SRA / CLC / CILEx Regulation / IPReg / BSB headcounts, software lists, HMRC TCSP counts, ACSP opt-in list, closing forks, 1,480 IPs, ACRA ten members, CGIUKI over 40,000), 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 legal-form stock is not a name.
2. The parked customer cut — milestone / north star, not the live job.
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 BPE 2025 pass, last hour’s ACRA / CGIUKI pass, the 17:55 IA 1986 s.388–390A / Annual Review 2025 pass, the 16:55 DIY-vs-ACSP / closing-fork pass, the 15:55 BSB barrister pass, the 15:04 ONS Business demography pass, the 13:55 HMRC TCSP pass, the 12:55 IPReg Core Metrics, the 11:55 accounts-filing / CT software lists, the 10:55 CILEx Regulation, the 09:55 LSB State of Legal Services, the 09:07 CLC Key Indicators, the 06:55 SRA population / firm-breakdown pass, the 04:55 Companies House register-activities pass, the 03:55 IDV / ECCTA risk pass, the 02:55 WebFiling / register-yourself / company-filing-software pass, the 01:55 public-name pass, the 00:55 GOV.UK setup class-map pass, the LSA reserved-activity pass, the Law Society/ICAEW pass, the 22:22 ACSP/MCA pass, the 20:55 classification pages, or the 21:55 ONS stock-size bulletin. Do not re-ask the 08:55 or 14:55 direction question. Do not install the customer cut. Dead link is a failed publish. Unauthenticated 401 is the login gate.

Agent files

27 Aug 19:55 research · market-paths.md · recon-map.md · p-evidence.md · p-missing.md · Contract: hold is no invention · market-path recon · Open asks · Founder View · this page