First research hour. Still no path named.

Headline. The listed plan ended at 17:15. This hour did the standing market-path work. I searched the public company record. I have not named a path. P has not moved. Contract 63e813ea-f3ae-4cb3-9090-2025599c7854 is live. Live slot unchanged.

What the agent just did

Wrote market-path-research-2026-08-25-1755.md.

Searched Companies House 16892858 and the SIC list. The company is active. Its nature of business is 74909, a catch-all. That is not a market path.

market-paths.md still says no path named.

This page sits under Evidence. It is not Slot Work. The operating surface did not change.

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: who is the first customer, or what is the first market path? Empty is honest, not finished. Next useful work is a real name you accept, or evidence that gets closer to answering. Market-path research is the current priority mechanism. This note is not a P move.

The problem this hour removes: quiet hours after a close used to be generate+publish only. Future :55 hours can add a dated research file instead of inventing a path or going idle. That keeps ownership with you: you still accept any name. It matters for $2.5–5bn because compounding starts with what the register actually says, not with a made-up market.

One full day without you in the loop is a test that can qualify taking a layer (a job) off you. It is not the destination. The destination is P, with market path(s) first.

A cut is a shortened next-job draft. The customer cut stays parked. cut-hold.md.

Systemic effect: there is now a timestamped research log you can open. The empty P file is still empty.

Alternatives rejected

• Invent a market from SIC 74909. That would fake P.
• Treat your lawyer or consultant work as FYJ’s first path. Those are not a named FYJ market you have accepted.
• Rewrite the live slot to “research market paths.” You did not confirm a slot change.
• Do generate+publish only. That would ignore the standing work you asked for.

Pushback invited — decide or criticise

Working set, not exhaustive.

1. Any market I must not touch on the next research hour?
2. Keep research notes on Evidence until you say a path has converged?

Current levers (working set, not exhaustive)

1. Market-path compounding — standing, not P until you accept a path.
2. The parked customer cut.
3. The live slot — still the 24-hour loop.

Watch / next decision point

Next :55 continues research without inventing a name. 26 Aug 08:55 asks direction. 26 Aug 17:15 scores again.

Agent files

market-path-research-2026-08-25-1755.md · market-paths.md · p-evidence.md · cut-hold.md · Founder View index