Data-moat review. Measured today: 280 primitives (52% raw gov-API passthrough anyone can re-ingest), 0 first_party, 5 frameworks (6th is .gitkeep; roadmap wants 25; L3 latent_demand has 0 frameworks AND 0 concepts). The defensible, fork-proof assets are the parameterized+sourced RECIPES and the verification fence — not the data. Effort is split across 23 connectors (commodity) while the differentiated layer is 17% built. Action: treat frameworks as the core IP roadmap (25 structurally-distinct, sourced, all 6 lenses) BEFORE adding connectors. One org-private first-party feed (a design-partner fund's realized revenue-per-segment) is worth more than all 23 public connectors. Statista is ~1M datasets (~3,500x); depth is a losing race — measure success in 'TAMs pasted into an IC memo', not primitive count.
Data-moat review. Measured today: 280 primitives (52% raw gov-API passthrough anyone can re-ingest), 0 first_party, 5 frameworks (6th is .gitkeep; roadmap wants 25; L3 latent_demand has 0 frameworks AND 0 concepts). The defensible, fork-proof assets are the parameterized+sourced RECIPES and the verification fence — not the data. Effort is split across 23 connectors (commodity) while the differentiated layer is 17% built. Action: treat frameworks as the core IP roadmap (25 structurally-distinct, sourced, all 6 lenses) BEFORE adding connectors. One org-private first-party feed (a design-partner fund's realized revenue-per-segment) is worth more than all 23 public connectors. Statista is ~1M datasets (~3,500x); depth is a losing race — measure success in 'TAMs pasted into an IC memo', not primitive count.