teleo-infrastructure/docs/reports/leo-working-state-20260709/helmer-7powers-production-apply-rollback-rehearsal.sql

begin;

set local statement_timeout = '30s';

-- rollback-only rehearsal: do not replace ROLLBACK with COMMIT without separate review

insert into public.reasoning_tools (id, agent_id, name, description, category)
select '473ba7b0-ce44-5e77-bc46-ef82a49b6a3e'::uuid, '11111111-1111-1111-1111-111111111111'::uuid,
       'Helmer 7 Powers', '{"approval_change_log": [{"change": "Removed proposed claim #6 / teleo_power_candidate_is_credibility_and_process_not_control from this framework proposal.", "rationale": "It applies 7 Powers downstream to Teleo self-positioning; approving the framework should not accidentally approve Teleo-as-network-economies / Teleo-as-process-power claims."}, {"change": "Added competitive advantage / moats conceptual-neighborhood links for resolution.", "rationale": "7 Powers should sit in the competitive advantage and moats domain map/theme, not only link to specific scarcity and isolating-mechanism claims."}], "conceptual_neighborhood": {"additional_moat_neighborhood_candidates": [{"claim_id": "ee16149e-5e79-4a1d-9f1a-7a82fe78988c", "edge_type": "relates", "rationale": "Shares moat/competitive-advantage domain map language and can help Leo analyze moat decay under inflections.", "text": "two-phase disruption where distribution moats fall first and creation moats fall second is a universal pattern across entertainment knowledge work and financial services"}, {"claim_id": "4ec557f0-7c6e-4bb5-9c7c-e04468355a93", "edge_type": "illustrates", "rationale": "Domain-specific moat claim that can be reclassified through 7 Powers benefit/barrier analysis.", "text": "Orbital jurisdiction provides data sovereignty advantages that terrestrial compute cannot replicate, creating a unique competitive moat for orbital data centers"}], "must_link_existing_claims": [{"claim_id": "8f3e773e-4255-47a7-ba8f-61c57a43bebe", "edge_type": "supports_or_operationalizes", "rationale": "7 Powers is a concrete taxonomy of isolating mechanisms / moats.", "text": "Competitive advantage must be actively deepened through isolating mechanisms because advantage that is not reinforced erodes"}], "resolution_note": "At apply time, link Helmer 7 Powers into the competitive advantage/moats conceptual neighborhood or domain map if present. The current bridge search did not expose a reasoning_tool/map file directly, but Postgres surfaced moat-themed claims and sources below.", "theme": "competitive advantage and moats"}, "core_test": "A proposed Power is not valid unless it specifies both a material benefit and a barrier that prevents motivated, capable competitors from arbitraging the benefit away.", "deferred_application_examples_removed": 5, "deferred_boundary": "Teleo-specific application/self-positioning examples are not canonicalized in this reasoning_tool row; stage them separately if reopened and approved.", "deferred_neighborhood_candidates_removed": 1, "do_not_use_when": ["The question is primarily moral desirability rather than value capture.", "No actor is trying to capture surplus or sustain a differentiated position.", "The mechanism cannot be specified as both benefit and barrier.", "The analysis would merely label success retrospectively without evidence."], "position_in_leo_strategy_stack": ["Inflection map: what structural waves are breaking open now?", "Attractor-state analysis: where do those waves plausibly lead, and which futures are worth steering toward?", "7 Powers analysis: which actors can capture durable value in those futures, and through what benefit/barrier mechanism?", "Resource-scarcity analysis: which scarce resources must be owned, built, coordinated, or backed?"], "power_lifecycle_map": {"decay_or_transition": {"most_relevant_powers": ["all powers as falsification targets"], "notes": "Use this stage to avoid mistaking legacy scale, brand, or switching costs for durable future power when an inflection changes the basis of competition.", "stage_question": "Which former powers are eroding because the basis of scarcity, technology, regulation, or customer preference has shifted?"}, "origination": {"most_relevant_powers": ["counter-positioning", "cornered resource"], "notes": "The official synopsis says invention comes first and Power Progression asks when Power must be established across Origination, Take-Off, and Stability. Counter-positioning and cornered resources can exist before scale.", "stage_question": "What invention or structural opening exists before the market settles?"}, "stability": {"most_relevant_powers": ["brand", "process power", "deep switching costs", "scale economies"], "notes": "Brand and process power usually require long accumulation. Process power is rare and should not be confused with operational excellence.", "stage_question": "After the market settles, what prevents parity and supports persistent differential returns?"}, "take_off": {"most_relevant_powers": ["network economies", "scale economies", "switching costs", "counter-positioning"], "notes": "In Acquired, Helmer identifies the take-off phase as a period of flux with degrees of freedom where founders and teams must process information in real time. Middle-phase tech powers are commonly network economies, scale economies, and switching costs.", "stage_question": "During flux and rapid growth, which powers can be established before the window closes?"}}, "review_gate": "Rio should review mechanism/value-capture claims. Leo can draft and synthesize, but should not self-merge this framework into canonical identity or strategy.", "review_note": "Approved by m3taversal in Telegram after requested changes: claim #6 removed/deferred and competitive advantage/moats neighborhood linkage added. Approved for human resolution/apply; not canonically applied by Leo.", "seven_powers": [{"barrier": "A smaller competitor cannot match the leader''s unit economics without reaching comparable volume, which may be impossible once the market settles.", "benefit": "Lower cost per unit, higher margin at equal prices, or ability to price below smaller competitors while preserving economics.", "definition": "Per-unit cost declines as production or usage volume increases, giving the leader a lower cost position or better economics.", "examples": ["Netflix content costs amortized over a larger subscriber base", "Uber local density as scale/density, but not necessarily durable in all geographies", "Costco/Amazon/TSMC as candidates requiring source-specific analysis"], "false_positives": ["large size without cost curve advantage", "temporary subsidy scale", "growth that increases complexity faster than unit cost declines"], "name": "Scale Economies", "signals": ["fixed costs spread across larger base", "declining unit cost with volume", "exclusive/fixed-cost assets amortized across more users", "distribution or density advantages"], "source_keys": ["nfx_7powers_hamilton_lawson", "acquired_7powers_hamilton_helmer"], "typical_stage": "Take-Off to Stability"}, {"barrier": "Competitors face cold-start or cannot replicate the incumbent network''s density/utility quickly enough.", "benefit": "More participants increase value, liquidity, standards adoption, or ecosystem utility.", "definition": "A network''s value to participants increases as participation grows, and the resulting utility/density can prevent competitors from reaching equivalence.", "examples": ["IBM mainframe System/360 network economy in Reed Hastings'' foreword", "platform businesses in Acquired Platforms and Power"], "false_positives": ["network effects that create product-market fit but are shared by multiple competitors", "audience size without participant utility increasing", "community as vibes rather than utility"], "name": "Network Economies", "signals": ["same-side or cross-side network effects", "participant liquidity", "developer or complementor ecosystem", "standards or protocol adoption"], "source_keys": ["7powers_foreword_reed_hastings", "acquired_platforms_power", "nfx_7powers_hamilton_lawson"], "typical_stage": "Take-Off"}, {"barrier": "Incumbent imitation is rationally delayed because it cannibalizes existing profit formula or forces organizational self-harm.", "benefit": "Entrant model creates better customer value or economics under the new conditions.", "definition": "A newcomer adopts a superior business model that incumbents do not mimic because doing so would damage their existing economics, channels, organization, or identity.", "examples": ["Netflix no-late-fee/subscription model vs Blockbuster late fees", "Dell direct vs Compaq retail channel", "Twilio usage-based developer model vs seat/license/telco contracts", "Tesla direct/software model vs dealer/ICE incumbents"], "false_positives": ["incumbents are merely slow, not structurally conflicted", "entrant model is different but not superior", "incumbents can copy without self-harm"], "name": "Counter-Positioning", "signals": ["incumbent delay despite visible entrant traction", "cannibalization or channel conflict", "new model requires different talent/compensation/org structure", "entrant benefits from incumbent denial"], "source_keys": ["acquired_7powers_hamilton_helmer", "7powers_foreword_reed_hastings", "nfx_7powers_hamilton_lawson"], "typical_stage": "Origination to early Take-Off"}, {"barrier": "Competitors must overcome the customer''s migration cost, not merely offer a better product.", "benefit": "Retention and pricing resilience even when alternatives exist.", "definition": "Customers remain because changing providers imposes material cost, risk, training, workflow, data, integration, or coordination burden.", "examples": ["SAP enterprise implementation/custom workflow switching costs", "iPhone switching costs discussed in Acquired Platforms"], "false_positives": ["customer inertia without real switching burden", "temporary lack of alternatives", "dark-pattern lock-in that destroys trust"], "name": "Switching Costs", "signals": ["high retention", "data/workflow/integration lock-in", "training and compliance costs", "multi-user coordination burden", "embedded operations"], "source_keys": ["nfx_7powers_hamilton_lawson", "acquired_platforms_power"], "typical_stage": "Take-Off to Stability"}, {"barrier": "Brand meaning accumulates through repeated fulfilled promises and cannot be bought quickly through awareness spending alone.", "benefit": "Willingness to pay, reduced search cost, trust premium, identity/status attachment, or resilience to feature parity.", "definition": "Durable attribution of higher value to an objectively similar offering because of historic information, trust, identity, or status associated with the seller.", "examples": ["Apple in tech", "Hermès handbags", "Del Monte trust example"], "false_positives": ["awareness without willingness to pay", "short-lived hype", "legacy brand whose meaning is decaying in a new generation"], "name": "Brand", "signals": ["pricing premium", "trust premium", "identity attachment", "resilience despite parity", "lower CAC from reputation"], "source_keys": ["nfx_7powers_hamilton_lawson", "acquired_platforms_power"], "typical_stage": "Stability / Maturity"}, {"barrier": "Competitors cannot obtain the same resource on equal terms; if transferred, the resource would independently benefit another owner.", "benefit": "Exclusive or preferential asset improves economics, quality, capability, or strategic options.", "definition": "Preferential access at attractive terms to a coveted asset that independently enhances value and cannot be equally accessed by competitors.", "examples": ["Pixar''s early creative/director group", "patented pharmaceuticals"], "false_positives": ["valuable resource that is not exclusive", "talent whose value is fully arbitraged by labor markets", "data that competitors can recreate or legally access"], "name": "Cornered Resource", "signals": ["exclusive IP/patent/license", "irreplaceable team or creative group", "proprietary dataset with legal defensibility", "scarce relationship or supply position"], "source_keys": ["nfx_7powers_hamilton_lawson", "acquired_7powers_hamilton_helmer"], "typical_stage": "Origination or any stage if acquired/created"}, {"barrier": "The process is too tacit, complex, opaque, path-dependent, or time-consuming for competitors to replicate quickly.", "benefit": "Persistent operational outperformance, lower cost, or superior quality that moves the profit/impact needle.", "definition": "Embedded organization and activity sets enable lower costs or superior product through tacit, complex, hard-to-copy routines.", "examples": ["Toyota lean production"], "false_positives": ["ordinary operational excellence", "best practices consultants can copy", "temporary execution edge from hiring"], "name": "Process Power", "signals": ["persistent outperformance despite imitation attempts", "tacit routines", "many interlocking practices", "learning curve accumulated over long time"], "source_keys": ["nfx_7powers_hamilton_lawson"], "typical_stage": "Stability / Maturity"}], "source_ref": "telegram:m3taversal:2026-06-29:7-powers-approved-with-changes", "summary": "A strategic analysis framework for diagnosing durable value capture by identifying the specific benefit/barrier mechanism that lets a company, platform, protocol, or agentic institution earn persistent differential returns after an inflection creates an opportunity.", "use_when": ["Evaluating companies, founders, sectors, platforms, protocols, or agentic institutions for durable value capture.", "Stress-testing whether an inflection-map or attractor-state thesis identifies winners, not just change.", "Distinguishing product-market fit, growth, or cultural momentum from defensible power.", "Assessing whether Teleo should inform, orient, connect, or back a builder because the builder can create and defend scarce value."]}', 'strategy_framework'
 where not exists (select 1 from public.reasoning_tools where id = '473ba7b0-ce44-5e77-bc46-ef82a49b6a3e'::uuid);

insert into public.claims (id, type, text, status, confidence, tags, created_by)
select '23927224-0d72-5b37-a600-33c63277f6a9'::uuid, 'structural', 'Helmer''s 7 Powers framework diagnoses durable value capture only when a company has both a material benefit and a barrier that prevents motivated capable competitors from arbitraging that benefit away.',
       'open', 0.8, array['grand-strategy', 'internet-finance', 'mechanisms']::text[],
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.claims where id = '23927224-0d72-5b37-a600-33c63277f6a9'::uuid);

insert into public.claims (id, type, text, status, confidence, tags, created_by)
select '4701f303-ca9c-5da1-aa48-8cf28189c23c'::uuid, 'structural', 'Power must be analyzed by lifecycle stage because different powers become available in Origination, Take-Off, and Stability, and the window to establish a power can close as market flux resolves.',
       'open', 0.7, array['grand-strategy', 'mechanisms']::text[],
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.claims where id = '4701f303-ca9c-5da1-aa48-8cf28189c23c'::uuid);

insert into public.claims (id, type, text, status, confidence, tags, created_by)
select 'd2b2142b-c2d8-5e33-9a38-14598d94d715'::uuid, 'structural', 'Counter-positioning is most useful near inflection points because entrants can adopt a superior model while incumbents rationally delay imitation to avoid damaging their existing economics, channels, or identity.',
       'open', 0.75, array['grand-strategy', 'internet-finance', 'mechanisms']::text[],
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.claims where id = 'd2b2142b-c2d8-5e33-9a38-14598d94d715'::uuid);

insert into public.claims (id, type, text, status, confidence, tags, created_by)
select '6014c3ea-3ba5-5ed1-bf15-31f6938e3fc3'::uuid, 'structural', 'Network effects create product value but do not become network economies power unless they also prevent competitors from reaching equivalence and let the focal actor capture surplus.',
       'open', 0.7, array['grand-strategy', 'internet-finance', 'collective-intelligence']::text[],
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.claims where id = '6014c3ea-3ba5-5ed1-bf15-31f6938e3fc3'::uuid);

insert into public.claims (id, type, text, status, confidence, tags, created_by)
select '12d2c4aa-1c23-5173-b666-dea903dd7432'::uuid, 'normative', 'Leo should use 7 Powers after inflection mapping and attractor-state analysis to distinguish builders who merely benefit from a wave from builders who can durably capture and compound value from that wave.',
       'open', 0.65, array['grand-strategy', 'living-agents', 'internet-finance']::text[],
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.claims where id = '12d2c4aa-1c23-5173-b666-dea903dd7432'::uuid);

insert into public.sources (id, source_type, url, storage_path, excerpt, hash, created_by)
select '02b8c5ff-04fb-54e7-b132-e731086f1436'::uuid, 'other', 'https://www.amazon.com/7-Powers-Foundations-Business-Strategy/dp/0998116319',
       null, '{"excerpt": "Canonical source for the seven powers framework; source of definitions, benefit/barrier logic, Power Progression, and company examples. Full text not ingested in this run; use book/page references if available before final canonicalization.", "metadata": {"source_key": "helmer_7powers_book", "title": "7 Powers: The Foundations of Business Strategy"}}', '9d969205f377ffb9c72722616a59770b1a291dc240d5ea00645a44533c490ac3',
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.sources where id = '02b8c5ff-04fb-54e7-b132-e731086f1436'::uuid);

insert into public.sources (id, source_type, url, storage_path, excerpt, hash, created_by)
select '4bd41552-8017-551a-84b5-19b0107c20b5'::uuid, 'article', 'https://7powers.com/synopsis/',
       null, '{"excerpt": "Helmer develops from first principles a practical theory of Strategy rooted in the notion of Power, those conditions which create the potential for persistent differential returns. The synopsis says invention comes first and Power Progression targets when Power must be established in Origination, Take-Off, or Stability.", "metadata": {"source_key": "7powers_synopsis", "title": "Synopsis – 7 Powers"}}', 'f337a56de1336a9b301eb8c6873d6a8fe012cfd7403105bd117ac2154842e4eb',
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.sources where id = '4bd41552-8017-551a-84b5-19b0107c20b5'::uuid);

insert into public.sources (id, source_type, url, storage_path, excerpt, hash, created_by)
select 'bc081b04-709f-565a-af0b-95d4ca0589fa'::uuid, 'article', 'https://7powers.com/foreword/',
       null, '{"excerpt": "Hastings describes Helmer''s Power Dynamics assessment of Netflix, identifies Counter-Positioning and Power Progression as novel conceptual advances, and says Counter-Positioning explained why incumbents rationally failed to adjust.", "metadata": {"source_key": "7powers_foreword_reed_hastings", "title": "Foreword – 7 Powers"}}', '053055a1189e1ceb8f7fb5c6a6c8373f882dcff9eeb9725c6cc7fe1f301bdda8',
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.sources where id = 'bc081b04-709f-565a-af0b-95d4ca0589fa'::uuid);

insert into public.sources (id, source_type, url, storage_path, excerpt, hash, created_by)
select 'dc1c238c-f835-5641-980a-f0fe53f8dfe5'::uuid, 'transcript', 'https://www.acquired.fm/episodes/7-powers-with-hamilton-helmer',
       null, '{"excerpt": "Helmer states power has two necessary and sufficient conditions: benefit and barrier. Benefit is a materially better business model; barrier prevents motivated and capable competitors from taking it away. He calls Seven Powers a careful, hopefully exhaustive articulation of moats.", "metadata": {"source_key": "acquired_7powers_hamilton_helmer", "title": "7 Powers with Hamilton Helmer | Acquired"}}', '81d2f49c5f1b32449f6080c5ecb215fa8641ff309d607fc05b69258ef6588d36',
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.sources where id = 'dc1c238c-f835-5641-980a-f0fe53f8dfe5'::uuid);

insert into public.sources (id, source_type, url, storage_path, excerpt, hash, created_by)
select '2df4bb44-4853-5455-8049-6dbb8685523b'::uuid, 'transcript', 'https://www.acquired.fm/episodes/platforms-and-power-with-hamilton-helmer-and-chenyi-shi',
       null, '{"excerpt": "Chenyi Shi frames platform power through three questions: how economic value is created, how each customer group perceives value as the platform scales, and how competitors are prevented from reaching equivalence. Helmer distinguishes network effects from network economies power.", "metadata": {"source_key": "acquired_platforms_power", "title": "Platforms and Power (with Hamilton Helmer and Chenyi Shi) | Acquired"}}', '724f509eaf56e998f96211f61512c225e87a8497904198e610fe38adfdbf7b78',
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.sources where id = '2df4bb44-4853-5455-8049-6dbb8685523b'::uuid);

insert into public.sources (id, source_type, url, storage_path, excerpt, hash, created_by)
select '6fe15936-d5b9-514e-802f-32a2a06f4a23'::uuid, 'article', 'https://www.nfx.com/post/seven-powers',
       null, '{"excerpt": "NFX/Helmer provides concise definitions and examples for the powers: cornered resource (Pixar), scale economies (Netflix), switching costs (SAP), counter-positioning (Twilio/Tesla/Netflix), brand (Apple/Hermès), process power (Toyota). It also states performance is trailing while power is leading.", "metadata": {"source_key": "nfx_7powers_hamilton_lawson", "title": "The 7 Powers Known to Tesla, Pixar, Netflix, Apple & Twilio"}}', 'db97d016740feae7eec08bb860ec8a06196732b5a1e3543115d74227317afb88',
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.sources where id = '6fe15936-d5b9-514e-802f-32a2a06f4a23'::uuid);

insert into public.sources (id, source_type, url, storage_path, excerpt, hash, created_by)
select '50e0d1ef-322b-5097-afe6-c9aa5ecea5fc'::uuid, 'article', 'https://podcast.nfx.com/episodes/hamilton-helmer-jeff-lawson',
       null, '{"excerpt": "Episode summary asks what keeps competition away and states Helmer''s framework reveals conditions for persistent and durable differential returns.", "metadata": {"source_key": "nfx_podcast_summary", "title": "The 7 Powers with Hamilton Helmer & Jeff Lawson | The NFX Podcast"}}', '26901a373a644d439c621c3ba2bd472f519cd07922eb647cba823dd957efad32',
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.sources where id = '50e0d1ef-322b-5097-afe6-c9aa5ecea5fc'::uuid);

insert into public.sources (id, source_type, url, storage_path, excerpt, hash, created_by)
select '621bb834-6366-5940-b6c3-c5f82ba35d48'::uuid, 'article', 'https://www.thetwentyminutevc.com/hamiltonhelmer/',
       null, '{"excerpt": "Show notes emphasize ''all strategy begins with invention,'' transition from startup to pricer with scale economies, competition, brand definition, and sustainable leverage/power.", "metadata": {"source_key": "20vc_hamilton_helmer", "title": "20VC: Hamilton Helmer – 7 Powers: The Foundations of Business Strategy"}}', '6ac16b3a372d2e2e5b8d00800282e45ebaa00f451b5f2c5af20bf95583aaa779',
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.sources where id = '621bb834-6366-5940-b6c3-c5f82ba35d48'::uuid);

insert into public.sources (id, source_type, url, storage_path, excerpt, hash, created_by)
select '5f9dd7ca-83f8-5ea6-8e00-d9d13003f8fc'::uuid, 'other', null,
       null, '{"body": null, "candidate_review_note": null, "claim_key": "seven_powers_requires_benefit_and_barrier", "edges": [{"edge_type": "supports", "rationale": "Benefit/barrier is a precise isolating-mechanism test.", "to_existing_claim": "8f3e773e-4255-47a7-ba8f-61c57a43bebe"}, {"edge_type": "relates", "rationale": "Powers explain how scarcity becomes defendable value capture.", "to_existing_claim": "2ef388ab-4102-4416-a6e1-ae6ba8ee02fa"}], "evidence": ["acquired_7powers_hamilton_helmer", "nfx_7powers_hamilton_lawson"], "evidence_tier": null, "headline": null, "needs_research": null, "proposal_id": "a64df080-8502-42e2-98f4-9bbdecb8da73", "review_note": "Approved by m3taversal in Telegram after requested changes: claim #6 removed/deferred and competitive advantage/moats neighborhood linkage added. Approved for human resolution/apply; not canonically applied by Leo.", "reviewed_by_handle": "m3taversal", "source_ref": "telegram:m3taversal:2026-06-29:7-powers-approved-with-changes", "text": "Helmer''s 7 Powers framework diagnoses durable value capture only when a company has both a material benefit and a barrier that prevents motivated capable competitors from arbitraging that benefit away."}', '7820f745a7fa092bb27c55efb104011599100b84dfb60e524ab0aff28d94e016',
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.sources where id = '5f9dd7ca-83f8-5ea6-8e00-d9d13003f8fc'::uuid);

insert into public.sources (id, source_type, url, storage_path, excerpt, hash, created_by)
select '97c3fc2f-16ae-5507-ad51-b1f4a1bcfb11'::uuid, 'other', null,
       null, '{"body": null, "candidate_review_note": null, "claim_key": "power_progression_stage_gates_strategy", "edges": [{"edge_type": "relates", "rationale": "Stage-specific power creation supports strategy-as-design rather than static planning.", "to_existing_claim": "25a350e0-ebce-4072-8f2a-48427a727553"}], "evidence": ["7powers_synopsis", "7powers_foreword_reed_hastings", "acquired_7powers_hamilton_helmer"], "evidence_tier": null, "headline": null, "needs_research": null, "proposal_id": "a64df080-8502-42e2-98f4-9bbdecb8da73", "review_note": "Approved by m3taversal in Telegram after requested changes: claim #6 removed/deferred and competitive advantage/moats neighborhood linkage added. Approved for human resolution/apply; not canonically applied by Leo.", "reviewed_by_handle": "m3taversal", "source_ref": "telegram:m3taversal:2026-06-29:7-powers-approved-with-changes", "text": "Power must be analyzed by lifecycle stage because different powers become available in Origination, Take-Off, and Stability, and the window to establish a power can close as market flux resolves."}', '241cf2d2bc0c3049a9fe23ed3957c81eaed2778e36d38a823b8ae29bb0b5285b',
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.sources where id = '97c3fc2f-16ae-5507-ad51-b1f4a1bcfb11'::uuid);

insert into public.sources (id, source_type, url, storage_path, excerpt, hash, created_by)
select '11fa942d-e81a-5142-965d-3c60714a7dca'::uuid, 'other', null,
       null, '{"body": null, "candidate_review_note": null, "claim_key": "counter_positioning_is_early_inflection_power", "edges": [{"edge_type": "relates", "rationale": "Counter-positioning exploits path dependence and incumbent commitments.", "to_existing_claim": "be59b559-de8b-4dec-a7be-773188c0e632"}], "evidence": ["acquired_7powers_hamilton_helmer", "7powers_foreword_reed_hastings", "nfx_7powers_hamilton_lawson"], "evidence_tier": null, "headline": null, "needs_research": null, "proposal_id": "a64df080-8502-42e2-98f4-9bbdecb8da73", "review_note": "Approved by m3taversal in Telegram after requested changes: claim #6 removed/deferred and competitive advantage/moats neighborhood linkage added. Approved for human resolution/apply; not canonically applied by Leo.", "reviewed_by_handle": "m3taversal", "source_ref": "telegram:m3taversal:2026-06-29:7-powers-approved-with-changes", "text": "Counter-positioning is most useful near inflection points because entrants can adopt a superior model while incumbents rationally delay imitation to avoid damaging their existing economics, channels, or identity."}', '5731229bb29db3069f15d826369ef0d01a377b19c07b9649d1b760abb650249a',
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.sources where id = '11fa942d-e81a-5142-965d-3c60714a7dca'::uuid);

insert into public.sources (id, source_type, url, storage_path, excerpt, hash, created_by)
select '263f423e-c16f-544c-ae5f-3e370e736e12'::uuid, 'other', null,
       null, '{"body": null, "candidate_review_note": null, "claim_key": "network_effects_do_not_equal_network_power", "edges": [{"edge_type": "relates", "rationale": "Commercial network effects can be self-enforcing only when they alter capture/coordination incentives, not merely create participation value.", "to_existing_claim": "93d583d9-5394-4e6a-97ca-bcd48796d94a"}], "evidence": ["acquired_platforms_power", "nfx_7powers_hamilton_lawson"], "evidence_tier": null, "headline": null, "needs_research": null, "proposal_id": "a64df080-8502-42e2-98f4-9bbdecb8da73", "review_note": "Approved by m3taversal in Telegram after requested changes: claim #6 removed/deferred and competitive advantage/moats neighborhood linkage added. Approved for human resolution/apply; not canonically applied by Leo.", "reviewed_by_handle": "m3taversal", "source_ref": "telegram:m3taversal:2026-06-29:7-powers-approved-with-changes", "text": "Network effects create product value but do not become network economies power unless they also prevent competitors from reaching equivalence and let the focal actor capture surplus."}', '69f0c902a946a229546293ab5ae101447013c3730b6ba568225f60af6352b7d8',
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.sources where id = '263f423e-c16f-544c-ae5f-3e370e736e12'::uuid);

insert into public.sources (id, source_type, url, storage_path, excerpt, hash, created_by)
select '0c87a244-afa2-5d08-8e79-9cb792aff553'::uuid, 'other', null,
       null, '{"body": null, "candidate_review_note": null, "claim_key": "agentic_capital_needs_power_analysis", "edges": [{"edge_type": "supports", "rationale": "7 Powers operationalizes scarcity/value-capture analysis for builder evaluation.", "to_existing_claim": "2ef388ab-4102-4416-a6e1-ae6ba8ee02fa"}, {"edge_type": "supports", "rationale": "Builder evaluation should ask whether the advantage is actively deepening through isolating mechanisms.", "to_existing_claim": "8f3e773e-4255-47a7-ba8f-61c57a43bebe"}], "evidence": ["7powers_synopsis", "acquired_7powers_hamilton_helmer"], "evidence_tier": null, "headline": null, "needs_research": null, "proposal_id": "a64df080-8502-42e2-98f4-9bbdecb8da73", "review_note": "Approved by m3taversal in Telegram after requested changes: claim #6 removed/deferred and competitive advantage/moats neighborhood linkage added. Approved for human resolution/apply; not canonically applied by Leo.", "reviewed_by_handle": "m3taversal", "source_ref": "telegram:m3taversal:2026-06-29:7-powers-approved-with-changes", "text": "Leo should use 7 Powers after inflection mapping and attractor-state analysis to distinguish builders who merely benefit from a wave from builders who can durably capture and compound value from that wave."}', '3dd21b86130e62ebd301b4ae18056ecbffb74606c30696258fcb9cd420ac555e',
       '11111111-1111-1111-1111-111111111111'::uuid
 where not exists (select 1 from public.sources where id = '0c87a244-afa2-5d08-8e79-9cb792aff553'::uuid);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select '23927224-0d72-5b37-a600-33c63277f6a9'::uuid, '5f9dd7ca-83f8-5ea6-8e00-d9d13003f8fc'::uuid,
       'illustrates'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = '23927224-0d72-5b37-a600-33c63277f6a9'::uuid
      and source_id = '5f9dd7ca-83f8-5ea6-8e00-d9d13003f8fc'::uuid
      and role = 'illustrates'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select '23927224-0d72-5b37-a600-33c63277f6a9'::uuid, 'dc1c238c-f835-5641-980a-f0fe53f8dfe5'::uuid,
       'grounds'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = '23927224-0d72-5b37-a600-33c63277f6a9'::uuid
      and source_id = 'dc1c238c-f835-5641-980a-f0fe53f8dfe5'::uuid
      and role = 'grounds'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select '23927224-0d72-5b37-a600-33c63277f6a9'::uuid, '6fe15936-d5b9-514e-802f-32a2a06f4a23'::uuid,
       'grounds'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = '23927224-0d72-5b37-a600-33c63277f6a9'::uuid
      and source_id = '6fe15936-d5b9-514e-802f-32a2a06f4a23'::uuid
      and role = 'grounds'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select '4701f303-ca9c-5da1-aa48-8cf28189c23c'::uuid, '97c3fc2f-16ae-5507-ad51-b1f4a1bcfb11'::uuid,
       'illustrates'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = '4701f303-ca9c-5da1-aa48-8cf28189c23c'::uuid
      and source_id = '97c3fc2f-16ae-5507-ad51-b1f4a1bcfb11'::uuid
      and role = 'illustrates'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select '4701f303-ca9c-5da1-aa48-8cf28189c23c'::uuid, '4bd41552-8017-551a-84b5-19b0107c20b5'::uuid,
       'grounds'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = '4701f303-ca9c-5da1-aa48-8cf28189c23c'::uuid
      and source_id = '4bd41552-8017-551a-84b5-19b0107c20b5'::uuid
      and role = 'grounds'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select '4701f303-ca9c-5da1-aa48-8cf28189c23c'::uuid, 'bc081b04-709f-565a-af0b-95d4ca0589fa'::uuid,
       'grounds'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = '4701f303-ca9c-5da1-aa48-8cf28189c23c'::uuid
      and source_id = 'bc081b04-709f-565a-af0b-95d4ca0589fa'::uuid
      and role = 'grounds'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select '4701f303-ca9c-5da1-aa48-8cf28189c23c'::uuid, 'dc1c238c-f835-5641-980a-f0fe53f8dfe5'::uuid,
       'grounds'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = '4701f303-ca9c-5da1-aa48-8cf28189c23c'::uuid
      and source_id = 'dc1c238c-f835-5641-980a-f0fe53f8dfe5'::uuid
      and role = 'grounds'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select 'd2b2142b-c2d8-5e33-9a38-14598d94d715'::uuid, '11fa942d-e81a-5142-965d-3c60714a7dca'::uuid,
       'illustrates'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = 'd2b2142b-c2d8-5e33-9a38-14598d94d715'::uuid
      and source_id = '11fa942d-e81a-5142-965d-3c60714a7dca'::uuid
      and role = 'illustrates'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select 'd2b2142b-c2d8-5e33-9a38-14598d94d715'::uuid, 'dc1c238c-f835-5641-980a-f0fe53f8dfe5'::uuid,
       'grounds'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = 'd2b2142b-c2d8-5e33-9a38-14598d94d715'::uuid
      and source_id = 'dc1c238c-f835-5641-980a-f0fe53f8dfe5'::uuid
      and role = 'grounds'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select 'd2b2142b-c2d8-5e33-9a38-14598d94d715'::uuid, 'bc081b04-709f-565a-af0b-95d4ca0589fa'::uuid,
       'grounds'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = 'd2b2142b-c2d8-5e33-9a38-14598d94d715'::uuid
      and source_id = 'bc081b04-709f-565a-af0b-95d4ca0589fa'::uuid
      and role = 'grounds'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select 'd2b2142b-c2d8-5e33-9a38-14598d94d715'::uuid, '6fe15936-d5b9-514e-802f-32a2a06f4a23'::uuid,
       'grounds'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = 'd2b2142b-c2d8-5e33-9a38-14598d94d715'::uuid
      and source_id = '6fe15936-d5b9-514e-802f-32a2a06f4a23'::uuid
      and role = 'grounds'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select '6014c3ea-3ba5-5ed1-bf15-31f6938e3fc3'::uuid, '263f423e-c16f-544c-ae5f-3e370e736e12'::uuid,
       'illustrates'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = '6014c3ea-3ba5-5ed1-bf15-31f6938e3fc3'::uuid
      and source_id = '263f423e-c16f-544c-ae5f-3e370e736e12'::uuid
      and role = 'illustrates'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select '6014c3ea-3ba5-5ed1-bf15-31f6938e3fc3'::uuid, '2df4bb44-4853-5455-8049-6dbb8685523b'::uuid,
       'grounds'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = '6014c3ea-3ba5-5ed1-bf15-31f6938e3fc3'::uuid
      and source_id = '2df4bb44-4853-5455-8049-6dbb8685523b'::uuid
      and role = 'grounds'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select '6014c3ea-3ba5-5ed1-bf15-31f6938e3fc3'::uuid, '6fe15936-d5b9-514e-802f-32a2a06f4a23'::uuid,
       'grounds'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = '6014c3ea-3ba5-5ed1-bf15-31f6938e3fc3'::uuid
      and source_id = '6fe15936-d5b9-514e-802f-32a2a06f4a23'::uuid
      and role = 'grounds'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select '12d2c4aa-1c23-5173-b666-dea903dd7432'::uuid, '0c87a244-afa2-5d08-8e79-9cb792aff553'::uuid,
       'illustrates'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = '12d2c4aa-1c23-5173-b666-dea903dd7432'::uuid
      and source_id = '0c87a244-afa2-5d08-8e79-9cb792aff553'::uuid
      and role = 'illustrates'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select '12d2c4aa-1c23-5173-b666-dea903dd7432'::uuid, '4bd41552-8017-551a-84b5-19b0107c20b5'::uuid,
       'grounds'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = '12d2c4aa-1c23-5173-b666-dea903dd7432'::uuid
      and source_id = '4bd41552-8017-551a-84b5-19b0107c20b5'::uuid
      and role = 'grounds'::evidence_role);

insert into public.claim_evidence (claim_id, source_id, role, weight)
select '12d2c4aa-1c23-5173-b666-dea903dd7432'::uuid, 'dc1c238c-f835-5641-980a-f0fe53f8dfe5'::uuid,
       'grounds'::evidence_role, null
 where not exists (
   select 1 from public.claim_evidence
    where claim_id = '12d2c4aa-1c23-5173-b666-dea903dd7432'::uuid
      and source_id = 'dc1c238c-f835-5641-980a-f0fe53f8dfe5'::uuid
      and role = 'grounds'::evidence_role);

insert into public.claim_edges (from_claim, to_claim, edge_type, weight)
select '23927224-0d72-5b37-a600-33c63277f6a9'::uuid, '8f3e773e-4255-47a7-ba8f-61c57a43bebe'::uuid,
       'supports'::edge_type, null
 where not exists (
   select 1 from public.claim_edges
    where from_claim = '23927224-0d72-5b37-a600-33c63277f6a9'::uuid
      and to_claim = '8f3e773e-4255-47a7-ba8f-61c57a43bebe'::uuid
      and edge_type = 'supports'::edge_type);

insert into public.claim_edges (from_claim, to_claim, edge_type, weight)
select '23927224-0d72-5b37-a600-33c63277f6a9'::uuid, '2ef388ab-4102-4416-a6e1-ae6ba8ee02fa'::uuid,
       'relates'::edge_type, null
 where not exists (
   select 1 from public.claim_edges
    where from_claim = '23927224-0d72-5b37-a600-33c63277f6a9'::uuid
      and to_claim = '2ef388ab-4102-4416-a6e1-ae6ba8ee02fa'::uuid
      and edge_type = 'relates'::edge_type);

insert into public.claim_edges (from_claim, to_claim, edge_type, weight)
select '4701f303-ca9c-5da1-aa48-8cf28189c23c'::uuid, '25a350e0-ebce-4072-8f2a-48427a727553'::uuid,
       'relates'::edge_type, null
 where not exists (
   select 1 from public.claim_edges
    where from_claim = '4701f303-ca9c-5da1-aa48-8cf28189c23c'::uuid
      and to_claim = '25a350e0-ebce-4072-8f2a-48427a727553'::uuid
      and edge_type = 'relates'::edge_type);

insert into public.claim_edges (from_claim, to_claim, edge_type, weight)
select 'd2b2142b-c2d8-5e33-9a38-14598d94d715'::uuid, 'be59b559-de8b-4dec-a7be-773188c0e632'::uuid,
       'relates'::edge_type, null
 where not exists (
   select 1 from public.claim_edges
    where from_claim = 'd2b2142b-c2d8-5e33-9a38-14598d94d715'::uuid
      and to_claim = 'be59b559-de8b-4dec-a7be-773188c0e632'::uuid
      and edge_type = 'relates'::edge_type);

insert into public.claim_edges (from_claim, to_claim, edge_type, weight)
select '6014c3ea-3ba5-5ed1-bf15-31f6938e3fc3'::uuid, '93d583d9-5394-4e6a-97ca-bcd48796d94a'::uuid,
       'relates'::edge_type, null
 where not exists (
   select 1 from public.claim_edges
    where from_claim = '6014c3ea-3ba5-5ed1-bf15-31f6938e3fc3'::uuid
      and to_claim = '93d583d9-5394-4e6a-97ca-bcd48796d94a'::uuid
      and edge_type = 'relates'::edge_type);

insert into public.claim_edges (from_claim, to_claim, edge_type, weight)
select '12d2c4aa-1c23-5173-b666-dea903dd7432'::uuid, '2ef388ab-4102-4416-a6e1-ae6ba8ee02fa'::uuid,
       'supports'::edge_type, null
 where not exists (
   select 1 from public.claim_edges
    where from_claim = '12d2c4aa-1c23-5173-b666-dea903dd7432'::uuid
      and to_claim = '2ef388ab-4102-4416-a6e1-ae6ba8ee02fa'::uuid
      and edge_type = 'supports'::edge_type);

insert into public.claim_edges (from_claim, to_claim, edge_type, weight)
select '12d2c4aa-1c23-5173-b666-dea903dd7432'::uuid, '8f3e773e-4255-47a7-ba8f-61c57a43bebe'::uuid,
       'supports'::edge_type, null
 where not exists (
   select 1 from public.claim_edges
    where from_claim = '12d2c4aa-1c23-5173-b666-dea903dd7432'::uuid
      and to_claim = '8f3e773e-4255-47a7-ba8f-61c57a43bebe'::uuid
      and edge_type = 'supports'::edge_type);

rollback;

-- Full-coverage packet ledger update: mark original approved proposal(s) applied only after generated rows exist.
begin;

do $$
declare
  flipped int;
begin
  update kb_stage.kb_proposals
     set status = 'applied',
         applied_by_handle = 'codex-packet-20260709',
         applied_at = now(),
         updated_at = now()
   where id in (select id from (values
    ('a64df080-8502-42e2-98f4-9bbdecb8da73'::uuid)
  ) as v(id))
     and status = 'approved';

  get diagnostics flipped = row_count;
  if flipped <> 1 then
    raise exception 'rich proposal packet ledger flip affected % row(s), expected 1; original proposals were not all approved', flipped;
  end if;
end $$;

rollback;