Venture Board

Six directions B3 could take next.

An exploration board for BitByBit. Each card is a possible venture. Two are researched and scored. The rest are concepts, written down so we can argue about them and kill the weak ones fast.

Researched deep-research done, verdict attached Concept proposal, not yet validated

Comparison · 2 of 6 researched

Only ventures with a verdict are scored. Dots read left to right: favourable · mixed · against.

Axis Estate OpsConditional Agent-Native UI KitNo-go as pitched
Pain — is it budgeted? High. Labour cost is a live P&L lever. Real, but evidence is vendor-heavy; WTP unproven.
Field occupied? Yes — Agrithmics (local, offline, govt-backed). Yes — Meta, Vercel & shadcn, all at once.
Reachable first customer Hard — slow, relationship-driven RPC sales. Unclear — no proven buyer for the guardrail.
B3 fit / moat Medium — offline-first + local context. High identity fit, but zero distribution edge.
Top risk Incumbent + tight, loss-making budgets. Three giants own distribution; no moat.
Where it goes next Competitor DD + one discovery call. Park, or test a narrow shadcn-plugged guardrail.
Vertical SaaSResearched

Estate Ops

Offline-first field-operations software for Sri Lanka's tea, rubber, and coconut estates. Muster to wages, and audit-ready compliance.

Verdict: Conditional. Validate before building. Local incumbent (Agrithmics) already in the field layer.

Open the brief
Dev ToolsResearched

Agent-Native UI Kit

A component system built so AI-assisted contributors extend it correctly the first time. Slots, not props. Contribution rules as specs.

Verdict: No-go as pitched. Meta, Vercel & shadcn already shipped it. Narrow maybe as a governance layer.

Open the brief
PlatformConcept

b3-cf-stack Cloud

Managed hosting and premium modules on top of the open-source Cloudflare full-stack starter B3 already ships.

Why B3: commercialises a warm asset with real usage. Open core to paid platform.

Open the concept
Dev ToolsConcept

Preview & CI Suite

Cloudflare-native pull-request previews and deploy ergonomics, packaged as a product for teams that live on the edge.

Why B3: extends cf-pr-preview-action, a tool B3 already maintains in the open.

Open the concept
Vertical SaaSConcept

Vertical Ops Platform

Compliance, labour, and records software for underserved Sri Lankan verticals. Estate Ops is the first instance of a repeatable pattern.

Why B3: turns one vertical win into a platform play across paper-heavy SL industries.

Open the concept
InfrastructureConcept

Edge Agent Infra

Durable, local-first orchestration for AI agents on Cloudflare's edge. State, retries, and scheduling that survive restarts.

Why B3: plays the Workers, Durable Objects, and Agents SDK strength B3 is already deep in.

Open the concept

How to read this board

Concepts are cheap. Conviction is earned.

The rules

  • Two researched, four proposed. Estate Ops and Agent-Native UI Kit have a deep-research pass and a verdict. The rest are arguments, not evidence.
  • Kill fast. A concept earns a full brief only when someone commits to championing it. Most should die here.
  • Promote on demand. Any concept can get the same research treatment as Estate Ops. Say which and it moves up.

What to do next

  • Cull. Cut cards that neither founder wants to defend.
  • Rank. Order the survivors by conviction and reachable first customer.
  • Research the top one. Run the pass, attach a verdict, repeat.