Where the deck is ahead of the product

Use this board to see what still has to ship before Observable Universe matches the direct-to-consumer story on investors.observableyou.com.

Not ready for DTC. The brochure and a thin streaming shell exist. The consumer catalog, self-serve plans, live/PPV, ticketing, SMS news, recurring memberships, branded consumer app on observableyou.com, and creator payouts are still missing. Deck Phase 1 is also a B2B path. A direct-to-consumer launch is a second product.

15Missing

8Shell

8Brochure only

0Live consumer jobs

Missing not built · Shell UI or path exists, empty or not wired · Brochure marketing site only · Live a consumer can finish the job · People / capital people or capital, not a page build

Live catalog right now

From oy_creators / oy_films / oy_follows / oy_orders and agent_subscriptions for Adam Smith (#25).

1Creators

0Films

0Follows

0Orders

0Subscriptions

Next five

01
Put a title in the catalog and take a payment.
Portal #48 can rent, buy, or grant a 30-day membership. There are 0 films and 0 orders. One watchable title proves the shell.
02
Wire recurring memberships.
Stripe Billing + cancel/renew. chooseplan.observableyou.com is empty tiles until this exists.
03
Sell one owned event.
King of the Hive or Cuka: ticket types, checkout, and a live or PPV slot.
04
Make Subscribe deliver.
OYOU News needs a CMS article and an SMS or email that actually arrives.
05
Put the consumer app on observableyou.com.
Keep site #24 as the B2B brochure. Fans should not have to find observableyou.md-hub.com.

Product · $1.25M

5 missing, 5 shell, 0 live. Open product gaps

Owned brands

3 missing, 6 brochure, 1 shell. Open brand gaps

Use of funds

Seven buckets from the $5M seed. Product and production are the code gaps. Open funds

Phases

Phase 1 is not done. 5 missing across the 36-month plan. Open phases

Every gap on one table

Item	Status	What is true now	Done when
Live + PPV Product Open	Missing	No consumer live schedule, no PPV checkout, no simulcast-to-replay path. LiveKit and Bunny exist in MD Hub. They are not a fan-facing PPV product.	An operator can schedule a live event, sell PPV, stream it, and leave a replay as VOD.
Ticketing Product Open	Missing	Hive and Cuka have Tickets tiles. They are brochure DAPPs. There is no ticket type, QR check-in, or spectator vs competitor checkout.	Events, ticket types, paid checkout, QR check-in, VIP upgrades.
Memberships Product Open	Shell	Observableyou checkout can take a one-time 30-day membership. Recurring Stripe Billing, cancel, and renew are not wired. House creator membership is $0.	Recurring plans, member-only VOD, cancel and renew on the fan record.
Commerce Product Open	Shell	Stripe one-time rent / buy / merch path exists in the portal. Agent 25 has 0 catalogs and 0 SKUs. 0 orders.	A storefront with inventory, digital downloads, and at least one paid merch or digital SKU that fulfills.
CRM, email, SMS Product Open	Missing	No fan record owned by the tenant. No SMS keyword alerts. No abandoned-cart or “starts in 1 hour” workflow. Contact forms collect leads on brochure sites.	Fan record, email + SMS opt-in, one live workflow.
Engagement Product Open	Shell	Halloween hunt at hunt.md-hub.com is live for photo or video submits. That is a one-off. Voting, trivia, challenges, and leaderboards are not a reusable tenant feature. Do not clone copyrighted MD Games.	One reusable engagement kit: vote, trivia, challenge, leaderboard, reward.
Studio + payouts Product Open	Shell	Studio UI can save a creator and a film. Catalog is 1 creator (observable-universe), 0 films, 0 follows. No creator payouts.	Upload, title, price, publish, watch, and pay a creator.
White-label tenants Product Open	Missing	Each brand is a separate brochure site. There is no one-config switch that turns portal #48 into Sports / News / Hive / a customer.	Tenant = domain + colors + logo + PWA, one portal codebase.
Consumer apps Product Open	Shell	PWA install exists on portal #48 at observableyou.md-hub.com. The consumer app is not the apex of observableyou.com. Android wrapper is generic MD Hub chrome. No iOS TestFlight.	Harden PWA. Consumer host on observableyou.com. Android wrapper with OU branding. iOS after Apple account.
Operator analytics Product Open	Missing	No dashboard for plays, buyers, members, ticket scans, or SMS opt-ins.	One operator dashboard with those five numbers.
Observableyou consumer app Brand Open	Shell	Portal #48 published at observableyou.md-hub.com. Home, Films, Creators, Merch, Following, Studio. Empty catalog. Apex observableyou.com is the B2B brochure.	Catalog + pay + watch on a consumer host.
observableyou.com brochure Brand Open	Brochure	Site #24. CTAs go to Contact / Book a demo. This is the B2B story, not the DTC product.	Keep as sales site. Do not pretend it is the consumer app.
OYOU News Brand Open	Brochure	Site #140 news.observableyou.com. Information pages + Subscribe. No public CMS that a reader can follow, no SMS keyword that delivers.	Articles in a CMS, subscribe that delivers, one SMS alert.
Observable You Sports Brand Open	Missing	Deck brand. No sports.observableyou.com. No teams/athletes streaming stack.	A sports host where a team can stream, sell merch, and take members.
King of the Hive Brand Open	Brochure	Sites #134 / #135. Tickets, Watch Live, Merch tiles. No 2027 registration, no $40/$20/$20 checkout, no live stream slot.	Registration + tickets + a live stream slot for a series date.
Boxing / Cuka PPV Brand Open	Brochure	Site #127 cuka.observableyou.com. Sponsor tiles. Deck date was Dec 18–19. No ticket + PPV checkout + stream.	Tickets + PPV checkout + stream for a fight card.
40 and Over Fight League Brand Open	Missing	Named in the deck. No 40andoverfight.com in this catalog.	League site with roster, tickets, and a stream slot.
SUV Racing Circuit Brand Open	Missing	Named in the deck. No suvrc.com in this catalog.	Series host with tickets, stream, and merch.
Originals / watchable IP Brand Open	Brochure	Treatments exist (Everything Happens, Fire in the Black, 12 Bloody Days, Inglewood / Algea). 0 films in oy_films. Nobody can pay and watch.	At least one original as a paid or free title in the consumer app.
chooseplan.observableyou.com Brand Open	Brochure	Site #125. Empty DAPP tiles: Beta Test Complete, Sign Up Now, Coming Soon, Search Creators, Events.	Real plan picker wired to Stripe Billing, or retire the host.
25% Technology and product · $1.25M Raise Open	Missing	This is the gap board. Live/PPV, ticketing, memberships, commerce, CRM, engagement, studio, white-label, apps, analytics.	The product rows on this site all move out of Missing / Shell.
20% Sales and business development · $1.00M Raise Open	People / capital	Not a code gap. Deck Phase 1 is also a B2B path: white-label, pilots, sales. Brochure CTAs already point at Contact / demo.	Sales team, enterprise outreach, paid pilots converting.
15% Owned content and live event IP · $750k Raise Open	Brochure	Brands are named. Treatments and DAPPs exist. No paid live event or watchable original in the consumer catalog.	One owned event that sells and one original that plays.
13% Operations and team · $650k Raise Open	People / capital	People, finance, legal, compliance. Not a site build.	Key hires and day-to-day ops that can run DTC + B2B.
12% Marketing and brand · $600k Raise Open	People / capital	Hosts and wordmarks exist. There is no consumer product to put paid traffic on.	Demand generation after catalog + pay + watch exists.
8% Working capital and reserve · $400k Raise Open	People / capital	Runway and contingency. Not a product gap.	Cash reserve against the 36-month plan.
7% Production and broadcast · $350k Raise Open	Missing	No OU-branded live production stack wired to PPV replay. Gear and encoding are a capital item plus an integration.	A production path that can feed Live + PPV + VOD.
Complete and harden the platform Phase 1 · 0–6 months Open	Shell	Streaming shell exists. Catalog, pay, live, tickets, memberships, CRM are not a complete product.	A fan can sign up, pay, and watch without a sales call.
Perfect white-label deployments Phase 1 · 0–6 months Open	Missing	Each brand is a hand-built site. No tenant config.	One config turns the app into Sports / News / Hive / a customer.
Launch sales and pilots Phase 1 · 0–6 months Open	People / capital	B2B brochure is live. DTC is not a thing a pilot can log into with their brand.	Pilots on white-label, plus a consumer catalog the sales story can show.
Convert pilots to paying customers Phase 1 · 0–6 months Open	Missing	0 oy_orders. 0 agent_subscriptions for this account.	Recurring platform revenue from at least one customer.
Recurring platform revenue Phase 2 · 6–18 months Open	Missing	No Stripe Billing. No tenant invoices.	Memberships and white-label fees that renew.
Flagship live event and PPV Phase 2 · 6–18 months Open	Brochure	Hive, Cuka, and 40 and Over are named. None can sell PPV today.	One owned card or tournament that sells tickets and a stream.
Fan engagement and sponsorship ROI Phase 2 · 6–18 months Open	Shell	Halloween hunt is the only live engagement loop. Sponsorship is logo tiles.	Engagement kit + sponsor reporting on a live event.
New verticals, geographies, owned IP Phase 3 · 18–30 months Open	Missing	Blocked on Phase 1 product.	Sports, news, fight, and racing running on the same tenant kit.
$10M run-rate / category lead Phase 4 · 30–36 months Open	Missing	Blocked on Phases 1–3. Deck target is $10M ARR and 50% gross margin.	Multiple revenue engines with those outcomes.