docs: competitor wave 2026-07-11 (segment map + 9-col table + moat mapping)

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Competitor wave — 2026-07-11 (draft, docs-only)

Market/strategy deliverable, not a code audit. Adds docs/WAVE_REPORT_COMPETITORS_2026-07-11.md.

Closes #76.

What is in the report

• Honesty preface — main does not build (build.rs E0308/E0599); HELLO beacon-auth built-but-not-wired (verify_mac/is_fresh never called on receive, mac_key=None on send); only AX7203 proven-on-silicon; 4 SKY26b dies submitted-not-returned; compute-anchor [Open conjecture] until 2026-12-16.
• Segment map — tethered / mm-wave mesh / MANET stacks / silicon-bound DePIN, every player with a primary URL.
• 9-column comparison table — Tri-Net (row 1, honest built-but-not-wired Security cell) + 8 competitors across Waveform, Security (control-plane auth), Mesh routing, Endurance/power, Open-source, Silicon story, On-board AI, Primary source.
• Moat mapping — 9 Trinity artifacts (GF16, 84-format catalog, BitNet b1.58, VSA/HDC, BLAKE3 audit ring, tt-trinity dies, CLARA, t27 flow, VAK papers), each with a pre-silicon / submitted / paper-state tag.
• Three cooperation lanes — Scope/Actor/Deliverable/Cite/Effort/Risk.

Discipline

• Draft only; human merge; no push to main.
• No hardware touched, no bitstream flashed, no OTA.
• No fabricated players, metrics, or node counts. Vendor figures tagged vendor-claimed and cited to the vendor.

Anchor: phi^2 + phi^-2 = 3

🤖 Generated with Claude Code

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Triage — KEEP

Verdict from cascade analysis: KEEP, awaiting caskade merge.

Root cause of red CI (build + test (-sim baseline)): committed gen/rust/ on feature branches with expanded module set contains E0425 defects from three optimizer scan bugs in t27c (const_propagate, copy_propagate, dead_store_elim not recursing into control-flow bodies). Not a defect in this PR — this PR is docs-only and has no code paths affected.

Cascade to unblock (all three DRAFT):

1. t27#1461 — mut-inference (base t27/master)
2. t27#1462 — recursive optimizer scan (stacked on #1461), verified −182 errors cross-env (linux sandbox 28 / macOS arm64 26, ±2 epsilon)
3. tri-net#80 — regen gen/rust/ on feat branches with new t27c

Once #80 lands, baseline CI on this PR goes green automatically. No action required on this PR — it stays DRAFT until human merge.

Realm-check discipline: numbers above measured on commit SHA bbaaa4a1 in t27, cargo check --lib grep count ^error\[E. Not fabricated.

phi^2 + phi^-2 = 3