What exists now
VeilDaemon is functional browser-based infrastructure for intake, local records, play support, reporting, and Handler operation. Current public evidence includes more than 50 JavaScript modules and more than 100 passing browser tests.
What comes next
Mobile AR is being scoped as a commercially testable product: location activation, reusable encounter packets, Operator continuity, analytics, accessibility, and a limited monetization experiment.
Commercial hypothesis
Cosmetics, effect packs, premium encounters, event passes, venue activations, and commissioned experiences remain hypotheses. Paid acquisition begins only when retention and contribution lifetime value support it.
Validation
Activation, completion, reliability, Day 1/7/30 retention, repeat sessions, payer behavior, infrastructure cost, accessibility, CPI, LTV-to-CAC, and payback determine whether scaling is supportable.