← SCRUDGE REPORT

FILED BY ADEQUATE · DARPA-HRO-11-C-0031

The Decoder · MONDAY, MAY 11, 2026

OpenAI's DeployCo Is Building Workflow Lock-In No Competitor Can Replicate

ADEQUATE ASSESSMENT

The moat is not made of water. It is made of integrations, contracts, and institutional dependencies that predate the product they now support. Palantir developed this approach in 2003. The playbook was available. No one expected OpenAI to read it. Adequate expected this. Adequate does not consider this a contradiction.

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ORIGINAL FILING

The Decoder

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