ORBISPECT MARKET MAP · WHERE WE SIT
THE INTELLIGENCE LAYER · 2026

Everyone watches one domain. We watch the seams between them.

The alternative-data giants are extraordinary — and each lives in a single silo. One firm owns maritime. Another owns connectivity from orbit. Another reads oil tanks from satellites. None of them connect the dots across domains, and none of them keep the record of what the data said before it was quietly revised. That gap is the whole business.

ALT-DATA MARKET
~$11B2025, ~30%+ CAGR (est.)
ENTERPRISE FEED
$20–200kper desk / year
SITUATION REPORT
$5–50keach, on demand
THE SILOS
6giants, one domain each
THE SEAM
0occupy the cross-layer
The map: coverage vs. cross-domain integration
Single-domain giants Orbispect
BUBBLE SIZE = APPROX. SCALE / COVERAGE. THE TOP-RIGHT QUADRANT — BROAD AND FUSED — IS EMPTY. THAT IS WHERE WE BUILD.

Who owns what — and where we actually stand

DOMAINTHE INCUMBENTORBISPECT
MaritimeGlobal ship-tracking & cargo-prediction leadersnarrower coverage
ConnectivitySpace-based vessel & aircraft tracking+ GPS-integrity signal
Satellite assetsSatellite asset monitors (oil tanks, methane, industry)water & farmland focus
Energy pricesEnergy price-benchmark majorsnot our game
Energy flowsEnergy-flow & grid-monitoring firmsEU grid flows
Cross-domain— nobody —our layer
Revision history— nobody —our archive
WE DON'T CHASE BREADTH WE CAN'T WIN (GLOBAL VESSEL TRACKING, PRICE BENCHMARKS). WE WIN DEPTH IN THE SEAM.

The two things nobody packages

The seam. Each giant is brilliant and blind — the maritime-tracking leaders don't see internet routing, the energy-flow majors don't see GPS jamming, the connectivity players don't price gas. Risk doesn't respect those boundaries. A naval exercise shows up at once as jammed cockpits, intact networks and shifting ship tracks. Read together, those three say "drill, not cyberattack." Read alone, they say nothing.

The revision. Operators publish a number, then quietly restate it days later. The live figure is everywhere; the original, and the correction, are kept nowhere. We snapshot the moment data appears and every time it changes — building an archive of what was said versus what was true.

One event, four feeds, one signal

COCKPITSGPS degraded
+
NETWORKSrouting intact
+
SHIPPINGtracks shift
CROSS-READMilitary drill, not a cyberattack
ILLUSTRATIVE. NO SINGLE FEED CARRIES THIS CONCLUSION — IT LIVES IN THE COMBINATION, WHICH IS WHAT WE SELL.
What it costs — the market, and where we enter
Incumbent range Orbispect entry
USD. RANGES ARE INDICATIVE OF PUBLISHED ENTERPRISE PRICING. OUR EDGE IS PRICE-TO-VALUE, NOT UNDERCUTTING.

Said plainly — what we are, and what we are not

We are not a smaller version of the maritime-tracking incumbents. We will not out-cover a firm with thousands of vessel-tracking receivers and satellites, and we will not out-price the benchmark majors. Trying to would burn capital against an entrenched moat.

We are the layer that reads many signals together — maritime, energy, connectivity, GPS integrity, sanctions — plus the water and farmland intelligence none of the trade-data giants touch. Two assets compound with every passing day: the cross-domain archive and the revision history. Neither can be bought back later; they only exist if someone was recording from the start.

Where a single feed answers the question, the incumbents are excellent and we do not compete. Our edge is the combination — the read that no one feed can give — and the archive behind it.