docs: discovery blueprint + multi-provider design (#8)

docs/discovery/02-competitor-analysis.md

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+# 02 — Competitor Analysis (Phase 2)
+
+Goal: understand the modern email landscape, isolate what users consistently praise
+and complain about, and find **where InboxIntel can be genuinely better** — without
+copying anyone. Analysis is framed against the [Design Brief](00-design-brief.md):
+approachable-professional, fast, **local/private AI**, search-centric.
+
+## Landscape snapshot
+| Product | Positioning | Standout strength | Recurring weakness |
+|---------|-------------|-------------------|--------------------|
+| **Gmail** | Default mass-market webmail | Powerful search operators; scale; free; Gemini bolt-ons | Cluttered; privacy optics; AI feels tacked-on; dated triage |
+| **Outlook** | Enterprise mail + calendar | Calendar/email fusion; Copilot; Rules | Heavy; **search is famously flaky/slow**; inconsistent "new Outlook" |
+| **Superhuman** | Speed tool for pros | **Blazing speed, keyboard triage, polish**; Superhuman AI | $30/mo; Gmail/Outlook-only; **intimidating for casual users** |
+| **Proton Mail** | Privacy / E2EE | Zero-access encryption; Swiss; open source; local-ish Scribe AI | **Search limited** (encrypted); fewer productivity features; slower |
+| **Spark** | Smart inbox + team email | Collaboration (shared drafts, comments), smart inbox, cross-platform | Privacy history concerns; can feel cluttered; sync hiccups |
+| **Shortwave** | AI-native Gmail client | **AI search + assistant that genuinely work**; bundles; fast | Gmail-only; **cloud AI (privacy)**; pricing crept up |
+| **Thunderbird** | Open-source local client | Free, private, extensible, local storage, multi-account | UX still catching up; **no built-in AI**; search not modern |
+| **HEY** | Opinionated workflow | Novel triage (Screener/Imbox/Feed/Paper Trail) | Locked-in; no folders/search-first; pricey |
+| **Fastmail** | Fast private power-mail | Excellent fast search; reliable; standards-based | No AI; power-user aesthetic; niche |
+| **Missive** | Team shared inbox | Best-in-class collaboration/assignment/rules | Team-first; overkill for individuals |
+
+## Deep dive on the two axes that decide this market
+
+### Search (InboxIntel's flagship battleground)
+- **Gmail / Fastmail**: fast, operator-rich, but **syntax-first** and browse-anchored — great for people who already know `from:` / `has:attachment`, opaque to everyone else.
+- **Outlook**: powerful on paper, but **unreliable/slow search is its most complained-about feature** for years.
+- **Shortwave**: the modern bar — **AI/semantic search + "ask your inbox"** questions ("what did Sarah say about the invoice?"). Genuinely loved, but **cloud-processed**.
+- **Proton/Thunderbird**: privacy-strong but **search is a known weak point** (encryption / dated indexing).
+- **Gap:** nobody offers **fast, relevance-ranked, semantic, *explainable* search that is also local/private and approachable to non-power-users.** That is precisely InboxIntel's opening.
+
+### AI
+- The market has **split into two camps**:
+  1. **AI, but cloud** — Gmail/Gemini, Outlook/Copilot, Shortwave, Spark. Useful, but your email is processed off-device.
+  2. **Private, but little/no AI** — Proton, Thunderbird, Fastmail.
+- Proton's **Scribe** (privacy-first, can run locally) hints at the future but is narrow (writing only).
+- Common complaints: AI feels **generic/bolted-on**, **unexplained**, and **can't be turned off cleanly**.
+- **Gap:** **genuinely useful AI that runs 100% locally (Ollama), is modular, explainable, and fully optional** — nobody mainstream owns this.
+
+## What users consistently PRAISE (cross-product)
+1. **Speed** — instant search/open/triage (Superhuman, Fastmail).
+2. **AI that saves real time** — summaries of long threads, "ask your inbox," draft replies (Shortwave, Superhuman AI).
+3. **Privacy you can trust** — Proton's whole brand.
+4. **Effortless triage** — Split Inbox / Bundles / Screener (Superhuman, Shortwave, HEY).
+5. **Collaboration** — assign, comment, share drafts (Missive, Spark).
+6. **Clean, calm, modern UI** that reduces overwhelm.
+
+## What users consistently COMPLAIN about
+1. **Search that's slow, flaky, or syntax-only** (Outlook; Gmail/Proton on mobile).
+2. **Privacy cost of AI** — "I want the AI but not to send my mail to a server."
+3. **Clutter & overwhelm** — noisy inboxes, ads, too many features.
+4. **AI that's generic and unexplained** — "why did it say that / categorise that?"
+5. **Power tools that alienate casual users** (Superhuman's learning curve; HEY's rigidity).
+6. **Price** — best experiences gated behind $10–30/mo.
+7. **Opaque automation/categorisation** you can't understand or correct.
+
+## Opportunity gaps → where InboxIntel wins (ranked)
+1. **Local, private, *useful* AI.** Resolve the market's central tension (AI **vs** privacy) by delivering both via Ollama. This is the headline differentiator and aligns with the existing `IAIProvider` seam and read-only scope.
+2. **Approachable power-search as the home screen.** Discoverable, visual, assisted (filter chips + NL + suggestions) so a *mainstream* user searches confidently — with operators/semantic power underneath for those who grow into it.
+3. **Explainability everywhere.** "Why this result matched," "why this was categorised/prioritised." No competitor does this well; it builds trust *and* teaches the product — perfect for the "anyone can pick it up" audience.
+4. **Own-your-data intelligence.** Analytics, cleanup, unsubscribe, and local AI combine into a "your inbox, your machine, your intelligence" story that Gmail/Outlook structurally can't tell.
+5. **Fast *and* friendly.** Superhuman is fast-but-intimidating; casual apps are friendly-but-slow. The brief's sweet spot (balanced, pointer-first, polished) is largely unoccupied.
+6. **Honest, correctable automation.** Categories/priority a user can see, understand, and fix — the antidote to Gmail's opaque tabs.
+
+## Explicitly NOT copying
+- Not Superhuman's keyboard-only speed-sport (brief = discoverable-first).
+- Not HEY's rigid, search-hostile opinionation.
+- Not cloud-AI-at-any-cost (brief = local/private).
+- Not enterprise-collaboration-first (individual mainstream user is primary; collaboration is a later opportunity, see roadmap).
+
+## Positioning statement (draft)
+> **InboxIntel** — the email tool that makes **search the fastest way to think about your
+> inbox**, with **AI that runs on your own machine** and always explains itself.
+> Powerful enough for pros, simple enough for anyone.