:PROPERTIES:
:CREATED:  [2026-05-24 Sun]
:ID:       84a537b4-4256-50c8-91f5-dd5b4538418f
:END:
#+title: Verification Appliance
#+filetags: :passepartout:revenue:hardware:fpga:tenstorrent:

An FPGA or Tenstorrent card pre-loaded with a mature [[id:28c46769-c14b-42aa-ac7a-69d310157f8f][Passepartout]] image, [[id:c34940cc-090e-57c4-8020-e78b1d32b96c][domain-specific gate rules]], and a hardware root of trust. No cloud dependency.

**Target:** regulated industries needing [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][provable compliance]] that cannot accept cloud-based AI.
**Price:** $5K-$50K/unit. **Volume:** hundreds to low thousands in year one.

The [[id:13e6ae54-2d24-5aa0-b1cd-a7e8e749aa70][Lisp Machine]] on Tenstorrent P150 (~72 RISC-V Tensix cores on a PCIe card) is the realistic first target: the microcode is RISC-V assembly (software), not FPGA bitstream (hardware). The system can propose, load, test, and roll back a new dispatch routine in seconds. An FPGA path would add synthesis time (minutes to hours per iteration). This hardware-first approach embodies [[id:9af13fff-9725-542b-93b1-a555bc74ad72][Lisp economics]] — verification hardware has near-zero marginal cost. The [[id:29e4dbf3-cf19-589c-8b14-389e8a39d564][Upgrade lifecycle]] for the appliance is managed via signed firmware updates with Merkle snapshots.

The [[id:6fe67db6-25bd-4d11-bd1d-b44ec809e858][Social protocol identity specification]] shows how the verification appliance issues provable identities for network participants. The [[id:5f55bbe6-d243-5766-8ccf-5c5cc88a6542][impact on the AI and GPU industry]] analysis covers how this new hardware tier — CPU-native Lisp microcode on RISC-V cores — reshapes the industry structure.

Revenue estimate: 50 sales in year one = $250K-$2.5M.
