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Architecture reframe: rename triad/Stoa/Logos/Agora → Passepartout

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- Renamed ideas/stoa/ → ideas/passepartout/, all stage files prefixed passepartout-
- Renamed triad-index/overview/systemic-effects → passepartout-* under passepartout/
- Renamed ideas/agora/ → ideas/passepartout-social-protocol/, stripped agora- prefixes
- Merged overview and environment pages into architecture; deleted 3 redundant files
- Renamed growth-strategy → enterprise-growth-strategy
- Renamed alternative-growth-social-first → social-growth-strategy
- Removed all Greek names: Stoa, Logos, Agora as product names
- Updated 50+ files of cross-references to new naming
- Kept org-id UUIDs intact throughout
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Hermes
2026-05-24 18:02:36 +00:00
parent cc3976fb7f
commit 2578bfee61
61 changed files with 859 additions and 927 deletions
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ideas/investment-thesis.org
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@@ -5,7 +5,7 @@
#+title: Investment Thesis
#+filetags: :passepartout:economics:investment:thesis:
The early player benefits from every other instance of the triad. Every deployed instance feeds edge cases into the [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][regression suite]], grows the [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][compute marketplace]], and validates the hardware designs. Network effects are positive sum.
The early player benefits from every other instance of Passepartout. Every deployed instance feeds edge cases into the [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][regression suite]], grows the [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][compute marketplace]], and validates the hardware designs. Network effects are positive sum.
Three revenue horizons:
@@ -15,6 +15,6 @@ Three revenue horizons:
The [[id:5f55bbe6-d243-5766-8ccf-5c5cc88a6542][impact on the AI and GPU industry]] — token demand compression, GPU inference plateau, and the rise of CPU-native verification hardware — reshapes the trillion-dollar market these revenue streams depend on.
The [[id:68ffa49f-f0d8-42cf-8b69-ae69de8bb815][Agora governance and physical assets]] requirements cover how the network manages shared infrastructure. The switching costs compound. The [[id:aa6d062e-a520-5d14-8773-00687ed9c689][network effects]] are positive sum. The market is nearly a trillion dollars.
The [[id:68ffa49f-f0d8-42cf-8b69-ae69de8bb815][Social protocol governance and physical assets]] requirements cover how the network manages shared infrastructure. The switching costs compound. The [[id:aa6d062e-a520-5d14-8773-00687ed9c689][network effects]] are positive sum. The market is nearly a trillion dollars.
The defensible entity is "the organization that best understands how to adapt [[id:28c46769-c14b-42aa-ac7a-69d310157f8f][Passepartout]] to your domain" — not "the organization that owns Passepartout."