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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
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@@ -6,11 +6,11 @@
#+title: Revenue Streams — Overview
#+filetags: :passepartout:revenue:index:business-model:
This page is the entry point for revenue generation thinking across all three triad components. Revenue splits cleanly across the two development phases defined in [[id:dc2e4f22-1c4c-5d4a-a151-f96e5d3b0d70][time estimates]]. Each component enables different revenue primitives.
This page is the entry point for revenue generation thinking across all three Passepartout subsystems. Revenue splits cleanly across the two development phases defined in [[id:dc2e4f22-1c4c-5d4a-a151-f96e5d3b0d70][time estimates]]. Each component enables different revenue primitives.
* Revenue by Triad Component
* Revenue by Subsystem
** Logos (the mind) — Revenue streams
** Verification subsystem — Revenue streams
Existing coverage — [[id:84a537b4-4256-50c8-91f5-dd5b4538418f][Verification appliance]], [[id:c34940cc-090e-57c4-8020-e78b1d32b96c][Domain gate packages]], [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][Evaluation harness]], [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][Compute marketplace]], [[id:d84679f1-c0c5-5be4-b19c-6573560640ee][Verified skill marketplace]]:
@@ -19,10 +19,10 @@ Existing coverage — [[id:84a537b4-4256-50c8-91f5-dd5b4538418f][Verification ap
| Verification appliance | Zero | FPGA/Tenstorrent pre-loaded with [[id:28c46769-c14b-42aa-ac7a-69d310157f8f][Passepartout]] + gate rules |
| Domain gate packages | Zero | SaaS subscriptions per compliance domain |
| Evaluation harness | Zero | Certification-as-a-service, regression suite access |
| Compute marketplace | Both | Verified symbolic engine cycles via [[id:1d074690-a279-59cb-b91d-e9a22ae104ad][Agora]] |
| Compute marketplace | Both | Verified symbolic engine cycles via [[id:1d074690-a279-59cb-b91d-e9a22ae104ad][Social Protocol]] |
| Verified skill marketplace | End State | Commission on third-party gate rules |
*** Unexplored Logos streams
*** Unexplored verification subsystem streams
| Stream | Phase | Rationale |
|--------+-------+-----------|
@@ -36,9 +36,9 @@ Existing coverage — [[id:84a537b4-4256-50c8-91f5-dd5b4538418f][Verification ap
| Training & certification | Zero | Certified Gate Rule Developer program. Developer camps, certification exams, continuing education. The Red Hat / AWS training model. |
| Enterprise support SLA | Zero | Guaranteed verification pipeline uptime, priority bug fixes, custom gate rule development. Red Hat subscription model. |
/Verified API gateway/ is notable because it requires zero buy-in to the triad vision. Any company using LLM APIs today can deploy Passepartout as a verification proxy and immediately get value (audit trail, gate compliance, prompt injection detection). It's a standalone product that seeds the ecosystem.
/Verified API gateway/ is notable because it requires zero buy-in to the full Passepartout vision. Any company using LLM APIs today can deploy Passepartout as a verification proxy and immediately get value (audit trail, gate compliance, prompt injection detection). It's a standalone product that seeds the ecosystem.
** Stoa (the body) — Revenue streams
** Environment subsystem — Revenue streams
This is the /least developed/ revenue arm. Existing docs essentially say people buy hardware and the lock-in compounds. There is a gap:
@@ -47,18 +47,18 @@ Existing coverage: essentially none beyond hardware sales.
| Stream | Phase | Rationale |
|--------+-------+-----------|
| Lisp Machine hardware | End State | Tenstorrent/FPGA appliances. Hardware margins + recurring gate rules. |
| [[id:c3b3dc41-945f-54e9-84eb-ca014114f1be][Stoa]] premium | Both | Enterprise features: SSO, audit logging, compliance reports, team management, centralized policy enforcement. Annual seat license. |
| Plugin and theme marketplace | End State | Verified plugins for Stoa (editors, browsers, shells, tools). Commission on each sale. Developer ecosystem. App Store for the Lisp Machine. |
| Commercial Lisp image distribution | Both | Verified, signed, compatibility-guaranteed Stoa images. Free self-build (AGPL), paid for certified builds with SLAs. |
| Enterprise Stoa deployment | Zero | Tools for deploying Stoa across an organization: fleet management, unified gate policy, compliance dashboard. Annual license. |
| Backup and archive service | Both | Verified snapshots of Stoa Lisp images. Tamper-proof archival of development environments. |
| Stoa extension SDK | Both | Commercial license for developing proprietary Stoa extensions. Tools, documentation, support. |
| [[id:c3b3dc41-945f-54e9-84eb-ca014114f1be][Environment subsystem]] premium | Both | Enterprise features: SSO, audit logging, compliance reports, team management, centralized policy enforcement. Annual seat license. |
| Plugin and theme marketplace | End State | Verified plugins for the environment subsystem (editors, browsers, shells, tools). Commission on each sale. Developer ecosystem. App Store for the Lisp Machine. |
| Commercial Lisp image distribution | Both | Verified, signed, compatibility-guaranteed environment subsystem images. Free self-build (AGPL), paid for certified builds with SLAs. |
| Enterprise environment subsystem deployment | Zero | Tools for deploying the environment subsystem across an organization: fleet management, unified gate policy, compliance dashboard. Annual license. |
| Backup and archive service | Both | Verified snapshots of environment subsystem Lisp images. Tamper-proof archival of development environments. |
| Environment subsystem extension SDK | Both | Commercial license for developing proprietary environment subsystem extensions. Tools, documentation, support. |
Key insight: Stoa does not need the full Lisp Machine to generate revenue. Stoa premium (SSO, audit, compliance reports) and enterprise deployment tools ship on Linux, use the existing Stoa terminal UI, and sell to the same enterprise buyer who buys gate packages. Compliance teams want verified environments — Stoa premium delivers that without waiting for custom hardware.
Key insight: The environment subsystem does not need the full Lisp Machine to generate revenue. Environment subsystem premium (SSO, audit, compliance reports) and enterprise deployment tools ship on Linux, use the existing environment subsystem terminal UI, and sell to the same enterprise buyer who buys gate packages. Compliance teams want verified environments — the environment subsystem premium delivers that without waiting for custom hardware.
** Agora (the society) — Revenue streams
** Social Protocol (the society) — Revenue streams
Existing coverage — [[id:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][Agora usernames]], [[id:1a2b38df-20ba-58ca-ba55-a072be67bd0d][PDS as a service]], [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][Compute marketplace]]:
Existing coverage — [[id:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][Social protocol usernames]], [[id:1a2b38df-20ba-58ca-ba55-a072be67bd0d][PDS as a service]], [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][Compute marketplace]]:
| Stream | Phase | Description |
|--------+-------+-------------|
@@ -68,13 +68,13 @@ Existing coverage — [[id:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][Agora usernames
The most fertile ground is contracts. DIDs provide identity, DIDComm provides communication, PDS provides state, gate rules encode terms, ACL2 verifies execution, and the symbolic engine runs deterministically. This is a full smart contract platform, strictly stronger than existing ones because ACL2 verifies the /rules themselves/, not just execution trace validity.
*** Unexplored Agora streams — contracts
*** Unexplored social protocol streams — contracts
| Stream | Phase | Rationale |
|--------+-------+-----------|
| Verified smart contract platform | End State | Deploy contracts on Agora with ACL2-verified correctness. Every contract call produces a machine-checkable proof. Revenue: transaction fees per execution + deployment fee per verified contract. |
| Verified smart contract platform | End State | Deploy contracts on the social protocol with ACL2-verified correctness. Every contract call produces a machine-checkable proof. Revenue: transaction fees per execution + deployment fee per verified contract. |
| Contract template marketplace | Zero | Pre-verified contract templates for common use cases (escrow, DAO constitution, SLA, data licensing). Sell templates or take commission on template-based contracts. |
| Dispute resolution service | End State | When two Agora instances disagree on contract execution, submit to a verified arbitrator. Fee per resolution. |
| Dispute resolution service | End State | When two social protocol instances disagree on contract execution, submit to a verified arbitrator. Fee per resolution. |
| Attestation marketplace | Zero | DIDs + verified actions = verifiable reputation. Attest that a DID meets certain criteria. Revenue: attestation fees, verification fees. |
| Multi-instance governance | Zero | Cross-instance policy enforcement, unified compliance reporting, federated identity. Enterprise tier, annual license. |
| Liquid democracy infrastructure | End State | DAO governance as a service. Verified proxy voting, governance contracts. Per-vote transaction fee. |
@@ -82,9 +82,9 @@ The most fertile ground is contracts. DIDs provide identity, DIDComm provides co
| Namespace sub-leasing | Both | Premium handles sub-leased between DIDs. Commission on each lease. |
| Data sharing contracts | Both | PDS-to-PDS data sharing agreements encoded as gate rules. Commission on each data transaction. |
The contract platform is the kill application for Agora. Ethereum proved demand for verifiable contracts at $20B+/yr in transaction fees. Agora's version is strictly better: ACL2 proves contract /correctness/ (not just valid execution), gate rules encode real-world regulations directly, and the PDS provides persistent state without a global trie bottleneck.
The contract platform is the kill application for the social protocol. Ethereum proved demand for verifiable contracts at $20B+/yr in transaction fees. The social protocol's version is strictly better: ACL2 proves contract /correctness/ (not just valid execution), gate rules encode real-world regulations directly, and the PDS provides persistent state without a global trie bottleneck.
See [[id:64708e1f-00e9-4cb7-b44b-ea0b98e5296d][Agora contracts]] for the full analysis.
See [[id:64708e1f-00e9-4cb7-b44b-ea0b98e5296d][Social protocol contracts]] for the full analysis.
* Revenue by Development Phase
@@ -92,25 +92,25 @@ See [[id:64708e1f-00e9-4cb7-b44b-ea0b98e5296d][Agora contracts]] for the full an
| Stream | Component | TAM | Buyer | Revenue type |
|--------+----------+-----+-------+--------------|
| Domain gate packages | Logos | Large | CISO/Compliance | SaaS |
| Verification appliance | Logos | Medium | Enterprise infra | Hardware + subs |
| Evaluation harness | Logos | Medium | Compliance | Certification |
| Agora premium usernames | Agora | Small | Individual | Subscription |
| PDS hosting (basic) | Agora | Medium | Individual | Hosting |
| Verified API gateway | Logos | Large | Eng teams | Per-call |
| Continuous compliance monitoring | Logos | Large | Compliance | Annual contract |
| Migration pipeline | Logos | Medium | Enterprise | Per-engagement |
| Enterprise support SLA | Logos/Stoa | Medium | Enterprise | Annual |
| Gate rule SDK (commercial) | Logos | Small | Developers | License |
| Stoa premium (enterprise) | Stoa | Medium | Enterprise | Annual seat |
| Enterprise Stoa deployment | Stoa | Medium | Enterprise Ops | Annual |
| Domain gate packages | Verification | Large | CISO/Compliance | SaaS |
| Verification appliance | Verification | Medium | Enterprise infra | Hardware + subs |
| Evaluation harness | Verification | Medium | Compliance | Certification |
| Social protocol premium usernames | Social Protocol | Small | Individual | Subscription |
| PDS hosting (basic) | Social Protocol | Medium | Individual | Hosting |
| Verified API gateway | Verification | Large | Eng teams | Per-call |
| Continuous compliance monitoring | Verification | Large | Compliance | Annual contract |
| Migration pipeline | Verification | Medium | Enterprise | Per-engagement |
| Enterprise support SLA | Verification/Environment | Medium | Enterprise | Annual |
| Gate rule SDK (commercial) | Verification | Small | Developers | License |
| Environment subsystem premium (enterprise) | Environment subsystem | Medium | Enterprise | Annual seat |
| Enterprise environment subsystem deployment | Environment subsystem | Medium | Enterprise Ops | Annual |
| Training and certification | All | Small | Developers | Per-seat |
| Forensics / incident response | Logos | Small | Enterprise | Per-incident |
| Contract templates | Agora | Medium | Developers | Per-template |
| Attestation marketplace | Agora | Medium | Enterprise | Per-attestation |
| Data sharing contracts | Agora | Medium | Enterprise | Per-transaction |
| Multi-instance governance | Agora | Large | Enterprise | Annual |
| Namespace sub-leasing | Agora | Small | Individuals | Per-transaction |
| Forensics / incident response | Verification | Small | Enterprise | Per-incident |
| Contract templates | Social Protocol | Medium | Developers | Per-template |
| Attestation marketplace | Social Protocol | Medium | Enterprise | Per-attestation |
| Data sharing contracts | Social Protocol | Medium | Enterprise | Per-transaction |
| Multi-instance governance | Social Protocol | Large | Enterprise | Annual |
| Namespace sub-leasing | Social Protocol | Small | Individuals | Per-transaction |
Phase Zero target: $2M-$12M/year (from [[id:5961e469-53a3-5f3c-ab72-3c83ef91963f][investment thesis]]), with upside from verified API gateway and compliance monitoring pushing toward $15-20M.
@@ -118,18 +118,17 @@ Phase Zero target: $2M-$12M/year (from [[id:5961e469-53a3-5f3c-ab72-3c83ef91963f
| Stream | Component | TAM | Revenue type |
|--------+----------+-----+--------------|
| [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly]] | Logos/All | $1B+ | Certification |
| [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly]] | Verification/All | $1B+ | Certification |
| Infrastructure lock-in | All | $100B+ | Rent extraction |
| Compute marketplace | Agora | Venture-scale | Transaction fees |
| Lisp Machine hardware | Stoa | Large | Hardware + subs |
| Smart contract platform | Agora | Very large ($20B+) | Transaction fees |
| Liquid democracy infra | Agora | Large | Per-vote |
| Insurance marketplace | Agora | Very large | Premiums + fees |
| Dispute resolution | Agora | Medium | Per-resolution |
| Plugin/theme marketplace | Stoa | Large | Commission |
| Commercial image distribution | Stoa | Medium | Subscription |
| Proof repository marketplace | Logos | Medium | Subscription |
| Verified skill marketplace | Logos | Medium | Commission |
| Compute marketplace | Social Protocol | Venture-scale | Transaction fees |
| Smart contract platform | Social Protocol | Very large ($20B+) | Transaction fees |
| Liquid democracy infra | Social Protocol | Large | Per-vote |
| Insurance marketplace | Social Protocol | Very large | Premiums + fees |
| Dispute resolution | Social Protocol | Medium | Per-resolution |
| Plugin/theme marketplace | Environment subsystem | Large | Commission |
| Commercial image distribution | Environment subsystem | Medium | Subscription |
| Proof repository marketplace | Verification | Medium | Subscription |
| Verified skill marketplace | Verification | Medium | Commission |
* Orders-of-Magnitude Risk Map
@@ -138,11 +137,11 @@ Using the [[id:2cdca4b0-6b41-44b4-acb0-af21d0e27b00][orders-of-magnitude framewo
| Scale | Representative streams | Failure mode |
|-------+-----------------------+--------------|
| Weeks | Gate packages, appliance pre-orders, training | Wrong pricing, too early |
| Months | Compliance monitoring, API gateway, PDS, Stoa premium | Churn, incumbents respond |
| Months | Compliance monitoring, API gateway, PDS, environment subsystem premium | Churn, incumbents respond |
| Years | Compute marketplace, contract platform, monopoly | Competition catches up |
| Generations | Infrastructure lock-in, insurance marketplace | Technology shift |
The phase-zero streams are all direct enterprise sales with short cycles and clear buyers. The end-state streams require installed base — you cannot have a verification monopoly without deployed triads.
The phase-zero streams are all direct enterprise sales with short cycles and clear buyers. The end-state streams require installed base — you cannot have a verification monopoly without deployed Passepartout instances.
* Risk-Ordered Investment Priority
@@ -150,8 +149,8 @@ The phase-zero streams are all direct enterprise sales with short cycles and cle
2. Verified API gateway — Standalone product, anyone using LLMs is a customer. Zero triad buy-in required.
3. Verification appliance — Customers pay for hardware + ongoing subs. Verifiable revenue, long contracts.
4. Continuous compliance monitoring — Annual contracts, compliance teams budget for it.
5. Agora usernames — Trivial to implement, tests the namespace concept.
6. Contract templates + attestation — Seeds the Agora economy without needing full smart contracts.
5. Social protocol usernames — Trivial to implement, tests the namespace concept.
6. Contract templates + attestation — Seeds the social protocol economy without needing full smart contracts.
7. Compute marketplace — High risk/reward. Requires critical mass. Phase Zero bootstraps with cloud arbitrage.
8. Verification monopoly — Thesis-level bet. Invest when installed base justifies it.