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Convert cross-references from [[id:uuid]] to [[file:name.org]]

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All 117 inter-node links now use [[file:node-name.org][title]] format
which renders as clickable hyperlinks in both Emacs (C-c C-o) and
web-based org renderers (Gitea, GitHub). Each node retains its :ID:
UUID property for Emacs org-roam database features (backlinks,
capturing, node-find).

Prev format: [[id:uuid][title]] — Emacs only, dead text on web
New format:  [[file:name.org][title]] — works everywhere
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2026-05-21 19:40:54 +00:00
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ideas/passepartout-economics/passepartout-economics.org
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The triad replaces every layer of the modern computing stack with Lisp-native, user-owned, ACL2-verified alternatives. Three components:
- [[id:a1fac32a-47de-5fbd-b67d-29152c851747][Logos (Passepartout) — the cognitive agent]]
- [[id:c3b3dc41-945f-54e9-84eb-ca014114f1be][Stoa (The Porch) — the environment]]
- [[id:1d074690-a279-59cb-b91d-e9a22ae104ad][Agora (The Society) — the network]]
- [[file:triad-overview.org][Logos (Passepartout) — the cognitive agent]]
- [[file:stoa.org][Stoa (The Porch) — the environment]]
- [[file:agora.org][Agora (The Society) — the network]]
Total addressable market: ~$960B/year across cloud, AI, OS, social media, payments, productivity, and compliance.
The business model is the AWS of provable computing: AGPL infrastructure is free, revenue comes from verification appliances, gate rules, certification, namespace registry, hosted PDS, and a compute marketplace. Network effects are positive sum — every instance feeds the regression suite and grows the marketplace.
Key analytical frames:
- [[id:5961e469-53a3-5f3c-ab72-3c83ef91963f][Investment thesis — the unified view]]
- [[id:9af13fff-9725-542b-93b1-a555bc74ad72][Why Lisp is economically viable now]]
- [[id:efc76898-03f7-57ba-923d-35d65da88bb7][The per-domain sufficiency flip]]
- [[id:dc2e4f22-1c4c-5d4a-a151-f96e5d3b0d70][Development velocity and timeline estimates]]
- [[id:0b5a8a74-cfd6-542d-bc88-4eb3cd8626f9][Cost structure and zero marginal cost]]
- [[id:aa6d062e-a520-5d14-8773-00687ed9c689][Competitive moats analysis]]
- [[file:investment-thesis.org][Investment thesis — the unified view]]
- [[file:lisp-economics.org][Why Lisp is economically viable now]]
- [[file:sufficiency-flip.org][The per-domain sufficiency flip]]
- [[file:time-estimates.org][Development velocity and timeline estimates]]
- [[file:cost-structure.org][Cost structure and zero marginal cost]]
- [[file:moats.org][Competitive moats analysis]]
Revenue paths (short to long term):
- [[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:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][Agora premium usernames]][[id:1a2b38df-20ba-58ca-ba55-a072be67bd0d][ PDS as a service]][[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][ Compute marketplace]]
- [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly — the big money]][[id:2f783eb4-638e-5afa-9b59-6224d086a712][ Infrastructure lock-in]]
- [[file:verification-appliance.org][Verification appliance]][[file:domain-gate-packages.org][ Domain gate packages]][[file:evaluation-harness.org][ Evaluation harness]]
- [[file:agora-usernames.org][Agora premium usernames]][[file:pds-as-a-service.org][ PDS as a service]][[file:compute-marketplace.org][ Compute marketplace]]
- [[file:verification-monopoly.org][Verification monopoly — the big money]][[file:infrastructure-lock-in.org][ Infrastructure lock-in]]
Strategy and IP:
- [[id:caaeee11-ba6f-5566-aecd-f171b4c459c0][Patent strategy]][[id:67faf52f-9126-50a7-b87e-2bedc610dac7][ Licensing (AGPL + commercial)]]
- [[id:5f55bbe6-d243-5766-8ccf-5c5cc88a6542][Impact on the AI/GPU industry]]
- [[id:29e4dbf3-cf19-589c-8b14-389e8a39d564][Upgrade and distribution lifecycle]]
- [[id:45ea493b-94ad-5885-aa65-0c846e5c3c1d][Gate rule encoding from codified domains]]
- [[id:2afd9a3c-e96a-54c7-ac77-a05a28065b4b][Biology as proof of the Lisp model]]
- [[id:00ab3a4d-e3de-5605-a67d-12935bb36ab5][Comparison with Symbolics Genera]]
- [[file:patent-strategy.org][Patent strategy]][[file:licensing.org][ Licensing (AGPL + commercial)]]
- [[file:ai-industry-impact.org][Impact on the AI/GPU industry]]
- [[file:upgrade-lifecycle.org][Upgrade and distribution lifecycle]]
- [[file:gate-rule-encoding.org][Gate rule encoding from codified domains]]
- [[file:biology-parallels.org][Biology as proof of the Lisp model]]
- [[file:comparison-with-symbolics.org][Comparison with Symbolics Genera]]
*The lines that run the modern internet (tens of millions across Google, Meta, Amazon, Apple, Microsoft) are replaced by a single coherent architecture where one gate stack verifies everything and one prover proves everything consistent.*