Convert cross-references from [[id:uuid]] to [[file:name.org]]
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
This commit is contained in:
Hermes
@@ -12,4 +12,4 @@ The DID system is permissionless — anyone generates their own DID via HD key d
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At scale: 1M premium usernames at $10/yr average = $10M/yr recurring. The namespace registry is a natural monopoly — the early player's registry is the most widely accepted, so every new user registers there. Network effects lock in.
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See also: [[id:1a2b38df-20ba-58ca-ba55-a072be67bd0d][PDS as a service]], [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][Compute marketplace]]
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See also: [[file:pds-as-a-service.org][PDS as a service]], [[file:compute-marketplace.org][Compute marketplace]]
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@@ -17,6 +17,6 @@ Agora is the decentralized identity and communication layer that connects Passep
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The PDS is Passepartout's in-process memory — the Merkle tree, the fact store, the memory-objects. Every memory-object already has a SHA-256 hash, which maps directly to Agora's CIDv1 content addressing.
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Revenue paths from Agora:
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- [[id:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][Premium username registry]] — $10M/yr at scale
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- [[id:1a2b38df-20ba-58ca-ba55-a072be67bd0d][PDS as a service]] — $18M/yr at scale
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- [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][Compute marketplace]] — venture-scale
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- [[file:agora-usernames.org][Premium username registry]] — $10M/yr at scale
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- [[file:pds-as-a-service.org][PDS as a service]] — $18M/yr at scale
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- [[file:compute-marketplace.org][Compute marketplace]] — venture-scale
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@@ -14,4 +14,4 @@ If a symbolic-bootstrapping architecture becomes popular, the industry structure
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**New hardware tier emerges:** CPU-native verification appliances running Lisp microcode on RISC-V cores. Low volume (hundreds of thousands/year), high margin ($5K-50K/unit). Manufacturable at older fab nodes (28nm, 45nm) — no dependency on TSMC's leading edge.
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See also: [[id:9af13fff-9725-542b-93b1-a555bc74ad72][Lisp economics]], [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly]], [[id:13e6ae54-2d24-5aa0-b1cd-a7e8e749aa70][Self-driving Lisp Machine]]
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See also: [[file:lisp-economics.org][Lisp economics]], [[file:verification-monopoly.org][Verification monopoly]], [[file:self-driving-lisp-machine.org][Self-driving Lisp Machine]]
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@@ -16,4 +16,4 @@ Striking parallels between microbiology and the Lisp model:
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Biology chose the Lisp model because it is more robust, adaptable, and evolvable. Evolution optimized for survival in an unpredictable environment, not peak single-thread throughput. Biology is the proof that the Lisp model can be efficient at planetary scale, running on hardware that self-assembles from food.
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See also: [[id:9af13fff-9725-542b-93b1-a555bc74ad72][Lisp economics]]
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See also: [[file:lisp-economics.org][Lisp economics]]
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@@ -15,4 +15,4 @@
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The Symbolics comparison is instructive: they built a full Lisp OS from scratch. Passepartout runs on Linux, providing the OS layer for free. The hardware integration is a PCIe card, not a replacement of the entire host. The scope is dramatically smaller — ~2% of the code for a fraction of the functionality that matters most.
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See also: [[id:9af13fff-9725-542b-93b1-a555bc74ad72][Lisp economics]], [[id:13e6ae54-2d24-5aa0-b1cd-a7e8e749aa70][Self-driving Lisp Machine]]
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See also: [[file:lisp-economics.org][Lisp economics]], [[file:self-driving-lisp-machine.org][Self-driving Lisp Machine]]
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@@ -12,4 +12,4 @@ If Passepartout instances on Agora transact billions of verified operations per
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The early player that provisions the largest compute capacity on Agora becomes the default infrastructure provider for the entire network. This is venture-scale money.
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See also: [[id:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][Agora usernames]], [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly]], [[id:5961e469-53a3-5f3c-ab72-3c83ef91963f][Investment thesis]]
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See also: [[file:agora-usernames.org][Agora usernames]], [[file:verification-monopoly.org][Verification monopoly]], [[file:investment-thesis.org][Investment thesis]]
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@@ -13,4 +13,4 @@ The cost curve inverts: generation is expensive, verification is cheap. This is
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Token demand shifts from "every interaction burns tokens" to "only unfamiliar interactions burn tokens." Steady-state per-user LLM consumption drops by an order of magnitude.
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See also: [[id:9af13fff-9725-542b-93b1-a555bc74ad72][Lisp economics]], [[id:45ea493b-94ad-5885-aa65-0c846e5c3c1d][Gate rule encoding]], [[id:efc76898-03f7-57ba-923d-35d65da88bb7][Sufficiency flip]]
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See also: [[file:lisp-economics.org][Lisp economics]], [[file:gate-rule-encoding.org][Gate rule encoding]], [[file:sufficiency-flip.org][Sufficiency flip]]
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@@ -16,4 +16,4 @@ Switching costs are high — changing packages means re-verifying the fact store
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20 subscriptions in year one = $1M-$5M.
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See also: [[id:45ea493b-94ad-5885-aa65-0c846e5c3c1d][Gate rule encoding]], [[id:84a537b4-4256-50c8-91f5-dd5b4538418f][Verification appliance]], [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][Evaluation harness]], [[id:2f783eb4-638e-5afa-9b59-6224d086a712][Infrastructure lock-in]]
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See also: [[file:gate-rule-encoding.org][Gate rule encoding]], [[file:verification-appliance.org][Verification appliance]], [[file:evaluation-harness.org][Evaluation harness]], [[file:infrastructure-lock-in.org][Infrastructure lock-in]]
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@@ -14,6 +14,6 @@ The regression suite grows with every deployment, making the certification incre
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10 certifications in year one = $500K-$2M.
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Long-term endpoint: this becomes the UL certification for AI — a third-party verification nobody can ignore. [[id:827bc546-e887-5b7c-9b65-6392beaf0920][The verification monopoly]].
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Long-term endpoint: this becomes the UL certification for AI — a third-party verification nobody can ignore. [[file:verification-monopoly.org][The verification monopoly]].
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See also: [[id:84a537b4-4256-50c8-91f5-dd5b4538418f][Verification appliance]], [[id:2f783eb4-638e-5afa-9b59-6224d086a712][Infrastructure lock-in]], [[id:aa6d062e-a520-5d14-8773-00687ed9c689][Moats]]
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See also: [[file:verification-appliance.org][Verification appliance]], [[file:infrastructure-lock-in.org][Infrastructure lock-in]], [[file:moats.org][Moats]]
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@@ -16,4 +16,4 @@ The key distinction: the LLM is not *extracting knowledge from prose* — it is
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For codified domains, the encoding cost drops from weeks to hours. The only bottleneck is human review of the 5% ambiguous rules.
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See also: [[id:efc76898-03f7-57ba-923d-35d65da88bb7][Sufficiency flip]], [[id:0b5a8a74-cfd6-542d-bc88-4eb3cd8626f9][Cost structure]], [[id:c34940cc-090e-57c4-8020-e78b1d32b96c][Domain gate packages]]
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See also: [[file:sufficiency-flip.org][Sufficiency flip]], [[file:cost-structure.org][Cost structure]], [[file:domain-gate-packages.org][Domain gate packages]]
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@@ -8,4 +8,4 @@ This is an alias for the knowledge base hub. The canonical entry point is:
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[[file:passepartout-economics.org][Passepartout Economics — hub node]]
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Org-roam compatible. Use [[id:1c3ec48b-446c-50d2-b53e-126a81f5143f][this ID]] to link from other files.
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Org-roam compatible. Use [[file:passepartout-economics.org][this ID]] to link from other files.
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@@ -15,4 +15,4 @@ Switching to a competitor means discarding all of it. The accumulated value grow
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This is the strongest residual moat. The evaluation harness (regression suite) is a close second — it grows with every deployment and cannot be ingested from public data.
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See also: [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][Evaluation harness]], [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly]], [[id:aa6d062e-a520-5d14-8773-00687ed9c689][Moats]], [[id:29e4dbf3-cf19-589c-8b14-389e8a39d564][Upgrade lifecycle]], [[id:c34940cc-090e-57c4-8020-e78b1d32b96c][Domain gate packages]]
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See also: [[file:evaluation-harness.org][Evaluation harness]], [[file:verification-monopoly.org][Verification monopoly]], [[file:moats.org][Moats]], [[file:upgrade-lifecycle.org][Upgrade lifecycle]], [[file:domain-gate-packages.org][Domain gate packages]]
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@@ -16,4 +16,4 @@ The switching costs compound. The network effects are positive sum. The market i
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The defensible entity is "the organization that best understands how to adapt Passepartout to your domain" — not "the organization that owns Passepartout."
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See also: [[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 usernames]], [[id:1a2b38df-20ba-58ca-ba55-a072be67bd0d][PDS as a service]], [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly]], [[id:2f783eb4-638e-5afa-9b59-6224d086a712][Infrastructure lock-in]], [[id:aa6d062e-a520-5d14-8773-00687ed9c689][Moats]]
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See also: [[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 usernames]], [[file:pds-as-a-service.org][PDS as a service]], [[file:verification-monopoly.org][Verification monopoly]], [[file:infrastructure-lock-in.org][Infrastructure lock-in]], [[file:moats.org][Moats]]
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@@ -18,4 +18,4 @@ Crucially: AGPL is a *product requirement*, not a concession. The system's value
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- AGPLv3 for open source — builds ecosystem, trust, community
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- Commercial license for enterprises that cannot accept AGPL — MySQL/SugarCRM/GraphQL model
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See also: [[id:caaeee11-ba6f-5566-aecd-f171b4c459c0][Patent strategy]], [[id:aa6d062e-a520-5d14-8773-00687ed9c689][Moats]], [[id:1a2b38df-20ba-58ca-ba55-a072be67bd0d][PDS as a service]]
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See also: [[file:patent-strategy.org][Patent strategy]], [[file:moats.org][Moats]], [[file:pds-as-a-service.org][PDS as a service]]
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@@ -15,4 +15,4 @@ Four transformations flipped the economics:
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The verification appliance (AGPL symbolic engine + RISC-V Lisp μcode on FPGA) costs $5,000/year and replaces $500,000/year in compliance audits, breach litigation, and regulatory fines.
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See also: [[id:13e6ae54-2d24-5aa0-b1cd-a7e8e749aa70][Self-driving Lisp Machine]], [[id:2afd9a3c-e96a-54c7-ac77-a05a28065b4b][Biology parallels]], [[id:00ab3a4d-e3de-5605-a67d-12935bb36ab5][Symbolics comparison]], [[id:0b5a8a74-cfd6-542d-bc88-4eb3cd8626f9][Cost structure]], [[id:5f55bbe6-d243-5766-8ccf-5c5cc88a6542][AI industry impact]]
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See also: [[file:self-driving-lisp-machine.org][Self-driving Lisp Machine]], [[file:biology-parallels.org][Biology parallels]], [[file:comparison-with-symbolics.org][Symbolics comparison]], [[file:cost-structure.org][Cost structure]], [[file:ai-industry-impact.org][AI industry impact]]
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@@ -16,4 +16,4 @@ Re-evaluated: time is not the primary moat. A Phase 4+ Passepartout fed on Wikip
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**The defensible business is services, not product.** The defensible entity is "the organization that best understands how to adapt Passepartout to your domain" — not "the organization that owns Passepartout."
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See also: [[id:2f783eb4-638e-5afa-9b59-6224d086a712][Infrastructure lock-in]], [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly]], [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][Evaluation harness]], [[id:caaeee11-ba6f-5566-aecd-f171b4c459c0][Patent strategy]], [[id:67faf52f-9126-50a7-b87e-2bedc610dac7][Licensing]]
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See also: [[file:infrastructure-lock-in.org][Infrastructure lock-in]], [[file:verification-monopoly.org][Verification monopoly]], [[file:evaluation-harness.org][Evaluation harness]], [[file:patent-strategy.org][Patent strategy]], [[file:licensing.org][Licensing]]
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@@ -6,33 +6,33 @@
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The triad replaces every layer of the modern computing stack with Lisp-native, user-owned, ACL2-verified alternatives. Three components:
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- [[id:a1fac32a-47de-5fbd-b67d-29152c851747][Logos (Passepartout) — the cognitive agent]]
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- [[id:c3b3dc41-945f-54e9-84eb-ca014114f1be][Stoa (The Porch) — the environment]]
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- [[id:1d074690-a279-59cb-b91d-e9a22ae104ad][Agora (The Society) — the network]]
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- [[file:triad-overview.org][Logos (Passepartout) — the cognitive agent]]
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- [[file:stoa.org][Stoa (The Porch) — the environment]]
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- [[file:agora.org][Agora (The Society) — the network]]
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Total addressable market: ~$960B/year across cloud, AI, OS, social media, payments, productivity, and compliance.
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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.
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Key analytical frames:
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- [[id:5961e469-53a3-5f3c-ab72-3c83ef91963f][Investment thesis — the unified view]]
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- [[id:9af13fff-9725-542b-93b1-a555bc74ad72][Why Lisp is economically viable now]]
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- [[id:efc76898-03f7-57ba-923d-35d65da88bb7][The per-domain sufficiency flip]]
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- [[id:dc2e4f22-1c4c-5d4a-a151-f96e5d3b0d70][Development velocity and timeline estimates]]
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- [[id:0b5a8a74-cfd6-542d-bc88-4eb3cd8626f9][Cost structure and zero marginal cost]]
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- [[id:aa6d062e-a520-5d14-8773-00687ed9c689][Competitive moats analysis]]
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- [[file:investment-thesis.org][Investment thesis — the unified view]]
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- [[file:lisp-economics.org][Why Lisp is economically viable now]]
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- [[file:sufficiency-flip.org][The per-domain sufficiency flip]]
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- [[file:time-estimates.org][Development velocity and timeline estimates]]
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- [[file:cost-structure.org][Cost structure and zero marginal cost]]
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- [[file:moats.org][Competitive moats analysis]]
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Revenue paths (short to long term):
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- [[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]]
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- [[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]]
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- [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly — the big money]][[id:2f783eb4-638e-5afa-9b59-6224d086a712][ Infrastructure lock-in]]
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- [[file:verification-appliance.org][Verification appliance]][[file:domain-gate-packages.org][ Domain gate packages]][[file:evaluation-harness.org][ Evaluation harness]]
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- [[file:agora-usernames.org][Agora premium usernames]][[file:pds-as-a-service.org][ PDS as a service]][[file:compute-marketplace.org][ Compute marketplace]]
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- [[file:verification-monopoly.org][Verification monopoly — the big money]][[file:infrastructure-lock-in.org][ Infrastructure lock-in]]
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Strategy and IP:
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- [[id:caaeee11-ba6f-5566-aecd-f171b4c459c0][Patent strategy]][[id:67faf52f-9126-50a7-b87e-2bedc610dac7][ Licensing (AGPL + commercial)]]
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- [[id:5f55bbe6-d243-5766-8ccf-5c5cc88a6542][Impact on the AI/GPU industry]]
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- [[id:29e4dbf3-cf19-589c-8b14-389e8a39d564][Upgrade and distribution lifecycle]]
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- [[id:45ea493b-94ad-5885-aa65-0c846e5c3c1d][Gate rule encoding from codified domains]]
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- [[id:2afd9a3c-e96a-54c7-ac77-a05a28065b4b][Biology as proof of the Lisp model]]
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- [[id:00ab3a4d-e3de-5605-a67d-12935bb36ab5][Comparison with Symbolics Genera]]
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- [[file:patent-strategy.org][Patent strategy]][[file:licensing.org][ Licensing (AGPL + commercial)]]
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- [[file:ai-industry-impact.org][Impact on the AI/GPU industry]]
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- [[file:upgrade-lifecycle.org][Upgrade and distribution lifecycle]]
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- [[file:gate-rule-encoding.org][Gate rule encoding from codified domains]]
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- [[file:biology-parallels.org][Biology as proof of the Lisp model]]
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- [[file:comparison-with-symbolics.org][Comparison with Symbolics Genera]]
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*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.*
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@@ -21,4 +21,4 @@
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**Counterargument:** A patent examiner will argue these are standard OS microkernel architecture, locality of reference, content-addressed storage, and capability-based security applied to an AI agent. The defense: they have never been *combined* in an AI agent, producing emergent effects no single principle produces.
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See also: [[id:67faf52f-9126-50a7-b87e-2bedc610dac7][Licensing]], [[id:aa6d062e-a520-5d14-8773-00687ed9c689][Moats]]
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See also: [[file:licensing.org][Licensing]], [[file:moats.org][Moats]]
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@@ -17,4 +17,4 @@ Target: 100K subscribers at $15/month average = $18M/yr recurring, near-zero mar
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Combined with premium usernames: $28M/yr from Agora services alone before compute marketplace revenue.
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See also: [[id:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][Agora usernames]], [[id:2f783eb4-638e-5afa-9b59-6224d086a712][Infrastructure lock-in]], [[id:67faf52f-9126-50a7-b87e-2bedc610dac7][Licensing]]
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See also: [[file:agora-usernames.org][Agora usernames]], [[file:infrastructure-lock-in.org][Infrastructure lock-in]], [[file:licensing.org][Licensing]]
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@@ -14,4 +14,4 @@ Every subdomain involved is software — the most codifiable domain. RISC-V ISA,
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The Tenstorrent approach is dramatically simpler than FPGA because the microcode is RISC-V assembly (software), not FPGA bitstream (hardware with minutes-per-iteration synthesis).
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See also: [[id:84a537b4-4256-50c8-91f5-dd5b4538418f][Verification appliance]], [[id:dc2e4f22-1c4c-5d4a-a151-f96e5d3b0d70][Time estimates]], [[id:efc76898-03f7-57ba-923d-35d65da88bb7][Sufficiency flip]], [[id:29e4dbf3-cf19-589c-8b14-389e8a39d564][Upgrade lifecycle]], [[id:9af13fff-9725-542b-93b1-a555bc74ad72][Lisp economics]]
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See also: [[file:verification-appliance.org][Verification appliance]], [[file:time-estimates.org][Time estimates]], [[file:sufficiency-flip.org][Sufficiency flip]], [[file:upgrade-lifecycle.org][Upgrade lifecycle]], [[file:lisp-economics.org][Lisp economics]]
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@@ -15,4 +15,4 @@ Stoa is the user environment — a single Lisp image where editor, browser, shel
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The architectural principle: Stoa is not a collection of clients connecting to a daemon. The Dispatcher gate stack verifies every action regardless of who initiated it. The distinction between "tool" and "self" dissolves.
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See also: [[id:84a537b4-4256-50c8-91f5-dd5b4538418f][Verification appliance]], [[id:13e6ae54-2d24-5aa0-b1cd-a7e8e749aa70][Self-driving Lisp Machine]]
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See also: [[file:verification-appliance.org][Verification appliance]], [[file:self-driving-lisp-machine.org][Self-driving Lisp Machine]]
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@@ -23,4 +23,4 @@ The sufficiency flip is not a single event — it happens independently for each
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For the Lisp Machine bootstrap, every subdomain is software (the most codifiable domain). The entire bootstrap can flip in days to weeks with one human review session.
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See also: [[id:45ea493b-94ad-5885-aa65-0c846e5c3c1d][Gate rule encoding]], [[id:dc2e4f22-1c4c-5d4a-a151-f96e5d3b0d70][Time estimates]], [[id:0b5a8a74-cfd6-542d-bc88-4eb3cd8626f9][Cost structure]]
|
||||
See also: [[file:gate-rule-encoding.org][Gate rule encoding]], [[file:time-estimates.org][Time estimates]], [[file:cost-structure.org][Cost structure]]
|
||||
|
||||
@@ -16,4 +16,4 @@ At the observed velocity (v0.4.0 to v0.7.2 in a single session), the agent write
|
||||
|
||||
The system writes the code. The human makes architectural decisions and reviews the 5% ambiguous rules.
|
||||
|
||||
See also: [[id:13e6ae54-2d24-5aa0-b1cd-a7e8e749aa70][Self-driving Lisp Machine]], [[id:efc76898-03f7-57ba-923d-35d65da88bb7][Sufficiency flip]], [[id:5961e469-53a3-5f3c-ab72-3c83ef91963f][Investment thesis]]
|
||||
See also: [[file:self-driving-lisp-machine.org][Self-driving Lisp Machine]], [[file:sufficiency-flip.org][Sufficiency flip]], [[file:investment-thesis.org][Investment thesis]]
|
||||
|
||||
@@ -14,4 +14,4 @@ The full triad is a self-bootstrapping replacement for the entire computing stac
|
||||
|
||||
All three speak plists. All three operate in Lisp address space. All three are verified by the same ACL2 prover. The gate stack that verifies a shell command also verifies a DIDComm message.
|
||||
|
||||
See also: [[id:5961e469-53a3-5f3c-ab72-3c83ef91963f][The investment thesis]], [[id:84a537b4-4256-50c8-91f5-dd5b4538418f][Verification appliance]], [[id:1a2b38df-20ba-58ca-ba55-a072be67bd0d][PDS as a service]], [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][Compute marketplace]]
|
||||
See also: [[file:investment-thesis.org][The investment thesis]], [[file:verification-appliance.org][Verification appliance]], [[file:pds-as-a-service.org][PDS as a service]], [[file:compute-marketplace.org][Compute marketplace]]
|
||||
|
||||
@@ -19,4 +19,4 @@ Once instances diverge in both code and knowledge, naive git pull breaks things.
|
||||
- Domain knowledge package upgrades: subscription. When HIPAA updates, the healthcare package updates.
|
||||
- Verification appliance firmware: bundled with hardware. Signed and verified against hardware root of trust.
|
||||
|
||||
See also: [[id:2f783eb4-638e-5afa-9b59-6224d086a712][Infrastructure lock-in]], [[id:84a537b4-4256-50c8-91f5-dd5b4538418f][Verification appliance]], [[id:c34940cc-090e-57c4-8020-e78b1d32b96c][Domain gate packages]]
|
||||
See also: [[file:infrastructure-lock-in.org][Infrastructure lock-in]], [[file:verification-appliance.org][Verification appliance]], [[file:domain-gate-packages.org][Domain gate packages]]
|
||||
|
||||
@@ -13,4 +13,4 @@ The Lisp Machine on Tenstorrent P150 (~72 RISC-V Tensix cores on a PCIe card) is
|
||||
|
||||
Revenue estimate: 50 sales in year one = $250K-$2.5M.
|
||||
|
||||
See also: [[id:c34940cc-090e-57c4-8020-e78b1d32b96c][Domain gate packages]], [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][Evaluation harness]], [[id:13e6ae54-2d24-5aa0-b1cd-a7e8e749aa70][Self-driving Lisp Machine]], [[id:9af13fff-9725-542b-93b1-a555bc74ad72][Lisp economics]], [[id:29e4dbf3-cf19-589c-8b14-389e8a39d564][Upgrade lifecycle]]
|
||||
See also: [[file:domain-gate-packages.org][Domain gate packages]], [[file:evaluation-harness.org][Evaluation harness]], [[file:self-driving-lisp-machine.org][Self-driving Lisp Machine]], [[file:lisp-economics.org][Lisp economics]], [[file:upgrade-lifecycle.org][Upgrade lifecycle]]
|
||||
|
||||
@@ -10,8 +10,8 @@ Any organization claiming a "safe AI agent" needs Passepartout certification to
|
||||
|
||||
**Revenue:** licensing the certification mark to every AI vendor that ships an agent. **Margins:** near-100% once the suite exists.
|
||||
|
||||
This is the venture-scale outcome. It depends on the [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][evaluation harness]] reaching critical mass, which depends on enough instances deploying the software to accumulate edge cases in the regression suite. The [[id:5961e469-53a3-5f3c-ab72-3c83ef91963f][investment thesis]] is built on the recognition that every deployed instance makes this more valuable.
|
||||
This is the venture-scale outcome. It depends on the [[file:evaluation-harness.org][evaluation harness]] reaching critical mass, which depends on enough instances deploying the software to accumulate edge cases in the regression suite. The [[file:investment-thesis.org][investment thesis]] is built on the recognition that every deployed instance makes this more valuable.
|
||||
|
||||
The unique structural advantage: every free instance of the triad feeds the regression suite. The more people use the free software, the more valuable the certification monopoly becomes. Positive sum.
|
||||
|
||||
See also: [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][Evaluation harness]], [[id:2f783eb4-638e-5afa-9b59-6224d086a712][Infrastructure lock-in]], [[id:5f55bbe6-d243-5766-8ccf-5c5cc88a6542][AI industry impact]], [[id:aa6d062e-a520-5d14-8773-00687ed9c689][Moats]]
|
||||
See also: [[file:evaluation-harness.org][Evaluation harness]], [[file:infrastructure-lock-in.org][Infrastructure lock-in]], [[file:ai-industry-impact.org][AI industry impact]], [[file:moats.org][Moats]]
|
||||
|
||||
@@ -10,4 +10,4 @@ Value is in the verification infrastructure, not the skills themselves. Anybody
|
||||
|
||||
This is the App Store model applied to provable correctness. The gatekeeper role is replaced by the prover — and the prover is transparent, inspectable, and impartial.
|
||||
|
||||
See also: [[id:45ea493b-94ad-5885-aa65-0c846e5c3c1d][Gate rule encoding]], [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][Evaluation harness]]
|
||||
See also: [[file:gate-rule-encoding.org][Gate rule encoding]], [[file:evaluation-harness.org][Evaluation harness]]
|
||||
|
||||
Reference in New Issue
Block a user