Rewrite Passepartout architecture page as narrative introduction

- architecture.org becomes a narrative: problem → three-subsystem solution
  → staged approach → what it means
- Moved TAM, revenue paths, analytical frames, strategy/IP links to _index.org
- _index.org is now the navigation hub with roadmap table and all catalog links

projects/passepartout/architecture/_index.org

@@ -2,18 +2,14 @@
 :CREATED:  [2026-05-24 Sun]
 :ID:       5e7f1d2a-3b4c-5d6e-7f8a-9b0c1d2e3f4a
 :END:
-#+title: Passepartout — Architecture Section Index
+#+title: Passepartout — Architecture
 #+filetags: :passepartout:index:
 
-This section documents the Passepartout architecture: the staged build-out from conventional computing through verified infrastructure, the subsystems, and the systemic effects of verification becoming the default.
+This section documents the Passepartout architecture — the narrative introduction, the staged build-out, the systemic effects, and the analytical frames that justify it.
 
-**Architecture overviews:**
-- [[id:1c3ec48b-446c-50d2-b53e-126a81f5143f][Architecture index]] — Passepartout architecture, market, revenue paths
-- [[id:a1fac32a-47de-5fbd-b67d-29152c851747][Architecture overview]] — the three subsystems at a glance
-- [[id:42c86e6f-4f27-4993-8238-b7bc7d15fb7b][Environment subsystem]] — the Lisp image, editor, browser, shell, hardware
+[[id:1c3ec48b-446c-50d2-b53e-126a81f5143f][Passepartout — A Verifiable Personal Intelligence]] — the narrative introduction to the project.
 
-**Staged roadmap (progressive capability layers):**
-Each stage covers: what is added, what threats are eliminated, what it costs, when it is viable.
+**Staged roadmap:**
 
 | Stage | Delivers | Key cost | Timeline |
 |-------+----------+----------+----------|
@@ -28,3 +24,28 @@ Each stage covers: what is added, what threats are eliminated, what it costs, wh
 
 **Systemic analysis:**
 - [[id:b9fa4b7b-bc61-4d7f-918d-ff687b80f2ba][Systemic effects over time]] — how verification cascades across society, economics, and geopolitics
+
+**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 — zero marginal cost]]
+- [[id:efc76898-03f7-57ba-923d-35d65da88bb7][The per-domain sufficiency flip]]
+- [[id:dc2e4f22-1c4c-5d4a-a151-f96e5d3b0d70][Development velocity and timeline estimates]]
+- [[id:aa6d062e-a520-5d14-8773-00687ed9c689][Competitive barriers — moats and infrastructure lock-in]]
+
+**Revenue streams:**
+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 [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][compute marketplace]].
+
+Short to long term:
+- [[id:84a537b4-4256-50c8-91f5-dd5b4538418f][Verification appliance]] — certified Lisp Machine at scale
+- [[id:c34940cc-090e-57c4-8020-e78b1d32b96c][Domain gate packages]] — compliance encoded as gate rules
+- [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Evaluation harness / certification monopoly]] — UL for AI
+- [[id:1a2b38df-20ba-58ca-ba55-a072be67bd0d][PDS as a service]] — hosted personal data stores
+- [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][Compute marketplace]] — verified compute cycles
+
+**Strategy and IP:**
+- [[id:67faf52f-9126-50a7-b87e-2bedc610dac7][IP strategy — licensing + patents]]
+- [[id:5f55bbe6-d243-5766-8ccf-5c5cc88a6542][Impact on the AI/GPU industry]]
+- [[id:29e4dbf3-cf19-589c-8b14-389e8a39d564][Upgrade and distribution lifecycle]]
+- [[id:c34940cc-090e-57c4-8020-e78b1d32b96c][Domain gate packages — encoding and products]]
+- [[id:2afd9a3c-e96a-54c7-ac77-a05a28065b4b][Biology as proof of the Lisp model]]
+- [[id:00ab3a4d-e3de-5605-a67d-12935bb36ab5][Comparison with Symbolics Genera]]