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Consolidate: 10 files merged into 5, 3 moves, 1 rename

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Merged:
- verification-monopoly + evaluation-harness + collective-regression-suite
- licensing + patent-strategy → strategy/
- moats + infrastructure-lock-in
- lisp-economics + cost-structure
- domain-gate-packages + gate-rule-encoding
- revenue-table + first-mover-window → revenue.org

Moved: sufficiency-flip, upgrade-lifecycle → strategy/
  native-org-knowledge-base → architecture/
Renamed: revenue-hub.org → revenue.org
Deleted: passepartout-economics.md orphan
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2026-05-24 19:17:01 +00:00
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@@ -1,10 +1,11 @@
:PROPERTIES:
:ID: ed05cab4-88e9-4e25-b7c9-346fa39c69a0
:ID: revenue-hub
:ID: 81a815ee-bf2b-4365-9894-b814e4196850
:ID: 558154ea-e63a-4c45-998c-26ce8588585b
:CREATED: [2026-05-23 Sat]
:END:
#+title: Revenue Streams — Overview
#+filetags: :passepartout:revenue:index:business-model:
#+title: Revenue — Streams, Timing, and First-Mover Window
#+filetags: :passepartout:revenue:index:business-model:compliance:first-mover:
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.
@@ -154,13 +155,77 @@ The phase-zero streams are all direct enterprise sales with short cycles and cle
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.
* Expanded Revenue Table
| Framework | Region | Gate price/yr | Addressable orgs | Revenue potential | First-mover window | Gate rule type |
|-----------+--------+--------------+------------------+-------------------+---------------------+----------------|
| [[id:84fb5f8f-0527-4df0-b6b6-dbf3bcff8a7f][HIPAA]] | US | $50K | 500K+ | $25B | Mature (incumbent disruption) | Privacy + access control |
| SOC 2 | US/Global | $50K | 100K+ | $5B | Mature (incumbent disruption) | Access control + audit |
| [[id:513d5996-4ac7-4567-a992-18fc01599104][GDPR]] | EU | $50K | 500K+ | $25B | Mature (incumbent disruption) | Privacy + consent |
| [[id:e6993701-3c67-49bf-82f3-06907572cbf3][FedRAMP]] | US | $100K | 1K (providers) | $100M | Moderate (<300 authorized) | Continuous monitoring |
| [[id:c9830152-0160-4bdc-ab03-6f308ad43536][SOX]] | US | $50K | 10K | $500M | Mature (manual audit disruption) | Financial controls |
| [[id:4a2bc62b-3f21-4212-9cd9-f9add8fc0be1][GLBA]] | US | $40K | 20K | $800M | Moderate | Financial privacy |
| [[id:581666ba-f72c-406b-8556-93876d2b30bf][NY DFS 500]] | US (NY) | $30K | 3K | $90M | Wide | Cybersecurity controls |
| [[id:87996d87-100c-4bf6-8546-a860b9d7c25b][CCPA/CPRA]] | US (CA) | $40K | 50K+ | $2B | Moderate | Privacy opt-out flows |
| [[id:748db16a-1382-4e5e-8812-a5d57a8de131][NIS2]] | EU | $50K | 160K | $8B | Critical (2025) | Cybersecurity + supply chain |
| [[id:06fcdb02-2643-4f9d-ab41-e711a99cc390][EU AI Act]] | EU | $75K | 100K+ | $7.5B | Critical (Aug 2026) | AI risk management |
| [[id:717ef2df-2a80-4362-b23a-5e7e12554251][DORA]] | EU | $50K | 22K+ | $1.1B | Critical (in effect) | ICT resilience |
| [[id:b8cf51e8-5f39-49ad-9547-a792a2e446aa][eIDAS 2.0]] | EU | $30K | 10K+ | $300M | Wide (wallet buildout) | Identity gates |
| [[id:ce81fefc-b7a8-4be5-912f-55fd30970b6e][CRA]] | EU | $40K | 50K+ | $2B | Wide (phased 2025-2027) | Product security |
| [[id:9bc29937-d59a-4ae4-9623-3d17a1fe6ebb][UK GDPR]] | UK | $40K | 100K+ | $4B | Mature (GDPR derivative) | Privacy |
| [[id:b852ec69-0fc2-435c-ae1e-6b83e49b3ca3][APPI]] | Japan | $40K | 100K+ | $4B | Moderate | Cross-border privacy |
| [[id:085b76cc-4a65-4660-9c70-85aee10ca99e][ISMAP]] | Japan | $75K | 500 (providers) | $37.5M | Wide (<100 registered) | Gov cloud assessment |
| [[id:e777064d-9950-42d5-980d-8c78cda91500][PIPA]] | South Korea | $35K | 50K+ | $1.75B | Wide (2024 amendments settling) | Privacy + consent |
| Privacy Act | Australia | $35K | 50K+ | $1.75B | Wide (reforms legislating) | Privacy + AI transparency |
| [[id:904f5f12-ec9a-4cbf-854a-0b9b1e11a521][APRA CPS 234]] | Australia | $40K | 500 | $20M | Moderate | Info security controls |
| [[id:7f46764b-47b8-4892-a526-2c1b9ee6e6df][IRAP]] | Australia | $75K | 300 (providers) | $22.5M | Wide | Gov cloud assessment |
| [[id:fed19a24-ad81-4837-a12b-dafbd3ec110a][DPDP Act]] | India | $30K | 500K+ | $15B | Wide (rules drafting) | Privacy + consent |
| [[id:c871a9f4-dd53-4e93-aa50-6acf0c606a9b][LGPD]] | Brazil | $30K | 200K+ | $6B | Moderate | Privacy |
| [[id:bafdaa23-de0b-444c-9151-c87ac65add32][LFPDPPP]] | Mexico | $25K | 50K+ | $1.25B | Wide | Privacy |
| [[id:e2ab887d-9f28-4da6-8388-e6c035e9d9c5][ISO 27001]] | Global | $40K | 60K+ | $2.4B | Mature (manual disruption) | ISMS controls |
| [[id:748b0cc7-7f42-49fb-8ee3-1ae49048a178][ISO 27701]] | Global | $35K | 1K+ | $35M | Wide (growing) | Privacy management |
| [[id:4eef0993-6671-41cf-ba20-d1443a3ec49d][Basel III]] | Global (banking) | $100K | 500 (G-SIBs) | $50M | Mature (incumbent disruption) | Capital adequacy |
| [[id:03ebdb80-a9af-4e76-a443-8556424996ed][FATF]] AML/CFT | Global | $50K | 50K+ | $2.5B | Mature (incumbent disruption) | CDD + screening |
| [[id:fc736aec-ef53-4759-9787-62bc8deea2e7][IFRS]] 17 | Global (insurance) | $75K | 5K+ | $375M | Mature (actuarial verification) | Contract classification |
| [[id:6a5884c8-e9b5-477e-bbf6-aa9ffd967739][UN/CEFACT]] | Global (trade) | $30K | 50K+ | $1.5B | Latent (no market exists) | Cross-border data rules |
| [[id:177aad72-5626-444d-a2e4-af8e1263b125][World Bank ESF]] | Global (dev finance) | $50K | 1K+ (projects) | $50M | Latent (no market exists) | ES compliance gates |
| [[id:68c55deb-72bf-4b15-ac28-bcc792057543][IFC PS]] | Global (project finance) | $50K | 500+ (deals) | $25M | Latent (no market exists) | ES compliance gates |
A [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][compute marketplace]] provider with authorization in 5+ frameworks (FedRAMP +
ISMAP + IRAP + SOC 2 + ISO 27001) becomes the default infrastructure provider
for regulated cloud globally. The gate package portfolio alone — a mid-size
enterprise running 10+ packages — generates $500K/yr+ in recurring revenue.
At 10,000 such enterprises: $5B/yr. The first-mover advantage is not about any
single framework — it is about being the first to offer a unified gate stack
that maps to all of them. See the [[id:e4a7b3d2-1c9f-4b6e-8a2d-5f3c7e1b9a0c][compliance index]] for the full
framework list, [[*First-Mover Window Analysis][first-mover window analysis]] for timing strategy, and
[[id:827bc546-e887-5b7c-9b65-6392beaf0920][verification monopoly]] and [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][compute marketplace]] for the economic dynamics
behind the revenue.
* First-Mover Window Analysis
The first-mover window is the time in which a new compliance tool can establish
dominance before incumbents respond or the market settles on a standard approach.
| Window | Frameworks | Rationale |
|--------|-----------|-----------|
| **Critical (<12 months)** | [[id:06fcdb02-2643-4f9d-ab41-e711a99cc390][EU AI Act]] (Aug 2026 effective), [[id:748db16a-1382-4e5e-8812-a5d57a8de131][NIS2]] (Oct 2025 deadline), [[id:717ef2df-2a80-4362-b23a-5e7e12554251][DORA]] (Jan 2025 — already in effect) | Regulation is active or imminent. Buyers are desperate. No established vendor. |
| **Wide (12-36 months)** | [[id:fed19a24-ad81-4837-a12b-dafbd3ec110a][DPDP Act]] 2023 (rules drafting), India privacy; Privacy Act Review (Australia); [[id:f6a0c00e-e922-44af-99ce-6412c4b73745][Quebec Law 25]]; [[id:ce81fefc-b7a8-4be5-912f-55fd30970b6e][CRA]] phased enforcement | Regulation not yet fully enforced. Rules being written. Market forming. |
| **Mature (commodity)** | [[id:513d5996-4ac7-4567-a992-18fc01599104][GDPR]] (2018), [[id:c9830152-0160-4bdc-ab03-6f308ad43536][SOX]] (2002), [[id:84fb5f8f-0527-4df0-b6b6-dbf3bcff8a7f][HIPAA]] (1996), [[id:4a2bc62b-3f21-4212-9cd9-f9add8fc0be1][GLBA]] (1999), [[id:4eef0993-6671-41cf-ba20-d1443a3ec49d][Basel III]] (2010), [[id:03ebdb80-a9af-4e76-a443-8556424996ed][FATF]] 40 Recs | Market has established vendors. First-mover advantage requires displacing incumbents via superior architecture. |
| **Latent (undiscovered)** | [[id:022109ad-f031-44c4-8ea0-0b3c9402ca90][OECD]] AI Principles, [[id:6a5884c8-e9b5-477e-bbf6-aa9ffd967739][UN/CEFACT]], [[id:177aad72-5626-444d-a2e4-af8e1263b125][World Bank ESF]], [[id:68c55deb-72bf-4b15-ac28-bcc792057543][IFC PS]] | Compliance exists but is document-based or consultant-delivered. No software market has formed. The first gate package creates the category. |
These windows define which frameworks are worth building a gate package for
first. The [[id:e4a7b3d2-1c9f-4b6e-8a2d-5f3c7e1b9a0c][compliance index]] maps each to a
[[id:84a537b4-4256-50c8-91f5-dd5b4538418f][verification appliance]] gate package, and the
[[*Expanded Revenue Table][revenue table]] sizes the market. The
[[id:827bc546-e887-5b7c-9b65-6392beaf0920][verification monopoly]] dynamics determine which window to enter
first.
* Detailed References
- [[id:28c46769-c14b-42aa-ac7a-69d310157f8f][Passepartout economics (full thesis)]] — the unified economics document
- [[id:5961e469-53a3-5f3c-ab72-3c83ef91963f][Investment thesis]] — three revenue horizons, $2M to $1B+
- [[id:0b5a8a74-cfd6-542d-bc88-4eb3cd8626f9][Cost structure and zero marginal cost]]
- [[id:81a815ee-bf2b-4365-9894-b814e4196850][revenue table]] — concrete pricing per framework
- [[id:e4a7b3d2-1c9f-4b6e-8a2d-5f3c7e1b9a0c][Compliance framework index]] — 41 frameworks by region and priority
- [[id:558154ea-e63a-4c45-998c-26ce8588585b][First-mover window analysis]]
- [[id:dc2e4f22-1c4c-5d4a-a151-f96e5d3b0d70][Development timeline]] — Phase Zero vs End State
- [[id:67faf52f-9126-50a7-b87e-2bedc610dac7][Licensing strategy]] — AGPL + commercial