gbrain: sync converted org-mode brain files

ideas/alternative-growth-social-first.org

@@ -5,11 +5,11 @@
 #+title: Alternative Growth — Social-First Scenario
 #+filetags: :passepartout:growth:strategy:alternative:
 
-The existing growth-strategy assumes institution-first growth: compliance → developer → consumer → regulatory. This page documents an alternative path: grow as a general-purpose social identity network, let institutions catch up later. The triad components (Logos, Stoa, Agora) are the same; the order of operations and the primary growth levers differ fundamentally.
+The existing growth-strategy assumes institution-first growth: compliance → developer → consumer → regulatory. This page documents an alternative path: grow as a general-purpose social identity network, let institutions catch up later. The triad components (Logos, [[file:stoa.org][Stoa]], [[file:agora.org][Agora]]) are the same; the order of operations and the primary growth levers differ fundamentally.
 
 * Why This Path Exists
 
-The institution-first scenario (growth-strategy.org) takes the product's core technical capability — verification — and finds the customer with the clearest pain. That is the safe bet. But the triad ships with a second product that has nothing to do with verification: the Agora, a unified publishing network, contract platform, payment network, and decentralized identity layer rolled into one. No product on the market offers this combination — ENS is names, Bluesky is social, Stripe is payments, DocuSign is contracts. The Agora replaces all four with one provable layer.
+The institution-first scenario ([[file:growth-strategy.org][growth strategy]]) takes the product's core technical capability — verification — and finds the customer with the clearest pain. That is the safe bet. But the triad ships with a second product that has nothing to do with verification: the Agora, a unified publishing network, contract platform, payment network, and decentralized identity layer rolled into one. No product on the market offers this combination — ENS is names, Bluesky is social, Stripe is payments, DocuSign is contracts. The Agora replaces all four with one provable layer.
 
 The social-first scenario leans into what the Agora is /as a product/, not what the triad is /as a technology/. Publishing, payments, contracts, and identity are all mass-market primitives. They can grow without ever mentioning ACL2, gate rules, or compliance. Verification is the infrastructure underneath, invisible to users until they need it.
 
@@ -31,7 +31,7 @@ Growth lever: Multi-vector network effects. The Agora grows not on a single curv
 1. Publishing: each new creator attracts readers, who may become creators
 2. Payments: each new payment user creates liquidity that makes the network more useful for everyone
 3. Contracts: each new contract written on the Agora creates a template and a precedent
-4. PDS: each new PDS increases the federation surface and the compute marketplace supply
+4. PDS: each new PDS increases the federation surface and the [[file:compute-marketplace.org][compute marketplace]] supply
 
 Any of these can be the primary growth vector in a given market. If publishing stalls in one region, payments might take off. This redundancy dramatically increases the probability that /some/ vector finds PMF.
 
@@ -45,7 +45,7 @@ Tactics:
 
 4. /PDS hosting as infrastructure./ The PDS is the backbone, not the headline. Freemium model: first 1GB free, $5-15/mo for unlimited. The PDS stores your identity, content, contracts, and payment history in one place. The value prop: /one account, one data store, one reputation, everywhere/.
 
-5. /Fee-based revenue./ The Agora takes 0.5-2% on payment transactions and 5-10% on marketplace contracts (data licensing, compute). These fees are invisible to users (built into the platform layer) and scale with usage. Unlike subscription revenue, they require zero active selling — the platform grows, fees follow.
+5. /Fee-based revenue./ The Agora takes 0.5-2% on payment transactions and 5-10% on marketplace contracts (data [[file:licensing.org][licensing]], compute). These fees are invisible to users (built into the platform layer) and scale with usage. Unlike subscription revenue, they require zero active selling — the platform grows, fees follow.
 
 Revenue:
 | Stream | Year 1 target | Mature |
@@ -134,7 +134,7 @@ Customer: At this scale, the Agora is the default identity and communication lay
 
 Growth lever: Default status. The network is the path of least resistance. A new social platform would need to replicate not just the user base but the entire attestation history, compute marketplace, and institutional infrastructure. The moat is not legal (regulation) but practical (installed base + cumulative value).
 
-Tactics: Similar end state to the institution-first scenario — verification monopoly, certified appliance sales, insurance marketplace, nation-state deployments. The difference is the /path/ and the /character/ of the moat:
+Tactics: Similar end state to the institution-first scenario — [[file:verification-monopoly.org][verification monopoly]], certified appliance sales, insurance marketplace, nation-state deployments. The difference is the /path/ and the /character/ of the moat:
 
 - Institution-first moat: regulatory lock-in. You comply because the law requires it.
 - Social-first moat: installed-base lock-in. You join because everyone is there.