fix: remove parenthetical (see ...) link pattern, use inline natural language links
This commit is contained in:
@@ -14,7 +14,7 @@ Existing smart contract platforms (Ethereum, Solana, Cosmos) verify only that ex
|
|||||||
- Ethereum: The contract ran according to the EVM bytecode (execution validity)
|
- Ethereum: The contract ran according to the EVM bytecode (execution validity)
|
||||||
- Agora: The contract is correct with respect to its specification, AND it ran correctly (correctness + execution)
|
- Agora: The contract is correct with respect to its specification, AND it ran correctly (correctness + execution)
|
||||||
|
|
||||||
This means Agora contracts can encode real-world regulations (HIPAA, SOC2, GDPR) as gate rules and prove that a contract execution satisfies them. No existing platform does this.
|
This means Agora contracts can encode real-world regulations ([[file:compliance/hipaa.org][HIPAA]], SOC2, [[file:compliance/gdpr.org][GDPR]]) as gate rules and prove that a contract execution satisfies them. No existing platform does this.
|
||||||
|
|
||||||
* What Contracts Enable
|
* What Contracts Enable
|
||||||
|
|
||||||
@@ -28,7 +28,7 @@ How it works:
|
|||||||
- Every transaction runs through the symbolic engine and produces a proof log
|
- Every transaction runs through the symbolic engine and produces a proof log
|
||||||
- Any instance can verify any other instance's contract execution by replaying the proof
|
- Any instance can verify any other instance's contract execution by replaying the proof
|
||||||
|
|
||||||
Revenue: Transaction fee per contract execution (see [[file:compute-marketplace.org][compute marketplace]]), deployment fee per verified contract, premium for certification weight.
|
Revenue: Transaction fee per contract execution in the [[file:compute-marketplace.org][compute marketplace]], deployment fee per verified contract, premium for certification weight.
|
||||||
|
|
||||||
Comparison: Ethereum collects ~$20B/yr in transaction fees. Agora's verifiably correct contracts target the same market with a stronger value proposition. The limitation is liquidity, not technology — network effects determine adoption.
|
Comparison: Ethereum collects ~$20B/yr in transaction fees. Agora's verifiably correct contracts target the same market with a stronger value proposition. The limitation is liquidity, not technology — network effects determine adoption.
|
||||||
|
|
||||||
@@ -37,7 +37,7 @@ Comparison: Ethereum collects ~$20B/yr in transaction fees. Agora's verifiably c
|
|||||||
Organizations running multiple triad instances need contracts that span instances: cross-instance policy, unified compliance, federated identity.
|
Organizations running multiple triad instances need contracts that span instances: cross-instance policy, unified compliance, federated identity.
|
||||||
|
|
||||||
Use cases:
|
Use cases:
|
||||||
- Enterprise: all instances in the finance department must apply the SOX gate rule set
|
- Enterprise: all instances in the finance department must apply the [[file:compliance/sox.org][SOX]] gate rule set
|
||||||
- Consortium: each member instance votes on protocol upgrades
|
- Consortium: each member instance votes on protocol upgrades
|
||||||
- Supply chain: Instance A verifies shipment, Instance B verifies payment, both must agree
|
- Supply chain: Instance A verifies shipment, Instance B verifies payment, both must agree
|
||||||
|
|
||||||
@@ -75,7 +75,7 @@ If certification carries legal weight (as described in [[file:compute-marketplac
|
|||||||
- Contract execution insurance: Insure against bugs in contract code (even ACL2-verified contracts can have specification errors).
|
- Contract execution insurance: Insure against bugs in contract code (even ACL2-verified contracts can have specification errors).
|
||||||
- Reputation staking pool: A reinsurance pool where multiple providers stake against each other's attestations.
|
- Reputation staking pool: A reinsurance pool where multiple providers stake against each other's attestations.
|
||||||
|
|
||||||
Revenue: Premiums, pool fees, actuarial gate rule licensing.
|
Revenue: Premiums, pool fees, actuarial gate rule [[file:licensing.org][licensing]].
|
||||||
|
|
||||||
Why this is defensible: Insurance requires capital and track record. A new entrant cannot bootstrap reputation overnight. The early player accumulates both, creating a moat that compounds with every honest attestation.
|
Why this is defensible: Insurance requires capital and track record. A new entrant cannot bootstrap reputation overnight. The early player accumulates both, creating a moat that compounds with every honest attestation.
|
||||||
|
|
||||||
@@ -108,7 +108,7 @@ Revenue: Fee per resolution, premium for reputation-weighted arbitration (arbitr
|
|||||||
|----------+-----------+--------------+-------+------------|
|
|----------+-----------+--------------+-------+------------|
|
||||||
| Smart contracts (general) | $20B/yr (Ethereum) | Transaction fees | End State | Installed base |
|
| Smart contracts (general) | $20B/yr (Ethereum) | Transaction fees | End State | Installed base |
|
||||||
| Contract templates | New market | Per-template sale | Zero | Gate rule SDK |
|
| Contract templates | New market | Per-template sale | Zero | Gate rule SDK |
|
||||||
| Governance (multi-instance) | New market | Annual license | Zero | Stoa premium |
|
| Governance (multi-instance) | New market | Annual license | Zero | [[file:stoa.org][Stoa]] premium |
|
||||||
| Liquid democracy | New market | Per-vote fee | End State | Installed base |
|
| Liquid democracy | New market | Per-vote fee | End State | Installed base |
|
||||||
| Attestation | New market | Per-attestation | Zero | DID registry |
|
| Attestation | New market | Per-attestation | Zero | DID registry |
|
||||||
| Insurance marketplace | $1T+ (global insurance) | Premiums | End State | Installed base + capital |
|
| Insurance marketplace | $1T+ (global insurance) | Premiums | End State | Installed base + capital |
|
||||||
|
|||||||
@@ -18,7 +18,7 @@ Existing coverage — [[file:verification-appliance.org][Verification appliance]
|
|||||||
| Verification appliance | Zero | FPGA/Tenstorrent pre-loaded with Passepartout + gate rules |
|
| Verification appliance | Zero | FPGA/Tenstorrent pre-loaded with Passepartout + gate rules |
|
||||||
| Domain gate packages | Zero | SaaS subscriptions per compliance domain |
|
| Domain gate packages | Zero | SaaS subscriptions per compliance domain |
|
||||||
| Evaluation harness | Zero | Certification-as-a-service, regression suite access |
|
| Evaluation harness | Zero | Certification-as-a-service, regression suite access |
|
||||||
| Compute marketplace | Both | Verified symbolic engine cycles (see Agora) |
|
| Compute marketplace | Both | Verified symbolic engine cycles via [[file:agora.org][Agora]] |
|
||||||
| Verified skill marketplace | End State | Commission on third-party gate rules |
|
| Verified skill marketplace | End State | Commission on third-party gate rules |
|
||||||
|
|
||||||
*** Unexplored Logos streams
|
*** Unexplored Logos streams
|
||||||
@@ -46,7 +46,7 @@ Existing coverage: essentially none beyond hardware sales.
|
|||||||
| Stream | Phase | Rationale |
|
| Stream | Phase | Rationale |
|
||||||
|--------+-------+-----------|
|
|--------+-------+-----------|
|
||||||
| Lisp Machine hardware | End State | Tenstorrent/FPGA appliances. Hardware margins + recurring gate rules. |
|
| Lisp Machine hardware | End State | Tenstorrent/FPGA appliances. Hardware margins + recurring gate rules. |
|
||||||
| Stoa premium | Both | Enterprise features: SSO, audit logging, compliance reports, team management, centralized policy enforcement. Annual seat license. |
|
| [[file:stoa.org][Stoa]] premium | Both | Enterprise features: SSO, audit logging, compliance reports, team management, centralized policy enforcement. Annual seat license. |
|
||||||
| Plugin and theme marketplace | End State | Verified plugins for Stoa (editors, browsers, shells, tools). Commission on each sale. Developer ecosystem. App Store for the Lisp Machine. |
|
| Plugin and theme marketplace | End State | Verified plugins for Stoa (editors, browsers, shells, tools). Commission on each sale. Developer ecosystem. App Store for the Lisp Machine. |
|
||||||
| Commercial Lisp image distribution | Both | Verified, signed, compatibility-guaranteed Stoa images. Free self-build (AGPL), paid for certified builds with SLAs. |
|
| Commercial Lisp image distribution | Both | Verified, signed, compatibility-guaranteed Stoa images. Free self-build (AGPL), paid for certified builds with SLAs. |
|
||||||
| Enterprise Stoa deployment | Zero | Tools for deploying Stoa across an organization: fleet management, unified gate policy, compliance dashboard. Annual license. |
|
| Enterprise Stoa deployment | Zero | Tools for deploying Stoa across an organization: fleet management, unified gate policy, compliance dashboard. Annual license. |
|
||||||
@@ -117,7 +117,7 @@ Phase Zero target: $2M-$12M/year (from [[file:investment-thesis.org][investment
|
|||||||
|
|
||||||
| Stream | Component | TAM | Revenue type |
|
| Stream | Component | TAM | Revenue type |
|
||||||
|--------+----------+-----+--------------|
|
|--------+----------+-----+--------------|
|
||||||
| Verification monopoly | Logos/All | $1B+ | Certification |
|
| [[file:verification-monopoly.org][Verification monopoly]] | Logos/All | $1B+ | Certification |
|
||||||
| Infrastructure lock-in | All | $100B+ | Rent extraction |
|
| Infrastructure lock-in | All | $100B+ | Rent extraction |
|
||||||
| Compute marketplace | Agora | Venture-scale | Transaction fees |
|
| Compute marketplace | Agora | Venture-scale | Transaction fees |
|
||||||
| Lisp Machine hardware | Stoa | Large | Hardware + subs |
|
| Lisp Machine hardware | Stoa | Large | Hardware + subs |
|
||||||
@@ -159,8 +159,8 @@ The phase-zero streams are all direct enterprise sales with short cycles and cle
|
|||||||
- [[file:passepartout-economics.org][Passepartout economics (full thesis)]] — the unified economics document
|
- [[file:passepartout-economics.org][Passepartout economics (full thesis)]] — the unified economics document
|
||||||
- [[file:investment-thesis.org][Investment thesis]] — three revenue horizons, $2M to $1B+
|
- [[file:investment-thesis.org][Investment thesis]] — three revenue horizons, $2M to $1B+
|
||||||
- [[file:cost-structure.org][Cost structure and zero marginal cost]]
|
- [[file:cost-structure.org][Cost structure and zero marginal cost]]
|
||||||
- [[file:compliance/revenue-table.org][Compliance revenue table]] — concrete pricing per framework
|
- [[file:compliance/revenue-table.org][Compliance [[file:compliance/revenue-table.org][revenue table]]]] — concrete pricing per framework
|
||||||
- [[file:compliance/_index.org][Compliance framework index]] — 41 frameworks by region and priority
|
- [[file:compliance/compliance-index.org][Compliance framework index]] — 41 frameworks by region and priority
|
||||||
- [[file:compliance/first-mover-window.org][First-mover window analysis]]
|
- [[file:compliance/first-mover-window.org][First-mover window analysis]]
|
||||||
- [[file:time-estimates.org][Development timeline]] — Phase Zero vs End State
|
- [[file:time-estimates.org][Development timeline]] — Phase Zero vs End State
|
||||||
- [[file:licensing.org][Licensing strategy]] — AGPL + commercial
|
- [[file:licensing.org][Licensing strategy]] — AGPL + commercial
|
||||||
|
|||||||
Reference in New Issue
Block a user