ideas: editorial sweep — atomization, interlinking, restructuring
- Split competitive-analysis-2026-05.org → TOC + 9 competitor files in ideas/competitors/. Dropped date from filename. All competitor UUIDs generated, TOC keeps original UUID for backlink continuity. - Deleted passepartout-economics.org archive (replaced by 27-node KB). - Inlined 5 'See also' blocks into natural prose (compliance-index, first-mover-window, revenue-table, orders-of-magnitude-time, native-org-knowledge-base). - Linked 7 orphan compliance pages back to compliance index + finished truncated sentences. - Linked all 14 Agora requirement docs from topic-relevant pages (identity→lisp-machine-security, infrastructure→compute-marketplace, social-space→growth-strategy, exchange→agora-contracts, etc.). - Linked ai-industry-impact from investment-thesis, sufficiency-flip, verification-appliance, effects-growth-flywheel (up from 1 to 10+ pages). - Fixed CREATED timestamps to use git commit dates instead of today. - Made all links absolute from root (no port inheritance). - Removed stale agora/docs/ duplicate content.
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@@ -1,4 +1,5 @@
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:PROPERTIES:
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:ID: 64708e1f-00e9-4cb7-b44b-ea0b98e5296d
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:ID: agora-contracts
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:CREATED: [2026-05-23 Sat]
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:END:
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@@ -14,7 +15,7 @@ Existing smart contract platforms (Ethereum, Solana, Cosmos) verify only that ex
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- Ethereum: The contract ran according to the EVM bytecode (execution validity)
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- Agora: The contract is correct with respect to its specification, AND it ran correctly (correctness + execution)
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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.
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This means Agora contracts can encode real-world regulations ([[id:84fb5f8f-0527-4df0-b6b6-dbf3bcff8a7f][HIPAA]], [[id:ed65031c-cbd2-4ad2-bd53-a67791e183cd][SOC2]], [[id:513d5996-4ac7-4567-a992-18fc01599104][GDPR]]) as gate rules and prove that a contract execution satisfies them. No existing platform does this.
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* What Contracts Enable
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@@ -28,7 +29,7 @@ How it works:
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- Every transaction runs through the symbolic engine and produces a proof log
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- Any instance can verify any other instance's contract execution by replaying the proof
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Revenue: Transaction fee per contract execution in the [[file:compute-marketplace.org][compute marketplace]], deployment fee per verified contract, premium for certification weight.
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Revenue: Transaction fee per contract execution in the [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][compute marketplace]], deployment fee per verified contract, premium for certification weight.
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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.
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@@ -37,7 +38,7 @@ Comparison: Ethereum collects ~$20B/yr in transaction fees. Agora's verifiably c
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Organizations running multiple triad instances need contracts that span instances: cross-instance policy, unified compliance, federated identity.
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Use cases:
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- Enterprise: all instances in the finance department must apply the [[file:compliance/sox.org][SOX]] gate rule set
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- Enterprise: all instances in the finance department must apply the [[id:c9830152-0160-4bdc-ab03-6f308ad43536][SOX]] gate rule set
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- Consortium: each member instance votes on protocol upgrades
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- Supply chain: Instance A verifies shipment, Instance B verifies payment, both must agree
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@@ -69,13 +70,13 @@ Revenue: Attestation fee (one-time or annual), verification fee per reputation q
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** 5. Insurance Marketplace
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If certification carries legal weight (as described in [[file:compute-marketplace.org][compute marketplace]]), then:
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If certification carries legal weight (as described in [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][compute marketplace]]), then:
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- Proof insurance: A provider insures their verification results. If a proof turns out wrong, the insurance pays out. Premiums are set by actuarial gate rules based on the provider's track record.
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- Contract execution insurance: Insure against bugs in contract code (even ACL2-verified contracts can have specification errors).
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- Reputation staking pool: A reinsurance pool where multiple providers stake against each other's attestations.
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Revenue: Premiums, pool fees, actuarial gate rule [[file:licensing.org][licensing]].
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Revenue: Premiums, pool fees, actuarial gate rule [[id:67faf52f-9126-50a7-b87e-2bedc610dac7][licensing]].
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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.
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@@ -92,13 +93,13 @@ Revenue: Commission on each data transaction (the compute marketplace extended t
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** 7. Namespace Sub-Leasing and Auction
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[[file:agora-usernames.org][Premium usernames]] can be sub-leased between DIDs. The registry takes a commission on each lease.
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[[id:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][Premium usernames]] can be sub-leased between DIDs. The registry takes a commission on each lease.
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Revenue: Commission per lease transaction, auction fees for contested names, premium for verified ownership.
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** 8. Dispute Resolution
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When two Agora instances disagree on a contract execution, submit to a verified arbitrator. The arbitrator runs the contract in their own Passepartout and the proof log resolves the ambiguity unambiguously — the dispute is about facts, not interpretations, because the contract terms are formal gate rules.
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When two Agora instances disagree on a contract execution, submit to a verified arbitrator. The arbitrator runs the contract in their own [[id:28c46769-c14b-42aa-ac7a-69d310157f8f][Passepartout]] and the proof log resolves the ambiguity unambiguously — the dispute is about facts, not interpretations, because the contract terms are formal gate rules.
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Revenue: Fee per resolution, premium for reputation-weighted arbitration (arbitrators with long track records charge more).
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@@ -108,7 +109,7 @@ Revenue: Fee per resolution, premium for reputation-weighted arbitration (arbitr
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|----------+-----------+--------------+-------+------------|
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| Smart contracts (general) | $20B/yr (Ethereum) | Transaction fees | End State | Installed base |
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| Contract templates | New market | Per-template sale | Zero | Gate rule SDK |
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| Governance (multi-instance) | New market | Annual license | Zero | [[file:stoa.org][Stoa]] premium |
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| Governance (multi-instance) | New market | Annual license | Zero | [[id:c3b3dc41-945f-54e9-84eb-ca014114f1be][Stoa]] premium |
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| Liquid democracy | New market | Per-vote fee | End State | Installed base |
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| Attestation | New market | Per-attestation | Zero | DID registry |
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| Insurance marketplace | $1T+ (global insurance) | Premiums | End State | Installed base + capital |
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@@ -127,13 +128,13 @@ The compute marketplace and the contract platform reinforce each other:
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- Attestation bridges them: a compute provider's track record is a verifiable contract history
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- Insurance prices compute risk based on attestation
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The triad's network effects compound when all three layers (compute, contracts, attestation) are active simultaneously. Any one layer without the others is weaker — together they create the [[file:verification-monopoly.org][verification monopoly]].
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The triad's network effects compound when all three layers (compute, contracts, attestation) are active simultaneously. Any one layer without the others is weaker — together they create the [[id:827bc546-e887-5b7c-9b65-6392beaf0920][verification monopoly]].
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* References
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- [[file:agora.org][Agora overview]]
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- [[file:agora-usernames.org][Premium username registry]]
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- [[file:pds-as-a-service.org][PDS as a service]]
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- [[file:compute-marketplace.org][Compute marketplace]]
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- [[file:revenue-hub.org][Revenue streams overview]]
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- [[file:verification-monopoly.org][Verification monopoly]]
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- [[id:1d074690-a279-59cb-b91d-e9a22ae104ad][Agora overview]]
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- [[id:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][Premium username registry]]
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- [[id:1a2b38df-20ba-58ca-ba55-a072be67bd0d][PDS as a service]]
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- [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][Compute marketplace]]
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- [[id:ed05cab4-88e9-4e25-b7c9-346fa39c69a0][Revenue streams overview]]
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- [[id:827bc546-e887-5b7c-9b65-6392beaf0920][The [[id:90484f4a-5b70-4001-93d6-e610e54ed573][Agora Exchange requirements]] specify the contract and exchange layer in detail. [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly]]]]
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