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.
This commit is contained in:
Hermes
2026-05-24 16:25:55 +00:00
parent 94f1871177
commit cc3976fb7f
121 changed files with 2104 additions and 2644 deletions

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@@ -1,11 +1,12 @@
:PROPERTIES:
:ID: d28adac8-08a1-40c4-ae43-b5d8d7b1743f
:ID: growth-strategy
:CREATED: [2026-05-23 Sat]
:END:
#+title: Growth — Two Engines, One Infrastructure
#+filetags: :passepartout:growth:network:strategy:agora:
The triad has two independent growth engines that share the same infrastructure. Logos (verification) grows top-down through enterprise compliance sales — capital-efficient, revenue from day one. [[file:agora.org][Agora]] (the social network) grows bottom-up through community adoption — network-effect-powered, zero customer acquisition cost per user. Each engine would be incomplete alone. Together they form the full stack: verification funds the build, the network provides the users, and at every crossover point they make each other more valuable.
The triad has two independent growth engines that share the same infrastructure. Logos (verification) grows top-down through enterprise compliance sales — capital-efficient, revenue from day one. [[id:1d074690-a279-59cb-b91d-e9a22ae104ad][Agora]] (the social network) grows bottom-up through community adoption — network-effect-powered, zero customer acquisition cost per user. Each engine would be incomplete alone. Together they form the full stack: verification funds the build, the network provides the users, and at every crossover point they make each other more valuable.
This page defines the combined growth strategy across four phases, with each engine advancing in parallel and reinforcing the other at specific transitions.
@@ -34,10 +35,10 @@ This page defines the combined growth strategy across four phases, with each eng
*Growth lever:* Enterprise sales + direct integration. No network effects yet — value must be real without anyone else using it.
*Tactics:*
1. Ship Passepartout MVP — verifies code, applies gate rules, produces compliance report.
1. Ship [[id:28c46769-c14b-42aa-ac7a-69d310157f8f][Passepartout]] MVP — verifies code, applies gate rules, produces compliance report.
2. First sale encodes a regulation as gate rules, verifies the customer's deployment.
3. Each engagement funds the next. Gate rule library grows with every customer.
4. The compute marketplace bootstraps with one provider (you) selling verification to smaller instances.
4. The [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][compute marketplace]] bootstraps with one provider (you) selling verification to smaller instances.
*Revenue:* $2-12M from enterprise compliance engagements. Funds the team and the Agora build.
@@ -124,9 +125,9 @@ This is the critical reinforcement point:
*Growth lever:* Stoa premium enterprise features + insurance marketplace.
*Tactics:*
1. [[file:stoa.org][Stoa]] premium ships SSO, compliance dashboards, fleet management.
1. [[id:c3b3dc41-945f-54e9-84eb-ca014114f1be][Stoa]] premium ships SSO, compliance dashboards, fleet management.
2. Insurance marketplace forms — actuaries price proof insurance based on track records of 10K+ instances.
3. Verification monopoly begins — the gate library is the largest, most cited, most battle-tested.
3. [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly]] begins — the gate library is the largest, most cited, most battle-tested.
*Revenue:* $50-200M. Stoa enterprise seats, verification appliances, insurance premiums.
@@ -187,14 +188,14 @@ The crossover is automatic. Enterprise employees get DIDs from their company's P
* References
- [[file:time-estimates.org][Development timeline]]
- [[file:revenue-hub.org][Revenue streams]]
- [[file:investment-thesis.org][Investment thesis]]
- [[file:alternative-growth-social-first.org][Social-first alternative (now integrated)]]
- [[file:agora-entry-strategy.org][Entry strategy — organized communities]]
- [[file:competitive-landscape-agora.org][Agora competitive landscape]]
- [[file:triad-systemic-effects.org][Systemic effects]]
- [[file:compute-marketplace.org][Compute marketplace]]
- [[file:verification-monopoly.org][Verification monopoly]]
- [[file:agora-contracts.org][Agora contracts]]
- Agora Protocol Specification — full requirements (spec repo at /tmp/agora)
- [[id:dc2e4f22-1c4c-5d4a-a151-f96e5d3b0d70][Development timeline]]
- [[id:ed05cab4-88e9-4e25-b7c9-346fa39c69a0][Revenue streams]]
- [[id:5961e469-53a3-5f3c-ab72-3c83ef91963f][Investment thesis]]
- [[id:57f9538a-6270-4302-8d07-d742168419eb][Social-first alternative (now integrated)]]
- [[id:8c7b9812-f8d6-4347-8915-ce8e520b7914][Entry strategy — organized communities]]
- [[id:1bc22b89-d3eb-4f6d-bcfc-2b0c19c8ed8f][Agora competitive landscape]]
- [[id:b9fa4b7b-bc61-4d7f-918d-ff687b80f2ba][Systemic effects]]
- [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][Compute marketplace]]
- [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly]]
- [[id:64708e1f-00e9-4cb7-b44b-ea0b98e5296d][Agora contracts]]
- The [[id:0f949f6c-4cf1-49eb-b9a4-ebcac27ee548][Agora Social Space requirements]] define how organized communities interact through the gate stack. See also Agora Protocol Specification — full requirements (spec repo at /tmp/agora) — full requirements (spec repo at /tmp/agora)