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ideas: editorial sweep — atomization, interlinking, restructuring

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- 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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2026-05-24 16:25:55 +00:00
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@@ -1,16 +1,17 @@
:PROPERTIES:
:CREATED: [2026-05-24 Sun]
:ID: 2f783eb4-638e-5afa-9b59-6224d086a712
:END:
#+title: Infrastructure Lock-In and Switching Costs
#+filetags: :passepartout:economics:moats:lock-in:switching:
A hospital that runs Passepartout with [[file:compliance/hipaa.org][HIPAA]] gate rules ($50K/yr) for five years has accumulated:
A hospital that runs [[id:28c46769-c14b-42aa-ac7a-69d310157f8f][Passepartout]] with [[id:84fb5f8f-0527-4df0-b6b6-dbf3bcff8a7f][HIPAA]] gate rules ($50K/yr) for five years has accumulated:
- A fact store with a decade of compliance decisions
- A proof forest of verified rules
- An empirical decision history tied to their specific deployment
- Customized gate rules encoding their specific workflows and approvals
Switching to a competitor means discarding all of it. The accumulated value grows as the fact store deepens. Annual revenue per enterprise grows from $250K in year one to $500K-$1M by year five as more [[file:domain-gate-packages.org][domain packages]] are added.
Switching to a competitor means discarding all of it. The accumulated value grows as the fact store deepens. Annual revenue per enterprise grows from $250K in year one to $500K-$1M by year five as more [[id:c34940cc-090e-57c4-8020-e78b1d32b96c][domain packages]] are added.
This is the strongest residual [[file:moats.org][moat]]. The [[file:evaluation-harness.org][evaluation harness]] (regression suite) is a close second — it grows with every deployment and cannot be ingested from public data. The [[file:verification-monopoly.org][verification monopoly]] and [[file:upgrade-lifecycle.org][upgrade lifecycle]] compound this lock-in: every new regulation encoded as a gate rule deepens the proof forest, making the deployment harder to reproduce elsewhere.
This is the strongest residual [[id:aa6d062e-a520-5d14-8773-00687ed9c689][moat]]. The [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][evaluation harness (see the [[id:3b43a9b8-31d1-4479-a35f-22273b74f0c7][Agora Infrastructure requirements]] for the network topology that creates this lock-in)]] (regression suite) is a close second — it grows with every deployment and cannot be ingested from public data. The [[id:827bc546-e887-5b7c-9b65-6392beaf0920][verification monopoly]] and [[id:29e4dbf3-cf19-589c-8b14-389e8a39d564][upgrade lifecycle]] compound this lock-in: every new regulation encoded as a gate rule deepens the proof forest, making the deployment harder to reproduce elsewhere.