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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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:PROPERTIES:
:CREATED: [2026-05-24 Sun]
:ID: 5961e469-53a3-5f3c-ab72-3c83ef91963f
:END:
#+title: Investment Thesis
#+filetags: :passepartout:economics:investment:thesis:
The early player benefits from every other instance of the triad. Every deployed instance feeds edge cases into the [[file:evaluation-harness.org][regression suite]], grows the [[file:compute-marketplace.org][compute marketplace]], and validates the hardware designs. Network effects are positive sum.
The early player benefits from every other instance of the triad. Every deployed instance feeds edge cases into the [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][regression suite]], grows the [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][compute marketplace]], and validates the hardware designs. Network effects are positive sum.
Three revenue horizons:
- **Low-hanging fruit (year one, $2M-$12M):** [[file:verification-appliance.org][verification appliances]], [[file:domain-gate-packages.org][domain gate rule subscriptions]], [[file:evaluation-harness.org][evaluation harness certification]], migration services
- **Medium-term (1-3 years, $10M-$50M):** [[file:compute-marketplace.org][compute marketplace]], Relay Network, Lisp Machine hardware; [[file:agora-usernames.org][premium usernames]] ($10M/yr), [[file:pds-as-a-service.org][PDS hosting]] ($18M/yr)
- **Big money (3-10 years, $100M-$1B+):** [[file:verification-monopoly.org][verification monopoly]] (UL certification for AI), [[file:infrastructure-lock-in.org][infrastructure lock-in]], planetary compute marketplace
- **Low-hanging fruit (year one, $2M-$12M):** [[id:84a537b4-4256-50c8-91f5-dd5b4538418f][verification appliances]], [[id:c34940cc-090e-57c4-8020-e78b1d32b96c][domain gate rule subscriptions]], [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][evaluation harness certification]], migration services
- **Medium-term (1-3 years, $10M-$50M):** [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][compute marketplace]], Relay Network, Lisp Machine hardware; [[id:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][premium usernames]] ($10M/yr), [[id:1a2b38df-20ba-58ca-ba55-a072be67bd0d][PDS hosting]] ($18M/yr)
- **Big money (3-10 years, $100M-$1B+):** [[id:827bc546-e887-5b7c-9b65-6392beaf0920][verification monopoly]] (UL certification for AI), [[id:2f783eb4-638e-5afa-9b59-6224d086a712][infrastructure lock-in]], planetary compute marketplace
The switching costs compound. The [[file:moats.org][network effects]] are positive sum. The market is nearly a trillion dollars.
The [[id:5f55bbe6-d243-5766-8ccf-5c5cc88a6542][impact on the AI and GPU industry]] — token demand compression, GPU inference plateau, and the rise of CPU-native verification hardware — reshapes the trillion-dollar market these revenue streams depend on.
The defensible entity is "the organization that best understands how to adapt Passepartout to your domain" — not "the organization that owns Passepartout."
The [[id:68ffa49f-f0d8-42cf-8b69-ae69de8bb815][Agora governance and physical assets]] requirements cover how the network manages shared infrastructure. The switching costs compound. The [[id:aa6d062e-a520-5d14-8773-00687ed9c689][network effects]] are positive sum. The market is nearly a trillion dollars.
The defensible entity is "the organization that best understands how to adapt [[id:28c46769-c14b-42aa-ac7a-69d310157f8f][Passepartout]] to your domain" — not "the organization that owns Passepartout."