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
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@@ -1,24 +1,25 @@
:PROPERTIES:
:ID: ed05cab4-88e9-4e25-b7c9-346fa39c69a0
:ID: revenue-hub
:CREATED: [2026-05-23 Sat]
:END:
#+title: Revenue Streams — Overview
#+filetags: :passepartout:revenue:index:business-model:
This page is the entry point for revenue generation thinking across all three triad components. Revenue splits cleanly across the two development phases defined in [[file:time-estimates.org][time estimates]]. Each component enables different revenue primitives.
This page is the entry point for revenue generation thinking across all three triad components. Revenue splits cleanly across the two development phases defined in [[id:dc2e4f22-1c4c-5d4a-a151-f96e5d3b0d70][time estimates]]. Each component enables different revenue primitives.
* Revenue by Triad Component
** Logos (the mind) — Revenue streams
Existing coverage — [[file:verification-appliance.org][Verification appliance]], [[file:domain-gate-packages.org][Domain gate packages]], [[file:evaluation-harness.org][Evaluation harness]], [[file:compute-marketplace.org][Compute marketplace]], [[file:verified-skill-marketplace.org][Verified skill marketplace]]:
Existing coverage — [[id:84a537b4-4256-50c8-91f5-dd5b4538418f][Verification appliance]], [[id:c34940cc-090e-57c4-8020-e78b1d32b96c][Domain gate packages]], [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][Evaluation harness]], [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][Compute marketplace]], [[id:d84679f1-c0c5-5be4-b19c-6573560640ee][Verified skill marketplace]]:
| Stream | Phase | Description |
|--------+-------+-------------|
| Verification appliance | Zero | FPGA/Tenstorrent pre-loaded with Passepartout + gate rules |
| Verification appliance | Zero | FPGA/Tenstorrent pre-loaded with [[id:28c46769-c14b-42aa-ac7a-69d310157f8f][Passepartout]] + gate rules |
| Domain gate packages | Zero | SaaS subscriptions per compliance domain |
| Evaluation harness | Zero | Certification-as-a-service, regression suite access |
| Compute marketplace | Both | Verified symbolic engine cycles via [[file:agora.org][Agora]] |
| Compute marketplace | Both | Verified symbolic engine cycles via [[id:1d074690-a279-59cb-b91d-e9a22ae104ad][Agora]] |
| Verified skill marketplace | End State | Commission on third-party gate rules |
*** Unexplored Logos streams
@@ -28,7 +29,7 @@ Existing coverage — [[file:verification-appliance.org][Verification appliance]
| Verified API gateway | Zero | Drop-in proxy for LLM calls. Passepartout verifies inputs, outputs, and provenance. Enterprise customers get a verifiable audit trail for every API call. Near-term product: run your OpenAI/Anthropic calls through Passepartout and get proof. |
| Agent-as-a-service | Zero | Cloud-hosted Passepartout instances. Pay-per-verification or monthly subscription. The compute marketplace for individuals who don't self-host. |
| Continuous compliance monitoring | Zero | Watch a deployment, continuously verify it against regulatory gate rules, alert on drift. Annual contract per monitored system. The evaluation harness as a product. |
| Gate rule SDK licensing | Both | Commercial license for the gate rule development toolkit. Free for open-source rules, paid for proprietary enterprise rule development. |
| Gate rule SDK [[id:67faf52f-9126-50a7-b87e-2bedc610dac7][licensing]] | Both | Commercial license for the gate rule development toolkit. Free for open-source rules, paid for proprietary enterprise rule development. |
| Migration pipeline | Zero | Convert existing codebases to verified Lisp. Automated SaaS (point at a repo, get back a verified version). Per-enterprise: $50K-$500K for full migration. |
| Forensics / incident response | Zero | Merkle memory provides tamper-proof audit. Post-incident: produce an irrefutable chain of what happened, who authorized it, what gates were triggered. Service offering. |
| Proof repository marketplace | End State | Pre-verified proof libraries per domain (crypto, medical device, finance). Access to accumulated proof strategies from thousands of runs. |
@@ -46,7 +47,7 @@ Existing coverage: essentially none beyond hardware sales.
| Stream | Phase | Rationale |
|--------+-------+-----------|
| Lisp Machine hardware | End State | Tenstorrent/FPGA appliances. Hardware margins + recurring gate rules. |
| [[file:stoa.org][Stoa]] premium | Both | Enterprise features: SSO, audit logging, compliance reports, team management, centralized policy enforcement. Annual seat license. |
| [[id:c3b3dc41-945f-54e9-84eb-ca014114f1be][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. |
| 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. |
@@ -57,7 +58,7 @@ Key insight: Stoa does not need the full Lisp Machine to generate revenue. Stoa
** Agora (the society) — Revenue streams
Existing coverage — [[file:agora-usernames.org][Agora usernames]], [[file:pds-as-a-service.org][PDS as a service]], [[file:compute-marketplace.org][Compute marketplace]]:
Existing coverage — [[id:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][Agora usernames]], [[id:1a2b38df-20ba-58ca-ba55-a072be67bd0d][PDS as a service]], [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][Compute marketplace]]:
| Stream | Phase | Description |
|--------+-------+-------------|
@@ -83,7 +84,7 @@ The most fertile ground is contracts. DIDs provide identity, DIDComm provides co
The contract platform is the kill application for Agora. Ethereum proved demand for verifiable contracts at $20B+/yr in transaction fees. Agora's version is strictly better: ACL2 proves contract /correctness/ (not just valid execution), gate rules encode real-world regulations directly, and the PDS provides persistent state without a global trie bottleneck.
See [[file:agora-contracts.org][Agora contracts]] for the full analysis.
See [[id:64708e1f-00e9-4cb7-b44b-ea0b98e5296d][Agora contracts]] for the full analysis.
* Revenue by Development Phase
@@ -111,13 +112,13 @@ See [[file:agora-contracts.org][Agora contracts]] for the full analysis.
| Multi-instance governance | Agora | Large | Enterprise | Annual |
| Namespace sub-leasing | Agora | Small | Individuals | Per-transaction |
Phase Zero target: $2M-$12M/year (from [[file:investment-thesis.org][investment thesis]]), with upside from verified API gateway and compliance monitoring pushing toward $15-20M.
Phase Zero target: $2M-$12M/year (from [[id:5961e469-53a3-5f3c-ab72-3c83ef91963f][investment thesis]]), with upside from verified API gateway and compliance monitoring pushing toward $15-20M.
** End State streams (full Lisp Machine, 2-5 years)
| Stream | Component | TAM | Revenue type |
|--------+----------+-----+--------------|
| [[file:verification-monopoly.org][Verification monopoly]] | Logos/All | $1B+ | Certification |
| [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly]] | Logos/All | $1B+ | Certification |
| Infrastructure lock-in | All | $100B+ | Rent extraction |
| Compute marketplace | Agora | Venture-scale | Transaction fees |
| Lisp Machine hardware | Stoa | Large | Hardware + subs |
@@ -132,7 +133,7 @@ Phase Zero target: $2M-$12M/year (from [[file:investment-thesis.org][investment
* Orders-of-Magnitude Risk Map
Using the [[file:orders-of-magnitude-time.org][orders-of-magnitude framework]], each revenue stream lives at a different scale:
Using the [[id:2cdca4b0-6b41-44b4-acb0-af21d0e27b00][orders-of-magnitude framework]], each revenue stream lives at a different scale:
| Scale | Representative streams | Failure mode |
|-------+-----------------------+--------------|
@@ -156,11 +157,11 @@ The phase-zero streams are all direct enterprise sales with short cycles and cle
* Detailed References
- [[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:cost-structure.org][Cost structure and zero marginal cost]]
- [[file:compliance/revenue-table.org][Compliance [[file:compliance/revenue-table.org][revenue table]]]] — concrete pricing per framework
- [[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:time-estimates.org][Development timeline]] — Phase Zero vs End State
- [[file:licensing.org][Licensing strategy]] — AGPL + commercial
- [[id:28c46769-c14b-42aa-ac7a-69d310157f8f][Passepartout economics (full thesis)]] — the unified economics document
- [[id:5961e469-53a3-5f3c-ab72-3c83ef91963f][Investment thesis]] — three revenue horizons, $2M to $1B+
- [[id:0b5a8a74-cfd6-542d-bc88-4eb3cd8626f9][Cost structure and zero marginal cost]]
- [[id:81a815ee-bf2b-4365-9894-b814e4196850][revenue table]] — concrete pricing per framework
- [[id:e4a7b3d2-1c9f-4b6e-8a2d-5f3c7e1b9a0c][Compliance framework index]] — 41 frameworks by region and priority
- [[id:558154ea-e63a-4c45-998c-26ce8588585b][First-mover window analysis]]
- [[id:dc2e4f22-1c4c-5d4a-a151-f96e5d3b0d70][Development timeline]] — Phase Zero vs End State
- [[id:67faf52f-9126-50a7-b87e-2bedc610dac7][Licensing strategy]] — AGPL + commercial