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:
@@ -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
|
||||
|
||||
Reference in New Issue
Block a user