ideas: Passepartout — patents, moats, economics, design implications
Distillation of discussion with Amr on 2026-05-21 covering:
- Patentability of probabilistic-deterministic split, Merkle memory,
gate-to-fact bootstrap, macro-layer-as-skill architecture
- AGPLv3 vs MIT for provable-correctness claims
- Moats: empirical decision history, evaluation harness, infrastructure
integration (time is not the primary moat)
- LLM-as-translator for codified domains (FAR, HIPAA, ISO) —
encoding cost drops to near-zero for published regulations
- Revenue models: Lisp Machine appliances, gate rule subscriptions,
evaluation harness certification, skill marketplace
- Impact on AI/GPU industry: token demand compression, GPU inference
plateau, hyperscaler competition shifts to gate rule libraries
- Transition dynamics: sufficiency within months for codified domains
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