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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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Cost Structure — Zero Marginal Cost
- One-time cost: gate-rule encoding for a domain (from hours for codified domains up to months for tacit domains)
- Near-zero marginal cost: ACL2 proof + Screamer consistency check + VivaceGraph lookup per interaction — all CPU-native, all in-image
- No recurring LLM API costs for the 80% symbolic reasoning layer
- After sufficiency flip: pennies per day vs dollars per day for LLM-only
The cost curve inverts: generation is expensive, verification is cheap. This is the inversion Passepartout exploits. This is the core insight of Lisp economics — symbolic verification costs approach zero while LLM token costs remain constant.
Token demand shifts from "every interaction burns tokens" to "only unfamiliar interactions burn tokens." Steady-state per-user LLM consumption drops by an order of magnitude.