2578bfee61
- Renamed ideas/stoa/ → ideas/passepartout/, all stage files prefixed passepartout- - Renamed triad-index/overview/systemic-effects → passepartout-* under passepartout/ - Renamed ideas/agora/ → ideas/passepartout-social-protocol/, stripped agora- prefixes - Merged overview and environment pages into architecture; deleted 3 redundant files - Renamed growth-strategy → enterprise-growth-strategy - Renamed alternative-growth-social-first → social-growth-strategy - Removed all Greek names: Stoa, Logos, Agora as product names - Updated 50+ files of cross-references to new naming - Kept org-id UUIDs intact throughout
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Investment Thesis
The early player benefits from every other instance of Passepartout. Every deployed instance feeds edge cases into the regression suite, grows the compute marketplace, and validates the hardware designs. Network effects are positive sum.
Three revenue horizons:
- Low-hanging fruit (year one, $2M-$12M): verification appliances, domain gate rule subscriptions, evaluation harness certification, migration services
- Medium-term (1-3 years, $10M-$50M): compute marketplace, Relay Network, Lisp Machine hardware; premium usernames ($10M/yr), id:1a2b38df-20ba-58ca-ba55-a072be67bd0d][PDS hosting ($18M/yr)
- Big money (3-10 years, $100M-$1B+): verification monopoly (UL certification for AI), infrastructure lock-in, planetary compute marketplace
The 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 Social protocol governance and physical assets requirements cover how the network manages shared infrastructure. The switching costs compound. The network effects are positive sum. The market is nearly a trillion dollars.
The defensible entity is "the organization that best understands how to adapt Passepartout to your domain" — not "the organization that owns Passepartout."