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39 lines
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:PROPERTIES:
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:ID: 1c3ec48b-446c-50d2-b53e-126a81f5143f
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:END:
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#+title: Passepartout Triad — Knowledge Base
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#+filetags: :passepartout:triad:economics:index:
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The triad replaces every layer of the modern computing stack with Lisp-native, user-owned, ACL2-verified alternatives. Three components:
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- [[file:triad-overview.org][Logos (Passepartout) — the cognitive agent]]
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- [[file:stoa.org][Stoa (The Porch) — the environment]]
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- [[file:agora.org][Agora (The Society) — the network]]
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Total addressable market: ~$960B/year across cloud, AI, OS, social media, payments, productivity, and compliance.
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The business model is the AWS of provable computing: AGPL infrastructure is free, revenue comes from verification appliances, gate rules, certification, namespace registry, hosted PDS, and a compute marketplace. Network effects are positive sum — every instance feeds the regression suite and grows the marketplace.
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Key analytical frames:
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- [[file:investment-thesis.org][Investment thesis — the unified view]]
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- [[file:lisp-economics.org][Why Lisp is economically viable now]]
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- [[file:sufficiency-flip.org][The per-domain sufficiency flip]]
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- [[file:time-estimates.org][Development velocity and timeline estimates]]
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- [[file:cost-structure.org][Cost structure and zero marginal cost]]
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- [[file:moats.org][Competitive moats analysis]]
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Revenue paths (short to long term):
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- [[file:verification-appliance.org][Verification appliance]][[file:domain-gate-packages.org][ Domain gate packages]][[file:evaluation-harness.org][ Evaluation harness]]
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- [[file:agora-usernames.org][Agora premium usernames]][[file:pds-as-a-service.org][ PDS as a service]][[file:compute-marketplace.org][ Compute marketplace]]
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- [[file:verification-monopoly.org][Verification monopoly — the big money]][[file:infrastructure-lock-in.org][ Infrastructure lock-in]]
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Strategy and IP:
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- [[file:patent-strategy.org][Patent strategy]][[file:licensing.org][ Licensing (AGPL + commercial)]]
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- [[file:ai-industry-impact.org][Impact on the AI/GPU industry]]
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- [[file:upgrade-lifecycle.org][Upgrade and distribution lifecycle]]
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- [[file:gate-rule-encoding.org][Gate rule encoding from codified domains]]
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- [[file:biology-parallels.org][Biology as proof of the Lisp model]]
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- [[file:comparison-with-symbolics.org][Comparison with Symbolics Genera]]
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*The lines that run the modern internet (tens of millions across Google, Meta, Amazon, Apple, Microsoft) are replaced by a single coherent architecture where one gate stack verifies everything and one prover proves everything consistent.*
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