Files
hermes-brain/ideas/passepartout-economics/passepartout-economics.org
Hermes 303e8c6306 Convert cross-references from [[id:uuid]] to [[file:name.org]]
All 117 inter-node links now use [[file:node-name.org][title]] format
which renders as clickable hyperlinks in both Emacs (C-c C-o) and
web-based org renderers (Gitea, GitHub). Each node retains its :ID:
UUID property for Emacs org-roam database features (backlinks,
capturing, node-find).

Prev format: [[id:uuid][title]] — Emacs only, dead text on web
New format:  [[file:name.org][title]] — works everywhere
2026-05-21 19:40:54 +00:00

39 lines
2.5 KiB
Org Mode

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