3063f8fdf7
Replaced every bottom-of-section 'See also:' block with inline Org-mode file: links at the first natural mention in body text. All 29 files across the economics directory now use wiki-style inline cross-references rather than standalone reference blocks.
18 lines
1.5 KiB
Org Mode
18 lines
1.5 KiB
Org Mode
:PROPERTIES:
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:ID: 5961e469-53a3-5f3c-ab72-3c83ef91963f
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:END:
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#+title: Investment Thesis
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#+filetags: :passepartout:economics:investment:thesis:
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The early player benefits from every other instance of the triad. Every deployed instance feeds edge cases into the [[file:evaluation-harness.org][regression suite]], grows the [[file:compute-marketplace.org][compute marketplace]], and validates the hardware designs. Network effects are positive sum.
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Three revenue horizons:
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- **Low-hanging fruit (year one, $2M-$12M):** [[file:verification-appliance.org][verification appliances]], [[file:domain-gate-packages.org][domain gate rule subscriptions]], [[file:evaluation-harness.org][evaluation harness certification]], migration services
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- **Medium-term (1-3 years, $10M-$50M):** [[file:compute-marketplace.org][compute marketplace]], Relay Network, Lisp Machine hardware; [[file:agora-usernames.org][premium usernames]] ($10M/yr), [[file:pds-as-a-service.org][PDS hosting]] ($18M/yr)
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- **Big money (3-10 years, $100M-$1B+):** [[file:verification-monopoly.org][verification monopoly]] (UL certification for AI), [[file:infrastructure-lock-in.org][infrastructure lock-in]], planetary compute marketplace
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The switching costs compound. The [[file:moats.org][network effects]] are positive sum. The market is nearly a trillion dollars.
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The defensible entity is "the organization that best understands how to adapt Passepartout to your domain" — not "the organization that owns Passepartout."
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