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
2.0 KiB
Org Mode
18 lines
2.0 KiB
Org Mode
:PROPERTIES:
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:ID: aa6d062e-a520-5d14-8773-00687ed9c689
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:END:
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#+title: Competitive Moats
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#+filetags: :passepartout:economics:moats:competition:
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Re-evaluated: time is not the primary moat. A Phase 4+ Passepartout fed on Wikipedia + Wikidata can build a general ontology in two weeks. The organic growth advantage collapses for general knowledge.
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**Actual moats (weaker than initially assumed):**
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1. **Domain-specific gate rules** — thin. A few hundred lines of Lisp data. Write once, trivial to copy. Not a real moat.
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2. **Empirical decision history** — every HITL decision is a Merkle fact. A fresh instance has none. Makes *your* instance more valuable but doesn't prevent competition — it's a switching cost, not a barrier to entry.
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3. **[[file:evaluation-harness.org][Evaluation harness (regression suite)]]** — thousands of test cases accumulated from every bug fix. Cannot be ingested from public data. Strongest residual moat.
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4. **[[file:infrastructure-lock-in.org][Infrastructure integration]]** — specific Docker compose layouts, Traefik patterns, Authentik configs encoded as gate rules. A competitor's infrastructure is different.
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**Strongest competitor strategy:** Not copying your gate rules — offering the same architecture as a service with their own pre-seeded general knowledge and a consulting engagement to customize gate rules. The AGPL prevents closing the architecture but does not prevent offering it as a service with a customization layer.
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**The defensible business is services, not product.** The defensible entity is "the organization that best understands how to adapt Passepartout to your domain" — not "the organization that owns Passepartout." A [[file:verification-monopoly.org][verification monopoly]] on agent safety would change this calculus — competitors would need independent certification. [[file:patent-strategy.org][Patent strategy]] and [[file:licensing.org][Licensing]] protect key innovations and create revenue from the open-source ecosystem.
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