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hermes-brain/ideas/passepartout-economics/pds-as-a-service.org
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Personal Data Store as a Service

Classic open-core SaaS model (GitLab, Sentry, PlanetScale). The Merkle fact store exposed on Agora can be self-hosted (free, AGPL) or hosted by the early player.

  • Free tier (self-hosted): full AGPL PDS, runs on any Lisp host, full control, no cost
  • Basic hosted tier: $10-$20/month, 10GB fact store, 10M queries/month, automated backup, automatic upgrades
  • Business hosted tier: $100-$500/month, 100GB+ fact store, unlimited queries, SLA, dedicated relay, compliance logging
  • Enterprise hosted tier: $1,000-$10,000/month, air-gapped appliance management, dedicated support, regulatory-compliant data residency, SIEM integration

The free self-hosted version drives adoption and trust (you can inspect every line). The hosted version captures value from users who value convenience over control. Bluesky already demonstrated demand at ~$10/month for a simpler PDS.

Target: 100K subscribers at $15/month average = $18M/yr recurring, near-zero marginal cost per additional subscriber (the symbolic engine is CPU-bound, not per-user metered).

Combined with premium usernames: $28M/yr from Agora services alone before compute marketplace revenue. The hosted model also creates infrastructure lock-in as users build their Merkle fact stores on the platform, making migration costly. The AGPL licensing model is described in Licensing.