Files
hermes-brain/ideas/moats.org
Hermes 3e32ea9959 Promote entire passepartout-economics/ to ideas/ root
All 31 files from ideas/passepartout-economics/ promoted to ideas/ root.
- Subfolder's passepartout-economics.org (42-line index) renamed to
  triad-index.org to avoid collision with root-level full doc
- index.org removed (redundant — triad-index.org replaces it)
- Root-level passepartout-economics.org: stripped file:passepartout-economics/
  prefix from all cross-references (now simple file:foo.org links)
- compliance-framework-mapping.org: same prefix cleanup
- All internal file: links within the economics docs already used simple
  names (no prefix) — they resolve correctly from ideas/ root
2026-05-23 06:09:08 +00:00

2.0 KiB

Competitive Moats

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.

Actual moats (weaker than initially assumed):

  1. Domain-specific gate rules — thin. A few hundred lines of Lisp data. Write once, trivial to copy. Not a real moat.
  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.
  3. Evaluation harness (regression suite) — thousands of test cases accumulated from every bug fix. Cannot be ingested from public data. Strongest residual moat.
  4. Infrastructure integration — specific Docker compose layouts, Traefik patterns, Authentik configs encoded as gate rules. A competitor's infrastructure is different.

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.

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 verification monopoly on agent safety would change this calculus — competitors would need independent certification. Patent strategy and Licensing protect key innovations and create revenue from the open-source ecosystem.