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hermes-brain/ideas/passepartout-economics/compute-marketplace.org
Hermes 9b2be10c77 Restructure economics doc into 27 org-roam interlinked nodes
Replace monolithic passepartout-economics.org with directory of
org-roam style nodes, each with :ID: property and cross-references
using [[id:uuid][title]] format.

27 nodes organized by theme:
- Core: index, triad overview, agora, stoa
- Revenue: verification appliance, domain gate packages, evaluation
  harness, skill marketplace, agora usernames, PDS service, compute marketplace
- Strategy: investment thesis, moats, licensing, patents, AI industry impact
- Analysis: lisp economics, sufficiency flip, time estimates, cost structure,
  gate rule encoding, upgrade lifecycle, biology parallels, symbolics comparison
- Big money: verification monopoly, infrastructure lock-in

Old file kept as archive with redirect links to new structure.
2026-05-21 19:36:02 +00:00

1.2 KiB

Agora Compute Marketplace

Passepartout instances offer their symbolic engine capacity (ACL2 cycles, Screamer constraint solving, VivaceGraph queries) to other agents on the Agora network.

The early player runs a large instance and sells compute to smaller instances. The AGPL allows this because the marketplace is a service, not a modification of the code. Revenue is a percentage of each compute transaction.

If Passepartout instances on Agora transact billions of verified operations per day, the spread on compute transactions is enormous. This is not a product sale — it is a bet on network effects. Every new instance increases the value of the network (more capacity, more diversity, more resilience).

The early player that provisions the largest compute capacity on Agora becomes the default infrastructure provider for the entire network. This is venture-scale money.

See also: Agora usernames, Verification monopoly, Investment thesis