9b2be10c77
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.
16 lines
1.2 KiB
Org Mode
16 lines
1.2 KiB
Org Mode
:PROPERTIES:
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:ID: 3c6b0449-a8fb-5b89-b82a-34efb21ef5b5
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:END:
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#+title: Agora Compute Marketplace
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#+filetags: :passepartout:agora:revenue:compute:marketplace:
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Passepartout instances offer their symbolic engine capacity (ACL2 cycles, Screamer constraint solving, VivaceGraph queries) to other agents on the Agora network.
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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.
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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).
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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.
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See also: [[id:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][Agora usernames]], [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly]], [[id:5961e469-53a3-5f3c-ab72-3c83ef91963f][Investment thesis]]
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