Files
hermes-brain/ideas/passepartout-economics/cost-structure.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

1.0 KiB

Cost Structure — Zero Marginal Cost

  • One-time cost: gate-rule encoding for a domain (from hours for codified domains up to months for tacit domains)
  • Near-zero marginal cost: ACL2 proof + Screamer consistency check + VivaceGraph lookup per interaction — all CPU-native, all in-image
  • No recurring LLM API costs for the 80% symbolic reasoning layer
  • After sufficiency flip: pennies per day vs dollars per day for LLM-only

The cost curve inverts: generation is expensive, verification is cheap. This is the inversion Passepartout exploits.

Token demand shifts from "every interaction burns tokens" to "only unfamiliar interactions burn tokens." Steady-state per-user LLM consumption drops by an order of magnitude.

See also: Lisp economics, Gate rule encoding, Sufficiency flip