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hermes-brain/ideas/passepartout-economics/infrastructure-lock-in.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

Infrastructure Lock-In and Switching Costs

A hospital that runs Passepartout with HIPAA gate rules ($50K/yr) for five years has accumulated:

  • A fact store with a decade of compliance decisions
  • A proof forest of verified rules
  • An empirical decision history tied to their specific deployment
  • Customized gate rules encoding their specific workflows and approvals

Switching to a competitor means discarding all of it. The accumulated value grows as the fact store deepens. Annual revenue per enterprise grows from $250K in year one to $500K-$1M by year five as more domain packages are added.

This is the strongest residual moat. The evaluation harness (regression suite) is a close second — it grows with every deployment and cannot be ingested from public data.

See also: Evaluation harness, Verification monopoly, Moats, Upgrade lifecycle, Domain gate packages