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.
19 lines
1.2 KiB
Org Mode
19 lines
1.2 KiB
Org Mode
:PROPERTIES:
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:ID: 2f783eb4-638e-5afa-9b59-6224d086a712
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:END:
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#+title: Infrastructure Lock-In and Switching Costs
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#+filetags: :passepartout:economics:moats:lock-in:switching:
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A hospital that runs Passepartout with HIPAA gate rules ($50K/yr) for five years has accumulated:
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- A fact store with a decade of compliance decisions
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- A proof forest of verified rules
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- An empirical decision history tied to their specific deployment
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- Customized gate rules encoding their specific workflows and approvals
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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.
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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.
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See also: [[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][Evaluation harness]], [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly]], [[id:aa6d062e-a520-5d14-8773-00687ed9c689][Moats]], [[id:29e4dbf3-cf19-589c-8b14-389e8a39d564][Upgrade lifecycle]], [[id:c34940cc-090e-57c4-8020-e78b1d32b96c][Domain gate packages]]
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