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.
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Passepartout Triad — Knowledge Base
The triad replaces every layer of the modern computing stack with Lisp-native, user-owned, ACL2-verified alternatives. Three components:
- Logos (Passepartout) — the cognitive agent
- Stoa (The Porch) — the environment
- Agora (The Society) — the network
Total addressable market: ~$960B/year across cloud, AI, OS, social media, payments, productivity, and compliance.
The business model is the AWS of provable computing: AGPL infrastructure is free, revenue comes from verification appliances, gate rules, certification, namespace registry, hosted PDS, and a compute marketplace. Network effects are positive sum — every instance feeds the regression suite and grows the marketplace.
Key analytical frames:
- Investment thesis — the unified view
- Why Lisp is economically viable now
- The per-domain sufficiency flip
- Development velocity and timeline estimates
- Cost structure and zero marginal cost
- Competitive moats analysis
Revenue paths (short to long term):
- Verification appliance Domain gate packages Evaluation harness
- Agora premium usernames PDS as a service Compute marketplace
- Verification monopoly — the big money Infrastructure lock-in
Strategy and IP:
- Patent strategy Licensing (AGPL + commercial)
- Impact on the AI/GPU industry
- Upgrade and distribution lifecycle
- Gate rule encoding from codified domains
- Biology as proof of the Lisp model
- Comparison with Symbolics Genera
The lines that run the modern internet (tens of millions across Google, Meta, Amazon, Apple, Microsoft) are replaced by a single coherent architecture where one gate stack verifies everything and one prover proves everything consistent.