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.
1.5 KiB
1.5 KiB
Personal Data Store as a Service
Classic open-core SaaS model (GitLab, Sentry, PlanetScale). The Merkle fact store exposed on Agora can be self-hosted (free, AGPL) or hosted by the early player.
- Free tier (self-hosted): full AGPL PDS, runs on any Lisp host, full control, no cost
- Basic hosted tier: $10-$20/month, 10GB fact store, 10M queries/month, automated backup, automatic upgrades
- Business hosted tier: $100-$500/month, 100GB+ fact store, unlimited queries, SLA, dedicated relay, compliance logging
- Enterprise hosted tier: $1,000-$10,000/month, air-gapped appliance management, dedicated support, regulatory-compliant data residency, SIEM integration
The free self-hosted version drives adoption and trust (you can inspect every line). The hosted version captures value from users who value convenience over control. Bluesky already demonstrated demand at ~$10/month for a simpler PDS.
Target: 100K subscribers at $15/month average = $18M/yr recurring, near-zero marginal cost per additional subscriber (the symbolic engine is CPU-bound, not per-user metered).
Combined with premium usernames: $28M/yr from Agora services alone before compute marketplace revenue.
See also: Agora usernames, Infrastructure lock-in, Licensing