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.
21 lines
1.5 KiB
Org Mode
21 lines
1.5 KiB
Org Mode
:PROPERTIES:
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:ID: 1a2b38df-20ba-58ca-ba55-a072be67bd0d
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:END:
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#+title: Personal Data Store as a Service
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#+filetags: :passepartout:agora:revenue:pds:saas:
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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.
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- **Free tier (self-hosted):** full AGPL PDS, runs on any Lisp host, full control, no cost
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- **Basic hosted tier:** $10-$20/month, 10GB fact store, 10M queries/month, automated backup, automatic upgrades
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- **Business hosted tier:** $100-$500/month, 100GB+ fact store, unlimited queries, SLA, dedicated relay, compliance logging
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- **Enterprise hosted tier:** $1,000-$10,000/month, air-gapped appliance management, dedicated support, regulatory-compliant data residency, SIEM integration
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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.
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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).
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Combined with premium usernames: $28M/yr from Agora services alone before compute marketplace revenue.
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See also: [[id:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][Agora usernames]], [[id:2f783eb4-638e-5afa-9b59-6224d086a712][Infrastructure lock-in]], [[id:67faf52f-9126-50a7-b87e-2bedc610dac7][Licensing]]
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