Files
hermes-brain/ideas/passepartout-economics/verification-appliance.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

Verification Appliance (Hardware)

An FPGA or Tenstorrent card pre-loaded with a mature Passepartout image, domain-specific gate rules, and a hardware root of trust. No cloud dependency.

Target: regulated industries needing provable compliance that cannot accept cloud-based AI. Price: $5K-$50K/unit. Volume: hundreds to low thousands in year one.

The Lisp Machine on Tenstorrent P150 (~72 RISC-V Tensix cores on a PCIe card) is the realistic first target: the microcode is RISC-V assembly (software), not FPGA bitstream (hardware). The system can propose, load, test, and roll back a new dispatch routine in seconds. An FPGA path would add synthesis time (minutes to hours per iteration).

Revenue estimate: 50 sales in year one = $250K-$2.5M.

See also: Domain gate packages, Evaluation harness, Self-driving Lisp Machine, Lisp economics, Upgrade lifecycle