cc3976fb7f
- Split competitive-analysis-2026-05.org → TOC + 9 competitor files in ideas/competitors/. Dropped date from filename. All competitor UUIDs generated, TOC keeps original UUID for backlink continuity. - Deleted passepartout-economics.org archive (replaced by 27-node KB). - Inlined 5 'See also' blocks into natural prose (compliance-index, first-mover-window, revenue-table, orders-of-magnitude-time, native-org-knowledge-base). - Linked 7 orphan compliance pages back to compliance index + finished truncated sentences. - Linked all 14 Agora requirement docs from topic-relevant pages (identity→lisp-machine-security, infrastructure→compute-marketplace, social-space→growth-strategy, exchange→agora-contracts, etc.). - Linked ai-industry-impact from investment-thesis, sufficiency-flip, verification-appliance, effects-growth-flywheel (up from 1 to 10+ pages). - Fixed CREATED timestamps to use git commit dates instead of today. - Made all links absolute from root (no port inheritance). - Removed stale agora/docs/ duplicate content.
29 lines
2.5 KiB
Org Mode
29 lines
2.5 KiB
Org Mode
:PROPERTIES:
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:ID: 558154ea-e63a-4c45-998c-26ce8588585b
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:ID: auto-first-mover-window
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:CREATED: [2026-05-23 Sat]
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:END:
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#+title: First-Mover Window Analysis
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#+filetags: :passepartout:compliance:strategy:first-mover:
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* First-Mover Window Analysis
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The first-mover window is the time in which a new compliance tool can establish
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dominance before incumbents respond or the market settles on a standard approach.
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| Window | Frameworks | Rationale |
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|--------|-----------|-----------|
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| **Critical (<12 months)** | [[id:06fcdb02-2643-4f9d-ab41-e711a99cc390][EU AI Act]] (Aug 2026 effective), [[id:748db16a-1382-4e5e-8812-a5d57a8de131][NIS2]] (Oct 2025 deadline), [[id:717ef2df-2a80-4362-b23a-5e7e12554251][DORA]] (Jan 2025 — already in effect) | Regulation is active or imminent. Buyers are desperate. No established vendor. |
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| **Wide (12-36 months)** | [[id:fed19a24-ad81-4837-a12b-dafbd3ec110a][DPDP Act]] 2023 (rules drafting), India privacy; Privacy Act Review (Australia); [[id:f6a0c00e-e922-44af-99ce-6412c4b73745][Quebec Law 25]]; [[id:ce81fefc-b7a8-4be5-912f-55fd30970b6e][CRA]] phased enforcement | Regulation not yet fully enforced. Rules being written. Market forming. |
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| **Mature (commodity)** | [[id:513d5996-4ac7-4567-a992-18fc01599104][GDPR]] (2018), [[id:c9830152-0160-4bdc-ab03-6f308ad43536][SOX]] (2002), [[id:84fb5f8f-0527-4df0-b6b6-dbf3bcff8a7f][HIPAA]] (1996), [[id:4a2bc62b-3f21-4212-9cd9-f9add8fc0be1][GLBA]] (1999), [[id:4eef0993-6671-41cf-ba20-d1443a3ec49d][Basel III]] (2010), [[id:03ebdb80-a9af-4e76-a443-8556424996ed][FATF]] 40 Recs | Market has established vendors. First-mover advantage requires displacing incumbents via superior architecture. |
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| **Latent (undiscovered)** | [[id:022109ad-f031-44c4-8ea0-0b3c9402ca90][OECD]] AI Principles, [[id:6a5884c8-e9b5-477e-bbf6-aa9ffd967739][UN/CEFACT]], [[id:177aad72-5626-444d-a2e4-af8e1263b125][World Bank ESF]], [[id:68c55deb-72bf-4b15-ac28-bcc792057543][IFC PS]] | Compliance exists but is document-based or consultant-delivered. No software market has formed. The first gate package creates the category. |
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These windows define which frameworks are worth building a gate package for
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first. The [[id:e4a7b3d2-1c9f-4b6e-8a2d-5f3c7e1b9a0c][compliance index]] maps each to a
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[[id:84a537b4-4256-50c8-91f5-dd5b4538418f][verification appliance]] gate package, and the
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[[id:81a815ee-bf2b-4365-9894-b814e4196850][revenue table]] sizes the market. The
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[[id:827bc546-e887-5b7c-9b65-6392beaf0920][verification monopoly]] dynamics determine which window to enter
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first.
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