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.
1.5 KiB
Infrastructure Lock-In and Switching Costs
A hospital that runs Passepartout with HIPAA gate rules ($50K/yr) for five years has accumulated:
- A fact store with a decade of compliance decisions
- A proof forest of verified rules
- An empirical decision history tied to their specific deployment
- Customized gate rules encoding their specific workflows and approvals
Switching to a competitor means discarding all of it. The accumulated value grows as the fact store deepens. Annual revenue per enterprise grows from $250K in year one to $500K-$1M by year five as more domain packages are added.
This is the strongest residual moat. The id:45258a2d-1675-562c-9024-5d1eb2f1ea56 for the network topology that creates this lock-in)]] (regression suite) is a close second — it grows with every deployment and cannot be ingested from public data. The verification monopoly and upgrade lifecycle compound this lock-in: every new regulation encoded as a gate rule deepens the proof forest, making the deployment harder to reproduce elsewhere.