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.
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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. The hosted model also creates infrastructure lock-in as users build their Merkle fact stores on the platform, making migration costly. The AGPL licensing model is described in Licensing.