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.
20 lines
1.8 KiB
Org Mode
20 lines
1.8 KiB
Org Mode
:PROPERTIES:
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:CREATED: [2026-05-24 Sun]
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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 [[id:1d074690-a279-59cb-b91d-e9a22ae104ad][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 [[id:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][premium usernames]]: $28M/yr from Agora services alone before [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][compute marketplace]] revenue. The hosted model also creates [[id:2f783eb4-638e-5afa-9b59-6224d086a712][infrastructure lock-in]] as users build their Merkle fact stores on the platform, making migration costly. The AGPL [[id:67faf52f-9126-50a7-b87e-2bedc610dac7][licensing]] model is described in [[id:67faf52f-9126-50a7-b87e-2bedc610dac7][Licensing]].
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