- 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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The Self-Driving Lisp Machine
A Tenstorrent P150 (~72 RISC-V Tensix cores) running Passepartout: 72 RISC-V cores running Lisp microcode, one core dedicated to ACL2, one to Screamer, the rest to gate verification and fact store operations.
The self-driving threshold: the system can synthesize and load its own FPGA microcode or Tensix dispatch programs from within the running Lisp image. The system profiles its own gate verification latency, proposes a new microcoded instruction for the hot path, compiles RISC-V assembly from ACL2-verified specifications, loads it via PCIe DMA from within SBCL, benchmarks it — and rolls back if slower.
Every subdomain involved is software — the most codifiable domain. RISC-V ISA, SBCL internals, ACL2 metafunctions, CIC type theory, compiler optimization — all can flip to symbolic sufficiency within days to weeks of ingestion.
Timeline: ~6,000 lines of new code (microcode, PCIe DMA, Tensix management, benchmark harness). ~60 cycles at current velocity. 2-4 weeks. Total from today: 6-10 weeks. See time estimates for the velocity model behind these numbers.
The Tenstorrent approach is dramatically simpler than FPGA because the microcode is RISC-V assembly (software), not FPGA bitstream (hardware with minutes-per-iteration synthesis). The Lisp Machine security model — unified memory, tagged architecture, no MMU — applies directly because the Tensix cores share the same address space. Verification appliance economics apply: a certified Lisp Machine at scale replaces compliance hardware. See why Lisp is economically viable now and upgrade lifecycle for the economic and deployment foundations.