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- 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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Passepartout Triad — Knowledge Base
The triad replaces every layer of the modern computing stack with Lisp-native, user-owned, ACL2-verified alternatives. Three components:
- Logos (Passepartout) — the cognitive agent
- Stoa (The Porch) — the environment
- Agora (The Society) — the network
Total addressable market: ~$960B/year across cloud, AI, OS, social media, payments, productivity, and compliance.
The business model is the AWS of provable computing: AGPL infrastructure is free, revenue comes from verification appliances, gate rules, certification, namespace registry, hosted PDS, and a compute marketplace. Network effects are positive sum — every instance feeds the regression suite and grows the marketplace.
Lisp Machine security — unified memory threat model Common Logic (ISO 24707) — relevance to the triad Collective regression suite — how it compounds
Key analytical frames:
- Investment thesis — the unified view
- Why Lisp is economically viable now
- The per-domain sufficiency flip
- Development velocity and timeline estimates
- Cost structure and zero marginal cost
- Competitive moats analysis
Revenue paths (short to long term):
- Verification appliance Domain gate packages Evaluation harness
- Agora premium usernames PDS as a service Compute marketplace
- Verification monopoly — the big money Infrastructure lock-in
Strategy and IP:
- Patent strategy Licensing (AGPL + commercial)
- Impact on the AI/GPU industry
- Upgrade and distribution lifecycle
- Gate rule encoding from codified domains
- Biology as proof of the Lisp model
- Comparison with Symbolics Genera
The Agora protocol overview and advanced integration requirements define how the gate stack connects to Agora's network layer. The realistic assessment covers deployment timelines and adoption risks.
The lines that run the modern internet (tens of millions across Google, Meta, Amazon, Apple, Microsoft) are replaced by a single coherent architecture where one gate stack verifies everything and one prover proves everything consistent.