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.
46 lines
3.5 KiB
Org Mode
46 lines
3.5 KiB
Org Mode
:PROPERTIES:
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:CREATED: [2026-05-24 Sun]
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:ID: 1c3ec48b-446c-50d2-b53e-126a81f5143f
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:END:
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#+title: Passepartout Triad — Knowledge Base
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#+filetags: :passepartout:triad:economics:index:
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The triad replaces every layer of the modern computing stack with Lisp-native, user-owned, ACL2-verified alternatives. Three components:
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- [[id:a1fac32a-47de-5fbd-b67d-29152c851747][Logos (Passepartout) — the cognitive agent]]
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- [[id:c3b3dc41-945f-54e9-84eb-ca014114f1be][Stoa (The Porch) — the environment]]
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- [[id:1d074690-a279-59cb-b91d-e9a22ae104ad][Agora (The Society) — the network]]
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Total addressable market: ~$960B/year across cloud, AI, OS, social media, payments, productivity, and compliance.
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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 [[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][compute marketplace]]. Network effects are positive sum — every instance feeds the regression suite and grows the marketplace.
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[[id:1c95ce7d-a2db-506a-9608-df68f9ae211b][Lisp Machine security — unified memory threat model]]
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[[id:04c2f221-c54f-51e5-b40a-48822cd16d45][Common Logic (ISO 24707) — relevance to the triad]]
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[[id:a5d59d12-b23e-58d6-a81b-9b8b06556949][Collective regression suite — how it compounds]]
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Key analytical frames:
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- [[id:5961e469-53a3-5f3c-ab72-3c83ef91963f][Investment thesis — the unified view]]
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- [[id:9af13fff-9725-542b-93b1-a555bc74ad72][Why Lisp is economically viable now]]
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- [[id:efc76898-03f7-57ba-923d-35d65da88bb7][The per-domain sufficiency flip]]
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- [[id:dc2e4f22-1c4c-5d4a-a151-f96e5d3b0d70][Development velocity and timeline estimates]]
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- [[id:0b5a8a74-cfd6-542d-bc88-4eb3cd8626f9][Cost structure and zero marginal cost]]
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- [[id:aa6d062e-a520-5d14-8773-00687ed9c689][Competitive moats analysis]]
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Revenue paths (short to long term):
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- [[id:84a537b4-4256-50c8-91f5-dd5b4538418f][Verification appliance]][[id:c34940cc-090e-57c4-8020-e78b1d32b96c][ Domain gate packages]][[id:45258a2d-1675-562c-9024-5d1eb2f1ea56][ Evaluation harness]]
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- [[id:2e390c1d-65f3-5fb3-b898-ac3fc4291ee7][Agora premium usernames]][[id:1a2b38df-20ba-58ca-ba55-a072be67bd0d][ PDS as a service]][[id:3c6b0449-a8fb-5b89-b82a-34efb21ef5b5][ Compute marketplace]]
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- [[id:827bc546-e887-5b7c-9b65-6392beaf0920][Verification monopoly — the big money]][[id:2f783eb4-638e-5afa-9b59-6224d086a712][ Infrastructure lock-in]]
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Strategy and IP:
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- [[id:caaeee11-ba6f-5566-aecd-f171b4c459c0][Patent strategy]][[id:67faf52f-9126-50a7-b87e-2bedc610dac7][ Licensing (AGPL + commercial)]]
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- [[id:5f55bbe6-d243-5766-8ccf-5c5cc88a6542][Impact on the AI/GPU industry]]
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- [[id:29e4dbf3-cf19-589c-8b14-389e8a39d564][Upgrade and distribution lifecycle]]
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- [[id:45ea493b-94ad-5885-aa65-0c846e5c3c1d][Gate rule encoding from codified domains]]
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- [[id:2afd9a3c-e96a-54c7-ac77-a05a28065b4b][Biology as proof of the Lisp model]]
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- [[id:00ab3a4d-e3de-5605-a67d-12935bb36ab5][Comparison with Symbolics Genera]]
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The [[id:b25bf753-9799-41ab-82f5-1a1416db756b][Agora protocol overview]] and [[id:a3243dd0-3209-423b-98e1-51c3eada2658][advanced integration]] requirements define how the gate stack connects to Agora's network layer. The [[id:72570648-d943-42e5-a781-3b09791ac6ec][realistic assessment]] covers deployment timelines and adoption risks.
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*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.*
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