Distributed Compute Is Not Distributed Intelligence: A Competitive Analysis of the DePIN Landscape and the Missing Civic-Semantic Layer (v3.2)

V3.2 changes: Naming convention update. The project name is The Substrate. "The Shared Build" (DOI 10.5281/zenodo.20060355) is the title of the original proposal paper that introduced it. Earlier versions occasionally used "The Shared Build" as a synonym for the project; v3.2 disambiguates throughout. Attribution correction (carried forward from v3.1): The substrate thesis is Lee Sharks's alone, not yet endorsed by Alice, Luna, or Mikayla. Original technical brainstorming for the P2P compute pool emerged in the Living Architecture Lab Collaboration Station Discord, convened by Alice Thornburgh, with technical contributions from Mikayla and Luna (definitelynotasquid). Luna does not currently endorse the…