Datasets:
Modalities:
Text
Formats:
json
Languages:
English
Size:
< 1K
Tags:
AI industry analysis
software collapse
open infrastructure
digital sovereignty
agent web
platform capture
License:
Update to README.md with information for the-silicon-industrialists-part-1
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README.md
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- agent web
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- platform capture
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- structural analysis
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task_categories:
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- text-classification
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- text-generation
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data_files: "articles.json"
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pretty_name: Threadbaire Research Articles
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---
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# Threadbaire Research Articles
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Structural analysis of AI industry dynamics, software value collapse, and open infrastructure. Seven articles published between January and May 2026, available as raw markdown for analysis, citation, and AI-readable ingestion.
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## About
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This dataset contains the complete text of the Threadbaire thesis and blog — a body of independent research arguing that AI has already collapsed traditional software value capture mechanisms, and mapping the capture infrastructure forming in its wake.
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All articles are published under CC BY-SA 4.0. Each piece is sourced, dated, and designed to be machine-readable from the ground up — raw markdown endpoints, citation blocks, and structured metadata are part of the publishing philosophy.
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## Contents
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| File | Title | Date | Words |
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| ----------------------------------- | ------------------------------------------------------------ | ---------- | ------- |
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| `thesis.md` | The Software Collapse Has Already Happened | 2026-01-30 | ~10,000 |
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| `who-holds-the-keys-part-2.md` | Who Holds the Keys to the Agent Web — Part 2: Who Gets the Receipt | 2026-03-25 | ~6,000 |
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| `two-bridges-to-the-same-place.md` | Two Bridges to the Same Place | 2026-04-14 | ~3,500 |
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| `tools-multiply-seats-collapse.md` | Tools Multiply. Seats Collapse. | 2026-04-21 | ~2,800 |
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## Structured Metadata
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`articles.json` contains per-article metadata: title, date, word count, arc position, core claim, evidence sources, tags, and links to both the dataset files and canonical URLs at threadbaire.com.
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```python
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from datasets import load_dataset
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ds = load_dataset("Threadbaire/research-articles")
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```
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## Arc
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The thesis is the root document. Each blog post extends it by moving one layer deeper through the stack: the human cost of the collapse, then a triptych on the agent web — authentication capture, commerce capture, and post-transaction memory capture — followed by the model commodity layer and the software category sorting mechanism. Together they form a single descending argument from structural diagnosis to practical test.
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## Source
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- **Canonical site:** [threadbaire.com](https://threadbaire.com)
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- **Blog:** [threadbaire.com/blog](https://threadbaire.com/blog)
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- **GitHub:** [github.com/threadbaire](https://github.com/threadbaire)
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## Author
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Lida Liberopoulou · Independent research · Available for advisory, research collaboration, and expert consultation · [Get in touch](https://threadbaire.com/contact.html)
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## License
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CC BY-SA 4.0
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- agent web
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- platform capture
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- structural analysis
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- industrial economics
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- venture capital
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task_categories:
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- text-classification
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- text-generation
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data_files: "articles.json"
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pretty_name: Threadbaire Research Articles
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---
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# Threadbaire Research Articles
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Structural analysis of AI industry dynamics, software value collapse, and open infrastructure. Eight articles published between January and May 2026, available as raw markdown for analysis, citation, and AI-readable ingestion.
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## About
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This dataset contains the complete text of the Threadbaire thesis and blog — a body of independent research arguing that AI has already collapsed traditional software value capture mechanisms, and mapping the capture infrastructure forming in its wake.
|
|
|
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All articles are published under CC BY-SA 4.0. Each piece is sourced, dated, and designed to be machine-readable from the ground up — raw markdown endpoints, citation blocks, and structured metadata are part of the publishing philosophy.
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## Contents
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| File | Title | Date | Words |
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| ----------------------------------- | ------------------------------------------------------------ | ---------- | ------- |
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| `thesis.md` | The Software Collapse Has Already Happened | 2026-01-30 | ~10,000 |
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| `who-holds-the-keys-part-2.md` | Who Holds the Keys to the Agent Web — Part 2: Who Gets the Receipt | 2026-03-25 | ~6,000 |
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| `two-bridges-to-the-same-place.md` | Two Bridges to the Same Place | 2026-04-14 | ~3,500 |
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| `tools-multiply-seats-collapse.md` | Tools Multiply. Seats Collapse. | 2026-04-21 | ~2,800 |
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| `who-holds-the-keys-part-3.md` | Who Holds the Keys to the Agent Web — Part 3: Who Keeps the Record | 2026-05-09 | ~5,500 |
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| `the-silicon-industrialists-part-1.md` | The Silicon Industrialists — Part 1: AI's Gilded Age | 2026-05-27 | ~7,500 |
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## Structured Metadata
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`articles.json` contains per-article metadata: title, date, word count, arc position, core claim, evidence sources, tags, and links to both the dataset files and canonical URLs at threadbaire.com.
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```python
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from datasets import load_dataset
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ds = load_dataset("Threadbaire/research-articles")
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```
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## Arc
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The thesis is the root document. Each blog post extends it by moving one layer deeper through the stack: the human cost of the collapse, then a triptych on the agent web — authentication capture, commerce capture, and post-transaction memory capture — followed by the model commodity layer and the software category sorting mechanism. The latest series, The Silicon Industrialists, moves below the software layer entirely to diagnose the industrial economics and venture capital dynamics that shape the AI ecosystem — arguing that AI's cost structure is industrial, not software, and that the collision with dissolving revenue models pushes the entire economy toward regression.
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## Source
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- **Canonical site:** [threadbaire.com](https://threadbaire.com)
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- **Blog:** [threadbaire.com/blog](https://threadbaire.com/blog)
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- **GitHub:** [github.com/threadbaire](https://github.com/threadbaire)
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## Author
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Lida Liberopoulou · Independent research · Available for advisory, research collaboration, and expert consultation · [Get in touch](https://threadbaire.com/contact.html)
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## License
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CC BY-SA 4.0
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