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- license: cc-by-sa-4.0
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+ license: cc-by-sa-4.0
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+ ## Threadbaire Research Articles
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+ Structural analysis of AI industry dynamics, software value collapse, and open infrastructure. Six articles published between January and April 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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+ | `the-humans-wont-be-called-back.md` | The Humans Won't Be Called Back | 2026-03-04 | ~3,500 |
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+ | `who-holds-the-keys-part-1.md` | Who Holds the Keys to the Agent Web — Part 1: Before the Doors Close | 2026-03-18 | ~4,500 |
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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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+ ### 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, the authentication capture point in the agent layer, the agent commerce stack, 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