Update README.md

README.md

@@ -58,7 +58,7 @@ from datasets import load_dataset
 ds = load_dataset("Threadbaire/research-articles")
 ```
 ## Arc
-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. Part 1 diagnoses the industrial economics — arguing that AI's cost structure is industrial, not software, and that the collision with dissolving revenue models pushes the entire economy toward regression. Part 2 traces the infrastructure trap through railroads, electricity, and telephony, then follows the escape through three institutional openings that made the software economy possible, and asks what held the ladder in place. "The Wrong Game" applies the capital allocation stress thesis to a single company — observing that Microsoft voluntarily disclosed an internal margin metric for Xbox after twenty-five years of absorbing worse losses quietly, while AI returns remain visible only through aggregated segment-level signals. "A Tale of Two Earnings" is the first real-time predictive experiment — six falsifiable predictions filed before Microsoft, Apple, and Amazon report, testing what the circular financing mechanism will make visible in the filings and what it will leave aggregated. "What the Filings Cannot Show" scores all six predictions against the actual filings — all held — and introduces three separations (investment/operation, investor/customer, revenue/capital) as the analytical framework for why the circular financing mechanism remains invisible in standard disclosure, and proposes independently financed versus ecosystem-financed demand as a new analytical category. Part 3 of The Silicon Industrialists traces how the three separations that made the software economy possible — separable hardware, ownable software, and open distribution — were gradually reversed through cloud recentralisation, subscription ownership, externalised capability, gated distribution, joined identity, and the absence of successor institutional protections, establishing that AI entered an already-reconstructed bind rather than creating one. The Compute Watch, launched in October 2026, is a standing instrument rather than an argument: a monthly public record of what AI chips rent for, what lenders charge against them, and how long their owners say they last, with one pre-registered prediction checked against the numbers each month. Its figures and structured context are kept in a separate dataset, Threadbaire/compute-watch.
+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. Part 1 diagnoses the industrial economics — arguing that AI's cost structure is industrial, not software, and that the collision with dissolving revenue models pushes the entire economy toward regression. Part 2 traces the infrastructure trap through railroads, electricity, and telephony, then follows the escape through three institutional openings that made the software economy possible, and asks what held the ladder in place. "The Wrong Game" applies the capital allocation stress thesis to a single company — observing that Microsoft voluntarily disclosed an internal margin metric for Xbox after twenty-five years of absorbing worse losses quietly, while AI returns remain visible only through aggregated segment-level signals. "A Tale of Two Earnings" is the first real-time predictive experiment — six falsifiable predictions filed before Microsoft, Apple, and Amazon report, testing what the circular financing mechanism will make visible in the filings and what it will leave aggregated. "What the Filings Cannot Show" scores all six predictions against the actual filings — all held — and introduces three separations (investment/operation, investor/customer, revenue/capital) as the analytical framework for why the circular financing mechanism remains invisible in standard disclosure, and proposes independently financed versus ecosystem-financed demand as a new analytical category. Part 3 of The Silicon Industrialists traces how the three separations that made the software economy possible — separable hardware, ownable software, and open distribution — were gradually reversed through cloud recentralisation, subscription ownership, externalised capability, gated distribution, joined identity, and the absence of successor institutional protections, establishing that AI entered an already-reconstructed bind rather than creating one. The Compute Watch, launched in October 2026, is a standing instrument rather than an argument: a monthly public record of what AI chips rent for, what lenders charge against them, and how long their owners say they last, with one pre-registered prediction checked against the numbers each month. Its figures and structured context are kept in a separate dataset, [Threadbaire/compute-watch](https://huggingface.co/datasets/Threadbaire/compute-watch).
 ## Research Directions
 The Silicon Industrialists series identified a dual-force mechanism — the double bind between industrial-scale infrastructure costs and value dissolution — that produces the same economic sequence across every shared infrastructure technology examined (railroads, electricity, telephony, computing). The series also identified the institutional conditions (consent decrees, mandated unbundling, conditioned privatisation) that broke this sequence for the computing industry specifically.
 Current research is investigating whether this mechanism provides the missing causal explanation for Kondratieff long waves (~50-60 year economic cycles associated with successive infrastructure technologies). The existing long-wave literature (Schumpeter, Perez, Freeman & Louçã) documents the empirical pattern and maps the installation-deployment sequence but has not converged on a structural mechanism that explains why every infrastructure technology follows the same financial shape. The double bind — industrial costs that cannot be avoided combined with value dissolution that erodes the revenue base funding the buildout — may be that mechanism, with the institutional conditions explaining the transition from crisis to deployment.
@@ -67,6 +67,7 @@ This line of investigation is at an early stage. A full literature review and fo
 - **Canonical site:** [threadbaire.com](https://threadbaire.com)
 - **Blog:** [threadbaire.com/blog](https://threadbaire.com/blog)
 - **GitHub:** [github.com/threadbaire](https://github.com/threadbaire)
+- **Compute Watch data:** [Threadbaire/compute-watch](https://huggingface.co/datasets/Threadbaire/compute-watch)
 ## Author
 Lida Liberopoulou · Independent Researcher · [About](https://huggingface.co/datasets/Threadbaire/research-articles/blob/main/about-lida-liberopoulou.md) · [Contact](https://threadbaire.com/contact.html)
 ## License