Datasets:
Modalities:
Text
Formats:
json
Languages:
English
Size:
< 1K
Tags:
AI industry analysis
software collapse
open infrastructure
digital sovereignty
agent web
platform capture
License:
added reference to Who Holds the Keys to the Agent Web — Part 3: Who Keeps the Record
Browse files
README.md
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# Threadbaire Research Articles
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Structural analysis of AI industry dynamics, software value collapse, and open infrastructure.
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## About
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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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## 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,
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## Source
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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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| `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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## Structured Metadata
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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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