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 the research note on SSRN
Browse files
README.md
CHANGED
|
@@ -52,7 +52,7 @@ The thesis is the root document. Each blog post extends it by moving one layer d
|
|
| 52 |
## Research Directions
|
| 53 |
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.
|
| 54 |
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.
|
| 55 |
-
This line of investigation is at an early stage. A full literature review and formal working paper will follow the completion of the Silicon Industrialists series.
|
| 56 |
## Source
|
| 57 |
- **Canonical site:** [threadbaire.com](https://threadbaire.com)
|
| 58 |
- **Blog:** [threadbaire.com/blog](https://threadbaire.com/blog)
|
|
|
|
| 52 |
## Research Directions
|
| 53 |
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.
|
| 54 |
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.
|
| 55 |
+
This line of investigation is at an early stage. A full literature review and formal working paper will follow the completion of the Silicon Industrialists series. A preliminary research note establishing this hypothesis is available on SSRN: doi.org/10.2139/ssrn.7026619
|
| 56 |
## Source
|
| 57 |
- **Canonical site:** [threadbaire.com](https://threadbaire.com)
|
| 58 |
- **Blog:** [threadbaire.com/blog](https://threadbaire.com/blog)
|