Updated README for the-silicon-industrialists-part-2

README.md

@@ -23,7 +23,7 @@ configs:
 pretty_name: Threadbaire Research Articles
 ---
 # Threadbaire Research Articles
-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.
+Structural analysis of AI industry dynamics, software value collapse, and open infrastructure. Nine articles published between January and June 2026, available as raw markdown for analysis, citation, and AI-readable ingestion.
 ## About
 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.
 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.
@@ -38,6 +38,7 @@ All articles are published under CC BY-SA 4.0. Each piece is sourced, dated, and
 | `tools-multiply-seats-collapse.md`  | Tools Multiply. Seats Collapse.                              | 2026-04-21 | ~2,800  |
 | `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  |
 | `the-silicon-industrialists-part-1.md` | The Silicon Industrialists — Part 1: AI's Gilded Age      | 2026-05-27 | ~7,500  |
+| `the-silicon-industrialists-part-2.md` | The Silicon Industrialists — Part 2: Tech's Great Escape | 2026-06-19 | ~11,000 |
 ## Structured Metadata
 `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.
 ```python
@@ -45,7 +46,7 @@ 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 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.
+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.
 ## Source
 - **Canonical site:** [threadbaire.com](https://threadbaire.com)
 - **Blog:** [threadbaire.com/blog](https://threadbaire.com/blog)