Threadbaire/research-articles huggingface dataset:
The Software Collapse Has Already Happened
Author: Lida Liberopoulou
Date: 2026-01-30
Updated: 2026-02-27
Arc position: Root document. Everything after extends this.
Core claim: The software industry's value-producing mechanisms have already collapsed. Implementation is no longer scarce. Incumbents deploy defensive measures that delay recognition but cannot reverse the structural shift. Value migrates to the context/integration layer.
Tags: software collapse, value capture, open infrastructure, context graphs, platform capture, AI industry
Evidence sources: OpenClaw, DeepSeek, MCP, mem0, Klarna, Salesforce, Unity, Reddit, ChatGPT, AAIF, Linux Foundation
The Humans Won't Be Called Back
Author: Lida Liberopoulou
Date: 2026-03-04
Arc position: The human cost layer. What the collapse means for the people inside the organisations.
Core claim: The prediction that companies will fire humans, discover AI produces bad work, and call the humans back is wrong — not because AI won't produce bad work, but because the institutional knowledge needed to diagnose the failures leaves with the people who are cut.
Tags: institutional knowledge, layoffs, AI replacement, skill formation, human cost
Evidence sources: Verizon DBIR, METR developer productivity study, Shen & Tamkin skill formation research, NBER firm data, Block, Klarna, Salesforce
Who Holds the Keys to the Agent Web — Part 1: Before the Doors Close
Author: Lida Liberopoulou
Date: 2026-03-18
Arc position: First affirmative case — what should be built instead. Part 1 of 2: where the open web closes.
Core claim: Authentication — not discovery, not execution — is the primary capture point in the emerging AI agent layer. Identity vendors are positioning to become the default delegation layer for agent permissions.
Tags: agent authentication, identity vendors, credential capture, local-first, delegation broker, MCP
Evidence sources: Stytch, Auth0/Okta, WorkOS, Bitwarden MCP server, Docker MCP Toolkit, OAuth, CLAUDE.md, AGENTS.md, llms.txt
Who Holds the Keys to the Agent Web — Part 2: Who Gets the Receipt
Author: Lida Liberopoulou
Date: 2026-03-25
Arc position: Second affirmative case. Part 2 of 2: where the open web gets mapped.
Core claim: The agent commerce infrastructure is being built now. The commercial graph — transaction history, legitimacy layer, reasoning traces — is the capture mechanism. Whoever holds the canonical record of what was agreed holds the most valuable layer.
Tags: agent commerce, commercial graph, payment rails, trust registries, autonomous wallets, discovery protocols
Evidence sources: Google A2A/UCP, Stripe MPP, x402 Foundation, Olas/Gnosis autonomous agents, Stanford NegotiationArena, Microsoft Magentic Marketplace, Princeton agent manipulation research, IETF Agent Identity and Discovery draft
Two Bridges to the Same Place
Author: Lida Liberopoulou
Date: 2026-04-14
Arc position: Bridge post. Connects the January thesis to April 2026 evidence. Proves the model-as-commodity prediction with dated, sourced receipts.
Core claim: The competition between frontier AI labs is itself the proof that the model layer is commoditising — the same structural pattern as the Netscape/Microsoft browser war, where the winner didn't get to keep the winnings.
Tags: model commoditisation, frontier labs, convergence, open-weight, benchmark gap, browser war analogy
Evidence sources: Chen/Zaharia/Zou (Harvard Data Science Review, 2024), Kirgis/Tufekci et al. (Princeton, arXiv 2026), Gao/Liang/Guestrin (ICLR 2025), Anthropic September 2025 postmortem, Stanford HAI AI Index 2025, Nagle/Yue (SSRN, 2025), Perplexity enterprise data, AAIF founding announcement
Tools Multiply. Seats Collapse.
Author: Lida Liberopoulou
Date: 2026-04-21
Arc position: Third in descending-through-the-stack sequence. Thesis (all layers) → Two Bridges (model layer) → Tools Multiply (software category layer). First article with a practical sorting test.
Core claim: Per-seat software pricing is a twenty-five-year artifact of the human bottleneck. AI agents sort the software market into two categories: tool-makers whose usage multiplies and coordination surfaces whose seat economics hollow out.
Tags: per-seat pricing, tool-makers, coordination surfaces, SaaS collapse, agent adoption, vendor sorting
Evidence sources: Jensen Huang / Dwarkesh Patel interview, HubSpot Prospecting Agent, Adobe Firefly Enterprise, Salesforce Agentforce, Reuters SaaS wipeout data, Atlassian earnings
Who Holds the Keys to the Agent Web — Part 3: Who Keeps the Record
Author: Lida Liberopoulou
Date: 2026-05-09
Arc position: Third in the triptych. Completes the agent web capture sequence: authentication (security) → commerce (efficiency) → post-transaction (accumulation). First practical procurement framework in the series.
Core claim: The deepest capture in agent commerce occurs after the session closes, through autopilot services that accumulate operational context as a byproduct of doing the work competently. The risk is not that the vendor trains on your data — it is that the vendor becomes the only party that can explain how the work was done.
Tags: post-transaction capture, autopilot services, outsourcing wedge, memory lock-in, procurement, agent commerce, portability
Evidence sources: Harvey, Sierra, Writer, Cogent, Lindy, Sequoia Capital, Bessemer Venture Partners, Cohen & Levinthal (absorptive capacity), GDPR/Data Act/DMA portability gaps, EU AI Act high-risk logging, Ethical Black Box proposal, IETF SCITT, VCAP/ADRP, Singapore 2026 Model AI Governance Framework, HL7 FHIR, Accord Project, SOAP/WSDL/UDDI, APIX, agent:// URI scheme, UETA/E-SIGN Act, Anthropic dreaming, mem0, Letta, EU model contractual clauses, GSA draft AI terms
The Silicon Industrialists — Part 1: AI's Gilded Age
Author: Lida Liberopoulou
Date: 2026-05-27
Arc position: First in a new series ('The Silicon Industrialists'). Diagnosis of the economic forces shaping AI. Deepest structural analysis to date — moves below the software layer to explain why the entire ecosystem behaves the way it does.
Core claim: AI's cost structure is industrial, not software. Its revenue mechanisms are dissolving. The collision between these two forces produces a double bind that pushes the entire AI economy toward regression — through infrastructure dependencies, venture capital, startup absorption, and the capture of open source.
Tags: industrial economics, value dissolution, double bind, venture capital, infrastructure capture, open source capture, forward deployment, model commoditisation, Gilded Age
Evidence sources: Anthropic/Blackstone/Goldman Sachs, OpenAI/TPG/Bain Capital, Google FDE, Microsoft/Accenture, SpaceX S-1, Alphabet Q1 FY2026 SEC filing, Nvidia FY2026 SEC filing, PitchBook down-round data, CB Insights mega-round data, OECD AI funding data, Dedale Intelligence, Meritech Capital (Alex Clayton), Garry Tan/Marc Andreessen contradiction, Thinking Machines Lab, Inflection AI/Microsoft, Adept AI/Amazon, FTC/CMA regulatory responses, Mistral AI, Stability AI, Neural Magic/Red Hat, Nod.ai/AMD, Determined AI/HPE, LangChain, LlamaIndex, Meta/Llama, Nvidia open models, Hugging Face cap table, Biological Computing Company
The Silicon Industrialists — Part 2: Tech's Great Escape
Author: Lida Liberopoulou
Date: 2026-06-19
Arc position: Second in the Silicon Industrialists series. Traces the infrastructure trap through three industries, the escape through three openings, and the institutional conditions that held the ladder in place. Establishes that the software economy was engineered, not natural.
Core claim: Every major infrastructure technology before software followed the same path: massive capital, consolidation, capture. The personal computer, independent software, and the open internet broke that pattern — not because the technology got cheaper, but because specific institutional decisions opened the substrate before anyone could close it.
Tags: infrastructure trap, consent decree, IBM unbundling, conditioned privatisation, railroads, electricity, telephony, dot-com crash, institutional engineering, double bind, escape economics
Evidence sources: 1956 AT&T consent decree, United States v. IBM, Walker Report 1938, Pacific Railway Act 1862, Panic of 1893, Samuel Insull, PUHCA 1935, Rural Electrification Administration, Interstate Commerce Act 1887, Hepburn Act 1906, Kingsbury Commitment 1913, Bell Labs transistor 1947, IBM unbundling 1969, Martin Goetz/ADR first software patent, Ramsey Clark last-day filing, Brooks Act, Clewlow Report, J.C.R. Licklider, Bob Taylor/Larry Roberts/ARPANET, Steve Crocker/RFC process, Vint Cerf/Bob Kahn TCP/IP, Stephen Wolff/NSFNET, Solicitation 93-52, WorldCom, Global Crossing, Winstar
The Wrong Game - Why Xbox Is Answering Microsoft's Margin Question
Author: Lida Liberopoulou
Date: 2026-07-03
Arc position: Fourth standalone applied analysis. Applies the capital allocation stress thesis to a specific company's observable behaviour pattern. Framework operates underneath without being named on surface. Shortest piece in the corpus but complete — one company, one observation, one question, four monitoring points.
Core claim: 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. The question is not whether Xbox deserved a reset but why the only transparency window opened for the business unit furthest from the question investors are actually asking.
Tags: Microsoft, Xbox, capital allocation, margin disclosure, selective transparency, AI infrastructure spending, corporate patience, accountability margin, applied analysis
Evidence sources: Xbox Wire Reset memo June 2026, Xbox Wire console price update June 2026, Microsoft FY26 Q3 earnings release, Microsoft FY26 Q3 10-Q, FTC v. Microsoft trial exhibits 2023, Meta FY25 10-K Reality Labs segment, Microsoft FY26 Q3 cash-flow statement
A Tale of Two Earnings — Microsoft, Apple, and the Circle Between Them
Author: Lida Liberopoulou
Date: 2026-07-27
Arc position: Real-time applied analysis. First article built as a predictive experiment — six falsifiable predictions filed before earnings reports with a public scorecard. Applies the ouroboros and double bind to specific companies in specific quarters.
Core claim: The AI infrastructure cycle has produced circular financing now visible in earnings reports — the supplier finances its own demand because the infrastructure costs more than the revenue base can fund. Six predictions test what Microsoft, Apple, and Amazon will disclose and what they will leave aggregated.
Tags: circular financing, ouroboros, earnings analysis, Microsoft, Apple, Amazon, vendor financing, capital allocation, disclosure asymmetry, falsifiable predictions
Evidence sources: Nvidia-OpenAI $250B guarantee (WSJ July 2026), Alphabet Q2 2026 10-Q, Alphabet Q2 2026 earnings release, Microsoft Q3 FY2026 10-Q, Microsoft FY2026 Q3 earnings webcast, Apple Q2 FY2026 10-Q, Xbox Wire Reset disclosure June 2026, Amazon Anthropic convertible note/Q1 2026 filing
A Tale of Two Earnings — What the Filings Cannot Show
Author: Lida Liberopoulou
Date: 2026-07-31
Arc position: Companion and scoring post to 'A Tale of Two Earnings.' First verifiable predictive result with pre-registered pass/fail conditions. Strongest credibility signal the practice has produced.
Core claim: Six structural claims about hyperscaler earnings disclosure, filed before the event with pass/fail conditions, all confirmed. The score matters less than what it reveals: three separations — investment/operation, investor/customer, revenue/capital — prevent investors from evaluating whether AI infrastructure demand is independently financed or ecosystem-financed.
Tags: earnings analysis, predictive scoring, three separations, ecosystem-financed demand, disclosure gaps, Microsoft, Apple, Amazon, Anthropic, OpenAI, circular financing, ouroboros
Evidence sources: Microsoft FY2026 Q4 earnings release, Microsoft FY2026 10-K, Amazon Q2 2026 earnings release, Apple fiscal Q3 2026 earnings release, Alphabet Q2 2026 earnings release, A Tale of Two Earnings (July 27 predictions)