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about-lida-liberopoulou.md

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+---
+title: "About Threadbaire"
+
+author: "Lida Liberopoulou"
+
+updated: "2026-09-28"
+
+canonical: "https://threadbaire.com/"
+
+description: "Independent research on AI economics and infrastructure: where the value in the AI economy is created, who keeps it, and who ends up paying for it. By Lida Liberopoulou."
+---
+
+# About Threadbaire
+
+Threadbaire is independent research on AI economics and infrastructure by Lida Liberopoulou.
+
+AI is attracting enormous investment while changing the economics of the businesses expected to pay for it. Threadbaire investigates where the value is actually being created, who gets to keep it, and who ends up paying for it.
+
+## The research
+
+The companies building AI are increasingly also financing, supplying, and buying from one another. These relationships make it difficult to distinguish independent demand from activity financed within the same ecosystem, or to see where financial risks ultimately accumulate.
+
+Threadbaire examines how these dependencies formed, what sustains them, and where the costs and risks might land when those relationships come under pressure. The research draws on earlier infrastructure industries and the evolution of the software economy to identify patterns that company-by-company analysis can miss.
+
+## Where to start
+
+- **The foundational argument:** [The Software Collapse Has Already Happened](https://threadbaire.com/thesis.html) (January 2026). Why AI is undermining the economics of the software industry, and why attempts to preserve existing business models may deepen the problem.
+- **The structural and historical framework:** The Silicon Industrialists. How AI's industrial costs collide with eroding revenue, how computing once escaped the historical infrastructure pattern, and how the conditions of that escape were gradually reversed.
+  - [Part 1: AI's Gilded Age](https://threadbaire.com/blog/posts/the-silicon-industrialists-part-1.html)
+  - [Part 2: Tech's Great Escape](https://threadbaire.com/blog/posts/the-silicon-industrialists-part-2.html)
+  - [Part 3: The Return of the Bind](https://threadbaire.com/blog/posts/the-silicon-industrialists-part-3.html)
+- **The applied analysis:** A Tale of Two Earnings. AI financing relationships read through corporate disclosures, with claims recorded before the earnings and then checked against the filings.
+  - [The predictions](https://threadbaire.com/blog/posts/a-tale-of-two-earnings.html)
+  - [The scoring](https://threadbaire.com/blog/posts/a-tale-of-two-earnings-what-the-filings-cannot-show.html)
+
+Also published: *Who Holds the Keys to the Agent Web*, a three-part series on where control concentrates as AI agents act for people and firms; standalone analyses of individual companies and markets; and a research note on SSRN proposing the double bind as the mechanism behind Kondratieff long waves.
+
+All articles: https://threadbaire.com/blog/ · Full list as markdown: https://threadbaire.com/blog/llms.txt
+
+## Track record
+
+In July 2026, six claims about how Microsoft and Apple would structure their earnings disclosures were published before the results, each with pass/fail conditions. All six held when scored against the filings. Claims that fail verification are removed before publication; an example is documented on the [Method page](https://threadbaire.com/method.html).
+
+## Commissioned research
+
+Lida Liberopoulou takes a small number of commissions. Each is an independent, written analysis of a specific AI exposure, thesis or decision: what the evidence shows, what it depends on, and what to watch. Enquiries begin in writing. This is research, not investment or legal advice.
+
+Details: https://threadbaire.com/commissioned-research.html
+
+## How the research is made
+
+Threadbaire combines economic and historical analysis with direct experimentation using the systems it examines. Working across AI models reveals practical dependencies and limitations that aren't always visible from outside. The research uses an open methodology that keeps context portable and decisions traceable across tools.
+
+Method and templates: https://threadbaire.com/method.html
+
+## Background
+
+Former Java developer and technical consultant at Vodafone (Greece and Global). Mentor with Founder Institute and UnternehmerTUM (XPRENEURS); member of the EIC Tech to Market expert network.
+
+## Open work and profiles
+
+All research is published under CC BY-SA 4.0.
+
+- Dataset: https://huggingface.co/datasets/Threadbaire/research-articles
+- GitHub: https://github.com/threadbaire
+- Substack: https://lidaliberopoulou.substack.com
+- Academia.edu: https://birkbeck.academia.edu/LidaLiberopoulou
+- LinkedIn: https://www.linkedin.com/in/lliberopoulou/
+- LinkedIn (Threadbaire): https://www.linkedin.com/company/threadbaire
+- X: https://twitter.com/threadbaire
+- SSRN: https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=12187088
+
+Contact: https://threadbaire.com/contact.html