Competition in Platform Ecosystems and Digital Markets
My dissertation builds and tests theory regarding how competition and market dynamics manifest in platform ecosystems. In my job market paper, I examine the tension between spillovers and substitution in the digital music streaming industry. I examine when and under what conditions peer expansion is beneficial for providers competing on digital platforms. In doing so, I build our understanding of the balance between countervailing complementary and competitive dynamics across providers. In the second essay, I examine how the introduction of "co-operative" platforms that recruit incumbent firms as complementors affects industry performance and dynamics. Using establishment-level data for the population of restaurants in the United States, I examine how the penetration of restaurant delivery platforms affects restaurant entry, exit, and growth and generate insight into the resources and strategies most valuable to firms within a newly created platform ecosystem. In the third essay, which has received a "Reject & Resubmit" from Management Science, I consider how platforms can serve as an alternative distribution channel for providers during moments of crisis. Using data from the UberEats restaurant delivery platform, I study how the COVID-19 pandemic affected restaurant performance on the platform. I highlight the critical role that digital technologies play in enabling business resilience in the economy and provide insight into how supply-side and demand-side factors shape business performance on a platform. Through my dissertation work, I integrate literature in digital economics with extant research in strategy to better develop our understanding of firm performance, strategy, and competition in platform ecosystems and digital markets.
Other research interests
I am interested in how firms, occupations, and markets respond to innovation. In addition to my dissertation work, described above, This line of work includes a project recently published at the Strategic Management Journal that considers how AI impacts occupations, industries, and localities and a project that attempts to identify how managerial cognition affects whether and how firms respond to novel innovation in the industry.
Institutions and non-market forces
I am interested in how institutional structures and non-market forces affect innovation and entrepreneurial outcomes. This line of work includes a sole-authored project recently published at the Strategic Management Journal that considers the relationship between state-level legislative competition and entrepreneurial conditions in the United States, a project accepted for publication at the Review of Financial Studies that consider that trade-off between patent speed and scope in the US IP system, and a project that identifies racial promotion gaps at the USPTO and considers the implications for innovative outcomes.