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This seminar pairs a case study of AI diffusion with an organizational approach to technological changes in the workplace.

This seminar pairs a case study of AI diffusion with an organizational approach to technological changes in the workplace.
Sessions run Wednesdays from 4:30–5:30 PM in CoDa E160. Each session features a different Stanford speaker; talk titles are announced by the organizers.

Sessions run Wednesdays from 4:30–5:30 PM in CoDa E160. Each session features a different Stanford speaker; talk titles are announced by the organizers.
We analyze the relation between regulatory intervention against a dominant technology platform and complementor performance. Using a new, hand-collected dataset on enterprise infrastructure software firms from 1998-2004, we examine the relationship between the U.S. Department of Justice's antitrust lawsuit against Microsoft (a dominant enterprise platform owner) and value creation and value capture among infrastructure software firms (complementors) and Microsoft itself. The data show that citation-weighted patents by complementors is increased following the antitrust settlement but profitability is reduced. The findings suggest a social benefit to antitrust enforcement in the form of increased innovation but caution that disrupting the “order” of an industry may lead to losses in efficiency.
