Monday, October 27, 2025

Sunday, October 12, 2025

Cartography of generative AI

 Here.

Why America Builds AI Girlfriends and China Makes AI Boyfriends

 ChinaTalk, here.

Antitrust Law and Oligarchy: The Intersection of Markets, Democracy, and Power

 Here.

Timing was, well, bad (into Friday evening my time, European after all and cherish my off-work time) - followed 1/3 of it and was very stimulating: hopefully there'll be a recording soon. 

AI Acquihires: Competition Risks, Talent Battles and Economic Spillovers

 

https://cartography-of-generative-ai.net/

CEPR, here.


I particularly appreciated Jonathan Kanter's opening remark, which subtly questioned part of the very premise of the webinar: perhaps what we now need less are abstract theoretical models, and rather more empirical grounding. Even those participants steeped in theory conceded that the empirical dimension has been somewhat lacking.

Secondly, the Commission’s representative made a valuable point: we should move beyond our preoccupation with “killer acquisitions” and “acquihires” to examine broader structural trends at the "wholesale" level. In particular, attention should turn to the emerging web of quasi-trusts formed through cross-investments etc. among major players. This evolving network of reciprocal stakes has become almost too intricate to trace.

Finally, my Students and I suggest that we already look closely at how these firms are positioning themselves also downstream. Google, for instance, is carving out a strong presence in the market for AI-based "learning/curiosity' applications, notably in education. Thus, in class we recently debated how long it may take before Notebook LM becomes enshittified. How can/should the DMA help in this respect? 

Apply AI Strategy

 EC, here.

Japan’s Agile AI Governance in Action: Fostering a Global Nexus Through Pluralistic Interoperability

 CSIS, here.

"Whereas the European Union positions AI strictly as a human tool and thus perceives a risk in AI evaluating humans, Japan is more accepting of a horizontal relationship between humans and AI" where would you prefer to live? 

Wednesday, October 08, 2025

What a Dutch Court Ruling Against Meta Signals for Private DSA Enforcement

 R. Jahangir, here.

Algorithmic Antitrust: California's New Pricing Law

 FKKS, here.

AI Act Single Information Platform

EC,  here.

Announcing DTI’s Data Trust Registry

 Here.

How Google's AI Overviews are affecting Australian news websites

 ABC, here.

How to Overturn an Oligarchy

 

M. Stoller, here

 

 

 

 

 

On this side of the Atlantic, the CMA: "It is plausible that to the extent Activision content is
added to Game Pass, the price of Game Pass subscriptions may increase
commensurately and therefore the purported benefit from the Merger may not
ultimately accrue to UK consumers to the extent claimed, or even at all" - so: price increase for UK consumers ok, because of added Activision content? 

Saturday, October 04, 2025

Who were those academics and other economists lavishly paid to say this would never happen, BTW?

 


Coordination and Power

 


F. Gernone, here.

This is a very basic AI generated video overview produced by Notebook LM - potentially lowering your barriers to entry (these days, experimenting using it with my Students and also with you, dear Wavesblog Readers). The paper offers antitrust folks still reliant on IO economics a different and original lens through which to view things — and that, in itself, is already something decidedly worthwhile!

Algorithmic pricing and competition in G7 jurisdictions

 OECD, here.

Amazingly timely, thank you! Next week topic...

 


 

Updated Compendium of approaches to improving competition in digital markets

 G7, here.