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Andrei Hagiu @theplatformguy
Joined March 2009
  • Tweets 581
  • Following 84
  • Followers 2,288
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Andrei Hagiu@theplatformguy
21 May 2025
Does @ChatGPTapp have $300B worth of network effects? Not right now - the network effects are quite weak. But they could become a lot stronger if @OpenAI turns @ChatGPTapp into a platform similar to iOS/App Store. hbr.org/2025/05/could-the-gp…

Could the GPT Store Turn ChatGPT into a Platform Powerhouse?

ChatGPT’s success to date has generated a debate about whether it could harness network effects to dominate the market for the type of generative AI product known as large language models (LLMs). Its...

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New paper “AI and Competition Policy” forthcoming in IJIO. Will AI be dominated by a few firms? How will AI affect the market structure for existing sectors? What “traditional” competition policy issues arise with AI and what novel issues does AI raise? doi.org/10.1016/j.ijindorg.2…
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Column for the Korea Herald on #GenerativeAI and competitive advantage biz.heraldcorp.com/insight/v…
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Andrei Hagiu retweeted
Marshall Van Alstyne
@InfoEcon
20 Jun 2024
The agenda for the premier Platform Strategy summit is posted. Pls join us July 16 to see top tier research questromworld.bu.edu/platfor… @ntwk_platforms @theplatformguy @AnnabelleGawer @g2parker @CarmeloCennamo @BUQuestrom @mit_ide
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My new @HarvardBiz article with Julian Wright on how to evaluate defensibility and upside potential for marketplaces. Available online now, will be in the July-August magazine issue. Please share with your marketplace entrepreneur and investor friends! hbr.org/2024/07/will-that-ma…

Will That Marketplace Succeed?

Marketplaces are the quintessential type of business that can profit from network effects: The greater the number of buyers who join one, the more attractive it becomes to sellers, and vice versa....

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Andrei Hagiu retweeted
Everything Marketplaces (EM)
@marketplaceshq
24 May 2024
Miss our group chat with @theplatformguy earlier this week? This was a great chat where we did a deep dive into topics like network effects, defensibility, the impact AI will have on marketplaces, & more. The recording is now live! everythingmarketplaces.com/c…

Leading Marketplace Research & Academic Insights With Andrei Hagiu | EM Group Chat #160

Recording of the Everything Marketplaces Group Chat #160 (5/21) with Andrei Hagiu, Associate Professor at Boston University.

everythingmarketplaces.com
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Used @Thumbtack to hire a plumber and realized there is a design/pricing issue that seems unfair to pros. Here is my understanding of how it works (please correct me if I'm wrong):
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Then a pro I didn't hire let me know that my reply cost him $25. @Thumbtack never told me that my replies would cost the pros, but did encourage me to reach out to multiple pros. That seems like blatantly misaligned incentives on their part and not fair to the pros.
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Again, please correct me if my understanding is incorrect.
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Less than three weeks to vote for this (if you think the article is worthy)
Andrei Hagiu@theplatformguy
15 Jan 2024
Article with Julian Wright "Data-enabled learning, network effects and competitive advantage" has been nominated for the #AntitrustWritingAwards2024 If you think it worthy, please don't hesitate to vote for it (one click and no login required) #AWA2024 awards.concurrences.com/en/a…
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New paper in Management Science on how much discovery #platforms should enable. Making it easier for buyers to discover sellers leads to more transactions, but it also commoditizes sellers. So LESS discovery may sometimes be more attractive to sellers. pubsonline.informs.org/doi/1…

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This is how @Shopify differentiates from @amazon - NOT implementing full marketplace discovery Also: @owner (Shopify for restaurants, no discovery) vs. @DoorDash (full discovery), @Teachable (Shopify for online teachers, tried and abandoned discovery) vs. @Udemy (full discovery)
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Marshall Van Alstyne
@InfoEcon
1 Feb 2024
Call for papers on platforms. Deadline April 21. See platforms.bu.edu @g2parker @AnnabelleGawer @pevans_c @benedictevans @ntwk_platforms @gburtch @theplatformguy @profpinar @CarmeloCennamo @DanielTrabucchi @sokol
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Article with Julian Wright "Data-enabled learning, network effects and competitive advantage" has been nominated for the #AntitrustWritingAwards2024 If you think it worthy, please don't hesitate to vote for it (one click and no login required) #AWA2024 awards.concurrences.com/en/a…

Data-enabled learning, network effects, and competitive advantage – Concurrences

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Andrei Hagiu retweeted
Andrey Fradkin
@AndreyFradkin
11 Jan 2024
We wrote a short piece about the economics of the FTC's case against Amazon. Curious to hear your thoughts: hbr.org/2024/01/understandin… cc @theplatformguy

Understanding the Tradeoffs of the Amazon Antitrust Case

Regulators in the United States and Europe have been taking on Big Tech, challenging what they say are the companies’ anti-competitive and predatory strategies that harm consumers and third-party...

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New @HarvardBiz article on #GenerativeAI and competitive advantage, with Scott Cook & Julian Wright. Feedback and examples of particularly good/creative implementations of gen AI by established companies most welcome hbr.org/2024/01/turn-generat…

Turn Generative AI from an Existential Threat into a Competitive Advantage

By making it vastly easier and cheaper to improve or create products and services that previously required significant human labor and creativity, generative AI has the potential to disrupt or even...

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Andrei Hagiu retweeted
Marshall Van Alstyne
@InfoEcon
18 Dec 2023
Do you have a platform challenge? #Strategy #Launch? #Monetization? #OpenInnovation? Student teams will produce a 25-page solution for you to boost their learning. Any platform topic in course below possible. Call for projects here: bit.ly/BU_PlatStrat24 Pls Share @sanguit @g2parker @pevans_c @theplatformguy @ntwk_platforms @HamidrezaHoss @CarmeloCennamo @AnnabelleGawer
Call for class projects

ALT Call for class projects
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Genuine question re the @FTC 's complaint against @amazon. A key claim is that @amazon bundles FBA with Prime eligibility to prevent sellers from using other fulfillment services and other ecommerce platforms. As far as I can tell, this is simply not true: (1/4)
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2) Since April 2022, Amazon allows sellers to display the Prime badge even when selling OUTSIDE Amazon.com. Including when selling on their own Shopify-powered websites See cnbc.com/2022/04/21/amazon-r… And news.shopify.com/shopify-mer… (3/4)

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What am I missing here? These seem like pretty egregious factual errors to make in a serious lawsuit. (4/4)
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