skimming again, lots of papers interested in multi-homing by users, but not seeing anything about coordination and overlap like your case
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Replying to @eigenrobot @bobpoekert
if you're thinking about writing a paper looks like a greenfield territory :) and it's an interesting question I think
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Replying to @eigenrobot
I was kind of hoping someone else had already written the paper and I could just cite it :/
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Replying to @bobpoekert @eigenrobot
I'm not an academic, publishing in journals helps my career less than writing blog posts does
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Replying to @bobpoekert
wish I had more. you could probably do well starting with this Tirole survey/consolidation for an analytic framework http://publications.ut-capitole.fr/1189/1/platform.pdf …
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Replying to @eigenrobot
facebook is a two-sided market where one of the sides is often another two-sided market that's competing with FB
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Replying to @bobpoekert @eigenrobot
which ties that framework into a pretzel
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Replying to @bobpoekert @eigenrobot
I guess NYSE and BATS kind of have that relationship so it's not so weird
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Replying to @bobpoekert
Yeah, it's a bit confounding. I don't know enough about FB econ/am not smart enough to have clean intuition about how equilibrium plays out.
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My impulse is to frame FB + FB advertising competitors as sort of semi-complementary networks, but . . . murky, inchoate
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