Does Platform Owner’s Entry Crowd Out Innovation? Evidence from Google Photos

References

• Adner R, Kapoor R (2010) Value creation in innovation ecosystems: How the structure of technological interdependence affects firm performance in new technology generations. Strategic Management J. 31(3):306–333.Crossref, Google Scholar
• Anderson EG, Parker GG, Tan B (2014) Platform performance investment in the presence of network externalities. Inform. Systems Res. 25(1):152–172.Link, Google Scholar
• Angrist JD, Pischke JS (2009) Mostly Harmless Econometrics: An Empiricist’s Companion (Princeton University Press, Princeton, NJ).Crossref, Google Scholar
• Bao Y, Datta A (2014) Simultaneously discovering and quantifying risk types from textual risk disclosures. Management Sci. 60(6):1371–1391.Link, Google Scholar
• Barnett WP, Hansen MT (1996) The Red Queen in organizational evolution. Strategic Management J. 17(1):139–157.Google Scholar
• Barnett WP, Pontikes EG (2008) The Red Queen, success bias, and organizational inertia. Management Sci. 54(7):1237–1251.Link, Google Scholar
• Baron RM, Kenny DA (1986) The moderator–mediator variable distinction in social psychological research: Conceptual, strategic, and statistical considerations. J. Personality Soc. Psych. 51(6):1173–1182.Crossref, Google Scholar
• Bertrand M, Duflo E, Mullainathan S (2004) How much should we trust differences-in-differences estimates? Quart. J. Econom. 119(1):249–275.Crossref, Google Scholar
• Boudreau K (2017) Amateurs: Low-cost development, market participation and innovation on digital platforms. Working paper, Northeastern University, Boston.Google Scholar
• Boudreau K, Jeppesen LB, Miric M (2017) Freemium, network effects and digital competition: Evidence from the introduction of game center on the Apple appstore. Working paper, Northeastern University, Boston.Google Scholar
• Boudreau KJ (2012) Let a thousand flowers bloom? An early look at large numbers of software app developers and patterns of innovation. Organ. Sci. 23(5):1409–1427.Link, Google Scholar
• Boudreau KJ, Hagiu A (2009) Platform rules: Multi-sided platforms as regulators. Gawer A, ed. Platforms, Markets and Innovation (Edward Elgar Publishing, Cheltenham, UK), 163–191.Crossref, Google Scholar
• Boudreau KJ, Jeppesen LB (2015) Unpaid crowd complementors: The platform network effect mirage. Strategic Management J. 36(12):1761–1777.Crossref, Google Scholar
• Brandenburger AM, Nalebuff BJ (1996) Co-Opetition (Doubleday, New York).Google Scholar
• Brown SL, Eisenhardt KM (1995) Product development: Past research, present findings, and future directions. Acad. Management Rev. 20(2):343–378.Crossref, Google Scholar
• Ceccagnoli M, Forman C, Huang P, Wu DJ (2012) Cocreation of value in a platform ecosystem: The case of enterprise software. MIS Quart. 36(1):263–290.Crossref, Google Scholar
• Choi JP, Stefanadis C (2001) Tying, investment, and the dynamic leverage theory. RAND J. Econom. 21(1):52–71.Crossref, Google Scholar
• Cusumano MA, Gawer A (2002) The elements of platform leadership. MIT Sloan Management Rev. 43(3):51–58.Google Scholar
• de Reuver M, Sørensen C, Basole RC (2017) The digital platform: A research agenda. J. Inform. Tech. 1–12.Google Scholar
• Derfus PJ, Maggitti PG, Grimm CM, Smith KG (2008) The Red Queen effect: Competitive actions and firm performance. Acad. Management J. 51(1):61–80.Crossref, Google Scholar
• Eaton B, Elaluf-Calderwood S, Sørenson C, Yoo Y (2015) Distributed tuning of boundary resources: The case of Apple’s iOS service system. MIS Quart. 39(1):217–243.Crossref, Google Scholar
• Eisenmann T, Parker G, Van Alstyne MW (2006) Strategies for two-sided markets. Harvard Bus. Rev. 84(10):92–101.Google Scholar
• Farrell J, Katz ML (2000) Innovation, rent extraction, and integration in systems markets. J. Indust. Econom. 48(4):413–432.Crossref, Google Scholar
• Foerderer J, Kude T, Schuetz S, Heinzl A (2018) Knowledge boundaries in enterprise software platform ecosystems: Antecedents and consequences for platform governance. Inform. Systems J. 1–25.Google Scholar
• Garg R, Telang R (2013) Inferring app demand from publicly available data. MIS Quart. 37(4):1253–1264.Crossref, Google Scholar
• Gawer A (2014) Bridging differing perspectives on technological platforms: Toward an integrative framework. Res. Policy 43(7):1239–1249.Crossref, Google Scholar
• Gawer A, Cusumano MA (2002) Platform Leadership: How Intel, Microsoft, and Cisco Drive Industry Innovation (Harvard Business School Press, Boston).Google Scholar
• Gawer A, Henderson R (2007) Platform owner entry and innovation in complementary markets: Evidence from Intel. J. Econom. Management Strategy 16(1):1–34.Crossref, Google Scholar
• Ghazawneh A, Henfridsson O (2013) Balancing platform control and external contribution in third-party development: The boundary resources model. Inform. Systems J. 23(2):173–192.Crossref, Google Scholar
• Gilbert RJ, Katz ML (2001) An economist’s guide to U.S. v. Microsoft. J. Econom. Perspect. 15(2):25–44.Crossref, Google Scholar
• Hagiu A, Spulber D (2013) First-party content and coordination in two-sided markets. Management Sci. 59(4):933–949.Link, Google Scholar
• Hoberg G, Phillips G (2010) Product market synergies and competition in mergers and acquisitions: A text-based analysis. Rev. Financial Stud. 23(10):3773–3811.Crossref, Google Scholar
• Huang P, Mithas S, Tafti A (2018) Platform sponsor’s investments and user contributions in knowledge communities: The role of knowledge seeding? MIS Quart. 42(1):213–240.Crossref, Google Scholar
• Huang P, Ceccagnoli M, Forman C, Wu DJ (2013) Appropriability mechanisms and the platform partnership decision: Evidence from enterprise software. Management Sci. 59(1):102–121.Link, Google Scholar
• Huber T, Kude T, Dibbern J (2017) Governance practices in platform ecosystems: Navigating tensions between co-created value and governance costs. Inform. Systems Res. 28(3):563–584.Link, Google Scholar
• Hult GTM, Morgeson FV, Morgan NA, Mithas S, Fornell C (2017) Do managers know what their customers think and why? J. Acad. Marketing Sci. 45(1):37–54.Crossref, Google Scholar
• Katz ML, Shapiro C (1994) Systems competition and network effects. J. Econom. Perspect. 8(2):93–115.Crossref, Google Scholar
• Kemerer CF, Slaughter S (1999) An empirical approach to studying software evolution. IEEE Trans. Software Engrg. 25(4):493–509.Crossref, Google Scholar
• Li Z, Agarwal A (2017) The impact of platform integration on consumer demand in complementary markets: Evidence from Facebook’s integration of Instagram. Management Sci. 63(10):3438–3458.Link, Google Scholar
• Liu Q, Steenburgh TJ, Gupta S (2014) The cross attributes flexible substitution logit: Uncovering category expansion and share impacts of marketing instruments. Marketing Sci. 34(1):144–159.Link, Google Scholar
• Long JS, Freese J (2006) Regression Models for Categorical Dependent Variables Using Stata (Stata Press, College Station, TX).Google Scholar
• March JG (1991) Exploration and exploitation in organizational learning. Organ. Sci. 2(1):71–87.Link, Google Scholar
• Mithas S, Kude T (2017) Digitization and disciplined autonomy. IEEE IT Professional 19(5):4–10.Crossref, Google Scholar
• Newton C (2016) Life and death in the app store. The Verge. Accessed November 16, 2016. http://www.theverge.com/2016/3/2/11140928/app-store-economy-apple-android-pixite-bankruptcy.Google Scholar
• Parker G, Van Alstyne M, Choudhary P (2016) Platform Revolution: How Networked Markets Are Transforming the Economy-And How You Can Make Them Work for You (W. W. Norton, Boston).Google Scholar
• Parker G, Van Alstyne MW, Jiang X (2017) Platform ecosystems: How developers invert the firm. MIS Quart. 41(1):255–266.Crossref, Google Scholar
• Parker GG, Van Alstyne MW (2005) Two-sided network effects: A theory of information product design. Management Sci. 51(10):1494–1504.Link, Google Scholar
• Rochet JC, Tirole J (2003) Platform competition in two-sided markets. J. Eur. Econom. Assoc. 1(4):990–1029.Crossref, Google Scholar
• Sabharwal A (2015) Moving on from Picasa. Official Google Picasa Blog. Accessed March 15, 2017. http://googlephotos.blogspot.de/2016/02/moving-on-from-picasa.html.Google Scholar
• Sahni NS (2016) Advertising spillovers: Evidence from online field-experiments and implications for returns on advertising. J. Marketing Res. 53(4):459–478.Crossref, Google Scholar
• Saldanha TJ, Mithas S, Krishnan MS (2017) Leveraging customer involvement for fueling innovation: The role of relational and analytical information processing capabilities. MIS Quart. 41(1):367–396.Crossref, Google Scholar
• Swanson EJ (2015) Upload the pictures, and let Google Photos do the rest. New York Times (June 3). http://www.nytimes.com/2015/06/04/technology/personaltech/upload-the-pictures-and-let-google-photos-do-the-rest.html.Google Scholar
• Thomas LD, Autio E, Gann DM (2014) Architectural leverage: Putting platforms in context. Acad. Management Perspect. 28(2):198–219.Crossref, Google Scholar
• Tiwana A (2015) Evolutionary competition in platform ecosystems. Inform. Systems Res. 26(2):266–281.Link, Google Scholar
• Tiwana A, Konsynski B, Bush AA (2010) Platform evolution: Coevolution of platform architecture, governance, and environmental dynamics. Inform. Systems Res. 21(4):675–687.Link, Google Scholar
• Wareham J, Fox PB, Cano Giner JL (2014) Technology ecosystem governance. Organ. Sci. 25(4):1195–1215.Link, Google Scholar
• Yin PL, Davis JP, Muzyrya Y (2014) Entrepreneurial innovation: Killer apps in the iPhone ecosystem. Amer. Econom. Rev. 104(5):255–259.Crossref, Google Scholar
• Yoo Y, Henfridsson O, Lyytinen K (2010) Research commentary—The new organizing logic of digital innovation: An agenda for information systems research. Inform. Systems Res. 21(4):724–735.Link, Google Scholar