Evolutionary Approaches to Innovation, the Firm, and the Dynamics of Industries

References

• Abernathy WJ, Utterback J (1978) Patterns of industrial innovation. Tech. Rev. 50(7):40–47.Google Scholar
• Abramovitz M (1986) Catching-up, forging ahead, and falling behind. J. Econom. Hist. 46(2):385–406.Google Scholar
• Adams P, Fontana R, Malerba F (2013) The magnitude of innovation by demand in a sectoral system: The role of industrial users in semiconductors. Res. Policy 42(1):1–14.Crossref, Google Scholar
• Adams P, Fontana R, Malerba F (2016) User-industry spinouts: Downstream industry knowledge as a source of new firm entry and survival. Organ. Sci. 27(1):18–35.Link, Google Scholar
• Adams P, Fontana R, Malerba F (2019) Linking vertically related industries: Entry by employee spinouts across industry boundaries. Indust. Corporate Change 28(3):529–550.Crossref, Google Scholar
• Adner R (2017) Ecosystem as structure: An actionable construct for strategy. J. Management 43(1):39–58.Google Scholar
• Adner R, Levinthal DA (2002) The emergence of emerging technologies. Calif. Management Rev. 45(1):50–66.Crossref, Google Scholar
• Agarwal R, Gort M (1996) The evolution of markets and entry, exit and survival of firms. Rev. Econom. Statist. 78(3):489–498.Crossref, Google Scholar
• Agarwal R, Shah S (2014) Knowledge sources of entrepreneurship: Firm formation by academic, user and employee innovators. Res. Policy 43(7):1109–1133.Crossref, Google Scholar
• Agarwal R, Echambadi R, Franco AM, Sarkar M (2004) Knowledge transfer through inheritance: Spin-out generation, development, and survival. Acad. Management J. 47(4):501–522.Google Scholar
• Agarwal R, Moeen M, Kim S (2021) Catalyzing incubation: How does addressing mission-oriented grand challenges enable industry inception? Strategy Sci. 6(4):385–411.Link, Google Scholar
• Agarwal R, Moeen M, Shah SK (2017) Athena’s birth: Triggers, actors, and actions preceding industry inception. Strategic Entrepreneurship J. 11(3):287–305.Crossref, Google Scholar
• Altenberg L (1996) NK landscapes. Back T, Fogel D, Michalewicz Z, eds. The Handbook of Evolutionary Computation (Oxford University Press, Oxford, UK), B2.7.2:1–11.Google Scholar
• Anderson P, Tushman M (1990) Technological discontinuities and dominant designs: A cyclical model of technological change. Admin. Sci. Quart. 35(4):604–633.Crossref, Google Scholar
• Andriani P, Carignani G (2014) Modular exaptation: A missing link in the synthesis of artificial forms. Res. Policy 43(8):1608–1620.Crossref, Google Scholar
• Andriani P, Cattani G (2016) Exaptation as source of creativity, innovation, and diversity: Introduction to the special section. Indust. Corporate Change 25(1):115–131.Crossref, Google Scholar
• Andriani P, Cattani G, Givry P (2019) Unused services of a firm’s resources: A Penrosian view of shadow options. Paper presented at the 2019 Academy of Management, (Academy of Management, Boston), https://doi.org/10.5465/AMBPP.2019.18684abstract.Google Scholar
• Argyres N, Mostafa R (2016) Knowledge inheritance, vertical integration and entrant survival in the early U.S. auto industry. Acad. Management J. 59(4):1–19.Crossref, Google Scholar
• Arora A, Fosfuri A, Gambardella A (2001) Markets for Technology (MIT Press, Cambridge, MA).Crossref, Google Scholar
• Arthur WB (2009) The Nature of Technology (Free Press, New York).Google Scholar
• Audretsch DB (1995) Innovation and Industry Evolution (MIT Press, Cambridge, MA).Google Scholar
• Baker JB, Bresnahan TF (2008) Economic evidence in antitrust: Defining markets and measuring market power. Buccirossi P, ed. Handbook of Antitrust Economics (MIT Press, Cambridge, MA), 1–42.Google Scholar
• Balconi M, Breschi S, Lissoni F (2004) Networks of inventors and the role of academia: An exploration of Italian patent data. Res. Policy 33(1):127–145.Google Scholar
• Baldwin CY, Clark KB (2000) Design Rules: The Power of Modularity (MIT Press, Cambridge, MA).Crossref, Google Scholar
• Barney JB (1986) Types of competition and the theory of strategy: Toward an integrative framework. Acad. Management Rev. 11(4):791–800.Crossref, Google Scholar
• Basalla G (1988) The Evolution of Technology (Cambridge University Press, Cambridge, UK).Google Scholar
• Baum J, Singh J (1994) The Evolutionary Dynamics of Organizations (Oxford University Press, New York).Crossref, Google Scholar
• Baumann O, Schmidt J, Stieglitz N (2019) Effective search in rugged performance landscapes: A review and outlook. J. Management 45(1):285–318.Crossref, Google Scholar
• Becker MC (2004) Organizational routines: A review of the literature. Indust. Corporate Change 13(4):643–678.Crossref, Google Scholar
• Bock WJ (1959) Pre-adaptation and multiple evolutionary pathways. Evolution 21(2):194–211.Crossref, Google Scholar
• Bonaccorsi A, Thoma G (2007) Institutional complementarity and inventive performance in nano science and technology. Res. Policy 36(6):813–831.Crossref, Google Scholar
• Bottazzi G, Dosi G, Rocchetti G (2001) Modes of knowledge accumulation, entry regimes and patterns of industrial evolution. Indust. Corporate Change 10(3):609–638.Crossref, Google Scholar
• Bowman EH, Hurry D (1993) Strategy through the option lens: An integrated view of resource investments and the incremental choice process. Acad. Management Rev. 18(4):760–782.Crossref, Google Scholar
• Breschi S, Catalini C (2010) Tracing the links between science and technology: An exploratory analysis of scientists’ and inventors’ networks. Res. Policy 39(1):14–26.Crossref, Google Scholar
• Breschi S, Malerba F, Orsenigo L (2000) Technological regimes and Schumpeterian patterns of innovation. Econom. J. 110(463):388–410.Google Scholar
• Buenstorf G, Klepper S (2009) Heritage and agglomeration: The Akron tyre cluster revisited. Econom. J. 119(537):705–733.Google Scholar
• Capone G, Li D (2021) History-friendly modeling: An evolutionary tool for strategy research. Strategy Sci. 6(4):436–443.Link, Google Scholar
• Capone G, Malerba F, Orsenigo L (2019) Spinoffs in context: Entry and performance across different industries. Indust. Corporate Change 28(2):259–282.Crossref, Google Scholar
• Carignani G, Cattani G, Zaina G (2019) Evolutionary chimeras: A Woesian perspective of radical Innovation. Indust. Corporate Change 28(3):511–528.Crossref, Google Scholar
• Castellacci F (2007) Technological regimes and sectoral differences in productivity growth. Indust. Corporate Change 16(6):1105–1145.Crossref, Google Scholar
• Castellacci F, Zheng J (2010) Technological regimes, Schumpeterian patterns of innovation and firm-level productivity growth. Indust. Corporate Change 19(6):1829–1865.Crossref, Google Scholar
• Cattani G (2005) Preadaptation, firm heterogeneity, and technological performance: A study on the evolution of fiber optics, 1970–1995. Organ. Sci. 16(6):563–580.Link, Google Scholar
• Cattani G (2006) Technological pre-adaptation, speciation, and emergence of new technologies: How Corning invented and developed fiber optics. Indust. Corporate Change 15(2):285–318.Crossref, Google Scholar
• Cattani G (2019) The origins and recognition of radical innovation: A multi-disciplinary perspective. Stato Mercato 117(December):375–408.Google Scholar
• Cattani G, Mastrogiorgio M (2021) New Developments in Evolutionary Innovation: Novelty Creation in a Serendipitous Economy (Oxford University Press, Oxford, UK).Crossref, Google Scholar
• Cattani G, Dunbar R, Shapira Z (2013) Value creation and knowledge loss: The case of Cremonese stringed instruments. Organ. Sci. 24(3):813–830.Link, Google Scholar
• Cattani G, Dunbar R, Shapira Z (2017) How commitment to craftsmanship leads to unique value: Steinway & Sons’ differentiation strategy. Strategy Sci. 2(1):13–38.Link, Google Scholar
• Cefis E, Ciccarelli M (2005) Profit differentials and innovation. Econom. Innovation New Tech. 14(1–2):43–61.Crossref, Google Scholar
• Chandler AD Jr (1962) Strategy and Structure: Chapters in the History of the American Industrial Enterprise (MIT Press, Cambridge, MA).Google Scholar
• Chang SJ, Hong J (2000) Economic performance of group-affiliated companies in Korea. Acad. Management J. 43(3):429–448.Google Scholar
• Chatterji A (2009) Spawned with a silver spoon? Entrepreneurial performance and innovation in the medical device industry. Strategic Management J. 30(2):185–206.Crossref, Google Scholar
• Choi H, Park S (2018) Network variations at the intersection of national capability orientation and technological path dependence—Patent citation network analysis of the hydrogen energy and nano-tech sectors. Indust. Innovation 25(8):809–831.Crossref, Google Scholar
• Cimoli M, Dosi G, Stiglitz JE (2009) Industrial Policy and Development: The Political Economy of Capabilities Accumulation (Oxford University Press, Oxford, UK).Crossref, Google Scholar
• Clark KB, Fujimoto T (1991) Product Development Performance: Strategy, Organization, and Management in the World Auto Industry (Harvard Business School Press, Boston).Google Scholar
• Clarysse B, Wright M, Van de Velde E (2011) Entrepreneurial origin, technological knowledge, and the growth of spin-off companies. J. Management Stud. 48(6):1420–1442.Crossref, Google Scholar
• Coad A (2021) Econometrics and the growth of firms: Perspectives from evolutionary economics. Strategy Sci. 6(4):338–352.Link, Google Scholar
• Coase RH (1937) The nature of the firm. Economica 4(16):386–405.Crossref, Google Scholar
• Cohen MD, Bacdayan P (1994) Organizational routines are stored as procedural memory. Organ. Sci. 5(4):554–568.Link, Google Scholar
• Cohen WM, Levinthal DA (1990) Absorptive capacity: A new perspective on learning and innovation. Admin. Sci. Quart. 35(1):128–152.Crossref, Google Scholar
• Cohen MD, Burkhart R, Dosi G, Egidi M, Marengo L, Warglien M, Winter SG (1996) Routines and other recurring action patterns of organizations: Contemporary research issues. Indust. Corporate Change 5(3):653–698.Crossref, Google Scholar
• Constant EW (1980) The Origins of Turbojet Revolution (Johns Hopkins University Press, Baltimore).Google Scholar
• Corrocher N, Malerba F, Morrison A (2021) Technological regimes, patent growth and catch-up in green technologies. Indust. Corporate Change, ePub ahead of print May 10, https://doi.org/10.1093/icc/dtab025.Crossref, Google Scholar
• Cowan R, David PA, Foray D (2000) The explicit economics of knowledge codification and tacitness. Indust. Corporate Change 9(2):211–253.Crossref, Google Scholar
• Darwin C (1859) On the Origin of Species (John Murray, London).Google Scholar
• David PA (1985) Clio and the economics of QWERTY. Amer. Econom. Rev. 75(2):332–337.Google Scholar
• Dawkins R (1987) The Blind Watchmaker: Why the Evidence of Evolution Reveals a Universe Without Design (W. W. Norton & Company, New York).Google Scholar
• Dennett DC (1995) Darwin’s Dangerous Idea: Evolution and the Meanings of Life (Simon & Schuster, New York).Google Scholar
• Dew N (2007) Pre-adaptation, exaptation and technology speciation: A comment on Cattani (2006). Indust. Corporate Change 16(1):155–160.Crossref, Google Scholar
• Dew N, Sarasvathy SD (2016) Exaptation and niche construction: Behavioral insights for an evolutionary theory. Indust. Corporate Change 25(1):167–179.Crossref, Google Scholar
• Dew N, Sarasvathy SD, Ventakaraman S (2004) The economic implications of exaptation. J. Evolutionary Econom. 14(1):69–84.Crossref, Google Scholar
• Dosi G (1982) Technological paradigms and technological trajectories. Res. Policy 11(3):147–162.Crossref, Google Scholar
• Dosi G (1988) Sources, procedures and microeconomic effects of innovation. J. Econom. Literature 26(3):1120–1171.Google Scholar
• Dosi G (2007) Statistical regularities in the evolution of industries: A guide through some evidence and challenges for the theory. Malerba F, Brusoni S, eds. Perspectives on Innovation (Cambridge University Press, Cambridge, UK), 153–186.Crossref, Google Scholar
• Dosi G, Nelson RR (2010) Technical change and industrial dynamics as evolutionary processes. Hall BH, Rosenberg N, eds. Handbook of Innovation, vol. 1 (North-Holland, Amsterdam), 51–127.Crossref, Google Scholar
• Dosi G, Marengo L, Virgillito M (2021) Hierarchies, knowledge, and power inside organizations. Strategy Sci. 6(4):371–384.Link, Google Scholar
• Dosi G, Marsili O, Orsenigo L, Salvatore R (1995) Learning, market selection and the evolution of industrial structures. Small Bus. Econom. 7(6):411–436.Crossref, Google Scholar
• Dosi G, Fagiolo G, Napoletano M, Roventini A, Treibich T (2015) Fiscal and monetary policies in complex evolving economies. J. Econom. Dynam. Control 52(March):166–189.Crossref, Google Scholar
• Dosi G, Pereira M, Roventini A, Virgillito ME (2020) The labour-augmented K+S model: A laboratory for the analysis of institutional and policy regimes. Economica 21(2):160–184.Google Scholar
• Edquist C (1997) Systems of Innovation: Technologies, Institutions and Organizations (Pinter Publishers, London).Google Scholar
• Eggers J (2014) Competing technologies and industry evolution: The benefits of making mistakes in the flat panel display industry. Strategic Management J. 35(2):159–178.Crossref, Google Scholar
• Eisenhardt K, Martin J (2000) Dynamic capabilities: What are they? Strategic Management J. 21(10–11):1105–1121.Crossref, Google Scholar
• Eldredge N, Gould SJ (1972) Punctuated equilibria: An alternative to phyletic gradualism. Schopf TJM, ed. Models in Paleobiology (Freeman, Cooper & Company, San Francisco), 82–115.Google Scholar
• Engler D, Cattani G, Porac J (2020) Studying the incubation of a new product market through realized and alternative histories. Strategy Sci. 5(3):160–192.Link, Google Scholar
• Ericson R, Pakes A (1995) Markov-perfect industry dynamics: A framework for empirical work. Rev. Econom. Stud. 62(1):53–82.Crossref, Google Scholar
• Ethiraj SK, Levinthal D (2004) Modularity and innovation in complex systems. Management Sci. 50(2):159–173.Link, Google Scholar
• Fagerberg J, Srholec M (2008) National innovation systems, capabilities and economic development. Res. Policy 37(9):1417–1435.Crossref, Google Scholar
• Feldman MS, Pentland BT, D'Adderio L, Lazaric N (2016) Beyond routines as things: Introduction to the special issue on Routine Dynamics. Organ. Sci. 27(3):505–513.Google Scholar
• Felin T, Kauffman SA, Mastrogiorgio A, Mastrogiorgio M (2016) Factor markets, actors and affordances. Indust. Corporate Change 25(1):133–147.Crossref, Google Scholar
• Figueiredo PN, Cohen M (2019) Explaining early entry into path-creation technological catch-up in the forestry and pulp industry: Evidence from Brazil. Res. Policy 48(7):1694–1713.Crossref, Google Scholar
• Folta TB, Helfat CE, Karim S (2016) Examining resource redeployment in multi-business firms. Folta TB, Helfat CE, Karim S, eds. Resource Redeployment and Corporate Strategy, Advances in Strategic Management, vol. 35 (Emerald Group Publishing, Bingley, UK), 1–17.Crossref, Google Scholar
• Fontana R, Malerba F, Marinoni A (2015) Knowledge intensive entrepreneurship in different sectoral systems: A taxonomy. Malerba F, Caloghirou Y, McKelvey M, Radosevic S, eds. Dynamics of Knowledge Intensive Entrepreneurship: Business Strategy and Public Policy. (Routledge, Albington), 191–213.Google Scholar
• Fontana R, Martinelli A, Nuvolari A (2021) Regimes reloaded! A reappraisal of Schumpeterian patterns of innovation, 1977–2011. J. Evolutionary Econom. Forthcoming.Crossref, Google Scholar
• Franco A, Filson D (2006) Spin-outs: Knowledge diffusion through employee mobility. RAND J. Econom. 37(4):841–860.Crossref, Google Scholar
• Freeman C (1987) Technology Policy and Economic Performance: Lessons from Japan (Pinter Publishers, London).Google Scholar
• Freeman C (2019) History, co-evolution and economic growth. Indust. Corporate Change 28(1):1–44.Crossref, Google Scholar
• Freeman C, Soete L (1997) The Economics of Industrial Innovation (Routledge, London).Google Scholar
• Garnsey E, Lorenzoni G, Ferriani S (2008) Speciation through entrepreneurial spin-off: The Acorn-ARM story. Res. Policy 37(2):210–224.Crossref, Google Scholar
• Garud R, Gehman J, Giuliani AP (2016) Technological exaptation: A narrative approach. Indust. Corporate Change 25(1):149–166.Crossref, Google Scholar
• Gavetti G (2012) Toward a behavioral theory of strategy. Organ. Sci. 23(1):267–285.Link, Google Scholar
• Gavetti G, Lecuona Torras R (2021) A neo-Carnegie approach to the agency question bridging the evolutionary and cognitive views of strategy. Strategy Sci. 6(4):353–359.Link, Google Scholar
• Gavetti G, Levinthal D (2000) Looking forward and looking backward: Cognitive and experiential search. Admin. Sci. Quart. 45(1):113–137.Crossref, Google Scholar
• Gavetti G, Levinthal D (2004) The strategy field from the perspective of management science: Divergent strands and possible integration. Management Sci. 50(10):1309–1318.Link, Google Scholar
• Gavetti G, Menon A (2012) Evolution cum agency: Toward a model of strategic foresight. Strategy Sci. 1(3):207–233.Google Scholar
• Gavetti G, Helfat CE, Marengo L (2017) Searching, shaping, and the quest for superior performance. Strategy Sci. 2(3):194–209.Link, Google Scholar
• Gavrilets S (1997) Evolution and speciation on holey adaptive landscapes. Trends Ecology Evolution 12(8):307–312.Crossref, Google Scholar
• Gavrilets S (2009) High-dimensional fitness landscapes and speciation. Pigliucci M, Müller GB, eds. Evolution—The Extended Synthesis (MIT Press, Cambridge, MA), 45–80.Google Scholar
• Gittelman M, Kogut B (2003) Does good science lead to valuable knowledge? Biotechnology firms and the evolutionary logic of citation patterns. Management Sci. 49(4):366–382.Link, Google Scholar
• Gould SJ, Eldredge N (1977) Punctuated equilibria: The tempo and mode of evolution reconsidered. Paleobiology 3(2):115–151.Crossref, Google Scholar
• Gould SJ, Vrba ES (1982) Exaptation—A missing term in the science of form. Paleobiology 8(1):4–15.Crossref, Google Scholar
• Greve H (2003) A behavioral theory of R&D expenditures and innovations: evidence from shipbuilding. Acad. Management J. 46(6):685–702.Google Scholar
• Hannan MT, Freeman JH (1984) Structural inertia and organizational change. Amer. Sociol. Rev. 49(2):149–164.Crossref, Google Scholar
• Helfat CE (2015) Vertical firm structure and industry evolution. Indust. Corporate Change 24(4):803–818.Crossref, Google Scholar
• Helfat CE (2018) The behavior and capabilities of firms. Nelson R, Dosi G, Helfat CE, Pyka A, Saviotti PP, Lee K, Dopfer K, Malerba F, Winter S, eds. Modern Evolutionary Economics: An Overview (Cambridge University Press, Cambridge, UK), 85–103.Crossref, Google Scholar
• Helfat CE (2021) What does firm shaping of markets really mean? Strategy Sci. 6(4):360–370.Link, Google Scholar
• Helfat CE, Campo-Rembado MA (2016) Integrative capabilities, vertical integration, and innovation over successive technology lifecycles. Organ. Sci. 27(2):249–264.Link, Google Scholar
• Helfat CE, Lieberman M (2002) The birth of capabilities: Market entry and the importance of pre-history. Indust. Corporate Change 11(4):725–760.Crossref, Google Scholar
• Helfat CE, Peteraf MA (2003) The dynamic resource-based view: Capability lifecycles. Strategic Management J. 24(10):997–1010.Crossref, Google Scholar
• Helfat CE, Winter SG (2011) Untangling dynamic and operational capabilities: Strategy for the (n)ever-changing world. Strategic Management J. 32(11):1243–1250.Crossref, Google Scholar
• Helfat CE, Finkelstein S, Mitchell W, Peteraf MA, Singh H, Teece DJ, Winter SG (2007) Dynamic Capabilities: Understanding Strategic Change in Organizations (Blackwell, Malden, MA).Google Scholar
• Henderson R, Clark K (1990) Architectural innovation: The reconfiguration of existing product technologies and the failure of established firms. Admin. Sci. Quart. 35(1):9–30.Crossref, Google Scholar
• Hobday M (1995) Innovation in East Asia: The Challenge to Japan (Edward Elgar Publishing, London).Google Scholar
• Huckman RS, Pisano GP (2006) The firm specificity of individual performance: Evidence from cardiac surgery. Management Sci. 52(4):473–488.Link, Google Scholar
• Jacobides MG (2005) Industry change through vertical disintegration: How and why markets emerged in mortgage banking. Acad. Management J. 48(3):465–498.Crossref, Google Scholar
• Jacobides MG, Winter SG (2005) The co-evolution of capabilities and transaction costs: Explaining the institutional structure of production. Strategic Management J. 26(5):395–413.Crossref, Google Scholar
• Jacobides MG, Brusoni S, Candelon F (2021) The evolutionary dynamics of the artificial intelligence ecosystem. Strategy Sci. 6(4):412–435.Link, Google Scholar
• Jacobides MG, Cennamo C, Gawer A (2018) Toward a theory of ecosystem. Strategic Management J. 39(8):2255–2276.Crossref, Google Scholar
• Jovanovic B (1982) Selection and the evolution of industry. Econometrica 50(3):649–670.Crossref, Google Scholar
• Kauffman SA (1993) The Origins of Order: Self-Organization and Selection in Evolution (Oxford University Press, New York).Crossref, Google Scholar
• Kim L (1997) Imitation to Innovation: The Dynamics of Korea’s Technological Learning (Harvard Business School Press, Boston).Google Scholar
• Kirman AP (2001) Market organization and individual behavior: Evidence from fish markets. Rauch JE, Casella A, eds. Networks and Markets (Russell Sage Foundation, New York), 155–195.Google Scholar
• Klepper S (1996) Entry, exit, growth and innovation over the product life cycle. Amer. Econom. Rev. 86(3):562–583.Google Scholar
• Klepper S (1997) Industry life cycles. Indust. Corporate Change 6(1):119–143.Crossref, Google Scholar
• Klepper S (2016) Experimental Capitalism: The Nanoeconomics of American High-Tech Industries (Princeton University Press, Princeton, NJ).Crossref, Google Scholar
• Klepper S, Simons KL (2000) Dominance by birthright: Entry of prior radio producers and competitive ramifications in the U.S. television receiver industry. Strategic Management J. 21(10–11):997–1016.Crossref, Google Scholar
• Klepper S, Sleeper S (2005) Entry by spin-offs. Management Sci. 51(8):1291–1306.Link, Google Scholar
• Kor YY, Mahoney JT (2004) Edith Penrose's (1959) contributions to the resource‐based view of strategic management. J. Management Stud. 41(1):183–191.Crossref, Google Scholar
• Kumaraswamy A, Mudambi R, Saranga H, Tripathy A (2012) Catch-up strategies in the Indian auto components industry: Domestic firms’ responses to market liberalization. J. Internat. Bus. Stud. 43(4):368–395.Crossref, Google Scholar
• Landini F, Malerba F (2017) Public policy and catching up by developing countries in global industries: A simulation model. Cambridge J. Econom. 41(3):927–960.Crossref, Google Scholar
• Landini F, Lee K, Malerba F (2017) A history friendly model of the successive changes in industrial leadership and catch-up by the latecomers. Res. Policy 46(2):431–446.Crossref, Google Scholar
• La Porta C, Zapperi S, Pilotti L, eds. (2020) Understanding Innovation Through Exaptation (Springer Nature Switzerland, Cham).Crossref, Google Scholar
• Lee K (2013) Schumpeterian Analysis of Economic Catch-up: Knowledge, Path-Creation, and the Middle-Income Trap (Cambridge University Press, Cambridge, UK).Crossref, Google Scholar
• Lee K (2019) The art of economic catch-up: Barriers, detours and leapfrogging in innovation systems. (Cambridge University Press, Cambridge).Google Scholar
• Lema R, Fu X, Rabellotti R (2020) Green windows of opportunity: Latecomer development in the age of transformation toward sustainability. Indust. Corporate Change 29(5):1193–1209.Google Scholar
• Lenox M, Rockart SF, Lewin AY (2007) Interdependency, competition, and industry dynamics. Management Sci. 53(4):599–615.Link, Google Scholar
• Leonard-Barton D (1992) Core capabilities and core rigidities: A paradox in managing new product development. Strategic Management J. 13(S1):111–126.Crossref, Google Scholar
• Levinthal DA (1997) Adaptation on rugged landscapes. Management Sci. 43(7):934–950.Link, Google Scholar
• Levinthal DA (1998) The slow pace of rapid technological change: Gradualism and punctuation in technological change. Indust. Corporate Change 7(2):217–247.Crossref, Google Scholar
• Levinthal DA (2021) From arms to trees: Path dependence and the exploration-exploitation trade-off. Strategy Sci. Forthcoming.Link, Google Scholar
• Levinthal DA, Myatt J (1995) Co‐evolution of capabilities and industry: The evolution of mutual fund processing. Strategic Management J. 15(S1):45–62.Crossref, Google Scholar
• Lewin AY, Massini S (2004) Knowledge creation and organizational capabilities of innovating and imitating firms. Tsoukas H, Mylonopoulos N, eds. Organizations as Knowledge Systems: Knowledge, Learning and Dynamic Capabilities (Palgrave Macmillan, London), 209–237.Crossref, Google Scholar
• Lewin AY, Volberda HW (1999) Prolegomena on co-evolution: A framework for research on strategy and new organizational forms. Organ. Sci. 10(5):519–534.Link, Google Scholar
• Lewin AY, Long CP, Carroll TN (1999) The co-evolution of new organizational forms. Organ. Sci. 10(5):535–550.Link, Google Scholar
• Li D, Liang Z, Tell F, Xue L (2021) Sectoral systems of innovation in the era of the fourth industrial revolution: An introduction to the special section. Indust. Corporate Change 30(1):123–135.Google Scholar
• Lissoni F (2010) Academic inventors as brokers. Res. Policy 39(7):843–857.Crossref, Google Scholar
• Lundvall B-Å (1992) National Innovation Systems: Towards a Theory of Innovation and Interactive Learning (Pinter Publishers, London).Google Scholar
• Malerba F (1992) Learning and incremental technical change. Econom. J. 102(413):845–859.Google Scholar
• Malerba F (2002) Sectoral systems of innovation and production. Res. Policy 31(2):247–264.Crossref, Google Scholar
• Malerba F (2004) Sectoral Systems of Innovation (Cambridge University Press, Cambridge, UK).Crossref, Google Scholar
• Malerba F (2009) Increase learning, break knowledge lock-ins and foster dynamic complementarities: Evolutionary and system perspectives on technology policy in industrial dynamics. Foray D, ed. The New Economics of Technology Policy (Edward Elgar Publishing, Cheltenham, UK), 33–45.Crossref, Google Scholar
• Malerba F, Lee K (2021) An evolutionary perspective on economic catch-up by latecomers. Indust. Corporate Change. Forthcoming.Crossref, Google Scholar
• Malerba F, Mani S (2009) Sectoral Systems of Innovation and Production in Developing Countries (Edward Elgar Publishing, Cheltenham, UK).Crossref, Google Scholar
• Malerba F, McKelvey M (2020) Knowledge-intensive innovative entrepreneurship integrating Schumpeter, evolutionary economics, and innovation systems. Small Bus. Econom. 54(2):503–522.Crossref, Google Scholar
• Malerba F, Nelson RR (2011) Learning and catching up in different sectoral systems: Evidence from six industries. Indust. Corporate Change 20(6):1645–1675.Crossref, Google Scholar
• Malerba F, Orsenigo L (1995) Schumpeterian patterns of innovation. Cambridge J. Econom. 19(1):47–65.Google Scholar
• Malerba F, Orsenigo L (1996) The dynamics and evolution of industries. Indust. Corporate Change 5(1):51–87.Crossref, Google Scholar
• Malerba F, Orsenigo L (1997) Technological regimes and sectoral patterns of innovative activities. Indust. Corporate Change 6(1):83–118.Google Scholar
• Malerba F, Orsenigo L (1999) Technological entry, exit and survival: An empirical analysis of patent data. Res. Policy 28(6):643–660.Crossref, Google Scholar
• Malerba F, Nelson RR, Orsenigo L, Winter SG (1999) “History-friendly” models of industry evolution: The computer industry. Indust. Corporate Change 8(1):3–40.Crossref, Google Scholar
• Malerba F, Nelson RR, Orsenigo L, Winter SG (2001) Competition and industrial policies in a “history friendly” model of the evolution of the computer industry. Internat. J. Indust. Organ. 19(5):635–664.Crossref, Google Scholar
• Malerba F, Nelson RR, Orsenigo L, Winter SG (2007) Demand, innovation, and the dynamics of market structure: The role of experimental users and diverse preferences. J. Evolutionary Econom. 17(4):371–399.Google Scholar
• Malerba F, Nelson RR, Orsenigo L, Winter SG (2008) Public policies and changing boundaries of firms in a “history-friendly” model of the co-evolution of the computer and semiconductor industry. J. Econom. Behav. Organ. 67(2):355–380.Crossref, Google Scholar
• Malerba F, Nelson RR, Orsenigo L, Winter SG (2016) Innovation and Industry Evolution: History Friendly Models (Cambridge University Press, Cambridge, UK).Crossref, Google Scholar
• March JG (1991) Exploration and exploitation in organizational learning. Organ. Sci. 2(1):71–87.Link, Google Scholar
• March JG (1994) A Primer on Decision Making: How Decisions Happen (Free Press, New York).Google Scholar
• Marengo L, Pasquali C (2012) How to get what you want when you do not know what you want: A model of incentives, organizational structure, and learning. Organ. Sci. 23(5):1298–1310.Link, Google Scholar
• Marsili O (2001) The Anatomy and Evolution of Industries: Technological Change and Industrial Dynamics (Edward Elgar, Cheltenham, UK).Crossref, Google Scholar
• Mastrogiorgio M, Gilsing V (2016) Innovation through exaptation and its determinants: The role of technological complexity, analogy making and patent scope. Res. Policy 45(7):1419–1435.Crossref, Google Scholar
• Mathews J (2002) Competitive advantages of the latecomer firm. Asia Pacific J. Management 19(4):467–488.Crossref, Google Scholar
• Mayr E (1988) Toward a New Philosophy of Biology: Observations of an Evolutionist (Harvard University Press, Cambridge, MA).Google Scholar
• Mayer K, Argyres N (2004) Learning to contract: Evidence from the personal computer industry. Organ. Sci. 15(4):394–410.Link, Google Scholar
• Mazzucato M (2011) The Entrepreneurial State (Demos, London).Crossref, Google Scholar
• McKelvey B (1997) Quasi-natural organization science. Organ. Sci. 8(4):352–380.Link, Google Scholar
• Metcalfe JS (1995) Technology systems and technology policy in an evolutionary framework. Cambridge J. Econom. 19(1):25–46.Google Scholar
• Metcalfe JS (1998) Evolutionary Economics and Creative Destruction (Routledge, London).Crossref, Google Scholar
• Moeen M, Agarwal R (2017) Incubation of an industry: Heterogeneous knowledge bases and modes of value capture. Strategic Management J. 38(3):566–587.Crossref, Google Scholar
• Mokyr J (1990a) Punctuated equilibria and technological progress. Amer. Econom. Rev. 80(2):350–354.Google Scholar
• Mokyr J (1990b) The Lever of Riches: Technological Creativity and Economic Progress (Oxford University Press, New York).Google Scholar
• Monteverde K (1995) Technical dialog as an incentive for vertical integration in the semiconductor industry. Management Sci. 41(10):1624–1638.Link, Google Scholar
• Montobbio F (2003) Sectoral patterns of technological activity and export market share dynamics. Cambridge J. Econom. 4(1):523–545.Crossref, Google Scholar
• Mowery DC, Nelson RR (1999) Sources of Industrial Leadership (Cambridge University Press, Cambridge, UK).Crossref, Google Scholar
• Murmann JP (2003) Knowledge and Competitive Advantage (Cambridge University Press, Cambridge, UK).Crossref, Google Scholar
• Murmann JP, Frenken K (2006) Toward a systematic framework for research on dominant designs, technological innovations, and industrial change. Res. Policy 35(7):925–952.Crossref, Google Scholar
• Murmann P, Zhu Z (2021) What enables a Chinese firm to create new-to-the-world innovations? Strategy Sci. Forthcoming.Link, Google Scholar
• Nelson RR (1993) National Systems of Innovation: A Comparative Analysis (Oxford University Press, New York).Crossref, Google Scholar
• Nelson RR (1994) The co-evolution of technology, industrial structure, and supporting institutions. Indust. Corporate Change 3(1):47–63.Crossref, Google Scholar
• Nelson RR (1995) Recent evolutionary theorizing about economic change. J. Econom. Literature 33(1):48–90.Google Scholar
• Nelson RR (2021) A perspective on the evolution of evolutionary economics. Indust. Corporate Change 29(5):1101–1118.Crossref, Google Scholar
• Nelson RR, Sampat B (2001) Making sense of institutions as a factor shaping economic performance. J. Econom. Behav. Organ. 44(1):31–54.Crossref, Google Scholar
• Nelson RR, Winter SG (1982) An Evolutionary Theory of Economic Change (Belknap Press, Cambridge, MA).Google Scholar
• Nelson RR, Winter SG (2002) Evolutionary theorizing in economics. J. Econom. Perspect. 16(2):23–46.Crossref, Google Scholar
• Nelson RR, Dosi G, Helfat C, Pyka A, Saviotti PP, Lee K, Malerba F, Winter SG (2018) Modern Evolutionary Economics: An Overview (Cambridge University Press, Cambridge, UK).Crossref, Google Scholar
• Nightingale P (2003) If Nelson and Winter are only half right about tacit knowledge, which half? A Searlean critique of “codification.” Indust. Corporate Change 12(2):149–183.Crossref, Google Scholar
• Odling-Smee FJ, Laland KN, Feldman MW (2003) Niche Construction: The Neglected Process in Evolution (Princeton University Press, Princeton, NJ).Google Scholar
• O'Reilly C, Tushman M (2013) Organizational ambidexterity: Past, present, and future. Acad. Management Perspect. 27(4):324–338.Google Scholar
• Orsenigo L, Pammolli F, Riccaboni M (2001) Technological change and network dynamics: Lessons from the pharmaceutical industry. Res. Policy 30(3):485–508.Crossref, Google Scholar
• Park K, Lee K (2006) Linking technological regimes and technological catch-up: Analysis of Korea and Taiwan using the US patent data. Indust. Corporate Change 15(4):715–753.Google Scholar
• Patvardhan S, Ramachandran J (2020) Shaping the future: Strategy making as artificial evolution. Organ. Sci. 31(3):671–697.Google Scholar
• Pavitt K (1984) Sectoral patterns of technical change: Toward a taxonomy and a theory. Res. Policy 13(6):343–373.Crossref, Google Scholar
• Peneder M (2010) Technological regimes and the variety of innovation behaviour: Creating integrated taxonomies of firms and sectors. Res. Policy 39(3):323–334.Crossref, Google Scholar
• Penrose ET (1952) Biological analogies in the theory of the firm. Amer. Econom. Rev. 42(5):804–819.Google Scholar
• Penrose ET (1959) The Theory of the Growth of the Firm (Oxford University Press, Oxford, UK).Google Scholar
• Peteraf M (1993) The cornerstones of competitive advantage: A resource-based view. Strategic Management J. 14(3):179–191.Crossref, Google Scholar
• Pisano GP (2017) Toward a prescriptive theory of dynamic capabilities: Connecting strategic choice, learning, and competition. Indust. Corporate Change 26(5):747–762.Crossref, Google Scholar
• Polanyi M (1962) Personal Knowledge: Toward a Post-Critical Philosophy (Chicago University Press, Chicago).Google Scholar
• Powell WW, Koput KW, Smith-Doerr L (1996) Interorganizational collaboration and the locus of innovation: Networks of learning in biotechnology. Admin. Sci. Quart. 41(1):116–145.Crossref, Google Scholar
• Reznick DN, Shaw FH, Rodd FH, Shaw RG (1997) Evaluation of the rate of evolution in natural populations of guppies (Poecilia reticulata). Science 275(5308):1934–1936.Crossref, Google Scholar
• Ridley M (1999) Evolution (Blackwell Science, Cambridge, MA).Google Scholar
• Rivkin JW (2000) Imitation of complex strategies. Management Sci. 46(6):824–844.Link, Google Scholar
• Rivkin JW, Siggelkow N (2003) Balancing search and stability: Interdependencies among elements of organizational design. Management Sci. 49(3):290–311.Link, Google Scholar
• Rosenberg N (1976) Perspectives on Technology (Cambridge University Press, Cambridge, UK).Crossref, Google Scholar
• Rosenberg N (1982) Inside the Black Box: Technology and Economics (Cambridge University Press, Cambridge, UK).Google Scholar
• Rosenberg N, Nelson RR (1994) American universities and technical advance in industry. Res. Policy 23(3):323–348.Crossref, Google Scholar
• Rosiello A, Maleki A (2021) A dynamic multi-sector analysis of technological catch-up: The impact of technology cycle times, knowledge base complexity and variety. Res. Policy 50(3):104194.Crossref, Google Scholar
• Rumelt RP (1984) Toward a strategic theory of the firm. Lamb RB, ed. Competitive Strategic Management (Prentice-Hall, Upper Saddle River, NJ), 556–570.Google Scholar
• Sahal D (1985) Technological guideposts and innovation avenues. Res. Policy 14(2):61–82.Crossref, Google Scholar
• Sarasvathy SD (2008) Effectuation: Elements of Entrepreneurial Expertise (Edward Elgar Publishing, London).Crossref, Google Scholar
• Sarasvathy SD, Dew N (2005) New market creation through transformation. J. Evol. Econ. 15:533–565.Google Scholar
• Sarnecka DK, Pisano GP (2021) The evolutionary nature of breakthrough innovation: An empirical investigation of firm search strategies. Strategy Sci. Forthcoming.Google Scholar
• Schumpeter JA (1934) The Theory of Economic Development (Harvard University Press, Cambridge, MA).Google Scholar
• Schumpeter JA (1950) Capitalism, Socialism and Democracy, 3rd ed. (Harper & Row, New York).Google Scholar
• Silverberg G, Lehnert D (1993) Long waves and “evolutionary chaos” in a simple Schumpeterian model of embodied technical change. Structural Change Econom. Dynam. 4(1):9–37.Crossref, Google Scholar
• Silverberg G, Verspagen B (1994) Learning, innovation and economic growth: A long-run model of industrial dynamics. Indust. Corporate Change 3(1):199–223.Crossref, Google Scholar
• Slade ME (1986) Exogeneity tests of market boundaries applied to petroleum products. J. Indust. Econom. 34(3):291–303.Crossref, Google Scholar
• Stuart TE, Podolny JM (1996) Local search and the evolution of technological capabilities. Strategic Management J. 17(S1):21–38.Crossref, Google Scholar
• Teece DJ (1996) Firm organization, industrial structure, and technological innovation. J. Econom. Behav. Organ. 31(2):193–224.Crossref, Google Scholar
• Teece DJ (2007) Explicating dynamic capabilities: The nature and microfoundations of (sustainable) enterprise performance. Strategic Management J. 28(13):1319–1350.Crossref, Google Scholar
• Teece DJ, Pisano GP (1994) The dynamic capabilities of firms: An introduction. Indust. Corporate Change 3(3):537–556.Crossref, Google Scholar
• Teece DJ, Pisano GP, Shuen A (1997) Dynamic capabilities and strategic management. Strategic Management J. 18(7):509–533.Crossref, Google Scholar
• Teece DJ, Rumelt R, Dosi G, Winter SG (1994) Understanding corporate coherence: Theory and evidence. J. Econom. Behav. Organ. 23(1):1–30.Crossref, Google Scholar
• Tushman ML, Anderson P (1986) Technological discontinuities and organizational environments. Admin. Sci. Quart. 31(3):439–465.Crossref, Google Scholar
• Utterback JM (1994) Mastering the Dynamics of Innovation (Harvard Business School Press, Boston).Google Scholar
• Utterback JM, Suarez FF (1993) Innovation, competition, and industry structure. Res. Policy 22(1):1–21.Crossref, Google Scholar
• von Hippel E (1988) The Sources of Innovation (Oxford University Press, Oxford, UK).Google Scholar
• Wezel F, Cattani G, Pennings JM (2006) Competitive implications of interfirm mobility. Organ. Sci. 17(6):691–709.Link, Google Scholar
• Wiener N (1993) Invention: The Care and Feeding of Ideas (MIT Press, Cambridge, MA).Google Scholar
• Williamson OE (1975) Markets and Hierarchies: Analysis and Antitrust Implications (Free Press, New York).Google Scholar
• Williamson OE (1985) The Economic Institutions of Capitalism (Free Press, New York).Google Scholar
• Winter SG (1984) Schumpeterian competition in alternative technological regimes. J. Econom. Behav. Organ. 5(3–4):287–320.Crossref, Google Scholar
• Winter SG (1987) Knowledge and competence as strategic assets. Teece D, ed. The Competitive Challenge: Strategies for Industrial Innovation and Renewal (Ballinger, Cambridge, MA), 159–184.Google Scholar
• Winter SG (1993) Patents and welfare in an evolutionary model. Indust. Corporate Change 2(2):211–231.Crossref, Google Scholar
• Winter SG (1995) Four Rs of profitability: Rents, resources, routines and replication. Montgomery CA, ed. Resource-Based and Evolutionary Theories of the Firm (Springer, New York), 147–178.Crossref, Google Scholar
• Winter SG (2000) The satisficing principle in capability learning. Strategic Management J. 21(10–11):981–996.Crossref, Google Scholar
• Winter SG (2003) Understanding dynamic capabilities. Strategic Management J. 24(10):991–995.Crossref, Google Scholar
• Winter SG (2014) The future of evolutionary economics: Can we break out of the beachhead? J. Inst. Econom. 10(4):613–644.Crossref, Google Scholar
• Winter SG (2017) Pursuing the evolutionary agenda in economics and management research. Cambridge J. Econom. 2017(41):721–747.Crossref, Google Scholar
• Winter SG, Szulanski G (2001) Replication as strategy. Organ. Sci. 12(6):730–743.Link, Google Scholar
• Winter SG, Cattani G, Dorsch A (2007) The value of moderate obsession: Insights from a new model of organizational search. Organ. Sci. 18(3):403–419.Link, Google Scholar
• Winter SG, Kaniovski Y, Dosi G (2000) Modeling industrial dynamics with innovative entrants. Structural Change Econom. Dynam. 11(3):255–293.Crossref, Google Scholar
• Winter SG, Kaniovski Y, Dosi G (2003) A baseline model of industry evolution. J. Evolutionary Econom. 13(4):355–383.Crossref, Google Scholar
• Woese CR (2002) On the evolution of cells. Proc. Natl. Acad. Sci. USA 99(13):8742–8747.Crossref, Google Scholar
• Woese CR (2004) A new biology for a new century. Microbiol. Molecular Biol. Rev. 68(2):173–186.Crossref, Google Scholar
• Ziman J (2000) Technological Innovation as an Evolutionary Process (Cambridge University Press, Cambridge, UK).Google Scholar
• Zollo M, Winter SG (2002) Deliberate learning and the evolution of dynamic capabilities. Organ. Sci. 13(3):339–351.Link, Google Scholar