讲座：When Uber Eats Its Own Business, and Its Competitors’ Too: Resource Exclusivity and Oscillation following Platform Diversification 发布时间：2023-05-05
题 目：When Uber Eats Its Own Business, and Its Competitors’ Too: Resource Exclusivity and Oscillation following Platform Diversification
嘉 宾：Yue Maggie Zhou, Associate Professor, University of Michigan
主 持：赵小平, 副教授, 上海交通大学
How will a platform firm’s diversification affect its existing business? We argue that, while it enables complementors to share some of their resources across businesses, it may also create opportunities for complementors to reallocate other complementary resources to maximize utilization, thereby hurting the platform firm’s existing business. In addition, it may divert complementors away from competing platform firms. Such sharing-enabled resource reallocation may be due to exclusivity in the use of complementor resources at the transaction level and the lack of control by platform firms over them at the organizational level. Using data on the rideshare and food delivery businesses after Uber launched Uber Eats in New York City, we find both Uber’s and Lyft’s trip volumes dropped but less so during rush hours.
Yue Maggie Zhou is an associate professor of strategy at the Ross School of Business, University of Michigan. Her research is in the areas of corporate strategy, competitive strategy, institutional strategy and organizational structure. Her recent studies investigate the role of complexity in setting limits to firm growth, the use and effects of competitive strategies between firms on and off digital platforms, as well as organizational design for domestic and multinational corporations. She has examined these issues empirically in the manufacturing, soft drink, air transportation, healthcare, rideshare, oil and gas, restaurant, and commercial spaceflight industries. Her work has been published in the Strategic Management Journal, Organization Science, Journal of Corporate Finance, and Advances in Strategic Management. She is an Associate Editor of the Strategic Management Journal and serves on the editorial boards of Organization Science and Strategy Science. Professor Zhou has a B. Eng. from Shanghai Jiaotong University, an MBA from the University of Maryland, and a PhD from the University of Michigan. Prior to her academic career, Professor Zhou worked at Arthur Anderson as a financial auditor and at the International Finance Corporation of the World Bank Group as an Investment officer on privatization transactions in Africa, Asia, and Eastern Europe.