View
253
Download
0
Category
Preview:
Citation preview
Peter Evans, PhDVice PresidentCenter for Global Enterprise
Small n, Large n and public goods issues
Platform Strategy Research Symposium
Platform Research Agenda
1
July 14, 2016
Boston University Questrom School of Business
Overview
2
Discuss two database initiatives
• Platform literature database• Global platform company database
Offer observations regarding large n data and platform scholarship
Present ideas on how to solve the public goods problem with curated datasets
3
Platform Literature Database
Building a platform literature database
4
A total of 946 authors have contributed to building a rich scholarly literature on platforms
These authors have produced 635 titles
Together, these titles have generated a total of 129,265 citations
Key database fields
Author(s)
Publication Type- book, book chapter, journal, working paper
Publication Title
Publication Name
Number of Citations
Citation- volume, number, pages
Year Published
Article Link
Link to Citations
Link to Article pdf
Article Source
Abstract Excerpt
Developed a curated data base covering 2000-2014, with citations captured through a fetch tool deployed on Google Scholar
Approach
Top level results
Database contents
5
Average annual journal articles
10317 23286
Working papersJournal articles Book chapters Books
Source: P. Evans, Platform Literature Database, 2016
Citations by publication
6
Rochet and Tirole, “Platform Competition in Two-Sided Markets,”2003
Source: P. Evans, Platform Literature Database, 2016
7
Platform Author Clusters
Source: Peter Evans, Platform Literature Database, CGE, 2016,with visualization enabled by the team at Quid.
Rochet, Jean-Charles
High level observations
8
Productive: Run rate of over 40 publications + growing number of books per year
Collaborative: Most publications are co-authored
Geographic scope: US centric
Methodology: Small n (n = number of companies studied)
Productivity
Cost of production: $25 million – excluding books
Scope
Gaps
Disciples: Economics, Management, Industrial Organization, Information Systems, Political Science
Globalization of platforms, rise of multinational
Platform consolidation; large multi platform companies
Large n (n = number of companies studied)
9
Global Platform Survey
Global platform survey project
10
Quid WebIntelligence tool
Expert curationPrimary data reference tools
Cross referenced with the publicallyavailable list of unicorn companies maintained by CB Insights
Data for the publically traded platform companieswas obtained through
CrunchBase was used to surface platform companies and to cross check data from other sources
Data base has enabled two publications to date
11
http://thecge.net/category/research/the-emerging-platform-economy/
Available at:
Public vs. privately held platforms
12
Source: P. Evans, Global Platform Database, Center for Global Enterprise, 2016
*Platform companies with a market value of US$1 billion or more on December 15, 2015
$3 trillion + in firm market cap
$100s of billions + in global commerce
1.5 million direct jobs + millions more indirect jobs
Identified a total of 176 platforms with market caps of $1 billion or more
Platform database
13
Publically traded companies with market cap of $10 billion or more
Top platform sectors
14
No. of Platforms
Sectors Rank
Sector coding is challenging, requiring deep knowledge of sector and company
Africa’s Emerging Platform Clusters
15
SOURCE: Africa Platform database, 2016
Industry Examples
Agriculture Esoko, iCow, hellotractor
Education BrainShare, JobbermanLearning, Obami
Real Estate Lamudi, Private Property, Sweepsouth
Market place Jumia, Konga, Kaymu, Carmudi, OLX, Cheki, cdiscount, Zando, Vendito
Transportation Uber, EasyTaxi, GoMyWay, Snappcab, Tranzit
Workplace Jobberman, BrighterMonday, Everjobs
Food delivery Hellofood, EasyAppetite
Travel Jovago, hotels.ng, SafariNow, Wakanow
Money M-Pesa, Paga, Kopo Kopo, Jumpstart Africa
Gaming Chesscube, ChopUp, Kiro’s Games
Social Networking Evly, Eskimi
Media IrokoTV, MobileFliks, SaniFilms, Real Nolly
Health Truppr
Platform based business models are being tested in frontier markets
Global landscape—innovation hubs
16
Source: P. Evans, Global Platform Survey Database, CGE, 2016.
Who profits from platforms?
17
Gross profits of top 50 public platforms, 2012 Q3 -2016 Q2
Americas
Asia
Europe
Profits and national systems of innovation
18
Source: Investments extracted from Crunchbase, 2015
Funding Round Type
Sample of 275 companies that have received funding from Google, Google Ventures or Google Capital, 2005-2014
Capital accumulation is driving diverse pattern of technology investment, 2005-2014
Google’s investment clusters
19
Data Collection and Management
Models for global data collection
20
The Correlates of War Project was founded in 1963 by J. David Singer, a political scientist at the University of Michigan. The original and continuing goal of the project has been the systematic accumulation of scientific knowledge about war. Joined by historian Melvin Small, the project began its work by assembling a more accurate data set on the incidence and extent of inter-state and extra-systemic war in the post-Napoleonic period. To do this scientifically Singer and Small found they needed to operationally resolve a number of difficult issues such as what is a “state” and what precisely is a “war.”
Source: http://www.correlatesofwar.org/history 1963
History
Penn State
1998 20161972
U of Michigan
Zeev Maoz
J. David Singer
Stuart A. Bremer
D. Scott Bennett
Paul F. Diehl
Correlates of War Project offers an example of one successful project
Correlates of War governance
21
Data Topics and Hosts
Alliances (Formal) - Doug Gibler, University of Alabama
Contiguity (Direct & Colonial) - Paul Hensel, University of North Texas
Cultural - Errol Henderson, Penn State University; Zeev Maoz, UC-Davis
Diplomatic - Resat Bayer, Koc University
IGOs - Tim Nordstrom, University of Mississippi; Jon Pevehouse, University of Wisconsin; Meg Shannon, University of Colorado
Intrastate War - Jeff Dixon, Texas A&M-Central Texas; Meredith Sarkees, Global Women's Leadership in International Security (GWLIS)
Interstate & Extrastate War - Meredith Sarkees, GWLIS; Frank Wayman, University of Michigan-Dearborn
MIDs - Glenn Palmer, Penn State University
MIDs Location - Alex Bratihwaite, University of Arizona
National Material Capabilities - Michael Greig and Andrew Enterline, University of North Texas
System Membership - Volker Krause, Eastern Michigan U.; Phil Schafer, University of Michigan
Territorial Change - Paul Diehl, University of Illinois
Trade - Katherine Barbieri, University of South Carolina; Omar Keshk, The Ohio State University
DirectorZeev Maoz, University of California, Davis
Associate DirectorD. Scott Bennett, Pennsylvania State University
Distributed system of data set hosting based on the notion of “coordinated decentralization”
Member Advisory Board & Term
Patricia Sullivan, University of North Carolina, through April 2016
Paul Hensel, University of North Texas, through April 2016
Brett Ashley Leeds, Rice University, through April 2017
Resat Bayer, Koc University, though April 2017
Jessica Weeks, University of Wisconsin, through April 2018
Alex Braithwaite, University of Arizona, through April 2018
Michaela Mattes, University of California-Berkeley, through April 2018
Will Moore, Florida State University, through April 2018
Megan Shannon, University of Colorado-Boulder, through April 2018
Source: http://www.correlatesofwar.org/history
22
Platforms and Data
Building and improving existing data sets
23
Parting thoughts
Literature database
Benefits
Provide a single, high quality data source for researchers, professionals and graduate students
Reveal gaps in existing research
Point to new productive areas for platform research
Challenges
Determining the boundaries of the “platform” literature- What’s in? What’s out?
Overcoming collective action/ free rider problem associated with maintaining the database
Global Company Database
Benefits
Provide a single, high quality global data base to support a wide range of platform research themes
Fill gaps in existing research related to platform globalization, national systems of innovation etc.
Challenges
Determining and keeping track of which companies belong in the database.
Overcoming collective action/ free rider problem associated with maintaining and/or expanding the database
24
Follow me on Twitter @pevans_c
Peter Evans, PhDVice PresidentCenter for Global Enterprise
Small n, Large n and public goods issues
Platform Strategy Research Symposium
Platform Research Agenda
25
July 14, 2016
Boston University Questrom School of Business
Recommended