Evidence of (Generative) AI Biases in Strategic Decision Making: Patchwork, Misattention, and Pandering
(with Teppo Felin and Todd Zenger)

(Revise and Resubmit, Strategy Science)
Tagline: LLMs are systematically biased, and the direction of biases is important to use them effectively in strategic decision making.

Trumped Innovation: Policy Uncertainty in the H-1B Strategic Factor Market
(with Yang Fan, Mishita Mehra and Lubomir Litov)

(Resubmitted, Management Science)
Tagline: Without rule of law constraining discretionary fiat, policy uncertainty hurts small startups, not large incumbents.

When Replication Kills Initiative: A Theory of Venture Scaling, Restructuring and Innovation

Tagline: When and why VC-backed startups centralize faster and innovate less over their lifecycle.

Why is Entrepreneurial Overconfidence (so) Persistent?
(with Maclean Gaulin and Nathan Seegert)

Tagline: We conduct a year-long RCT across 1,000 entrepreneurs to show how scientific learning can de-bias overconfidence.

The Rise of Industrial AI in America
(with Kristina McElheran, Erik Brynjolfsson and Zachary Kroff)

Media coverage: Reuters, NPR, New Yorker, MIT-Sloan-online

(In preparation for submission)
Tagline: As of 2021, we find a robustly negative causal effect of AI on productivity in US manufacturing, followed up a longer-run gains.

Data in Action: Data-Driven Decision Making in U.S. Manufacturing
(with Kristina McElheran and Erik Brynjolfsson) 

(Revise and Resubmit, Management Science)
Tagline: We provide large-sample causal evidence for the positive productivity effects of Data-Driven Decision Making practices in US manufacturing.

Leadership Vacillation
(with James Yen, Jackson Nickerson and Todd Zenger) 

(Revise and Resubmit, Strategic Management Journal)
Tagline: Corporations perform better in the long run if they dynamically vacillate between CEOs that specialize in either growth or profitability at a time.

The Hidden Side of Pivoting and Scaling
(with Nathan Seegert, Orie Shelef and Robert Wuebker) 

Tagline: Persistence isn’t always irrational. Pivoting isn’t always learning. A model of hidden outside options can explain why, and guide the data collection needed to find out..

Unlocking Innovation: How Board Networks Reinforce R&D Spillovers
(with Yang Fan) 

• Media coverage: Columbia Law School Blue Sky Blog

(Under Review)
Tagline: Board networks shape R&D spillovers and how corporations respond to R&D spillovers.

Doing Good rather than Doing Well: What stimulates Personal Data Sharing and Why? 
(with Mac Gaulin, Nate Seegert, Steven Alder, Adam Looney)

(Under Revision)
Tagline:: Using a sequence of RCTs we show that image motivation and identity are an order of magnitude more effective to stimulate personal data sharing than incentives.