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🎙️ NEW PODCAST 🎙️
Where should I start? I am launching a new academic podcast called “Scaling Theory”. I am of course incredibly excited, but more importantly, I hope you’ll find it interesting.
I want to explore the power laws behind the growth of businesses, technologies, legal tems. The podcast will feature scholarly discussions with select guests (I’ve already recorded a couple, to be published very soon!!) and deep dives into the academic literature. Everything is explained in the introductory episode.
➝ Spotify: open.spotify.com/show/7o5GqRfTO…
➝ Apple: podcasts.apple.com/us/podcast/sca…
➝ YouTube: youtube.com/channel/UCoxJ0…
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The CrowdStrike outage crashed 8.5 million Windows machines in July 2024. Part of the reason was a 2009 EU antitrust commitment that forced Microsoft to open its kernel to rival security vendors.

With Georgiana Mirza, we look at what EU law does when competition and Short answer: not much.

papers.ssrn.com/sol3/papers.cf…
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Same institution, same economics, opposite reading. When the Commission clears a merger, network effects are a reason not to worry: 52 times. When it fines under Article 102, they are a barrier: 199 times. The piece shows where the switch happens. thecompetitionsystem.substack.com/p/network-effe…
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My October reading list is out. A computational rule of reason, network effects that do not foreclose, the claim that neural networks are already clean, Tyler Cowen’s AI university, and the wisdom of prediction markets.
networklawreview.org/october-2026/
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NEW: In competition law, we love to talk about “network effects”. I checked what the Court and the Commission mean by it, across 950 passages. Short answer: they share the word and not much else. thecompetitionsystem.substack.com/p/network-effe…
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Another GREAT run. #nyc
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Replying to @ProfSchrepel
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Draghi asked Europe to let its firms scale. An AI start-up scaling across the EU now faces 27 administrations. The full map, Member State by Member State, is in the audit: thecompetitionsystem.substack.com/p/one-ai-act-t…
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Thibault Schrepel retweeted
New: “Permission to Learn: An Economic Approach to AI Copyright” by @joshgans.

Licences for AI training cannot be negotiated in advance. So let training proceed, and compensate creators once outputs actually substitute for their work.

networklawreview.org/gans-ai-copyri….
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Law loves “human in the loop” when it comes to AI. @emollick notes on Scaling Theory what counts is how you evaluate the work, by people or by AI agents. “Being out of the loop doesn’t mean that you can’t evaluate.”

Full episode, from the future of the firm to the university of t.co/XL3fjbG29W
Spotify: open.spotify.com/episode/1vQN4M…
Apple: podcasts.apple.com/fr/podcast/sca…
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Thibault Schrepel retweeted
New article of AI and copyright by me in the Network Law Review. "Permission to Learn: An Economic Approach to AI Copyright" networklawreview.org/gans-ai-copyri…
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Doing this, this afternoon. Panel on AI competition. Let me know if you’re around.
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No. Day. Off.
日々精進 (hibi shōjin)
Michael Phelps went six years without missing a day of training. 365 days a year. Christmas morning, New Year's, Thanksgiving.

People assume I made him do that. It was the other way around. 🧵
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One AI Act, 27 enforcers. 10 Member States hand the AI Act to telecoms regulators. France plans to give it to its competition and consumer directorate. In Hungary the market surveillance authority is a minister...

That is where Europe’s AI single market splits. thecompetitionsystem.substack.com/p/one-ai-act-t…
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Smartest, most interesting conversation I’ve heart on the role of AI in research (and here, mathematics) youtu.be/ZAzWPE9CItg?is….
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The #AIAct was meant to replace 27 national approaches with one. So I checked what the Member States did next. I found 62 national AI laws and bills since 2021... thecompetitionsystem.substack.com/p/one-ai-act-t…
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Saddest message of the week.
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Such a privilege to be training in prospect park during the fall season. 🍁🗽
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Replying to @ProfSchrepel
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Thibault Schrepel retweeted
On @cornell_tech campus yesterday. Great cohort of students! law-tech-econ.github.io
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On @cornell_tech campus yesterday. Great cohort of students! law-tech-econ.github.io
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