Industrial organization insights on antitrust, digital platforms, and competition in ecosystem markets. <br/><br/><a href="https://blog.econworks.com?utm_medium=podcast">blog.econworks.com</a>
EconWorks Podcast
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41 episodes
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Podcast Overview
Industrial organization insights on antitrust, digital platforms, and competition in ecosystem markets. <br/><br/><a href="https://blog.econworks.com?utm_medium=podcast">blog.econworks.com</a>
Language
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Publishing Since
3/16/2026
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Recent Episodes
June 19, 2026
The Subsidy Paradox — Why Cursor Sold to SpaceX
<p>We break down the economic structure of the AI developer market in this episode. We discuss how dependence on upstream foundation models compels downstream innovators to flow both capital and highly refined telemetry back to their vertically integrated competitors.</p><p>We objectively evaluate the proposed solution, the acquisition of Cursor by SpaceX/xAI. Is the deal a classic case of vertical foreclosure that will harm competition or a necessary defensive merger that ends a data monopoly? We walk through the specific efficiencies of the deal, including cost reduction, performance optimization, and the removal of the innovation barriers.</p><p>Read the full article and graphic analysis:</p><p><a target="_blank" href="https://blog.econworks.com/p/the-subsidy-paradox-why-cursor-sold?r=562wri">https://blog.econworks.com/p/the-subsidy-paradox-why-cursor-sold?r=562wri</a></p><p>Explore more visual economics content: https://econworks.com</p><p>YouTube: https://www.youtube.com/@EconWorks-d3e</p><p>Substack:</p><p><a target="_blank" href="https://blog.econworks.com">https://blog.econworks.com</a></p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://blog.econworks.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2">blog.econworks.com/subscribe</a>
June 18, 2026
Control in AI—Episode 2: Governance and Control in AI
<p>AI Antitrust Series. Episode 2: In our second episode, we deconstruct the AI stack (Model → System → Interface) and show how control at the model layer determines access, capabilities, integration, and ultimately who wins the AI economy. We explore why economies of scale, learning effects, and scope make the model layer the main bottleneck. We compare it to the Apple ecosystem and discuss the two competing visions: AI as open infrastructure vs. AI as a tightly controlled platform. By the end of this episode, you will understand why governance is the new question at the heart of AI—not just who gets to build the best model but who gets to decide the rules of the whole system. It’s perfect for anyone who wants to understand the deeper economics and power dynamics behind the AI revolution.</p><p>Read the full article and graphic analysis:</p><p>Explore more visual economics content:</p><p>https://econworks.com</p><p>YouTube:</p><p>https://www.youtube.com/@EconWorks-d3e</p><p>Substack:</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://blog.econworks.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2">blog.econworks.com/subscribe</a>
June 12, 2026
Are Platforms Breaking Antitrust?
<p>What happens when the “market” isn’t a product—but a platform?</p><p>In this episode, we unpack why traditional antitrust tools struggle with platforms and introduce a new way to think about them. From credit cards to Google to sports leagues, not all platforms work the same way—and that distinction matters more than you think.</p><p>Read the full article and graphic analysis:</p><p><a target="_blank" href="https://blog.econworks.com/p/when-the-platform-is-the-market?r=562wri">https://blog.econworks.com/p/when-the-platform-is-the-market?r=562wri</a></p><p>Explore more visual economics content:</p><p>https://econworks.com</p><p>YouTube:</p><p>https://www.youtube.com/@EconWorks-d3e</p><p>Substack:</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://blog.econworks.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2">blog.econworks.com/subscribe</a>
41 total episodes available
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