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Shapes as Product Differentiation: Neural Network Embedding in the Analysis of Markets for Fonts

Sukjin Han, Eric H. Schulman, Kristen Grauman, Santhosh Ramakrishnan

arXiv 6 Jul 2021 · Econometrics · 25 citations (OpenAlex)

arXiv:2107.02739 · PDF · DOI · OpenAlex · Extracted main text

Abstract

Many differentiated products have key attributes that are unstructured and thus high-dimensional (e.g., design, text). Instead of treating unstructured attributes as unobservables in economic models, quantifying them can be important to answer interesting economic questions. To propose an analytical framework for these types of products, this paper considers one of the simplest design products-fonts-and investigates merger and product differentiation using an original dataset from the world's largest online marketplace for fonts. We quantify font shapes by constructing embeddings from a deep convolutional neural network. Each embedding maps a font's shape onto a low-dimensional vector. In the resulting product space, designers are assumed to engage in Hotelling-type spatial competition. From the image embeddings, we construct two alternative measures that capture the degree of design differentiation. We then study the causal effects of a merger on the merging firm's creative decisions using the constructed measures in a synthetic control method. We find that the merger causes the merging firm to increase the visual variety of font design. Notably, such effects are not captured when using traditional measures for product offerings (e.g., specifications and the number of products) constructed from structured data.

Citation extraction

64
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appendix boundary found by appendix_titled_section at “Supplemental Findings for Merger Analysis\label{sec:Supplemental-Findings-for}” · 94% of the source is main text. Read the extracted text to check this.

Most heavily cited references

The works this paper leans on most, across its whole bibliography — not restricted to papers in our corpus. Ranked by composite intensity, which combines how often a work is mentioned, how many sections mention it, and how much of that falls in the main text rather than the appendix.

ReferenceIntensityMentionsSectionsMain text
1Schroff, F., D. Kalenichenko, and J. Philbin (2015) FaceNet: A unified embedding for face recognition and clustering, in0.87452100%
2Berry, S. T. and J. Waldfogel (2001) Do Mergers Increase Product Variety? Evidence from Radio Broadcasting0.81142100%
3Abadie, A., A. Diamond, and J. Hainmueller (2010) Synthetic control methods for comparative case studies: Estimating the effect of California's tobacco control program0.73732100%
4Abadie, A. and J. Gardeazabal (2003) The economic costs of conflict: A case study of the Basque Country0.64422100%
5Sun, Y., X. Wang, and X. Tang (2015) Deeply learned face representations are sparse, selective, and robust, in0.64422100%
6Taigman, Y., M. Yang, M. Ranzato, and L. Wolf (2014) Deepface: Closing the gap to human-level performance in face verification, in0.64422100%
7Fan, Y (2013) Ownership Consolidation and Product Characteristics: A Study of the US Daily Newspaper Market0.51121100%
8Gross, D. P (2016) Creativity under fire: The effects of competition on creative production0.51121100%
9Nevo, A. and M. D. Whinston (2010) Taking the dogma out of econometrics: Structural modeling and credible inference0.51121100%
10Sweeting, A (2013) Dynamic Product Positioning in Differentiated Product Markets: The Effect of Fees for Musical Performance Rights on the Commerci…0.51121100%

Showing the top 10 of 64 scored citations.

Cited by, within the corpus

arXiv econ.EM papers that cite this one, ranked by how heavily they lean on it.

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1Copyright and Competition: Estimating Supply and Demand with Unstructured Data0.73732