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Copyright and Competition: Estimating Supply and Demand with Unstructured Data

Sukjin Han, Kyungho Lee

arXiv 27 Jan 2025 · Econometrics · 1 citations (OpenAlex)

arXiv:2501.16120 · PDF · DOI · OpenAlex · Extracted main text

Abstract

We study the competitive and welfare effects of copyright in creative industries in the face of cost-reducing technologies such as generative artificial intelligence. Creative products often feature unstructured attributes (e.g., images and text) that are complex and high-dimensional. To address this challenge, we study a stylized design product -- fonts -- using data from the world's largest font marketplace. We construct neural network embeddings to quantify unstructured attributes and measure visual similarity in a manner consistent with human perception. Spatial regression and event-study analyses demonstrate that competition is local in the visual characteristics space. Building on this evidence, we develop a structural model of supply and demand that incorporates embeddings and captures product positioning under copyright-based similarity constraints. Our estimates reveal consumers' heterogeneous design preferences and producers' cost-effective mimicry advantages. Counterfactual analyses show that copyright protection can raise consumer welfare by encouraging product relocation, and that the optimal policy depends on the interaction between copyright and cost-reducing technologies.

Citation extraction

91
references
127
in-text mentions
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distinct cited
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main-text words

appendix boundary found by appendix_command · 75% 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
1Lemley, M. A (2009) Our bizarre system for proving copyright infringement0.81142100%
2–-, –- and –- (1999) Voluntary export restraints on automobiles: Evaluating a trade policy0.7373367%
3Balganesh, S., Manta, I. D. and Wilkinson-Ryan, T (2014) Judging similarity0.73732100%
4Eizenberg, A (2014) Upstream innovation and product variety in the us home pc market0.73732100%
5Fan, Y (2013) Ownership consolidation and product characteristics: A study of the us daily newspaper market0.73732100%
6Han, S., Schulman, E. H., Grauman, K. and Ramakrishnan, S (2021) Shapes as product differentiation: Neural network embedding in the analysis of markets for fonts self0.73732100%
7Mankiw, N. G. and Whinston, M. D (1986) Free entry and social inefficiency0.73732100%
8Waldfogel, J (2012) Copyright research in the digital age: Moving from piracy to the supply of new products0.73732100%
9Berry, S. T (1992) Estimation of a model of entry in the airline industry0.64422100%
10Berry, S., Eizenberg, A. and Waldfogel, J (2016) Optimal product variety in radio markets0.64422100%

Showing the top 10 of 91 scored citations.

Cited by, within the corpus

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

Citing paperIntensityMentionsSections
1From Unstructured Data to Demand Counterfactuals: Theory and Practice0.64422
2Econometrics with Pre-Trained Embeddings for Unstructured Data0.40511