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Innovative companies require monopolies so investors have an incentive to fund the high cost of research and development.

#EvanPoll #poll

  • Strongly agree (0%, 1 vote)
  • Somewhat agree (5%, 14 votes)
  • Somewhat disagree (10%, 27 votes)
  • Strongly disagree (83%, 207 votes)
249 voters. Poll end: 3 months ago

in reply to Evan Prodromou

This feels like a mini-troll Q from you, given the audience who follows you, and your personal history. I of course answered "hell no". Especially since the cost of R&D for many of our innovative companies is borne by the taxpayer already through public funding!
in reply to Dave Neary

@dneary I don't intend it as a troll. We're coming out of a big antitrust suit announcement last week in the tech industry and I'm interested in the general opinion.
in reply to Evan Prodromou

I understand. From my perspective, there is so much public support for foundational R&D that is then commercialized and monetized by private industry in this world, that we need more regulation of monopolies, not less. The investors make out OK.
in reply to Dave Neary

@dneary I gave my reasoning here:

https://cosocial.ca/@evan/112948806709572368


So, I think this is the consensus position in Silicon Valley. Even beyond traditional IP protections like patents, copyright and trademark, innovative companies have something like an obligation to take aggressive action to dominate new markets. They can and should throw hundreds of millions of VC dollars into getting and keeping 75% or more market share.

in reply to Evan Prodromou

That's what the patent system is supposed to provide: a (temporary [0]) monopoly to reward innovators. I think the patent system mostly works, though perhaps patents are being granted for trivial innovations in software.

There are other ways to fund innovation of course, but there are advantages to the model of researchers working at their own risk, with the possibility of lucrative rewards for success.

[0] Permanent monopolies are contrary to the public interest.

#patents

in reply to Evan Prodromou

I am really torn.

I think I like some traits of the patent sytem, as mentioned. Temporary protection and monopoly for open documentation so it becomes everyones in the end.

I see how big research funding is needed in some fields, and how you need this. And then I see some bs pharma stuff, changing recipe mildly to evade it.

I see mRNA and how utterly everything failed for 20 years, only covid giving them the chance to prove themselves.
To now read Pfizer everywhere instead of Biontech.

in reply to Evan Prodromou

I went somewhat disagree because you can interpret requires two different ways. Requires as in you couldn't have a successful innovative tech company without a monopoly I don't agree with. Requires as in investors will not invest without a monopoly or duopoly as a condition seems to be very true in a lot of cases.
in reply to Evan Prodromou

Strongly disagree at least in the USA context as temporary monopolies like patents are not the sole incentive out there. Tax expenditures like the Increasing Research Credit, among others, also serve as incentives. See https://www.law.cornell.edu/uscode/text/26/41
in reply to Evan Prodromou

No. It would be better if you could patent something and everyone could use your patent giving you some revenue but not having a monopoly
#EvanPoll #poll
in reply to Evan Prodromou

So, I think this is the consensus position in Silicon Valley. Even beyond traditional IP protections like patents, copyright and trademark, innovative companies have something like an obligation to take aggressive action to dominate new markets. They can and should throw hundreds of millions of VC dollars into getting and keeping 75% or more market share.
This entry was edited (2 months ago)
in reply to Evan Prodromou

It would be dishonest to say that this economic structure hasn't brought us a lot of value as a society. The companies who have followed this path have created a lot of technology products that have changed our lives.
in reply to Evan Prodromou

And there is a real network effect in having market dominant products. We benefit because other people use the product and improve it with their data, and we benefit because third-party vendors build on top of that single platform.
in reply to Evan Prodromou

In this framework, competition, to the extent that it matters, happens *between* markets -- like the mobile operating system competing with the social network, or the rideshare app competing with the job-finding site.
This entry was edited (2 months ago)
in reply to Evan Prodromou

I think the problem with this framework is that we as a society don't get to enjoy the fruits of competitive markets: lower prices, better features, more variety, more resilience. Not to mention the ugly, corrosive model of a single corporate entity dominating a particular aspect of our life. I think it may make us complacent about unfair domination in other parts of our lives.
in reply to Evan Prodromou

what you seem to be describing is some of the limited public benefit of large corporate bodies that monopolise what might have been a public good. Just because such monopolies still share characteristics of public good, such as shared discovery, economies of scale, capacity to do research that otherwise is hard to fund, doen’t make those structures any more attractive to me. It makes me wonder what more we could have had if we had structured them as publicly controlled and accountable.
in reply to Evan Prodromou

Could technology companies start and grow if a 75% market share was an unattainable goal? If government agencies would intervene to stop market dominance and especially misuse of that dominance?

I think they could. I think financial systems would adjust, and I think innovation would continue.

And I think our society would be better.

in reply to Evan Prodromou

So, I somewhat disagree. I'm willing to concede the advantages of the current system, but I think the price is too high, and I think the alternatives are feasible and preferable.
This entry was edited (2 months ago)
in reply to Evan Prodromou

Oh, and obviously, I think that network effects can be achieved with competitive markets of products that implement open standards.
This entry was edited (2 months ago)
in reply to Evan Prodromou

there's nothing wrong with achieving and maintaining 75% market share on merit.

It just never occurs.

If you can return an honest 10% in dividends, there will be investors.

in reply to Evan Prodromou

Just going to throw out the idea here that competition isn't innately good or virtuous and it generally doesn't increase quality, and it certainly doesn't create fairness. It's a lie capitalism sells everyone to obscure the fact that capitalist competition always creates a monopolist winner.
in reply to Evan Prodromou

you could also phrase this as: "other people and third-party vendors start to depend on these products" and I'd add that these products directly and indirectly create a lot of jobs that are ultimately tied to a single point of failure.
At some point this creates a too big (important) to fail situation where the monopolist's leadership can act against the interests of the society (accumulate undue wealth, oppress their workforce, patronize customers) without having to fear real consequences
in reply to Evan Prodromou

The crucial observation here is that the same benefits can be gained from *interoperability*.
If we had a universal open standard for smartphone apps, for instance, everyone could have access to every app, regardless of their device. Instead we have a duopoly and two separate universes of apps..
in reply to Introscopia

@Introscopia https://cosocial.ca/@evan/112948878062119852


Oh, and obviously, I think that network effects can be achieved with competitive markets of products that implement open standards.

in reply to Evan Prodromou

I think there’s a window between a company entrenching itself and beginning to squeeze where it makes a lot of economic sense. Looking at Apple, Netflix, Google, etc. it seems to be around 10–15 years.

The squeezing does, inevitably, start. You know, once they’re so big that even large governments can’t do much about it, or have been bought out so they don’t want to.

So I think the question is, is it worth it to trade short-term value for long-term feudalism?

in reply to Evan Prodromou

"The companies who have followed this path have created a lot of technology products that have changed our lives."
Absolutely, 110%
"this economic structure hasn't brought us a lot of value as a society."
I'm don't think this part follows from the evidence. I see no reason to doubt that the counter factual wouldn't have also changed our lives and brought value to society. If market dominance was prevented through some mechanism, then the best investment would still be the best investment!
in reply to Evan Prodromou

I can't see evidence of a causal link between companies benefitting from a dominant position, and better products
in reply to Evan Prodromou

But it's the network effect which enables the monopoly, not the reverse. And such lopsided markets tend to make it harder rather than easier for better products to appear
in reply to Stefan Monnier

@monnier right, but network effects benefit users. It's helpful to me that so many people have Facebook accounts. I'm very likely to find people I know there. Do the upsides outweigh the downsides? Probably not, or I wouldn't be here.