:)

My theory paper on bundling got accepted today at AER Insights. In this thread, I summarize the main result and discuss the implications for empirical research on bundling/2nd-degree price discrimination. 1/7

We're looking to hire an early career data scientist to work with Dean Knox, @MarimanRachel and me on high-impact applications of AI/OR for social good, incl improving livelihoods in developing countries, policing, mitigating bias in algorithmic recruiting & media polarization

According to a study by UC San Diego #RadySchool of Management Assistant Professor Robert Sanders, dynamic pricing could be the most effective way for grocery chains to keep perishables out of landfills, reducing food waste by 21% or more: rady.ucsd.edu/why/news/2023/…

Excited to launch the first model from our startup: Bespoke Labs. Bespoke-Minicheck-7B is a grounded factuality checker: super lightweight and fast. Outperforms all big foundation models including Claude 3.5 Sonnet, Mistral-Large m2 and GPT 4o and its only 7B. Also, I want to

New markups paper alert! 👇👇👇👇 How do markups vary over time along the supply chain? To address this question, I'm very excited to share a new working paper from the HBS Pricing Lab, joint with Santiago Alvarez Blaser, Alex MacKay, and Paolo Mengano: papers.ssrn.com/sol3/papers.cf…

Total markups that consumers paid (over production costs) were stable from 2019 to 2023, despite rising prices, for a large global consumer product manufacturer. Alberto Cavallo summarizes our new working paper (w/ Santiago Alvarez Blaser and Paolo Mengano )

A new study out now in Science underscores why it's not always enough to simply put in place a policy or ban. This new research shows state food waste bans aren't working -- except in Massachusetts. Story Bloomberg Green (sharing w/gift link): bloomberg.com/news/articles/…

Shoppers are wary of digital shelf labels, but a study found they don't lead to price surges apnews.com/article/electr…

The spread of electronic shelf labels in grocery stores has raised alarms among U.S. lawmakers and consumers who fear they could unleash surge pricing in the aisles on.wsj.com/4l6wt45

How digital price tags could change the future of grocery shopping cnbc.com/2025/10/03/ele…

Alex Imas And if tenure stays, I think the number of A pubs required for tenure will stay the same - bar just goes up on quality. With a short hiccup where advanced users blast through the target. You?

I love the work Alexander has been doing. But here is where we disagree: both academic articles and the work of juniors/RAs are equilibrium objects. Yes, AI can (or soon will be) able to write the types of articles we've written *in the past*. That means that new articles will

Alex Imas My experience has been the same---at first I was doing everything myself in Claude Code, but now as I've scaled I'm working with more RAs more than ever now!

I wrote a substack today where I tried to explain my views about how complementary Claude code is to your work when you have real expertise in that specific area, and how sketchy it is when you don’t. causalinf.substack.com/p/claude-code-…

Why Sam Harris is now more bullish on a philosophy degree than computer science.

Just had a faculty meeting at INSEAD about the impact of AI on management education and how we should respond. Every serious business school is having the AI conversation right now. 1/

There should be a retrospective reputational penalty imposed on referees who vote no on a paper because the paper is too simple technically -- if that paper ends up being important. It's an almost definitional indicator of bad judgment. (Not tweeting about my own experiences!)