Digital Economics and AI Meeting
Organized by Chiara Farronato, Andrey Fradkin, Avi Goldfarb, and Catherine Tucker
Supported by the Alfred P. Sloan Foundation
February 12-13, 2026
SIEPR, Stanford University, 366 Galvez Street, Stanford University, Stanford, CA
Format: 20 minutes for the authors, 10 minutes for the discussants, 10 minutes for general Q&A
Thursday, February 12
12:00 pm
Lunch
12:50 pm
Introductions
1:00 pm

Open Source Software Policy in Industry Equilibrium

Jeff Gortmaker, Princeton University

Discussant:
Raviv Murciano-Goroff, Boston University
1:40 pm

Industrial Policy, Location Choice, and Firm Performance in High-Tech Manufacturing

Ran Zhuo, University of Michigan
Audrey Tiew, New York University

Discussant:
Judith A. Chevalier, Yale University and NBER
2:20 pm
Break
2:40 pm

Costs of Technological Frictions: Evidence from EHR (Non-)Interoperability

Rebekah Dix, Yale University
Kelsey Moran, University of Miami
Thi Mai Anh Nguyen, New York University

Discussant:
Ginger Zhe Jin, University of Maryland, College Park and NBER
3:20 pm

AI and the Quantity and Quality of Creative Products: The Case of Books

Joel Waldfogel, University of Minnesota and NBER
Imke Reimers, Cornell University

Discussant:
Shane Greenstein, Harvard University and NBER
4:00 pm
Adjourn
Friday, February 13
8:30 am
Continental Breakfast
9:00 am

The Value of Personalized Recommendations: Evidence from Netflix

Kevin Zielnicki, Netflix
Guy Aridor, Northwestern University
Aurelien Bibaut, Netflix
Allen Tran, Netflix
Winston Chou, Netflix
Nathan Kallus, Netflix

Discussant:
Olivia R. Natan, University of California, Berkeley
9:40 am

Aligning Large Language Model Agents with Rational and Moral Preferences

Daniel L. Chen, Toulouse School of Economics
Christian Hansen, University of Chicago
Wei Lu, Baruch College of the City University of New York

Discussant:
TBA
10:20 am
Break
10:40 am

Human Learning about AI

Raphael Raux, Massachusetts Institute of Technology
Bnaya Dreyfuss, Harvard University

Discussant:
Alex Imas, University of Chicago and NBER
11:20 am

Job Transformation, Specialization, and the Labor Market Effects of AI

Lukas Freund, Boston College
Lukas Friedrich Mann, Arizona State University

Discussant:
Charles I. Jones, Stanford University and NBER
12:00 pm
Adjourn