【学术讲座】平台设计与颠覆性创新的时机选择——基于博弈论的战略研究

Platforms Design and Disruptive Timing---Game-theoretical Publications in Strategy

[平台设计与颠覆性创新的时机选择——基于博弈论的战略研究]

讲座信息 | INFOMATION

讲者：Prof.ZHU Yang (Leon) (CKGSB)

时间：2025年12月29（周一）10时

地点:   同济大厦A座402教室

讲座摘要 | ABSTRACT

In this talk, we share two game-theoretical works. Motivated by an online platform that deliberately limited its set of suppliers, we developed an analytical model that addresses the underlying market frictions. We identify circumstances where the classic reputation mechanism is insufficient and demonstrate that by accepting only a subset of suppliers, the platform can support a welfare-enhancing equilibrium, even if all suppliers are homogeneous and customers can transact with suppliers outside the platform. This work enriches the market frictions–based perspective by demonstrating how it can inform platform design in governing economic exchanges. The second work examines the role of strategic timing in disruptive innovation. We construct a model in which an entrant decides when to enter with a potentially disruptive technology, and the incumbent determines whether and when to switch from its existing technology. By accounting for endogenous firm-specific learning alongside exogenous technological improvement, our model highlights that the entrant’s strategic timing—whether to enter early or delay entry—can cause disruption by deferring the incumbent’s response or deterring it altogether. Based on these insights, we propose a typology of five distinct disruption types, offering a new perspective for scholars and actionable insights for practitioners.

讲者介绍 | GUEST BIO

Leon Yang Zhu is a Professor of Operations Management at the Cheung Kong Graduate School of Business. Before joining CKGSB, Leon was a tenured full professor at the Data Sciences and Operations Department of the Marshall School of Business, University of Southern California. He received his Ph.D. in Industrial and Systems Engineering and his M.A. in Economics from the University of Florida, as well as a bachelor’s degree from Shanghai Jiaotong University. Before joining Marshall, he was a postdoctoral researcher and a lecturer at the University of California, Berkeley.

Professor Zhu has been accepted by or published in various academic journals, including the Academy of Management Review, American Economic Review, Journal of Economic Theory, Management Science, Manufacturing and Service Operations Management, MIS Quarterly, Operations Research, Production and Operations Management, and Rand Journal of Economics. He also serves or has served as Associate Editor or Senior Editor for Management Science, Operations Research, Manufacturing & Service Operations Management, and Production and Operations Management, among others.

https://english.ckgsb.edu.cn/faculty/zhu-leon-yang/