Working Papers

These papers are working drafts of research which often appear in final form in academic journals. The published versions may differ from the working versions provided here.

SSRN Research Paper Series

The Social Science Research Network’s Research Paper Series includes working papers produced by Stanford GSB the Rock Center.

You may search for authors and topics and download copies of the work there.

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Switchback Price Experiments with Forward-Looking Demand

Yifan Wu, Ramesh Johari, Vasilis Syrgkanis, Gabriel Weintraub
October182024

We consider a retailer running a switchback experiment for the price of a single product, with infinite supply. In each period, the seller chooses a price from a set of predefined prices that consist of a reference price and a few discounted…

When Does Interference Matter? Decision-Making in Platform Experiments

Ramesh Johari, Hannah Li, Anushka Murthy, Gabriel Weintraub
October102024

This paper investigates decision-making in A/B experiments for online platforms and marketplaces. In such settings, due to constraints on inventory, A/B experiments typically lead to biased estimators because of interference; this phenomenon has…

Price Experimentation and Interference

Wassim Dhaouadi, Ramesh Johari, Orrie B. Page, Gabriel Weintraub
September2024

In this paper, we examine biases arising in A/B tests where firms modify a continuous parameter, such as price, to estimate the global treatment effect of a given performance metric, such as profit. These biases emerge in canonical experimental…

Do Mergers and Acquisitions Improve Efficiency? Evidence from Power Plants

Mert Demirer, Ömer Karaduman
July2024

Using rich data on hourly physical productivity and thousands of ownership changes from U.S. power plants, we study the effects of acquisitions on efficiency and underlying mechanisms. We find a 2% average increase in efficiency for acquired…

Evaluating Treatment Prioritization Rules via Rank-Weighted Average Treatment Effects

Steve Yadlowsky, Scott Fleming, Nigam Shah, Emma Brunskill, Stefan Wager
November2023

There are a number of available methods for selecting whom to prioritize for treatment, including ones based on treatment effect estimation, risk scoring, and handcrafted rules. We propose rank-weighted average treatment effect (RATE) metrics as…

Generative AI at Work

Erik Brynjolfsson, Danielle Li, Lindsey R. Raymond
November2023

New AI tools have the potential to change the way workers perform and learn, but little is known about their impacts on the job. In this paper, we study the staggered introduction of a generative AI-based conversational assistant using data from…

Area Conditions and Positive Incentives: Engaging Local Communities to Protect Forests

Xavier Sebastian Warnes, Joann F. de Zegher, Dan A. Iancu, Erica Plambeck
October302023

Tropical deforestation for agriculture causes alarming CO2 emissions and loss of biodiversity and ecosystem services. To prevent this, various governments and multinational commodity-buyers offer a positive incentive for locals conditional on no…

The Digital Welfare of Nations: New Measures of Welfare Gains and Inequality

Erik Brynjolfsson, Avinash Collis, Asad Liaqat, Daley Kutzman, Haritz Garro, Daniel Deisenroth, Nils Wernerfelt, Jae Joon Lee
September2023

Digital goods can generate large benefits for consumers, but these benefits are largely unmeasured in the national accounts, including GDP and productivity. In this paper, we measure welfare gains from 10 popular digital goods across 13 countries…

Market Re-Design of Framework Agreements in Chile Reduces Government Procurement Spending

M. Olivares, Daniela Saban, Gabriel Weintraub, E. Lara, P. Zanocco, P. Moreno
April2023

Framework agreements (FAs) are procurement mechanisms used in private and public organizations by which a central procurement agency selects an assortment of products, typically through auctions, and then affiliated organizations can purchase…

On Frequentist Regret of Linear Thompson Sampling

Nima Hamidi, Mohsen Bayati
April2023

This paper studies the stochastic linear bandit problem, where a decision-maker chooses actions from possibly time-dependent sets of vectors in ℝd and receives noisy rewards. The objective is to minimize regret, the difference between the…

Economics of Grid-Scale Energy Storage in Wholesale Electricity Markets

Ömer Karaduman
March2023

I investigate the incentives for investing and operating grid-scale energy storage in electricity markets and the need for policies to complement investments with renewables. I develop a new dynamic equilibrium framework that allows for storage’s…

Neural Design for Genetic Perturbation Experiments

Aldo Pacchiano, Drausin Wulsin, Robert A. Barton, Luis Voloch
February2023

The problem of how to genetically modify cells in order to maximize a certain cellular phenotype has taken center stage in drug development over the last few years (with, for example, genetically edited CAR-T, CAR-NK, and CAR-NKT cells entering…

Data Tracking under Competition

Kostas Bimpikis, Ilan Morgenstern, Daniela Saban
November102022

We explore the welfare implications of data-tracking technologies that enable firms to collect consumer data and use it for price discrimination. The model we develop centers around two features: competition between firms and consumers’ level of…

Speed Up the Cold-Start Learning in Two-Sided Bandits with Many Arms

Mohsen Bayati, Junyu Cao, Wanning Chen
November2022

Multi-armed bandit (MAB) algorithms are efficient approaches to reduce the opportunity cost of online experimentation and are used by companies to find the best product from periodically refreshed product catalogs. However, these algorithms face…

Advertising Media and Target Audience Optimization via High-dimensional Bandits

Wenjia Ba, J. Michael Harrison, Harikesh S. Nair
September2022

We present a data-driven algorithm that advertisers can use to automate their digital ad-campaigns at online publishers. The algorithm enables the advertiser to search across available target audiences and ad-media to find the best possible…

Predicting Cellular Responses with Variational Causal Inference and Refined Relational Information

Yulun Wu, Robert A. Barton, Zichen Wang, Vassilis N. Ioannidis, Carlo De Donno, Layne C. Price, Luis Voloch, George Karypis
September2022

Predicting the responses of a cell under perturbations may bring important benefits to drug discovery and personalized therapeutics. In this work, we propose a novel graph variational Bayesian causal inference framework to predict a cell’s gene…

SystemMatch: Optimizing Preclinical Drug Models to Human Clinical Outcomes via Generative Latent-Space Matching

Scott Gigante, Varsha G. Raghavan, Amanda M. Robinson, Robert A. Barton, Adeeb H. Rahman, Drausin F. Wulsin, Jacques Banchereau, Noam Solomon, Luis Voloch, Fabian J. Theis
May2022

Translating the relevance of preclinical models (in vitro, animal models, or organoids) to their relevance in humans presents an important challenge during drug development. The rising abundance of single-cell genomic data from human tumors and…

A General Theory of the Stochastic Linear Bandit and Its Applications

Nima Hamidi, Mohsen Bayati
March2022

Recent growing adoption of experimentation in practice has led to a surge of attention to multiarmed bandits as a technique to reduce the opportunity cost of online experiments. In this setting, a decision-maker sequentially chooses among a set…

Patient-Level Clinical Expertise Enhances Prostate Cancer Recurrence Predictions with Machine Learning

Jacqueline Vallon, Neil Panjwani, Xi Ling, Sushmita Vij, Sandy Srinivas, John Leppert, Mohsen Bayati, Mark K. Buyyounouski
March2022

With rising access to electronic health record data, application of artificial intelligence to create clinical risk prediction models has grown. A key component in designing these models is feature generation. Methods used to generate features…

The Unreasonable Effectiveness of Greedy Algorithms in Multi-Armed Bandit with Many Arms

Mohsen Bayati, Nima Hamidi, Ramesh Johari, Khashayar Khosravi
March2022

We study a Bayesian k-armed bandit problem in many-armed regime, when k ≥ √ T, with T the time horizon. We first show that subsampling is critical for designing optimal policies. Specifically, the standard UCB…