This paper examines competition policy implications of the rapidly expanding Artificial Intelligence (AI) sector. We analyze the vertical AI technology stack and data feedback loops to address three key questions: the potential for market concentration in core AI services, AI's likely impact on existing market structures, and emerging competition policy challenges. We identify key risks to competition in the AI sector, ways in which AI may disrupt some existing platforms, how AI could lead to new types of gatekeepers, and some novel competition policy concerns raised by AI.
No takes yet. Share an insight, caveat, or question.
Hagiu et al. (2025) studied this question.
Synapse has enriched 5 closely related papers on similar clinical questions. Consider them for comparative context: