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Algorithmic Pricing and Competition

Robert Clark, Daniel Ershov. 2023. CPI Antitrust Chronicle, June 2023.

Abstract

This CPI Antitrust Chronicle article examines the impact of AI-driven algorithmic pricing software. It summarizes empirical evidence from Germany's retail gasoline market, where algorithmic pricing software became widely available in 2017. The evidence suggests that adoption increased margins, especially in competitive markets, indicating that algorithmic pricing may have softened competition.

Main Finding

Adoption of algorithmic pricing increased margins in the German retail gasoline market, with stronger effects in competitive markets and in small oligopoly markets where all stations adopted.

Policy Relevance

Competition authorities should evaluate algorithmic pricing using empirical evidence on market structure, adoption patterns, and pricing responses, not only theoretical concerns about algorithmic collusion.

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