演化经济学
(2011-05-22 02:34:02)
标签:
演化经济学制度经济学财经 |
分类: 我的学术生活(原创) |
我在人大经济论坛开的关于演化经济学的帖子:http://bbs.pinggu.org/thread-1018772-1-1.html
这四篇文章,第一篇是Nelson &Winter 自己的总结。刚开始我不理解行为持续性Behavioral continuity 和 有限的路径依赖(Limited path dependence)关系,其实,这个就像半杯水满半杯水空,把这个理解为有限的路径不依赖(limited path independence)就豁然开朗了。
第二篇Welfat 是最有名的empirical research 第三篇的几个假设都很有意思,第四篇是模型拟合(simulation),对Krugman模型熟悉的朋友可以试着推推(对于别的朋友,可能难度太大)。
一个要点是:演化经济学告诉我们,公司现在的研究投入是和以前的研究投入,公司的销售有关的,这么一来,公司之间就有持续的不同(divergence), 而不是institutional theory(注意:我指的狭义的,DiMaggio and Powell) 所讲的趋同性(convergence).
另一个要点是:一个是累积(cumulative learning) ,另一个是science-based regime(就是新技术产生,小公司也有机会)同时存在。但是最后一篇文章的模型,很奇怪的是,在每个阶段都假设该阶段的技术与前面阶段无关,这个有待商榷。
另外:
1. 演化经济学和企业资源观(resource-based view) 里面的dynamic capabilities
有关。
2.国际商务(IB)里面的乌普萨拉模型,也是一种动态evolution
(抑或说是revolution?)
Reference:
这节课的文献有4篇,最后一篇的模型有点难,很像new
economic geography (NEG)里面的东西,跟一个朋友讨论一下,说evolutionary economics
现在在NEG里面也非常热门,被称为new new economic geography。
Nelson, Richard R., & Winter, Sidney G. 2002. Evolutionary theorizing in economics. Journal of Economic Perspectives, 16 (1): 48-90.
Helfat, Constance E. 1994. Evolutionary trajectories in petroleum firm R&D. Management Science, 40 (12): 1720-47.
Klepper, Steven & Kenneth E. Simons. 2000. Dominance by birthright: Entry of prior radio producers and competitive ramifications in the U.S. television receiver industry. Strategic Management Journal, 21 (10): 997-1016.
Malerba, Franco, Richard Nelson, Luigi Orsenigo, & Sidney Winter. 2008. Vertical integration and disintegration of computer firms: a history-friendly model of the coevolution of the computer and semiconductor industries. Industrial and Corporate Change, 17 (2): 197-231.
Nelson, Richard R., & Winter, Sidney G. 2002. Evolutionary theorizing in economics. Journal of Economic Perspectives, 16 (1): 48-90.
Helfat, Constance E. 1994. Evolutionary trajectories in petroleum firm R&D. Management Science, 40 (12): 1720-47.
Klepper, Steven & Kenneth E. Simons. 2000. Dominance by birthright: Entry of prior radio producers and competitive ramifications in the U.S. television receiver industry. Strategic Management Journal, 21 (10): 997-1016.
Malerba, Franco, Richard Nelson, Luigi Orsenigo, & Sidney Winter. 2008. Vertical integration and disintegration of computer firms: a history-friendly model of the coevolution of the computer and semiconductor industries. Industrial and Corporate Change, 17 (2): 197-231.
Nelson & Winter (1982)的书可以在google book 上面读到大部分
建议读读Chapter 1-5