We examine Google's AI Overviews rollout as a staggered platform shock, finding that it reduces organic e-commerce traffic while only partially improving conversion quality of surviving visits.
Mar 1, 2026
We analyze how ChatGPT referrals shape basket structure and category concentration in e-commerce, finding that generative AI functions as a distinct form of shopping intermediation.
Mar 1, 2026
We develop neural product embeddings to predict sales of new products, addressing the challenge of forecasting with limited historical data.
Aug 1, 2025
We analyze conversion rates in e-commerce, examining factors that influence customer purchase decisions in online retail.
May 1, 2025
We analyze how ChatGPT is disrupting traditional search behavior and its implications for Google's market dominance.
Jan 1, 2025