Mattresses, Mergers & Vertical Power: AI Wraps Up Season 1

Mattresses, Mergers & Vertical Power: AI Wraps Up Season 1

The season finale tackles the FTC’s challenge to Tempur Sealy’s vertical merger with Mattress Firm. Was the merger a smart efficiency play in retail and manufacturing, or did it risk anticompetitive foreclosure? In this episode, AI critiques the expert economic analysis, focusing on vertical merger guidelines, concentration risks, and real-world retail dynamics. We compare the AI take to the court’s perspective and close season 1 with big-picture lessons on how antitrust should handle innovation, efficiency, and evidence in fast-changing markets. Read the full article and the graphic analysis: https://blog.econworks.com/p/ai-v-judge-episode-5-ftc-vs-tempur?r=562wri [https://blog.econworks.com/p/ai-v-judge-episode-5-ftc-vs-tempur?r=562wri] Explore more visual economics content: https://econworks.com YouTube: https://www.youtube.com/@EconWorks-d3e Substack: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit blog.econworks.com/subscribe [https://blog.econworks.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2]

The $2.5 Billion Question in Pharmaceutical Antitrust

In this episode, we examine the economic foundations of reverse-payment antitrust law through the lens of the Takeda verdict. The Supreme Court’s *Actavis* decision shifted the focus from patent validity to payment size—but left unresolved how courts should measure what counts as “large.” We explore the circularity embedded in the framework, the role of damages models, and why jury decisions may ultimately substitute for missing economic methods. Read the full article and the graphic analysis: https://blog.econworks.com/p/the-885-million-question-actavis?r=562wri [https://blog.econworks.com/p/the-885-million-question-actavis?r=562wri] Explore more visual economics content: EconWorks [https://econworks.com] YouTube [https://www.youtube.com/@EconWorks-d3e] Substack [http://blog.econworks.com] This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit blog.econworks.com/subscribe [https://blog.econworks.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2]

Google’s Ad Tech Empire Under the Microscope: AI Antitrust Critique

In this episode, we talk about the complexities of digital advertising in the US. DOJ v. Google ad tech case. Google’s integrated platform dominates ad servers, exchanges, and networks, and critics have accused it of excluding rivals. The AI looks at the main expert arguments about auctions, vertical integration, and market power and compares the criticism to the trial evidence. In this episode we unpack important but technical concepts like header bidding and multi-homing and put them in plain English. We also take a new look at one of the biggest ongoing antitrust battles in tech. Read the full article and the graphic analysis: https://blog.econworks.com/p/ai-v-judge-episode-4-united-states?r=562wri [https://blog.econworks.com/p/ai-v-judge-episode-4-united-states?r=562wri] Explore more visual economics content: EconWorks [https://econworks.com] YouTube [https://www.youtube.com/@EconWorks-d3e] Substack [http://blog.econworks.com] This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit blog.econworks.com/subscribe [https://blog.econworks.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2]

When Does Sharing Data Become the Same Thing as Fixing Prices?

This episode explores the DOJ’s settlement with Agri Stats and the growing antitrust debate surrounding information sharing, algorithmic pricing, and AI coordination. The discussion covers: * why collusion is unstable, * how monitoring systems sustain coordination, * the role of AI pricing algorithms, *and why future antitrust cases may become increasingly difficult to detect and prove. Read the full article and the graphic analysis: https://blog.econworks.com/p/when-does-sharing-data-become-the?r=562wri [https://blog.econworks.com/p/when-does-sharing-data-become-the?r=562wri] Explore more visual economics content: EconWorks [https://econworks.com] YouTube [https://www.youtube.com/@EconWorks-d3e] Substack [http://blog.econworks.com] This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit blog.econworks.com/subscribe [https://blog.econworks.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2]

The Handbag Merger That Sparked Debate: AI Critiques FTC v. Tapestry

This episode turns to the FTC’s attempt to block the Tapestry (Coach) and Capri (Michael Kors, Kate Spade) merger. The central fight was over how to define the relevant market—a narrow “accessible luxury” segment or something much broader? Using AI, we critique the expert report’s data choices, market framing, and economic analysis, then see how it stacked up against the court’s real-world assessment. This episode explores brand differentiation, consumer behavior, and the challenges of merger review in consumer goods. It’s a fascinating case that reveals a lot about current FTC strategy. Read the full article and the graphic analysis: Explore more visual economics content: EconWorks [https://econworks.com] YouTube [https://www.youtube.com/@EconWorks-d3e] Substack [http://blog.econworks.com] This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit blog.econworks.com/subscribe [https://blog.econworks.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2]