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关于下方文字内容,作者:翟大业,中国人民大学自然资源管理,通信邮箱:syzhaidaye@163.com
数据密集型创新与国家:来自中国AI公司的证据
Martin Beraja, David Y. Yang, Noam Yuchtman, 2022, Data-intensive Innovation and the State: Evidence from AI Firms in China, The Review of Economic Studies. 关于David Yang,参看:Acemoglu终于对中国学术界的问题下手了! 关于David Yang,其他三篇敏感性文章(建议在社群内部讨论), 1.Curriculum and Ideology(JPE), 2.Protests as Strategic Games: Experimental Evidence from Hong Kong's Anti-Authoritarian Movement(QJE), 3.The Impact of Media Censorship: 1984 or Brave New World? (AER) Developing AI technology requires data. In many domains, government data far exceeds in magnitude and scope data collected by the private sector, and AI firms often gain access to such data when providing services to the state. We argue that such access can stimulate commercial AI innovation in part because data and trained algorithms are shareable across government and commercial uses. We gather comprehensive information on firms and public security procurement contracts in China’s facial recognition AI industry. We quantify the data accessible through contracts by measuring public security agencies’ capacity to collect surveillance video. Using a triple-differences strategy, we find that data-rich contracts, compared to data-scarce ones, lead recipient firms to develop significantly and substantially more commercial AI software. Our analysis suggests a contribution of government data to the rise of China’s facial recognition AI firms, and that states’ data collection and provision policies could shape AI innovation.
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