Anita McGahan in conversation with Rob Seamans

October 8, 2026
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About the Guest


Interview Speaker

Rob Seamans

Professor, New York University's Stern School of Business

Robert Seamans is Professor at New York University’s Stern School of Business where he teaches courses in game theory and strategy. His research focuses on how firms use technology in their strategic interactions with each other, and also focuses...

Reflections from the Interview


Rob traces his dissertation on cable TV entry deterrence back to a stint at the Massachusetts economic development office, where he worked on broadband adoption. He then applies his earlier work on platforms and information asymmetries to AI. He argues that Meta’s free AI assistant, Muse, makes sense as a two-sided market strategy: consumers are subsidized to build an installed base, which raises advertisers’ willingness to pay. He sees AI as a general purpose technology, where investing in complementary assets...

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