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arXiv 2602.17787cs.GTcs.LG
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生成模型的市场游戏:均衡、福利与战略进入

Market Games for Generative Models: Equilibria, Welfare, and Strategic Entry

The Ohio State University(俄亥俄州立大学)

Xiukun Wei, Min Shi, Xueru Zhang

AI总结:

本文提出三层市场游戏模型,研究生成模型市场中的均衡存在条件、福利影响及战略进入机制。

摘要:

生成模型生态系统越来越多地作为竞争性多平台市场运行,其中平台会从共享池中战略性地选择模型,而具有异质偏好的用户则在其中进行选择。理解平台之间的互动、市场均衡是否存在、结果如何由模型提供者、平台和用户行为塑造,以及社会福利如何受到影响,对于营造有益的市场环境至关重要。在本文中,我们正式提出了一个三层模型-平台-用户市场游戏模型,并确定了纯纳什均衡存在的条件。我们的分析显示,市场结构取决于模型的全局平均性能,以及它们对用户群体的局部吸引力。我们进一步研究了福利结果,证明扩大模型池不一定能提高用户福利或市场多样性。最后,我们设计了新的最佳响应训练方案,使模型提供者能够有策略性地将新模型引入竞争性市场。

英文摘要:

Generative model ecosystems increasingly operate as competitive multi-platform markets, where platforms strategically select models from a shared pool and users with heterogeneous preferences choose among them. Understanding how platforms interact, when market equilibria exist, how outcomes are shaped by model-providers, platforms, and user behavior, and how social welfare is affected is critical for fostering a beneficial market environment. In this paper, we formalize a three-layer model-platform-user market game and identify conditions for the existence of pure Nash equilibrium. Our analysis shows that market structure, whether platforms converge on similar models or differentiate by selecting distinct ones, depends not only on models' global average performance but also on their localized attraction to user groups. We further examine welfare outcomes and show that expanding the model pool does not necessarily increase user welfare or market diversity. Finally, we design novel best-response training schemes that allow model providers to strategically introduce new models into competitive markets.

机构、总结、中文摘要均由AI分析而来,可能存在错误,请以论文正文为准。

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