This research looks at how the structure of markets affects companies' incentives to create new products to compete with established ones. When one big company controls the supply chain, it can reduce the motivation for innovation. But if another company isn't part of that chain, it might be more likely to come up with something new and competitive. Sometimes, the big company might join forces with a customer to block these new products from entering the market. Depending on how hard innovation is, working together might actually slow down new developments overall.