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Autor principal: He, Zeyu
Formato: Preprint
Publicado: 2025
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Acceso en línea:https://arxiv.org/abs/2511.17981
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author He, Zeyu
author_facet He, Zeyu
contents We identify a distinct motive for search, termed catalytic exploration, where agents rationally explore alternatives they expect to reject to resolve uncertainty about the status quo. By decomposing option value into switching and catalytic components, we show that high exploration rates can coexist with bounded switching probabilities. This mechanism generates three insights. First, strong catalytic motives cause separating equilibria to collapse in signaling games as receivers explore indiscriminately. Second, agents optimally acquire more precise information about the status quo than about alternatives, reversing rational inattention intuitions. Third, catalytic exploration creates negative externalities: information technology improvements can paradoxically reduce welfare by encouraging excessive benchmarking.
format Preprint
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publishDate 2025
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spellingShingle Exploration Is Not What It Seeks: Catalytic Exploration under Status Quo Uncertainty
He, Zeyu
Theoretical Economics
We identify a distinct motive for search, termed catalytic exploration, where agents rationally explore alternatives they expect to reject to resolve uncertainty about the status quo. By decomposing option value into switching and catalytic components, we show that high exploration rates can coexist with bounded switching probabilities. This mechanism generates three insights. First, strong catalytic motives cause separating equilibria to collapse in signaling games as receivers explore indiscriminately. Second, agents optimally acquire more precise information about the status quo than about alternatives, reversing rational inattention intuitions. Third, catalytic exploration creates negative externalities: information technology improvements can paradoxically reduce welfare by encouraging excessive benchmarking.
title Exploration Is Not What It Seeks: Catalytic Exploration under Status Quo Uncertainty
topic Theoretical Economics
url https://arxiv.org/abs/2511.17981