2. Saharsh Agarwal, Deepa Mani, Rahul Telang. The Impact of Ride-Hailing Services on Congestion: Evidence from Indian Cities.
Manufacturing & Service Operations Management (May 2023)
Early research has documented significant growth in ride-hailing services world-wide and allied benefits. However, growing evidence of their negative externalities is leading to significant policy scrutiny. Despite demonstrated socioeconomic benefits and consumer surplus worth billions of dollars, cities are choosing to curb these services in a bid to mitigate first order urban mobility problems. Existing studies on the congestion effects of ride-hailing are limited, report mixed evidence and exclusively focus on the United States, where the supply consists primarily of part-time drivers. We study how the absence of ride-hailing services affects congestion levels in three major cities in India, a market where most ride-hailing drivers participate full time. Using rich real-time traffic and route trajectory data from Google Maps, we show that in all the three cities, periods of ride-hailing unavailability due to driver strikes see a discernible drop in travel time. The effects are largest for the most congested regions during the busiest hours, which see 10.1 - 14.8 percent reduction in travel times. Additionally, we provide suggestive evidence for some of the mechanisms behind the observed effects, including deadheading elimination, substitution with public transit and opening up of shorter alternative routes. These results suggest that despite their paltry modal share, ride-hailing vehicles are substituting more sustainable means of transport and are contributing significantly to congestion in the cities studied. The reported effect sizes quantify the maximum travel time gains that can be expected on curbing them
Media: Fortune
1. Saharsh Agarwal, Ananya Sen. Antiracist Curriculum and Digital Platforms: Evidence from Black Lives Matter.
Management Science (Apr 2022)
(Also featured in the virtual special issue on Diversity, Equity and Inclusion)
In this paper, we examine the impact of racially charged events on the demand for anti-racist classroom resources in US public schools. We use book requests made by teachers on DonorsChoose.org, the largest crowdfunding platform for public school teachers, as a measure of intent to address race-related topics in the classroom. We use the precise timing of high-profile police brutality and other racially charged events in the US (2010-2020) to identify their effect on anti-racism requests relative to a control group. We find a significant increase in anti-racism requests following the killing of George Floyd in 2020, and a null effect for all other events in the decade. We also find an increase in requests for books featuring Latinx, Asian, Muslim, and Jewish cultures, suggesting that a focus on equality for one group can spill over and yield culturally aware dialogues for other groups as well. Event studies suggest that local protests played a role in motivating some of the teachers to post these requests. In just four months following George Floyd’s death, $3.4 million worth of books featuring authors and characters from marginalized communities were successfully funded, reaching over half a million students. Text analysis of impact notes posted by teachers suggests that hundreds of thousands of young students are being engaged in discussions about positive affirmation and cross-cultural acceptance.
3. Saharsh Agarwal, Uttara Ananthakrishnan. Social Media and Well-being: Impact of TikTok on Screentime and Sleep Patterns
Major revision, Management Science
In this paper, we investigate the behavioral changes associated with TikTok adoption, focusing on its impact on screen time, nighttime phone usage, sleep patterns, and substitution across other apps. We employ a Difference-in-Differences (DiD) framework leveraging a high-frequency app usage dataset from nearly 7,000 TikTok adopters. Our findings reveal a significant increase in overall screen time—averaging 221 minutes per week for heavy TikTok users and 43 minutes for medium users—following TikTok adoption, alongside notable declines in usage of other social media and gaming apps, suggesting a strong substitution effect. The screen time effects are highest during late night hours. We also observe shifts in sleep patterns, including delayed bedtimes and a moderate reduction in sleep duration, among high-intensity users. We observe no effects for low-intensity users, who engage minimally with TikTok post-adoption. These results underscore the potential impacts of heavy usage of short-form video platforms on well- being. As a side result, our analysis provides clear evidence of substitutability between TikTok and traditional social media platforms, which has immediate implications for ongoing antitrust proceedings.
2. Saharsh Agarwal, Vivek Choudhary, Li Ding. Ka-Ching: The Impact of Cash-on-delivery on Gig Drivers' Behavior
The rise of food delivery platforms has transformed the gig economy, with Cash on Delivery (COD) remaining a dominant payment method. With COD, drivers temporarily retain the entire order payment on delivery, effectively receiving a temporary interest-free loan. While prior gig economy studies have focused on explicit incentives such as bonuses and wages, our study investigates the implicit liquidity benefit that COD provides, an important aspect that has received little attention in previous literature. COD provides drivers with immediate liquidity to cover expenses such as fuel and vehicle maintenance but also introduces risks of theft and cash-handling complexities. We examine how COD influences drivers’ decisions, particularly whether receiving cash impacts their intra-day shift ending decisions, the likelihood of returning to work the next day, and long-term attrition. Using data from a major Asian food delivery platform covering 8,371 drivers and about 4.1 million orders over six months, we exploit the exogenous lottery-like assignment of COD orders to analyze its effects. Our findings reveal that COD significantly shapes workforce dynamics. An additional US$10 in COD makes drivers 15.3% more likely to stop working in the next hour compared to non-COD payments, reflecting lower cash-based income targets. COD also increases drivers’ probability of returning to work the next day by 1.2% points, stabilizing weekly labor supply while reducing attrition and quitting rates, resulting in significant economic savings for the firm. These insights challenge platforms’ aversion to COD, showing it can serve as a non-monetary tool for workforce management by enhancing driver retention.
1. Saharsh Agarwal, Uttara Ananthakrishnan, Catherine Tucker. Content Moderation at the Infrastructure Layer
Major revision, Information Systems Research
We examine the effects of infrastructural deplatforming through an analysis of Parler's shutdown following the January 2021 Capitol riot. Leveraging mobile phone touchstream data, we track user migration patterns and content consumption following this intervention. Our findings reveal that Parler's shutdown significantly amplified privacy-seeking behavior among its users, leading to a sustained migration to privacy-centric platforms and a notable increase in privacy-preserving browsers. Ideologically-aligned alternatives attracted initial interest but could not retain users over the long term. These results suggest that infrastructural deplatforming due to content violations may inadvertently drive users toward encrypted communication channels that are harder to monitor. Users who migrated to these alternative platforms showed increased misinformation consumption post-shutdown, suggesting that deplatforming may intensify echo chambers by concentrating ideologically-aligned users within more insulated environments. These results provide critical insights for policymakers, technology providers, and regulators navigating content governance in an increasingly interconnected digital landscape. Our results also serve as the first long-run evidence of cross-category platform substitution, which can guide competition policy for social media applications.
1. Saharsh Agarwal, Uttara Ananthakrishnan, Deepa Mani, Ronak Vishnoi. Impact of Daylight Savings Time on Sleep and Digital Activity
2. Saharsh Agarwal, Ananya Sen, Alp Sungu, Ronak Vishnoi. Notifications and Digital Addiction: A Field Experiment