Towards a Theory of Modular Natives: Explaining Superscaling, China's Greatest Innovation Yet (opens in new tab)

First, we present a new theory of "modular natives." A modular native is a basic building block that is born modular, e.g., a solar cell. The theory predicts that using modular natives in building things reduces complexity and improves predictability, resulting in better outcomes and faster scale-up. Second, we test the theory on the largest dataset of its kind. We find, at a high level of statistical significance, that modular natives operate...