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外部选择与劳动供给:来自零工经济的证据

Outside Options and Labor Supply: Evidence from the Gig Economy
NBER Working Papers · 2026 · Sydnee Caldwell、Emily Oehlsen

中文摘要

我们利用针对优步司机开展的随机报酬实验,并结合一项关于能否使用竞争平台的自然实验,考察外部选择如何影响司机对企业的劳动供给。当工作时长具有灵活性时,企业特定劳动供给弹性由市场工时成分和企业替代成分共同构成。能够使用一个竞争平台使司机的企业特定弹性接近翻倍,并将隐含的买方垄断工资折减幅度从68%降至约50%。同样的实验还识别出性别差异:女性对市场的弹性约为男性的两倍,但对雇主的弹性并不低于男性。

Abstract

We use randomized pay experiments among Uber drivers, paired with a natural experiment in access to a competitor, to examine how outside options shape labor supply to the firm. When hours are flexible, the firm-specific labor supply elasticity combines a market-hours component and a firm-substitution component. Access to a single competing platform nearly doubles drivers’ firm-specific elasticity and cuts the implied monopsony markdown from 68% to about 50%. The same experiments identify sex differences: women are about twice as elastic to the market as men, yet no less elastic to their employer.
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