Publications

My research focuses on competition law and competition regulation in the EU and the UK. I focus on abuse of dominance under Article 102 TFEU and digital platform regulation (like the DMA and DMCCA). In terms of theory, I draw from ecological science to inquire about the nature of "merit based" competition and what an "effective" competitive structure means. In terms of practice, much of my research touches on digital markets, particularly how dominant digital platforms harm competition through self-preferencing, tying, and defensive leveraging. I've recently been thinking about the integration of generative AI into online platforms (e.g. Google's AI Overviews and AI assistants).

A recurring theme in my work is the relationship between competition law and society, especially as relating to the "ordering" role of competition law, and the function of competitive markets in supporting democracy. On the more technical side, I'm also developing new metrics to measure competition, and regularly write on the intersection of competition law and tech.

All publications should be somehow accessible through open access. Please email me if you can’t find a link.

Key:

2026

Cohen S and Davies T, 'Opt-Out Remedies Will Not Fix AI Overviews' (2026) Journal of European Competition Law and Practice (forthcoming)

• Google's new AI Overview feature has raised competition concerns relating to publishers' inability to opt-out.
• We argue that the harm to competition caused by AI Overview instead lies in its ability to hoard traffic, diverting it from publishers.
• We show how an opt-out remedy - as suggested by competition authorities - would be ineffective at ending the infringement, providing meaningful choice to publishers and may have several unintended consequences.
• Competition authorities should therefore re-evaluate their approach to remedies, with a stronger focus on protecting merit-based competition for user traffic.

2025

Davies T and Cohen S, 'Error Costs, Platform Regulation, and Democracy' (2025) 21 Journal of Competition Law & Economics 390

The New Platform Regulations (NPRs), which include the Digital Markets Act, the Digital Markets, Competition and Consumers Act and others, were crafted to foster fair and contestable digital markets. Each of the NPRs share a common feature: a precautionary error-cost framework which permits intervention to protect competition before harm occurs. This article examines how this precautionary approach to error costs allows the competition regime to pursue the value of democracy, alongside others. It identifies three mechanisms through which a precautionary conception of error costs, as adopted by the NPRs, can pursue democratic ideals: ensuring that powerful firms do not exist beyond regulatory control, shielding consumers from domination by platform monopolies through contestable markets that protect consumer choice, and reclaiming the role of ‘architecting’ markets from private actors as to reflect the public interest.

Davies T and Georgieva Z, 'Google Adtech – Break Up or Break Out?' (2025) 21 Utrecht Law Review 40

This paper argues that by integrating its advertising network into its popular online platforms, Google has foreclosed competition in the online advertising market by denying rival supply-side ad networks access to its customer base. It proposes a remedy called "marketised monetisation," which is complementary to the structural break-up proposed by the European Commission in Google AdTech. Marketised monetisation would introduce an interoperability layer between Google's popular online services and third-party ad networks, allowing consumers to choose which firm should monetise their usage of Google's zero-priced products and services.

Davies T and Cohen S, 'Democracy or Domination: The Role of Competition Law in the Face of Oligarchy' in Alberto Alemanno and Jacquelyn D. Veraldi (eds), Musk, Power, and the EU: Can EU Law Tackle the Challenges of Unchecked Plutocracy? (1st edn, Verfassungsbooks 2025)

Democracy in Europe is under threat. Competition law, given its history and potential as a tool of anti-domination, is a natural fit to protect and revitalise democracy in Europe. Yet the protection of democracy is habitually said to fall outside the proper scope of competition enforcement. Spencer Cohen and I show how competition law can, through a recalibration of its error cost framework, be used to safeguard against economic domination in markets.

2024

Davies T, Loghmani Khouzani T and Fath BD, ‘“Solutions” Are Not the Answer’ (2024) 5 Frontiers in Sustainability

This paper highlights how narrowly framed "solutions" can lead to unintended consequences and policy incoherence when applied to open systems, and advocates for a rhetorical shift from "problems and solutions" to "challenges and responses."