ICLE grounds its 'competition for the market' framework in industrial-organization economics — Schumpeter, dynamic capabilities, Evans & Schmalensee — not evolutionary biology

Where the ICLE white paper "From Moore's Law to Market Rivalry" (ICLE, 2025) grounds "competition for the market" in a named academic model, it cites economists, not biologists. Arguing that static market-share snapshots mislead in semiconductor manufacturing, the authors quote Evans & Schmalensee: firms in such industries "engage in dynamic, Schumpeterian competition for the market, through sequential winner-take-all races to produce drastic innovations, rather than through static price/output competition in the market."

The paper reinforces the same dynamic through three further management/economics lineages: David Teece's own "dynamic capabilities" framework (sensing, seizing, transforming); Schumpeter's "perennial gale of creative destruction"; and "catch-up cycle" theory, invoked to describe latecomer firms (Samsung, TSMC) leapfrogging incumbents at technology transitions. All are citable economic and management-theory constructs distinct from Van Valen's evolutionary-biology model.

This is the substantive counterpart to the paper's Red Queen usage: the Carroll image is literary color (claim-icle-invokes-red-queen-as-carroll-metaphor-not-van-valen-formalism), while the analytical engine for "competition for the market" — the same node-by-node framing the vault records for Rock's Law (claim-rocks-law-is-moores-laws-economic-inverse) — is industrial organization. That the two clusters (compute economics and evolutionary biology) share a slogan but not a source model is what keeps the bridge in question-does-competition-for-the-market-map-onto-red-queen-extinction-probability metaphorical rather than formal, and separates ICLE's lineage from the one route where the Red Queen was carried into firm competition with real hazard-rate methods — claim-barnett-applied-red-queen-to-organizational-competition.

The Evans & Schmalensee wording is confirmed only as ICLE reproduces it; their original paper and any surrounding formal model remain [unverified-mechanism — needs primary] until opened directly.