by Flamm, K. (2005) – Journal of Financial Economics (working paper version also available via NBER).
However, an even more fun and accessible choice for the episode’s theme is: young sheldon s03e03 ddc
by Clayton M. Christensen (1997, Harvard Business Review / book). by Flamm, K
But for a more specific paper-length read that ties directly to Sheldon’s DIY/early-ISP concept: Journal of Economic Perspectives
“Open Access and the Economics of the Internet” – Greenstein, S. (2000), Journal of Economic Perspectives , Vol. 14, No. 4, pp. 215–236.