arxivcs.LGecon.EMstat.APstat.ME2026-06-30
Estimating Supply Incrementality in Two-sided Marketplaces: A Causal Machine Learning Approach
Yufei Wu, Daniel Schmierer, Dan Zylberglejd
In two-sided marketplaces with heterogeneous products, it is important to understand the causal relationship between additional supply and marketplace outcomes, such as the total quantity transacted or transaction value in the marketplace. This paper studies a causal machine lear…