Estimating Supply Incrementality in Two-sided Marketplaces: A Causal Machine Learning Approach

arXiv:2606.30999v1 Announce Type: new Abstract: 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 learning approach to estimating this relationship across product segments. We use the Airbnb marketplace as an example, focusing on the impact of additional listing supply on t...