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Was It Causal?

Context · Business model

Marketplace

Two sides, where an intervention on one moves the other.

What changes here

The same four questions, and what each one runs into in this context.

Attribution

Supply and demand need separate measurement. Blending them hides which side is constrained.

Incrementality

Interference is the default rather than the exception. A treated market can pull inventory away from a held-out one.

Allocation

Only spend on the constrained side grows the market, and which side that is changes by geography and season.

Decisioning

Seller and buyer policies need separate holdouts. Treating a seller campaign as a buyer campaign with different filters builds spillover in.

Written for this context

Incrementality

Systems