嘉　宾：Nian Tingting  Associate Professor  the University of California at Irvine

主持人：宋婷婷  副教授  上海交通大学安泰经济与管理学院

时　间：2024年7月24日（周三）09:00-10:30

地　点：上海交通大学徐汇校区安泰楼A305

内容简介:

Disintermediation, where providers and customers bypass an intermediary to transact, plagues the 1.5 trillion-dollar platform economy. Despite platforms’ mitigation efforts, little is known regarding either the magnitude of disintermediation or efficacy of mitigation policies, largely due to unobservability of disintermediation. We tackle these two challenges by first detecting disintermediation and quantifying its magnitude. A generalizable geo-analytic method is developed to match non-reserved nights on Airbnb with overnight stays captured by mobile location data. The discovered disintermediation rate of 22.4% in the Austin sample potentially translates into $1.1 billion annual revenue loss to Airbnb. We next propose a theoretical framework to synthesize key levers of effective mitigation policies, and then causally assess the efficacy of three policies, Instant Bookable, Airbnb Plus, and Superhost, by leveraging providers’ policy adoptions as natural experiment and Difference-in-Differences (DID) model. Analyses of nearly 2 million online reservation records and .6 billion individual-level location records, supported by a series of robustness studies, show that Instant Bookable and Airbnb Plus respectively deter disintermediation by 0.09 days (30.2% of the disintermediation days) and 0.07 days (23.5%) per week. The effect is further amplified among providers with greater customer repatronage, longer on-platform tenure, or no preference for longer stays. Further mechanism studies offer strategic insights regarding how to assuage leakage on two-sided platforms.

演讲人简介：

Tingting Nian is currently an associate professor of Information Systems and a Hellman fellow in the Paul Merage School of Business at the University of California at Irvine. She received her Ph.D. degree in Information Systems at the Stern School of Business, New York University. Her current research interests include sharing economy, platform economics, gender bias, and social media marketing. She has received several grants and awards from institutions including Think Forward Initiative, Hellman Foundation, Wharton Customer Analytics Initiative, and INFORMS. She has published on Management Science, Information Systems Research, Management Information Systems Quarterly, and Journal of Management Information Systems. Previously, she received her B.S. in Information Systems from the School of Economics and Management, Tsinghua University in Beijing, China.

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