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Did you actually listen to the whole interview? They have market fit and thousands of applications for their product. What are you basing your opinion on ?

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I did. If you list a room for rent in SF that looks nice and is competitively priced, you'll also have thousands of applications.

What do you think is the innovation here? He's offering housing in a market with no housing supply. Of course he has market fit.

It seems the steps here were: Be born in commune. Notice SF has a housing problem. Suggest building a commune in LA and SF. Get funded by YC.

Maybe it's like asking for a date with a very attractive person, where everyone thinks they can't possibly get the date, so nobody ever asks?

He also brought years of experience in commercial real estate and a compelling game plan.

Yeh its always obvious in hindsight. They are designing it for current time. i.e. they have common kitchen so if there is a problem of dirty dishes then they will have someone cleaning up the place daily or weekly. No question of who pays the utility bill because its included. This is very different from just renting out room. They may also have someone loosely policing the place in case there are issues in common living area or someone is not behaving properly.

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