Nick, thank you for studying this and for sharing your findings. I do think there's probably something to this space.
That said, I think you know probably more than anyone in EA how good people in poverty are at saving money. Don't you think it's unlikely that there is an option available that could save tens of dollars a year, which people are not taking advantage of on their own initiative? I doubt that achieving sufficient capital is the issue (as for example with a tin roof) if we're talking about a $7, or even $2 product.
Maybe another way of framing this is, why do you think that this is a market failure / why do you think the free market is not addressing this on its own?
I would be very curious to know if Living Goods has looked at this; I know that at one point at least they used to sell reusable pads. It seems like an obvious fit to me, and a much lower risk one than distribution for free.
If you are wondering how this change was received by the media, well
Hmm, I'm not confident that Bob is wrong here. It seems to me that there's a quite plausible argument that EA's involvement in AI has been net-negative, possibly so net-negative as to cancel out all of the rest of EA. You seem to assume that this was knowable in advance, but that's not necessarily so.
Your argument seems to assume that one should "shut up and multiply" and then run with that estimated EV number; but there have been many arguments on this forum and elsewhere about why we shouldn't trust naive EV estimates.
Do you think Living Goods is well positioned to deal with those practicalities? If not, why not?