Compass has been in "get big quick" mode for a long time, outspending what is rational for their industry as a way to buy their way into position. Redfin is almost the opposite, focused on cutting down commissions without understanding why agents have to get their 2-3% to stay solvent - and underestimating the skill and knowledge it takes to do real estate well. Also, Redfin is rolling out new programs to partner with traditional agents, so some of this could be simply a shift in their model.
