The Tale of $OPEN is merely beginning Are you positioned accordingly?

$OPEN should be #1 here

Understand that $OPEN is hesitant to outsource core tech but I feel at least worth a conversation with $PLTR Just food for thought… Shrisha adam bain KARPGOD Pueo Keffer

Building these “swarms of LLMs” is not easy and it’s just ONE of the reasons we believe DeepSky’s output is significantly better than what you can get from ChatGPT or Perplexity. Try it out yourself! Deepsky.ai

Key agent is the “key” here. Capital-light, scalable, still benefits from macro. Crux will be finding right balance between scaling core ibuying vs leaning into agent-commission take rate model. Very tricky.

Great take

Yes! Common tech trope with a lot of truth to it and one we embraced at early @opendoor “Do things that don’t scale” Love to see the ownership from Shrisha Please no more “buy low, list high, and pray” mentality $OPEN shareholders should take this as a very good sign for

Mason Weaver Shrisha I want to believe but how can you justify $OPEN only buying 1200 homes a quarter then? If you have the worlds best home pricing data, shouldn’t the algorithm be able to identify SOME homes that are good value and offer with smaller spreads to those? Even with bad macro, the

AInnovator Keith Rabois Randian Capital Ian Wong They should not be doing as much iBuying… they should do some to always ensure there’s always a bid in markets but they should be lining up buyers and sellers with AI as much as possible. That’s what I mean by asset lite. Not being the primary iBuyer as they have been

All the more reason for Opendoor to lean into AI…

TwentyCapital Keith Rabois Lotusinvest Opendoor Eric Jackson Polymarket No polymarket on Opendoor's next CEO yet. Great question though — I've passed it along to our team for review.

Has $OPEN ever looked into structured products to hedge its exposure to home prices? Perhaps it could buy CDS on MBS tied to areas it has exposure to? With better hedging, this may allow $OPEN to be more aggressive with acquisitions. Jeffrey Ye Ian Wong Keith Rabois JD Ross

Randian Capital Ian Wong Keith Rabois JD Ross This idea makes way too much sense for $OPEN to have tried it… Hedge out macro risk + perfect core pricing algorithm = market dominance

Can someone knowledgeable give me the degen stack rank of Indians, Koreans, and Chinese? Looks like we got 2 out of 3 😈 윌손 (Will Son) 😉 YaO尧 $OPEN

Medhat Abdalla

Just one set of many many buys I’ve made in $OPEN over the years. Wasn’t easy at $0.51 to keep hitting buy but risk-reward always felt good to me Glad to be on the other side now 😮‍💨

Amazing idea I got from another $OPEN believer (who prefers to stay anonymous) "Was thinking about how it's annoying if you're not in their buybox that you can't really experience / benefit from the platform at all. In the same way people care about their Zestimate, let me do

Enjoying the memes and the pumps but still always focused on the $OPEN fundamentals Data is telling me buyers are pressed up against the start line Just need rates to head towards 6 and its off to the races 🏇