20VC: Opendoor's CEO on The Greatest Turnaround in Tech | OpenAI and Oracle: How Can Either Afford to Do This | How Anthropic Could Lose 50% of Their Revenue Overnight | Replit Raises at $3BN | Figure, Gemini & VIA IPOs Broken Down
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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Kaz on Opendoor: Mission, Model, and Turnaround
Kaz explains why he left Shopify, defends OPEN's valuation and meme-stock dynamics, outlines software-led leverage, AI pricing/underwriting, exec comp philosophy, board changes, and his personal tradeoffs.
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