E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
All-In with Chamath, Jason, Sacks & Friedberg
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Web 3.0 and Zillow's Challenges
This chapter explores the emerging world of Web 3.0, focusing on its foundational elements and the historical evolution of the internet. It contrasts the ambitious strategies and subsequent failures of Zillow with those of its competitor Opendoor, providing insights into the challenges faced in the real estate technology sector. The discourse also reflects on the importance of leadership oversight and the impact of technological innovation in shaping the future of decentralized applications.
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