Opendoor's Market Disruption

Can Opendoor make the leap from meme stock to the 'Google of housing'? Eric Jackson, Founder at EMJ Capital, makes the bull case for Opendoor as the future of housing marketplaces. He breaks down what he sees as the big mistakes of the former CEO he helped push out, why management has been asleep at the wheel & needs to have more skin in the game, and what it will take to turn things around. Jackson argues Opendoor must reinvent itself as an AI-first real estate company, and he points to Palantir’s Alex Karp as the model for how to win over retail investors.

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