PayPal Mafia veteran and Opendoor Co-Founder Keith Rabois breaks down why speed is the ultimate strategy in the AI era and what real moats still exist when the cost of building has collapsed. He reveals the hidden signals he studies inside startups, the tension between vision and A/B tests (“shoot the movie, then sell tickets”), and why Slack kills ownership. A masterclass in velocity, standards, and leadership from one of Silicon Valley’s most contrarian minds.

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Episode 35: SkyNet is Here!