I keep getting asked who I am. Who I am doesn’t matter. Not yet. What matters is this: I will not reveal my identity until one of two things happen— • 100,000 followers • or a $100M $OPEN portfolio. Between my personal holdings and my children’s trust (that I manage), I will become one of the largest single stakeholders in Opendoor. You don’t need my name to know my conviction. Thank you @ericjackson for sharing the same conviction.

SUPPLY IS UP, TRANSACTIONS ARE FROZEN 📉 "The listings are going up significantly in this market... but they are sitting longer than anyone expected." In this segment on CNBC, CEO Kaz Nejatian discusses a major housing supply paradox—explaining why rising home listings aren't triggering subsequent transaction volume, leaving properties hanging on the market.

PORTABLE MORTGAGES: THE REMEDY TO HOUSING INVENTORY LOCKS 🏠 "I'll take my mortgage with me to a new home because I want 2.8%... why can't you take your mortgage with you?" CEO Kaz Nejatian joins CNBC to discuss a simple policy fix that would immediately unlock America's supply gridlock: allowing mortgage portability, just like in Canada and Europe.

WHEN CUSTOMER SERVICE TELLS YOU TO GOOGLE IT 🤯 "And the customer support agent said, 'I'm not kidding... Have you heard of google.com?'" CEO Kaz Nejatian shares a wild story from his early days at Opendoor—highlighting how broken customer service loops prompted their aggressive AI and support restructuring.

LOCKED IN AT 3%: WHY HOUSING IS GRIDLOCKED 🏠 "It's going to be 6.5% and they're at 3% now and they're just like, 'I'm not going to do it.'" Opendoor Technologies CEO Kaz Nejatian breaks down the rate-lock reality keeping American empty-nesters frozen in their homes and first-time buyers completely shut out.

THE COHORT SCOREBOARD SPEAKS FOR ITSELF 📈 "The listings are going up significantly... but watch the scoreboard, the cohort slope, and inventory health." CEO Kaz Nejatian shares his ultimate focus on hard financial execution, explaining how Opendoor's updated mathematical underwriting corrected the feedback loop.

THE COHORT SCOREBOARD SPEAKS FOR ITSELF 📈 "The listings are going up significantly... but watch the scoreboard, the cohort slope, and inventory health." CEO Kaz Nejatian shares his ultimate focus on hard financial execution, explaining how Opendoor's updated mathematical underwriting corrected the feedback loop.

A CEO'S STAND ON VALUES AND OPTICS 🐦 "Have you said anything on X you regret?... Opendoor deserves a CEO who is edgy in every way, rather than a pale imitation." CEO Kaz Nejatian shares his candid, unfiltered thoughts on navigating public discourse on social media, staying true to deep-seated family values, and rejecting standard corporate public relations filters.

WHEN CUSTOMER SERVICE TELLS YOU TO GOOGLE IT 🤯 "And the customer support agent said, 'I'm not kidding... Have you heard of google.com?'" CEO Kaz Nejatian shares a wild story from his early days at Opendoor—highlighting how broken customer service loops prompted their aggressive AI and support restructuring.

DEATH OF THE PROCESS MANAGER 📉 "I think it is very hard to imagine a future in which there are people whose only job it is to make sure you did your job." CEO Kaz Nejatian shares his forward-looking workspace vision—detailing how AI agents will completely wipe out classic middle-management layers and leave pure technical execution.

A SHOCKING SUPPORT AUDIT AT OPENDOOR 🤯 "And the customer support agent said, 'I'm not kidding... Have you heard of google.com?'" CEO Kaz Nejatian reveals a stunning first-day operational audit where an agent told a customer to Google a basic real estate query—illustrating why they're consolidating teams and introducing automated AI agents.

THE WORLD'S LEAST WELL ROUNDED CEO 🧑‍💼 "I am among the world's least well rounded human beings... I am bad at relationships, I am not calm, I learn by being wrong, and I avoid people at conferences." CEO Kaz Nejatian shares a rare moment of personal vulnerability, explaining why trying to become average at everything is a waste of a leader's unique core execution strengths.

SHOPIFY DELETED EVERYONE’S MEETINGS OVERNIGHT 🗓️ "What we did was just wrote a script and deployed it on January 1st that deleted all meetings from everyone's calendar... and blocked you from booking a meeting." CEO Kaz Nejatian reveals a legendary product engineering story from his VP of Product days at Shopify, illustrating how they aggressively forced focus and killed administrative drag overnight.

PURE MANAGERS ARE GOING EXTINCT 📉 "I think it is very hard to imagine a future in which there are people whose only job it is to make sure you did your job... at some point, humans will manage AI agents instead of other humans." Opendoor Technologies CEO Kaz Nejatian delivers a highly provocative take on workplace hierarchy and how AI is completely flattening classic middle-management layers.

SETTLING FOR A BILLION-DOLLAR SUCCESS IS FAILURE 📉 "What he hates is when companies that are going after trillion-dollar ideas only end up becoming billion-dollar businesses and claim that's a big success." An eye-opening strategy takeaway from Opendoor Technologies CEO Kaz Nejatian, detailing how settling for comfortable mid-tier valuations completely stalls true innovation.

FROM 4 PEOPLE IN WEWORK TO 60 IN TORONTO 📈 "They now have 60 people in Toronto... clean execution." Opendoor Technologies CEO Kaz Nejatian details how the company's software engineering division rapidly scaled from a tiny team in a shared co-working space to a major technology hub in Toronto.

CLOUD CODE ON EVERY MACHINE 💻 "When I started walking through the offices you saw cloud code everywhere on all the machines." Opendoor Technologies CEO Kaz Nejatian details the intense tech rebuild underway, transforming Opendoor into a pure artificial intelligence and automated underwriting entity.

CORPORATE JARGON IS DESIGNED TO CONFUSE YOU 🗣️ "Most business talk is designed to confuse the listener... find a sentence with 'leverage' in it that actually means something." Opendoor Technologies CEO Kaz Nejatian delivers a hilariously blunt takedown of standard corporate jargon, explaining why sterile business-speak is a major execution filter dragging down company speed.

THE X POST HE REGRETS 🐦 "Have you said anything on X you regret?... Opendoor deserves a CEO who is edgy in every way, rather than a pale imitation." CEO Kaz Nejatian shares his candid, unfiltered thoughts on navigating public discourse on social media, staying true to deep-seated family values, and rejecting standard corporate public relations filters.

SUICIDAL EMPATHY IS KILLING COMPANIES 💥 "There is a level of suicidal empathy that people have developed that is just deadly... you are choosing feelings over outcomes." Opendoor Technologies CEO Kaz Nejatian goes on an aggressive run, detailing why prioritizing soft, comfortable lies over hard objective truths is a fatal trap for executing business turnarounds.