THREE MOVES I WOULD MAKE AS OPEN CEO
1. Flip the narrative from debt to data. Everyone still sees Opendoor as a balance sheet house flipper. That dies on my watch. The real moat is seller data -- no platform has deeper insights into seller intent, pricing pressure & transaction timing. $Amazon.com(AMZN)$ owns purchase data, $Alphabet(GOOGL)$ owns search intent, $Meta Platforms, Inc.(META)$ owns social connections -- Opendoor owns seller data, the most valuable signal in a $3T real estate market.
2. License it like Reddit. $Reddit(RDDT)$ turned sentiment into an LLM licensing engine with 90% margins. That’s social media. In real estate, a $3T asset class, the same model applies at far greater scale. Builders, lenders, brokerages, credit funds -- all need forward-looking liquidity signals. Opendoor’s data becomes the training set for AI models predicting when & where homes will move.
3. Rebuild around software economics. Today, every home on the balance sheet is an anchor. Tomorrow, every data point is an annuity. By reframing Opendoor as a real estate OS -- licensing data, powering institutional liquidity & running transaction rails -- you’re talking 90% software-like margins in the largest asset class in the world.
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