Blend
company on 3 shows · 13 statements across 4 episodes · said 38 times in 4 episodes since 2023
American Optimist 35 
the Knowledge Project 2 
the Pitch 1
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American Optimist 35the Knowledge Project 2the Pitch 1
2026 33 mentions in 2 episodes 17 per episode
2025 1 mention in 1 episode
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13 statements about Blend, every show
Ghamsari: Blend processes roughly 20% of all US mortgages
“There's about four to five million mortgages happening this year, and Blend is about 20% of those. Maybe just under 20% of those.”
Ghamsari: Blend overexpanded by concurrently pursuing title, insurance, and verification
“I got us into too many pies at once. Instead of saying, this is our bet. This is what we're going to go all in on. And we were, we had bought, we had acquired a title company. We had started a home insurance agency. We had been doing, we'd expanded too many pr…”
Ghamsari: Blend generated roughly $120M last year with 10% projected growth
“Yeah, we did in the, you know, in the, you know, like the high one tens, one twenties range last year, and we'll be, you know, growing roughly, call it, we, there's nothing public that we've shared here, but the analysts have us growing at roughly 10 ish perce…”
Lonsdale: Blend trades under 3x revenue despite major AI deployment
“Your market cap is in the range of three hundred fifty million. And so you're literally trading at less than three times last year's revenue. Despite having probably as much AI deployed as anyone in this sector and hopefully gonna accelerate profitably.”
Lonsdale: AI startup with Blend's numbers would command $3B to $4B
“I mean, start a startup with your numbers, by the way, if you like look at the AI startup with your numbers would be valued at like three or four billion.”
Ghamsari: Blend generated $10M pipeline for Autopilot in one month
“From just the early pipe, we have about ten million of early pipeline for Autopilot. We only priced it this past month in April and started our sales keep actually talking to customers who have turned it on. We already have double digit 1,000,010 plus million …”
Ghamsari: Hiring corporate 'AI czars' is a joke
“And, you know, but I don't think, I think companies that hire AI czars, like kind of a joke, to be honest. Either it's run like that top down or it's not.”
Top Blend engineers submit 80 to 120 pull requests monthly using AI
“The best people are doing 80 to a 120 pull requests a month. And there's still a lot of people who are learning how to use these AI tools.”
First Blend Autopilot customer cut mortgage closing from 29 to 21 days
“One of the first customers that roll out autopilot, we did an analysis with them of how it impacted their operations. They took their mortgage closing process, which includes a lot of things in blend and some things out of blend, like the appraisal took it dow…”
Ovitz is incubating a new startup with Blend co-founder Nima Ghamsari
“Now he came up with another idea. I just got him all the funding, including from us, and we're, I'm doing the marketing, and he's hired the right engineers, and it's a total incubation.”
Hudson: Competitors raised massive capital due to customer adoption friction
“The reason that I personally think Blend and Rustify have had to raise so much money is not because, part of its product complexity, part of it is customer willingness and ability to implement technology.”
Lonsdale: Blend generates over $200M in bank revenue
“I think it's probably, I think there's over two hundred million dollars of revenue in banks now, so it worked.”
Hodges: Vietnam engineers rival the best talent at Palantir and Blend
“Oh, the talent is, I mean, that was sort of the, we've got, I mean, on par with, you know, the best engineers that I worked with at Palantir and at Blend, and what's cool about Anduin was they were a pioneer, like, Who would have thought that there would be th…”